ANET Competition Analysis

Arista Networks, Inc. Peer Comparison

Metric	Value	Ranking
Market Cap	$103.2 Billion	1/15	ANET $103.2B	DELL $75.8B	HPQ $33.2B	SMCI $24.3B	NTAP $23.9B	PSTG $15.3B	IONQ $1.5B	CRCT $1.3B	NNDM $469.2M	SSYS $455.0M	DDD $260.5M	RGTI $153.0M	DM $145.7M	QUBT $56.6M	VLD $11.5M
Gross Margin	65%	3/15	PSTG 71%	NTAP 71%	ANET 65%	CRCT 53%	SSYS 45%	NNDM 45%	DDD 38%	HPQ 21%	DELL 21%	RGTI 14%	IONQ 13%	SMCI 11%	VLD -28%	DM -83%	QUBT -100%
Profit Margin	39%	1/15	ANET 39%	NTAP 16%	CRCT 12%	SMCI 7%	HPQ 5%	PSTG 5%	DELL 3%	VLD -2%	DDD -16%	SSYS -19%	NNDM -100%	QUBT -100%	DM -100%	IONQ -100%	RGTI -100%
EBITDA margin	42%	1/15	ANET 42%	NTAP 24%	CRCT 20%	HPQ 9%	PSTG 8%	SMCI 6%	DELL 5%	SSYS -11%	DDD -31%	NNDM -112%	VLD -186%	DM -260%	IONQ -392%	RGTI -471%	QUBT -20263%
Quarterly Revenue	$1.7 Billion	4/15	DELL $25.0B	HPQ $13.5B	SMCI $5.3B	ANET $1.7B	NTAP $1.5B	PSTG $763.8M	CRCT $167.9M	SSYS $138.0M	DDD $102.9M	DM $38.9M	NNDM $14.9M	IONQ $11.4M	VLD $10.3M	RGTI $3.1M	QUBT $27,325
Quarterly Earnings	$665.4 Million	2/15	DELL $846.0M	ANET $665.4M	HPQ $640.0M	SMCI $352.7M	NTAP $248.0M	PSTG $35.7M	CRCT $19.8M	VLD -$172,000	QUBT -$6.9M	RGTI -$12.4M	DDD -$16.0M	SSYS -$25.7M	IONQ -$37.6M	NNDM -$43.8M	DM -$103.4M
Quarterly Free Cash Flow	$985.9 Million	2/15	HPQ $1.3B	ANET $985.9M	DELL $499.0M	NTAP $300.0M	PSTG $166.6M	CRCT $30.1M	SMCI -$0	SSYS -$5.4M	QUBT -$6.0M	VLD -$8.0M	NNDM -$12.6M	RGTI -$15.6M	DM -$20.6M	DDD -$28.7M	IONQ -$35.3M
Trailing 4 Quarters Revenue	$6.3 Billion	6/15	DELL $91.8B	HPQ $53.3B	VLD $25.2B	SMCI $14.9B	NTAP $6.4B	ANET $6.3B	PSTG $3.0B	CRCT $741.5M	SSYS $600.6M	DDD $469.7M	DM $174.6M	NNDM $55.1M	IONQ $31.2M	RGTI $12.6M	QUBT $264,843
Trailing 4 Quarters Earnings	$2.5 Billion	3/15	DELL $25.0B	HPQ $13.5B	SMCI $5.3B	ANET $1.7B	NTAP $1.5B	PSTG $763.8M	CRCT $167.9M	SSYS $138.0M	DDD $102.9M	DM $38.9M	NNDM $14.9M	IONQ $11.4M	VLD $10.3M	RGTI $3.1M	QUBT $27,325
Quarterly Earnings Growth	35%	7/15	PSTG 601%	QUBT 99%	DELL 83%	SMCI 82%	NTAP 66%	DDD 46%	ANET 35%	SSYS 33%	RGTI 27%	CRCT 23%	IONQ 14%	HPQ -16%	VLD -100%	DM -108%	NNDM -380%
Annual Earnings Growth	37%	6/15	SMCI 168%	PSTG 165%	QUBT 97%	DELL 80%	CRCT 57%	ANET 37%	RGTI 29%	NTAP 23%	SSYS -16%	HPQ -28%	IONQ -32%	DM -81%	DDD -236%	NNDM -355%	VLD -14588%
Quarterly Revenue Growth	16%	3/15	SMCI 143%	IONQ 106%	ANET 16%	PSTG 11%	DELL 9%	NTAP 8%	HPQ 2%	NNDM 1%	CRCT -6%	RGTI -7%	SSYS -14%	DDD -15%	DM -27%	VLD -65%	QUBT -77%
Annual Revenue Growth	14%	7/15	VLD 28802%	SMCI 148%	QUBT 113%	IONQ 70%	RGTI 27%	PSTG 23%	ANET 14%	DELL 7%	HPQ 3%	NTAP 3%	CRCT 3%	SSYS -1%	DM -1%	NNDM -8%	DDD -10%
Cash On Hand	$2.4 Billion	3/15	DELL $4.6B	HPQ $2.9B	ANET $2.4B	SMCI $1.7B	NTAP $1.7B	PSTG $965.0M	NNDM $231.8M	DDD $212.2M	CRCT $195.6M	SSYS $70.9M	DM $46.1M	IONQ $41.8M	RGTI $20.7M	QUBT $6.1M	VLD $2.5M
Short Term Debt	$107.8 Million	5/15	DELL $6.7B	HPQ $1.4B	NTAP $1.2B	SMCI $402.3M	ANET $107.8M	PSTG $49.6M	VLD $26.6M	RGTI $15.3M	DDD $11.2M	DM $8.0M	SSYS $6.0M	CRCT $5.0M	NNDM $3.7M	IONQ $1.5M	QUBT $535,684
Long Term Debt	$0	14/15	DELL $17.8B	HPQ $8.2B	SMCI $1.7B	NTAP $1.2B	DDD $211.1M	DM $113.0M	PSTG $100.0M	IONQ $15.2M	SSYS $11.8M	CRCT $6.9M	RGTI $3.4M	QUBT $775,102	NNDM $347,001	ANET $0	VLD $0
PE	41.91	2/15	PSTG 111.85	ANET 41.91	NTAP 22.05	SMCI 20.09	DELL 19.08	CRCT 18.82	HPQ 11.66	DDD -1.00	SSYS -1.00	NNDM -1.00	QUBT -1.00	DM -1.00	VLD -1.00	IONQ -1.00	RGTI -1.00
PS	16.35	3/15	QUBT 213.87	IONQ 48.30	ANET 16.35	RGTI 12.12	NNDM 8.52	PSTG 5.07	NTAP 3.75	CRCT 1.72	SMCI 1.62	DELL 0.83	DM 0.83	SSYS 0.76	HPQ 0.62	DDD 0.55	VLD 0.00
PB	12.24	2/15	NTAP 25.75	ANET 12.24	PSTG 10.51	SMCI 4.44	IONQ 3.25	CRCT 2.85	DM 1.46	RGTI 1.25	QUBT 0.71	DDD 0.63	SSYS 0.54	NNDM 0.54	VLD 0.22	HPQ 0.00	DELL 0.00
PC	42.48	1/15	ANET 42.48	IONQ 36.10	DELL 16.66	PSTG 15.82	SMCI 14.54	NTAP 14.48	HPQ 11.52	QUBT 9.28	RGTI 7.40	CRCT 6.54	SSYS 6.42	VLD 4.69	DM 3.16	NNDM 2.02	DDD 1.23
Liabilities to Equity	0.38	8/15	NTAP 9.02	DM 2.07	PSTG 1.60	VLD 1.24	DDD 1.09	SMCI 0.82	CRCT 0.65	ANET 0.38	RGTI 0.33	SSYS 0.27	IONQ 0.12	QUBT 0.05	NNDM 0.04	HPQ 0.00	DELL 0.00
ROA	0.21	1/15	ANET 21%	NTAP 12%	SMCI 12%	CRCT 9%	HPQ 7%	DELL 5%	PSTG 4%	SSYS -11%	NNDM -16%	IONQ -32%	QUBT -34%	DDD -42%	RGTI -42%	DM -123%	VLD -19955%
ROE	0.29	2/15	NTAP 117%	ANET 29%	SMCI 22%	CRCT 15%	PSTG 9%	SSYS -13%	NNDM -17%	QUBT -35%	IONQ -35%	RGTI -56%	DDD -87%	DELL -137%	HPQ -204%	DM -377%	VLD -44663%
Current Ratio	3.64	6/15	NNDM 23.54	QUBT 21.85	IONQ 9.55	SSYS 4.67	RGTI 4.03	ANET 3.64	CRCT 2.53	SMCI 2.22	DDD 1.92	VLD 1.81	PSTG 1.62	DM 1.48	NTAP 1.11	DELL 0.97	HPQ 0.96
Quick Ratio	1.97	4/15	PSTG 111.85	ANET 41.91	NTAP 22.05	SMCI 20.09	DELL 19.08	CRCT 18.82	HPQ 11.66	DDD -1.00	SSYS -1.00	NNDM -1.00	QUBT -1.00	DM -1.00	VLD -1.00	IONQ -1.00	RGTI -1.00
Long Term Debt to Equity	0.00	11/15	NTAP} 1.34	DM} 1.13	DDD} 0.52	SMCI} 0.31	PSTG} 0.07	IONQ} 0.03	RGTI} 0.03	CRCT} 0.02	SSYS} 0.01	QUBT} 0.01	ANET} 0.00	NNDM} 0.00	VLD} 0.00	HPQ} -5.91	DELL} -6.15
Debt to Equity	0.00	13/15	NTAP 2.85	DM 1.42	DDD 0.71	VLD 0.69	SMCI 0.38	RGTI 0.20	PSTG 0.19	IONQ 0.04	CRCT 0.03	SSYS 0.02	QUBT 0.02	NNDM 0.01	ANET 0.00	HPQ -6.91	DELL -8.47
Burn Rate	-3.80	12/15	HPQ 75.42	NTAP 16.73	DDD 7.79	NNDM 5.18	DELL 2.95	SSYS 2.56	RGTI 1.26	IONQ 1.08	QUBT 0.86	DM 0.42	VLD 0.36	ANET -3.80	SMCI -9.06	CRCT -10.71	PSTG -50.05
Cash to Cap	0.02	15/15	DDD 0.81	NNDM 0.49	DM 0.32	VLD 0.21	SSYS 0.16	CRCT 0.15	RGTI 0.14	QUBT 0.11	HPQ 0.09	NTAP 0.07	SMCI 0.07	PSTG 0.06	DELL 0.06	IONQ 0.03	ANET 0.02
CCR	1.48	6/15	VLD 46.34	PSTG 4.67	HPQ 1.97	DDD 1.80	CRCT 1.52	ANET 1.48	RGTI 1.25	NTAP 1.21	IONQ 0.94	QUBT 0.87	DELL 0.59	NNDM 0.29	SSYS 0.21	DM 0.20	SMCI 0.00
EV to EBITDA	140.90	2/15	PSTG} 239.95	ANET} 140.90	SMCI} 71.95	DELL} 71.36	NTAP} 68.65	HPQ} 32.81	CRCT} 32.18	VLD} -2.34	DM} -2.38	QUBT} -9.36	DDD} -10.49	RGTI} -10.76	NNDM} -14.92	SSYS} -27.67	IONQ} -33.20
EV to Revenue	15.96	3/15	QUBT 195.78	IONQ 47.49	ANET 15.96	RGTI 12.39	PSTG 4.84	NNDM 4.52	NTAP 3.91	SMCI 1.65	CRCT 1.48	DM 1.38	DELL 1.04	HPQ 0.75	DDD 0.72	SSYS 0.67	VLD 0.00

Arista Networks, Inc. Peer Comparison

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