Botfet / Company detail
ANET
universeArista Networks
AI/compute
Moat score60out of 100
The numbers
Financial metrics
Roic22.6%
Gross Margin64.1%
Revenue Cagr32.2%
Fcf Conversion121.1%
Fcf Yield1.9%
Interest Coverage0.0x
Market Cap B$224.9B
Pe53.7
Quality PassPass
Founder LedNo
Thesis AlignedYes
Moat Quant60
Why it may endure
Moat breakdown
Market Share Stability6
Network Effects16
Pricing Power20
Regulatory Moat6
Switching Costs12
Conviction0/10
Leadership0/10
Vision0/10