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  Arista Networks Inc ( ANET ) |
2013 - 2021 (9 years)

Net Revenue (Sales) is 
$2.5B (1Y +4.24% )

ANET Stock Price & Net Revenue (Sales)

Net Revenue (Sales) for ANET competitors.
CSCO MSFT SILC JCS LTRX JNPR HPQ
Note: Stonk = Stock. Both words are used interchangeably. 🙂

Historical (All-Time) Stats for Net Revenue (Sales)

chevron_right 2021 $648.5M +1.6x
( +11.3% / year avg)
chevron_left 2013 $246.5M
vertical_align_top Peak $2.5B +8.96x
vertical_align_bottom Bottom $246.5M
arrow_drop_up # Up Years 7 7 of 9
years up.
arrow_drop_down # Down Years 2
Up Years = Positive (0%+) YoY change
Down Years = Zero or Negative (0% or less) YoY change

Key Points (Stonk Price Comparison)

  • ANET's stock price has rallied +230% from $62.39 in 2013 , or +0.82x the rate relative to it's net revenue (sales) over the same period.
  • If ANET grows it's stock at the same rate as it's net revenue (sales) (+11.3%/year) , it's stock price will grow +291% and hit $602.03 over the next 10 years.
  • ANET's stock price has gone up 5 of the 7 years (+71%) it's net revenue (sales) were also up.
  • Line Item (in $M) FY 2020 FY 2019 FY 2018 FY 2017 FY 2016 FY 2015 FY 2014 FY 2013 FY 2012
    1 Revenue 2317512000 2410706000 2151369000 1646186000 1129167000 837591000 584106000 361224000 193408000
    2 Cost of Revenue 835626000 866368000 777992000 584417000 406051000 294031000 192015000 122686000 61252000
    3 Gross Profit (Income) 1481886000 1544338000 1373377000 1061769000 723116000 543560000 392091000 238538000 132156000
    4 R&D 486594000 462759000 442468000 349594000 273581000 209448000 148909000 98587000 55155000
    5 SG&A 66242000.00 61898000.00 65420000.00 86798000.00 75239000.00 75720000.00 32331000.00 18688000.00 8501000.00
    6 Other Expenses -1556000.00 -75000.00 289000.00 7268000.00 1952000.00 -147000.00 2275000.00 -754000.00 135000.00
    7 Operating Expenses 782202000 738564000 695030000 591497000 479707000 394252000 266578000 172390000 92259000
    8 Interest Expense 0.00 0.00 2701000.00 2780000.00 3136000.00 3152000.00 6280000.00 7119000.00 7057000.00
    9 D&A 44590000.00 32849000.00 27671000.00 20640000.00 19749000.00 13671000.00 10021000.00 5044000.00 1779000.00
    10 EBITDA 744274000 838623000 706018000 490912000 263158000 162979000 135534000 71192000 41676000
    11 Operating Income 699684000 805774000 678347000 470272000 243409000 149308000 125513000 66148000 39897000
    12 Other Income Expenses (Net) 12040000.00 5352000.00 -418511000.00 7268000.00 1952000.00 -147000.00 2275000.00 -754000.00 135000.00
    13 Pre-Income Tax 738863000 862270000 288801000 474760000 242225000 146009000 121508000 58275000 32975000
    14 Income Tax Expense 104306000.00 2403000.00 -39314000.00 51559000.00 58036000.00 24907000.00 34658000.00 15815000.00 11626000.00
    15 Net Income 634557000 859867000 328115000 423201000 184189000 121102000 86850000 42460000 21349000
    16 EPS 8.35 11.26 4.39 5.85 2.66 1.81 1.42 0.77 0.18
    17 EPS Diluted 7.99 10.63 4.06 5.35 2.50 1.67 1.29 0.73 0.17
    18 Shares Outstanding 75984000 76312000 74750000 72258000 68771000 65964000 48427000 51320294 53124310
    19 Shares Outstanding (Diluted) 79465000 80879000 80844000 78977000 73222000 71411000 54590000 54051290 57815705
  • Line Item (in $M) FY 2020 FY 2019 FY 2018 FY 2017 FY 2016 FY 2015 FY 2014 FY 2013
    1 Cash & Cash Equivalents 893219000 1111286000 649950000 859192000 567923000 687326000 240031000 113664000
    2 Short Term Investments 1979649000.00 1613082000.00 1306197000.00 676363000.00 299910000.00 0.00 209426000.00 0.00
    3 Cash & S-T Investments 2872868000 2724368000 1956147000 1535555000 867833000 687326000 449457000 113664000
    4 Accounts Receivables 389540000 391987000 331777000 247346000 253119000 144263000 96982000 81999000
    5 Inventory 479668000 243825000 264557000 306198000 236490000 92129000 80519000 73360000
    6 Other Current Assets 60556000.00 64464000.00 95730000.00 96215000.00 79140000.00 29270000.00 9820000.00 0.00
    7 Total Current Assets 3836998000 3471636000 2714802000 2266429000 1526126000 974328000 679479000 285523000
    8 PP&E 109519000 127043000 75355000 74279000 76961000 79706000 71558000 67204000
    9 Goodwill 189696000.00 54855000.00 53684000.00 0.00 0.00 0.00 0.00 0.00
    10 Intangible Assets 122790000.00 45235000.00 58610000.00 0.00 0.00 0.00 0.00 0.00
    11 Goodwill & Intangible Assets 312486000.00 100090000.00 112294000.00 0.00 0.00 0.00 0.00 0.00
    12 L-T Investments 8000000.00 4000000.00 30000000.00 36000000.00 36000000.00 37000000.00 37000000.00 0.00
    13 Tax Assets 441531000.00 452025000.00 126492000.00 65125000.00 70960000.00 48429000.00 11510000.00 4541000.00
    14 Other Non-Current Assets 30071000.00 30346000.00 22704000.00 18891000.00 18824000.00 20791000.00 11840000.00 4040000.00
    15 Total Non-Current Assets 901921000 713654000 367181000 194431000 202881000 185562000 131544000 78997000
    16 Other Assets 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
    17 Total Assets 4738919000 4185290000 3081983000 2460860000 1729007000 1159890000 811023000 364520000
    18 Accounts Payables 134235000 92105000 93757000 52200000 79457000 43966000 32428000 14741000
    19 S-T Debt 98793000.00 0.00 0.00 0.00 0.00 0.00 0.00 98793000.00
    20 Income Tax Payables 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
    21 Deferred Revenue 396259000 312668000 358586000 327706000 273350000 122049000 60327000 41306000
    22 Other Current Liabilities 94392000.00 52052000.00 30907000.00 16172000.00 15795000.00 3342000.00 7061000.00 10144000.00
    23 Total Current Liabilities 768243000 597074000 606504000 529905000 459553000 235011000 144373000 209344000
    24 L-T Debt 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
  • Line Item (in $M) FY 2020 FY 2019 FY 2018 FY 2017 FY 2016 FY 2015 FY 2014 FY 2013 FY 2012
    1 Net Income (Earnings) 634557000 859867000 328115000 423201000 184189000 121102000 86850000 42460000 21349000
    2 D&A 44590000.00 32849000.00 27671000.00 20640000.00 19749000.00 13671000.00 10021000.00 5044000.00 1779000.00
    3 Deferred Income Tax -9144000.00 -75741000.00 -57896000.00 8426000.00 -21720000.00 -24409000.00 -6774000.00 -8831000.00 -3722000.00
    4 Stock-Based Compensation (SBC) 137042000.00 101280000.00 91202000.00 75427000.00 59032000.00 45303000.00 27619000.00 10159000.00 4703000.00
    5 Change in Working Capital 194193000 766264000 371774000 669951000 327256000 204211000 458927000 -54629000 117740000
    6 Accounts Receivables 10673000.00 -60210000.00 -77916000.00 5773000.00 -108856000.00 -47281000.00 -19844000.00 -28289000.00 -22043000.00
    7 Inventory -235318000.00 20927000.00 51054000.00 -69708000.00 -144361000.00 -14123000.00 -13425000.00 -49179000.00 -7153000.00
    8 Accounts Payables 41161000.00 -1937000.00 39337000.00 -30104000.00 38678000.00 9037000.00 14007000.00 3865000.00 3842000.00
    9 Other Working Capital 3068755000 2874562000 2108298000 1736524000 1066573000 739317000 535106000 76179000 130808000
    10 Other Non-Cash Items 16970000.00 16179000.00 0.00 0.00 0.00 0.00 875000.00 1118000.00 1040000.00
    11 Net Cash Provided by Operating Activities 735114000 963034000 503119000 631627000 131440000 200533000 114516000 34648000 26306000
    12 Investments in PP&E -15384000.00 -15751000.00 -23830000.00 -15279000.00 -21419000.00 -19989000.00 -13134000.00 -20316000.00 -3312000.00
    13 Acquisitions (Net) -227000000.00 -1000000.00 -97000000.00 0.00 0.00 0.00 0.00 0.00 0.00
    14 Purchase of Investments -2688064000.00 -1503893000.00 -1182259000.00 -585373000.00 -439711000.00 0.00 -210019000.00 0.00 0.00
    15 Sales/Maturities of Investments 2322066000.00 1236937000.00 547797000.00 206332000.00 137855000.00 208200000.00 0.00 0.00 0.00
    16 Other Investing Activities 0.00 0.00 0.00 1740000.00 -2704000.00 -4041000.00 -26209000.00 825000.00 -9040000.00
    17 Net Cash used for Investing Activities -608802000.00 -284072000.00 -755113000.00 -392580000.00 -325979000.00 184170000.00 -249362000.00 -19491000.00 -12352000.00
    18 Debt Repayment 0.00 0.00 -1929000.00 -1617000.00 -1336000.00 -1086000.00 -20793000.00 0.00 0.00
    19 Common Stock Issued 0.00 0.00 0.00 0.00 0.00 0.00 239315000.00 0.00 0.00
    20 Common Stock Repurchased -395173000.00 -266142000.00 0.00 0.00 0.00 -261000.00 0.00 0.00 0.00
    21 Dividends Paid 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
    22 Other Financing Activities -8722000.00 -9200000.00 -8878000.00 -4025000.00 41755000.00 37251000.00 17436000.00 882000.00 95000.00
    23 Net Cash Used Provided by Financing Activities -346339000.00 -217964000.00 42851000.00 51469000.00 75600000.00 63105000.00 261337000.00 9886000.00 3977000.00
    24 Net Change in Cash -218061000 461351000 -210533000 291269000 -119403000 447295000 126367000 25009000 17930000
  • About
    Industry: Computer Hardware
    Sector: Technology
    Country: US
    IPO Date: 6/6/2014
    Stonk Exchange: NYSE
    • Arista Networks, Inc
    • engages in the development, marketing, and sale of cloud networking solutions.
    • The company is headquartered in Santa Clara, California and currently employs 2,300 full-time employees.
    • The company develops, markets and sells cloud networking solutions, which consist of its Gigabit Ethernet switches and related software.
    • The firm'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.