Accede al análisis completo con tu suscripción
Últimos 20 reportes · 10-K · 10-K/A · 10-Q · 8-K · Fuente: SEC EDGAR
Accede al análisis completo con tu suscripción
SEC CIK: 0001596532
In a world where data is increasingly a precious commodity and competitive differentiator, Arista was founded to enable our customers to access all their centers of data in the quickest, most reliable, and secure manner. Over the last two decades, we have emerged as an industry leader, delivering data-driven, client-to-cloud networking-as-a-service. Our “Centers of Data” strategy is a fundamental pivot from legacy networking approaches that create incongruent silos to a unified, data-driven approach in which the network is a service that interconnects four primary domains: AI Centers, Data Centers, Campus Centers, and WAN Centers. Anchored by Arista’s state-oriented Extensible Operating System (EOS) and Network Data Lake (NetDL), our network-as-a-service platform delivers a seamless, consolidated networking experience regardless of data location.
Ver másPrecio actual · USD
$195.42
Consenso de Analistas
Precio Objetivo — 12 meses
$190.00
Mínimo
-2.8%
$250.00
Mediana
+27.9%
$245.14
Promedio
+25.4%
$290.00
Máximo
+48.4%
P/E LTM
61.65
Margen Neto (continuadas)
38.4%
Current Ratio
2.96x
P/FCF
48.35x
Debt / Equity Ratio
0.00x
Gross Margin
63.0%
Margen operativo
43.1%
FCF Margin
48.9%
| Métrica | LTM jun 26 | 2025 | 2024 | 2023 | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INGRESOS Y MÁRGENES | |||||||||||||||
| Ingresos Totales | 10.541B | 9.006B | 7.003B | 5.860B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
Cifras en miles de millones (B) · Fuente: SEC/EDGAR
| Coste de Ventas |
| 3.900B |
| 3.237B |
| 2.512B |
| 2.230B |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| Beneficio Bruto | 6.641B | 5.769B | 4.491B | 3.630B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| GASTOS OPERATIVOS | |||||||||||||||
| I+D | 1.366B | 1.237B | 996.700M | 854.900M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| SG&A | 727.900M | 675.300M | 550.000M | 518.100M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Deterioro de activos | — | 0.00 | 0.00 | 0.00 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Amortización de intangibles | — | 41.600M | 26.800M | 33.400M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| D&A | 92.700M | 72.600M | 62.000M | 70.600M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | |||||
| Stock-Based Compensation | 502.300M | 439.200M | 355.400M | 296.800M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| RESULTADO OPERATIVO | |||||||||||||||
| Resultado operativo | 4.547B | 3.856B | 2.945B | 2.257B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| RESULTADO NETO | |||||||||||||||
| Resultado antes de impuestos | 4.990B | 4.250B | 3.265B | 2.422B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Impuesto sobre beneficios | 945.600M | 738.300M | 413.000M | 334.700M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Beneficio Neto | 4.045B | 3.511B | 2.852B | 2.087B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| BPA Diluido | 3.17 | 2.75 | 2.23 | 1.65 | 🔒 | ||||||||||
| BPA Básico | 3.21 | 2.79 | 2.27 | 1.69 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| CAPITAL CIRCULANTE | |||||||||||||||
| Existencias | 2.535B | 2.247B | 1.835B | 1.945B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Clientes | 2.266B | 1.887B | 1.141B | 1.034B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | |||
| Proveedores | 692.700M | 651.700M | 381.100M | 435.059M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Activo Corriente | 20.163B | 16.387B | 11.911B | 8.400B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pasivo Corriente | 6.818B | 5.377B | 2.732B | 1.919B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Capital Circulante | 13.345B | 11.011B | 9.179B | 6.481B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| LIQUIDEZ | |||||||||||||||
| Efectivo y equivalentes | 2.290B | 1.964B | 2.762B | 1.939B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Inversiones a corto plazo | 11.053B | 8.779B | 5.541B | 3.069B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Liquidez Total | 13.343B | 10.743B | 8.303B | 5.008B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| BALANCE — ACTIVOS | |||||||||||||||
| Inmovilizado material (neto) | 312.500M | 203.100M | 98.800M | 101.580M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Fondo de comercio | 416.100M | 416.100M | 268.500M | 268.531M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Intangibles | 258.200M | 288.800M | 62.000M | 88.768M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Activo Total | 23.720B | 19.449B | 14.044B | 9.957B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pasivo Total | 8.922B | 7.078B | 4.049B | 2.738B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pasivos por contrato (ingresos diferidos) | 7.144B | 5.622B | 2.952B | 1.639B | 🔒 | ||||||||||
| Pasivo por arrendamiento operativo | — | — | 59.642M | 65.519M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| CAPITAL Y DEUDA | |||||||||||||||
| Deuda a largo plazo | 0.00 | 0.00 | 0.00 | 0.00 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Deuda a corto plazo | 0.00 | 0.00 | 0.00 | 0.00 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Deuda Total | 0.00 | 0.00 | 0.00 | 0.00 | 🔒 | 🔒 | 🔒 | 🔒 | |||||||
| Deuda Neta | -13.343B | -10.743B | -8.303B | -5.008B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Patrimonio Neto | 14.798B | 12.370B | 9.995B | 7.219B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | ||||||
| Capital Invertido | 1.454B | 1.627B | 1.691B | 2.211B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Acciones en Circulación | 1.261B | 1.256B | 1.261B | 1.249B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | ||
| Acciones diluidas (media del periodo) | 1.276B | 1.276B | 1.281B | 1.268B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | |||||
| FLUJO DE CAJA Y RETRIBUCIÓN AL ACCIONISTA | |||||||||||||||
| Flujo de Caja Operativo | 5.307B | 4.372B | 3.708B | 2.034B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Capex | 151.300M | 119.500M | 32.000M | 34.400M | 🔒 | 🔒 | 🔒 | ||||||||
| Free Cash Flow | 5.155B | 4.252B | 3.676B | 2.000B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | ||||
| FCF por acción | 4.04 | 3.33 | 2.87 | 1.58 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | |||||
| Adquisiciones de negocios | 0.00 | 300.000M | 0.00 | -1.800M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | ||||
| Dividendos pagados | 0.00 | 0.00 | 0.00 | 0.00 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Dividendo por acción | 0.00 | 0.00 | 0.00 | 0.00 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | |
| Recompras de acciones | 620.100M | 1.603B | 423.600M | 112.300M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | ||
| RATIOS | |||||||||||||||
| Margen Neto (continuadas) | 38.4% | 39.0% | 40.7% | 35.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Current Ratio | 2.96x | 3.05x | 4.36x | 4.38x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Debt / Equity Ratio | 0.00x | 0.00x | 0.00x | 0.00x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gross Margin | 63.0% | 64.1% | 64.1% | 62.0% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Margen operativo | 43.1% | 42.8% | 42.0% | 38.5% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| FCF Margin | 48.9% | 47.2% | 52.5% | 34.1% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | |||
| Crecimiento Ingresos | 32.6% | 28.6% | 19.5% | 33.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | |
| SG&A / Ingresos | 6.9% | 7.5% | 7.8% | 8.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| I+D / Ingresos | 13.0% | 13.7% | 14.2% | 14.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Amort. intangibles / Ingresos | — | 0.5% | 0.4% | 0.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| SBC / Ingresos | 4.8% | 4.9% | 5.1% | 5.1% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Capex / Ingresos | 1.4% | 1.3% | 0.5% | 0.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| ROE (beneficio total) | 31.5% | 31.4% | 33.1% | 34.5% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | |||
| ROA (beneficio total) | 20.1% | 21.0% | 23.8% | 24.9% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Effective Tax Rate | 18.9% | 17.4% | 12.7% | 13.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Quick Ratio | 2.29x | 2.35x | 3.46x | 3.15x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | |||
| Deuda / Total Activos | 0.0% | 0.0% | 0.0% | 0.0% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Fondo de comercio + intangibles / Activo | 2.8% | 3.6% | 2.4% | 3.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Días de inventario | 237.3 d | 253.4 d | 266.6 d | 318.4 d | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Días de cobro (DSO) | 78.5 d | 76.5 d | 59.4 d | 64.4 d | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Días de pago (DPO) | 64.8 d | 73.5 d | 55.4 d | 71.2 d | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Ciclo de conversión de caja | 251.0 d | 256.4 d | 270.6 d | 311.6 d | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Payout (BPA con discont.) | 0.0% | 0.0% | 0.0% | 0.0% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | |
| Payout sobre FCF | 0.0% | 0.0% | 0.0% | 0.0% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Retorno al accionista / FCF | 12.0% | 37.7% | 11.5% | 5.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |
| 🔒 |