Hand of the Market Screener
Quality checklist

6 of 6 checks passed · quarter ending 2026-06-30

  • ROIC at least 10%29.5%passed
  • Operating margin up over 3 years+7.0 pppassed
  • Free cash flow at least 80% of net income127.5%passed
  • Share count up at most 5% in 3 years1.9%passed
  • Net debt at most 3× EBITDA-0.5×passed
  • Revenue grew over 3 years26.1%passed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Active managers
−$1.19B −0.6 pp of the company
3 buying · 3 selling · 7 holding
Mutual funds & ETFs
+$175.05M +0.1 pp of the company
5 buying · 6 selling · 14 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
ANETSector12 quartersMarket cap$215.7B$9.71BEnterprise value$213.41B$13.46BAvg daily $ volume$882.93M$182.65MDaily turnover0.4%1.5%
Growth
ANETSector12 quartersRevenue CAGR 3y26.1%8.2%33.9% → 26.1%Revenue CAGR 5y32.0%10.2%Revenue growth YoY37.7%14.1%28.3% → 37.7%Revenue acceleration+2.6 pp+0.6 pp−10.4 pp → +2.6 ppFCF growth YoY29.7%17.2%138.0% → 29.7%FCF conversion127.5%137.7%79.4% → 127.5%Forward growth (HoM est.)31.9%11.4%
Valuation
ANETSector12 quartersP/E (trailing)53.3×35.1×P/E (forward, HoM est.)40.4×31.5×P/E vs. sector1.3×1.0×PEG (HoM est.)1.272.92EV/EBITDA46.0×19.7×EV/Sales20.2×4.9×FCF yield2.4%3.6%Dividend yield0.0%0.0%Shareholder yield0.3%2.1%
Quality
ANETSector12 quartersQuality checks passed64ROIC29.5%11.8%37.7% → 29.5%Gross profitability28.0%31.6%37.5% → 28.0%Gross margin63.0%57.6%60.8% → 63.0%Gross margin Δ 3y+2.8 pp+1.2 pp+0.1 pp → +2.8 ppOperating margin43.1%12.8%37.3% → 43.1%Operating margin Δ 3y+7.0 pp+3.6 pp+10.5 pp → +7.0 ppDebt/equity0.0×0.5×0.0× → 0.0×Net debt/EBITDA-0.5×0.7×-0.8× → -0.5×Interest coverage—10.1×Share count Δ 3y1.9%-2.3%2.8% → 1.9%Stock compensation / revenue4.8%4.2%5.0% → 4.8%Accruals ratio-6.3%-5.6%4.6% → -6.3%
Earnings & estimates
ANETSector12 quartersDays to next report1313
Ownership & positioning
ANETSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0-$68.35KInstitutional ownership71.2%93.5%Institutional Δ QoQ+0.2 pp+1.3 ppConviction funds net buying—+0.0 ppActive managers net buying−0.6 pp+0.1 ppActive funds net buying+0.1 pp+0.0 ppDays to cover2.314.04Short % of shares out0.9%5.5%Short interest Δ−0.1 pp+0.1 pp

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Terms of use

Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.