P/E 66.3 — expensive vs Technology peers (≈90th pctile)
PEG2.30C
PEG 2.30 — expensive relative to growth rate
Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.
Quality-growth score · 61.7
Quality0.76
Growth1.00
Value0.31
Why this score
Durable high returns
Entry · Margin of safety
52-week rangeNear 52-week high
1% off the 12-month high
vs DCF fair value199% aboveest. fair value ~$64
What the price assumes: free cash flow compounding at ~45% a year for the next decade — vs the ~23% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability28% · Bgross profit ÷ total assets (Novy-Marx)
ROIC24.3% · Areturn on invested capital — not score-weighted
Why now
Computer Hardware · market cap $242.2b. Trading near 52-week high of $194.35 — momentum setup, limited technical margin of safety. Revenue growing +31% — in hypergrowth territory. 27 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $192.31 (implying -0% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. $242.2b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 66.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.61 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Horizon
1-3 yr $192.31 (27-analyst consensus) — fundamentals + valuation re-rating. 5 yr $281.56 at ~8% CAGR — compounding case rests on the competitive position widening. 10 yr $417.68 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
ANET vs the Top Picks average
Pillar
ANET
Book avg
Diff
Quality
0.76
0.83
-0.07
Growth
1.00
0.91
+0.09
Value
0.31
0.75
-0.44
Averaged across the 30 names in today's Top Picks (mean score 81.8). A name can beat these averages and still be absent from the book — it also applies concentration limits.
Score history · ANET
Trend
-1.8 over 34 daily scores
From 63.5 (Jun 22) → 61.7 (now)
One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.
Position sizing · ANET
$
%
%
Shares to buy
10
Position size
$1,923
3.8% of portfolio
Stop price
$144.25
25% below $192.34
$ at risk if stopped
$480.85
budget $500.00 · 1% of portfolio
Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.
Arista Networks, Inc. (ANET): score, valuation & FAQ
Arista Networks, Inc. (ANET) is a Computer Hardware company that scores 61.7 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are Rev (A) and FCF (B+). On valuation, ANET sits about 199% above our discounted-cash-flow fair value — the current price implies roughly 45% annual free-cash-flow growth over the next decade.
Is ANET a good stock to buy?
Bull Rankings scores ANET 61.7 out of 100 on its quality-growth model, which is a middling reading. That is driven by Rev (A) and FCF (B+). A score is a quantitative screen of Arista Networks, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does ANET score 61.7 on Bull Rankings?
The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). ANET earns its highest marks on Rev (A) and FCF (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.
Is ANET overvalued or undervalued?
Based on $192.34, ANET sits about 199% above our discounted-cash-flow fair value — the current price implies roughly 45% annual free-cash-flow growth over the next decade. It trades at a 66.3x× P/E (graded C). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in ANET?
Trailing P/E 66.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.61 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.