Arista Networks, Inc. ANET NYSE

Arista Networks, Inc. (ANET) has shown exceptional revenue growth over the past 3 years, expanding from $4.4B to $9.0B (average +27.3%/yr). Net income reached $3.5B, reflecting exceptional earnings expansion at +38%/yr on average. The net profit margin is 39%, which is exceptional. The company has maintained profitability in all 4 of the past 4 years, demonstrating a consistent earnings track record. The gross margin is 64.1% (high), with a +3pp trend over the period. With a $194B market cap and MOAT composite score of 86/100, the company has a strong competitive position.

Criteria proven by this page:

• GROWTH (100/100, Pass) — proving strong growth momentum
• PAST (100/100, Pass) — proving consistent earnings. Looking at the full 15-year history, the company was profitable in 15 of 15 years — a perfect long-term track record
• INCOME (100/100, Pass) — proves strong profitability and pricing power
• MOAT (86/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 86/100 with 6/7 criteria passed.