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Here's Why We Think Arista Networks (NYSE:ANET) Is Well Worth Watching
Here's Why We Think Arista Networks (NYSE:ANET) Is Well Worth Watching
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' Loss making companies can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad.
So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like Arista Networks (NYSE:ANET). While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it.
View our latest analysis for Arista Networks
How Fast Is Arista Networks Growing?
The market is a voting machine in the short term, but a weighing machine in the long term, so you'd expect share price to follow earnings per share (EPS) outcomes eventually. That means EPS growth is considered a real positive by most successful long-term investors. Over the last three years, Arista Networks has grown EPS by 15% per year. That growth rate is fairly good, assuming the company can keep it up.
Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. The good news is that Arista Networks is growing revenues, and EBIT margins improved by 2.7 percentage points to 34%, over the last year. Both of which are great metrics to check off for potential growth.
In the chart below, you can see how the company has grown earnings and revenue, over time. Click on the chart to see the exact numbers.
Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for Arista Networks.
Are Arista Networks Insiders Aligned With All Shareholders?
Since Arista Networks has a market capitalisation of US$40b, we wouldn't expect insiders to hold a large percentage of shares. But thanks to their investment in the company, it's pleasing to see that there are still incentives to align their actions with the shareholders. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$9.1b. Coming in at 23% of the business, that holding gives insiders a lot of influence, and plenty of reason to generate value for shareholders. Very encouraging.
Should You Add Arista Networks To Your Watchlist?
One positive for Arista Networks is that it is growing EPS. That's nice to see. For those who are looking for a little more than this, the high level of insider ownership enhances our enthusiasm for this growth. The combination definitely favoured by investors so consider keeping the company on a watchlist. Still, you should learn about the 1 warning sign we've spotted with Arista Networks.
The beauty of investing is that you can invest in almost any company you want. But if you prefer to focus on stocks that have demonstrated insider buying, here is a list of companies with insider buying in the last three months.
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
投資者往往以發現“下一個大事件”為指導,即使這意味著在沒有任何收入、更不用說利潤的情況下買入“故事股”。但正如彼得·林奇在華爾街上的一位“遠投幾乎永遠不會有回報。”虧損的公司可能會像海綿一樣吸收資本,因此投資者應該謹慎,不要把錢一筆接一筆地往上扔。
因此,如果這種高風險和高回報的想法不適合,你可能會對盈利的、成長型的公司更感興趣,比如阿裡斯塔網路公司(紐約證券交易所代碼:ANET)。雖然利潤不是投資時應該考慮的唯一指標,但值得表彰能夠持續產生利潤的企業。
查看我們對Arista Networks的最新分析
Arista Networks的增長速度有多快?
市場在短期內是一臺投票機,但從長期來看是一臺稱重機,所以你可以預期股價最終會跟隨每股收益(EPS)的結果。這意味著,大多數成功的長期投資者認為,每股收益的增長是一個真正的積極因素。在過去的三年中,Arista Networks的每股收益每年增長15%。假設該公司能夠保持這一增速,那麼這個增速已經相當不錯了。
仔細考慮收入增長和息稅前利潤(EBIT)利潤率有助於瞭解最近利潤增長的可持續性。好消息是,Arista Networks的收入正在增長,息稅前利潤比去年提高了2.7個百分點,達到34%。這兩個都是衡量潛在增長的很好的指標。
在下面的圖表中,你可以看到該公司如何隨著時間的推移實現了收益和收入的增長。點擊圖表查看確切的數位。
當然,訣竅是找到未來最好的股票,而不是過去的股票。當然,你可以根據過去的表現來發表你的觀點,但你也可能想看看這張Arista Networks的專業分析師每股收益預測的互動圖表。
Arista Networks的內部人員是否與所有股東一致?
由於Arista Networks的市值為400億美元,我們預計內部人士不會持有很大比例的股份。但由於他們對公司的投資,令人高興的是,仍有激勵措施讓他們的行動與股東保持一致。事實上,他們有相當數量的財富投資於此,目前價值91億美元。持股比例為23%,這給內部人士帶來了很大的影響力,也有足夠的理由為股東創造價值。非常鼓舞人心。
您是否應該將Arista Networks添加到您的觀察名單中?
對Arista Networks來說,一個積極的方面是每股收益不斷增長。很高興見到你。對於那些希望獲得更多回報的人來說,高水平的內部人持股增強了我們對這一增長的熱情。這一合併肯定受到投資者的青睞,因此可以考慮將該公司保留在觀察名單上。不過,您應該瞭解一下1個警告標誌我們發現了阿裡斯塔網路公司。
投資的美妙之處在於,你幾乎可以投資任何你想投資的公司。但如果你更願意關注那些表現出內幕收購的股票,這裡有一份過去三個月內有內幕收購的公司名單。
請注意,本文中討論的內幕交易指的是相關司法管轄區內的應報告交易。
對這篇文章有什麼反饋嗎?擔心內容嗎?保持聯繫直接與我們聯繫。或者,也可以給編輯組發電子郵件,地址是implywallst.com。
本文由Simply Wall St.撰寫,具有概括性。我們僅使用不偏不倚的方法提供基於歷史數據和分析師預測的評論,我們的文章並不打算作為財務建議。它不構成買賣任何股票的建議,也沒有考慮你的目標或你的財務狀況。我們的目標是為您帶來由基本面數據驅動的長期重點分析。請注意,我們的分析可能不會將最新的對價格敏感的公司公告或定性材料考慮在內。Simply Wall St.對上述任何一隻股票都沒有持倉。
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
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