Arista Networks Inc (ANET)
Arista Networks Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks Inc in October 2008. Arista Networks Inc was incorporated in 2004 and is headquartered in Santa Clara, California.
Precio Actual
Capitalización
Desviación
Crec. Y/Y
Margen EBIT
ROIC
PEG Ratio
ROE
Crec. EPS 3A
Net Debt / EBITDA
Último Análisis
Proyecciones CAGR
Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.
Múltiplos de Valoración
Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.
Gráfico de Evolución del Precio
Precios Objetivo FCF
Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.
Calculadora de Sensibilidad
Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).
Reverse DCF
Rentabilidad mínima que exiges a tu inversión. Refleja el coste de oportunidad y el riesgo.
Múltiplo EV/FCF al que se valorará la empresa al final del periodo de proyección.
Notas
Rendimiento Histórico vs. Índices
Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.
| statistics.year | Rendimiento ANET | Rendimiento Bitcoin | Rendimiento vs. Bitcoin | Rendimiento Gold | Rendimiento vs. Gold | Rendimiento Bono USA 7-10y | Rendimiento vs. Bono USA 7-10y | Rendimiento Bono USA 1-3y | Rendimiento vs. Bono USA 1-3y | Rendimiento Bono USA 20+y | Rendimiento vs. Bono USA 20+y | Rendimiento Dow Jones | Rendimiento vs. Dow Jones | Rendimiento S&P 500 | Rendimiento vs. S&P 500 | Rendimiento NASDAQ 100 | Rendimiento vs. NASDAQ 100 | Rendimiento MSCI World | Rendimiento vs. MSCI World | Rendimiento Russell 2000 | Rendimiento vs. Russell 2000 | Rendimiento STOXX Europe 600 | Rendimiento vs. STOXX Europe 600 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 YTD en Vivo | 29.18% | -10.01% | +39.20% | 8.78% | +20.40% | -0.54% | +29.73% | -0.35% | +29.53% | -0.37% | +29.55% | 1.75% | +27.43% | 4.47% | +24.71% | 6.89% | +22.29% | 4.70% | +24.49% | 11.11% | +18.07% | 2.43% | +26.75% |
2025 | 17.21% | 110.77% | -93.56% | 26.96% | -9.74% | -3.73% | +20.94% | 0.05% | +17.16% | -11.17% | +28.38% | 12.80% | +4.41% | 24.01% | -6.80% | 30.78% | -13.57% | 17.88% | -0.67% | 10.80% | +6.41% | 5.50% | +11.71% |
2024 | 90.93% | 153.66% | -62.73% | 11.76% | +79.17% | -0.15% | +91.08% | 0.98% | +89.95% | -2.54% | +93.47% | 13.74% | +77.19% | 24.73% | +66.20% | 44.52% | +46.41% | 21.92% | +69.01% | 15.78% | +75.15% | 11.67% | +79.26% |
2023 | 94.77% | -65.23% | +160.00% | 0.78% | +94.00% | -15.93% | +110.70% | -5.00% | +99.77% | -31.00% | +125.78% | -9.40% | +104.17% | -19.95% | +114.73% | -33.89% | +128.67% | -19.70% | +114.47% | -22.50% | +117.27% | -13.29% | +108.06% |
2022 | -14.68% | 60.33% | -75.01% | -6.24% | -8.44% | -4.15% | -10.53% | -0.98% | -13.70% | -5.94% | -8.74% | 20.23% | -34.91% | 28.79% | -43.47% | 23.20% | -37.88% | 21.22% | -35.90% | 15.39% | -30.07% | 21.66% | -36.34% |
2021 | 103.05% | 301.93% | -198.87% | 23.90% | +79.15% | 8.33% | +94.72% | 2.02% | +101.03% | 15.12% | +87.93% | 6.02% | +97.03% | 15.29% | +87.76% | 41.75% | +61.30% | 12.94% | +90.11% | 18.48% | +84.57% | -4.64% | +107.69% |
2020 | 41.87% | 88.85% | -46.98% | 17.78% | +24.10% | 5.55% | +36.32% | 1.20% | +40.68% | 10.91% | +30.96% | 21.91% | +19.96% | 28.34% | +13.54% | 34.60% | +7.27% | 25.23% | +16.65% | 23.05% | +18.82% | 23.42% | +18.46% |
2019 | -3.42% | -71.79% | +68.37% | -3.12% | -0.30% | -0.97% | -2.45% | -0.24% | -3.18% | -3.17% | -0.25% | -6.03% | +2.61% | -7.01% | +3.59% | -5.30% | +1.88% | -11.16% | +7.74% | -13.00% | +9.58% | -13.42% | +10.00% |
2018 | -8.80% | 1,184.56% | -1,193.36% | 11.93% | -20.73% | 0.76% | -9.56% | -0.63% | -8.17% | 6.03% | -14.83% | 24.33% | -33.13% | 18.42% | -27.21% | 27.16% | -35.95% | 19.45% | -28.25% | 12.45% | -21.25% | 7.16% | -15.95% |
2017 | 142.50% | 1,184.56% | -1,042.06% | 11.93% | +130.57% | -1.15% | +143.65% | -0.02% | +142.53% | -1.91% | +144.41% | 24.33% | +118.17% | 18.42% | +124.09% | 27.16% | +115.35% | 19.45% | +123.05% | 12.45% | +130.05% | 7.16% | +135.35% |
| common.average | 49.26% | 293.76% | -244.50% | 10.45% | +38.82% | -1.20% | +50.46% | -0.30% | +49.56% | -2.40% | +51.67% | 10.97% | +38.29% | 13.55% | +35.71% | 19.69% | +29.58% | 11.19% | +38.07% | 8.40% | +40.86% | 4.77% | +44.50% |
Historial de Valoración
Registro de los cambios en los parámetros de valoración a lo largo del tiempo.
Fecha de Valoración | Crec. Y/Y | Margen EBIT | Deuda/Pat. | PER | EV/FCF | CAGR EV/EBITDA | CAGR EV/EBIT | Objetivo 2025 | Objetivo 2026 | Objetivo 2027 | Objetivo 2028 | Objetivo 2029 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 11/30/2025 | 22.1% | 47.3% | -2.2x | 35x(51x) | 35x | 27x | 27x | $106.92 | $126.39 | $153.59 | $184.37 | $221.33 |
| 10/12/2025 | 21% | 46.8% | -2.8x | 45x(50x) | 45x | 38x | 38x | $135.13 | $159.28 | $191.44 | $228.09 | $271.76 |
Historial de Dividendos
Evolución de los dividendos por acción y métricas de crecimiento.