|Company name||Arista Networks Inc|
|Live stock price||[stckqut]ANET[/stckqut]|
|P/E compared to competitors||Good|
|Confident Investor Rating||Good|
|Target stock price (TWCA growth scenario)||$361.63|
|Target stock price (averages with growth)||$532.39|
|Target stock price (averages with no growth)||$361.63|
|Target stock price (manual assumptions)||$178.73|
The following company description is from Google Finance: https://finance.google.com/finance?q=anet
Arista Networks, Inc. is a supplier of cloud networking solutions that use software innovations to address the needs of Internet companies, cloud service providers and data centers for enterprise support. It develops, markets and sells cloud networking solutions, which consist of its Gigabit Ethernet switches and related software. The Company’s cloud networking solutions consist of its Extensible Operating System (EOS), a set of network applications and its Ethernet switching and routing platforms. The programmability of EOS has allowed it to create a set of software applications that address the requirements of cloud networking, including workflow automation, network visibility and analytics, and has also allowed it to integrate with a range of third-party applications for virtualization, management, automation, orchestration and network services. EOS supports cloud and virtualization solutions, including VMware NSX, Microsoft System Center and other cloud management frameworks.
Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Arista Networks Inc as long as the indicators that I describe in my book The Confident Investor are favorable. I am adding Arista to my Watch List.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.
How was this analysis of Arista Networks Inc calculated?
For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:
- Stock price at the time of the calculation: $233.87
- Growth: 0.2
- Current EPS (TTM): $4.82
- P/E: 24
- Future EPS Calc: $11.99
- Future Stock Price Calc: $287.84
- Target stock price: $178.73
I hope that this makes you a Confident Investor.