ANET — Stock Film
STOCK FILMSCENE 1/11ANET · $184
Stock Expert AI presents
ANET
Arista Networks, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Arista Networks, Inc. A quick introduction.

On the stock market since 2014, it operates in the world of technology. It has 4,412 employees. Now — the numbers.

on the stock market since 2014
4,412 employees
$168B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $39 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 39%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
84%Products
Products 84%Services 16%
84% of all revenue comes from a single line: Products.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing, year after year.

Average growth of 32% a year over the last 4 years. Every year shown ended in profit.

$2.9B
2021
$4.4B
2022
$5.9B
2023
$7B
2024
$9B
2025
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
89
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
80
very strong

Debt is low and cash is strong; the finances stand solid.

VALUATION
39
weak

Clearly below the class average.

GROWTH
85
very strong

Sales are growing strongly for its sector.

PRICE MOMENTUM
82
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 2 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking10/10
WEAK SPOTS
Executives aren’t buying3/10
WORTH WATCHING

Executive Buying: The trades send no strong signal of confidence.

THE FIVE-YEAR JOURNEY
Trading below its recent peak.

The stock trades below its recent peak — about 13% off the top. A pullback, not a collapse.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 39% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Sales keep climbing

Over the last 3 years, sales grew about 27% a year on average.

3
THE BRIGHT SIDE · 3/3
Strong cash, light debt

There is $10.7B in the vault; even if every debt were paid off, $10.7B would remain.

1
THE RISKS · 1/2
A rich price tag

The company’s market value is 48 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/2
Executives lean toward selling

Over the last 12 months, executives reported 545 sells against just 88 buys. Not an alarm bell by itself, but a number worth watching.

FINALE · THE GRADE
A
0 / 100 · MoonshotScore

On our five-subject report card, ANET sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: ANET is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (39/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film