$Arista Networks (ANET.US)$Excluded from the analysis on 16t...

A USA company listed in 2014, mainly engaged in cloud network solutions business, with the main market in the USA, current price is 308.

Revenue has grown every year over the past 5 years, except for 2020, with an average growth rate of 22% for 4 years. The growth rate has significantly increased in the past 3 years, with an average operating profit growth rate of 27.2% and an average net income growth rate of 44.6%. Since 2017, there has been no interest burden, and interest income reached 0.15 billion in 2023. The gross margin has decreased from 64.1% to 62% over the past 5 years, while the net margin dropped from 35% to 27.4% before slowly recovering to 35.6%, with a net return on assets of 34.5%.

In Q1 2024, revenue increased by 16.3%, operating profit increased by 36.2%, and net income increased by 46.1%.

Over the past 5 years, the debt-to-asset ratio has decreased from 30.8% to 27.4%, and both total assets and net assets have increased significantly. The proportion and growth rate of accounts receivable are normal, inventory is slightly high, and goodwill and other intangible assets are 0.357 billion, accounting for 5% of net assets of 7.219 billion, with no interest-bearing liabilities.

Over the past 5 years, net cash flow from operations has been significantly higher than net investment, and currently cash has reached 5.01 billion.

Currently, the P/E ratio is 46.8 and the P/E ratio TTM is 42.8. Considering the recent high growth without signs of slowing down, caution is advised (⭐️).