Fair value (multi-method)
Four independent methods triangulate what ANET is worth. The headline is the Forward-DCF intrinsic value at a normalized growth rate; the margin of safety compares it to the current price.
Estimated fair value (Forward DCF)
$389.83
Method range
$14.01 – $389.83
median $169.19
Valuation methods
Each method’s implied fair value per share and its upside versus the current price. Missing methods (no analyst coverage, negative earnings, etc.) are shown as “—”.
| Method | Fair value | Upside vs price |
|---|---|---|
| Forward DCF | $389.83 | +122.93% |
| Exit multiple | $151.71 | -13.25% |
| Analyst target | $186.67 | +6.75% |
| Graham number | $14.01 | -91.99% |
- Forward DCF$389.83
- Exit multiple$151.71
- Analyst target$186.67
- Graham number$14.01
Stock price
$174.87
FCF / share (TTM)
$1.30
3Y FCF CAGR
45.4%
Fair value @ hist. growth
$237.16
This analysis is for informational purposes only and is not financial advice. Scenario prices and DCF-style figures depend on your assumptions and data from public filings and estimates. They are not forecasts of future returns.
Implied FCF growth
40.7%
per year over your projection horizon
Margin of safety 26.3% vs hist-growth DCF
Historical 3Y CAGR
45.4%
Your model implies
40.7%
Analyst consensus is EPS-only — no comparable FCF / share estimate to show on this basis.
Model inputs
Move sliders to test how the reverse DCF reacts. Historical-growth markers show where the company has actually grown over the last cycle.
Undiscounted FCF per share over 10 years at 45% annual growth.
Sensitivity — implied growth vs your assumptions
Each cell shows the per-share growth rate the market would need to justify the current price at that combination of discount rate (rows) and terminal growth (columns). Your selected inputs are highlighted.
| Row axis: discount rate. Column axis: terminal growth.Terminal g →↓ Discount | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 10.7% | 37.2% | 36.6% | 35.9% | 35.2% | 34.4% |
| 11.7% | 39.6% | 39.0% | 38.4% | 37.7% | 37.0% |
| 12.7% | 41.8% | 41.3% | 40.7% | 40.1% | 39.5% |
| 13.7% | 44.0% | 43.5% | 43.0% | 42.4% | 41.9% |
| 14.7% | 46.1% | 45.6% | 45.1% | 44.6% | 44.1% |
Historical multiples
Each bar is the trailing five-year range (low left, high right). Filled portion runs from low to today; the dot marks today; the small tick marks the five-year median. Low, median, and high are listed under each bar.
PEG
5.76
Demanding vs growth
Net cash
$1.96B
Total debt − cash
Beta
1.60
Vs market benchmark
Frequently asked questions
Arista Networks (ANET) Key Financials
Charts, filings, and peer comparison for every metric
Explore more
Deep-dives across the income statement, cash flow, capital return, and valuation
How this company returns cash to shareholders — buybacks, dividends, and stock splits.