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)
$393.93
Method range
$14.01 – $393.93
median $167.30
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 | $393.93 | +155.35% |
| Exit multiple | $151.30 | -1.92% |
| Analyst target | $183.30 | +18.82% |
| Graham number | $14.01 | -90.92% |
- Forward DCF$393.93
- Exit multiple$151.30
- Analyst target$183.30
- Graham number$14.01
Stock price
$154.27
FCF / share (TTM)
$1.30
3Y FCF CAGR
45.4%
Fair value @ hist. growth
$239.71
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
38.6%
per year over your projection horizon
Margin of safety 35.6% vs hist-growth DCF
Historical 3Y CAGR
45.4%
Your model implies
38.6%
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.
Cumulative FCF covers the current price by year 10.
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% |
|---|---|---|---|---|---|
| 10.6% | 35.2% | 34.5% | 33.9% | 33.1% | 32.4% |
| 11.6% | 37.5% | 36.9% | 36.3% | 35.7% | 35.0% |
| 12.6% | 39.7% | 39.2% | 38.6% | 38.0% | 37.4% |
| 13.6% | 41.8% | 41.4% | 40.8% | 40.3% | 39.8% |
| 14.6% | 43.9% | 43.5% | 43.0% | 42.5% | 42.0% |
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
5.74
Demanding vs growth
Net cash
$2.0B
Total debt − cash
Beta
1.61
Vs market benchmark
Frequently asked questions
Arista Networks (ANET) Key Financials
Charts, filings, and peer comparison for every metric
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