Arista Networks' first-quarter revenue and operating margin came in ahead of guidance, and management raised its full-year outlook for total revenue and artificial intelligence revenue. Shares dropped 13% after hours, likely due to full-year guidance missing even stronger expectations.
Arista Networks has gained a top market share position in high-speed switching, resulting, in our view, from technology leadership, and it continues to gain share.
Arista Networks has a weaker position in areas of networking outside high-speed switching and may struggle to expand into adjacent markets.
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Metric
|
ANET
|
HPE
|
NVDA
|
|---|---|---|---|
Price/Earnings (Normalized) | 49.34 | 19.93 | 35.72 |
Price/Book Value | 14.60 | 2.61 | 25.85 |
Price/Sales | 20.53 | 1.73 | 20.13 |
Price/Cash Flow | 50.57 | 10.10 | 34.78 |
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Metric
|
ANET
|
HPE
|
NVDA
|
|---|---|---|---|
Quick Ratio | 2.18 | 0.57 | 2.76 |
Current Ratio | 2.83 | 1.09 | 3.44 |
Interest Coverage | — | 4.05 | 628.92 |
|
Metric
|
ANET
|
HPE
|
NVDA
|
|---|---|---|---|
Return on Assets (Normalized) | 22.40% | 4.65% | 79.83% |
Return on Equity (Normalized) | 34.37% | 14.24% | 108.79% |
Return on Invested Capital (Normalized) | 31.58% | 8.22% | 99.20% |
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1-Day Chart
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