Consistent Compounders — Steady Revenue, EPS & Cash Flow Growers

Arista Networks, Inc.ANET

Score: 86/100
5Y CAGR: 40.6%
Median YoY: 37.1%
YoY volatility: σ 16.5pp· uneven
Quarters ≥ 20%: 19 of 20
Negative quarters: 0
Valuation vs own 5Y history: P/E 63.7x · 5Y median 43.4x · 100th percentile · as of Aug 17, 2026

How this score is computed

Quarters at or above 20%: 19 of 20 → 38 of 40 pts
Steadiness (typical swing 16.5pp) → 13.2 of 25 pts
Pace (median 37.1% YoY) → 20 of 20 pts
Latest quarter (35.7% YoY) → 15 of 15 pts
Score: 86 of 100

Annualized eps (TTM) · by quarter, last 20

Quarterly YoY eps growth vs the 20% line

P/E multiple vs its 5Y median

How this ranking works

Companies qualify by growing every quarter, and rank by how steadily they do it.

Growth is measured on a same-quarter basis — each fiscal quarter against the same quarter one year earlier — so seasonality never distorts the reading. A year-over-year point only exists when both quarters are positive; other quarters show as gaps in the charts, never as zeros.

To qualify at a growth bar, all five must pass

Median YoY growth at or above the bar.
Latest quarter no more than 5 points below the bar.
Enough quarters at or above the bar — at least 70% for the 15%+ bar, 65% for 20%+, 55% for 30%+.
10th-percentile YoY reading at or above zero.
At most one negative quarter in the window.

How the 0–100 score adds up

Weight	Component	Measured as
40%	Quarters above the bar	Share of the window's quarters at or above the bar.
25%	Smoothness	1 − σ/35, where σ is the standard deviation of the YoY readings in percentage points (35pp or more scores zero).
20%	Pace	Median YoY, scaled from 5 points below the bar to 10 above.
15%	Latest quarter	Latest YoY, scaled from 5 points below the bar to 15 above.

Worked example — Arista Networks, Inc. (ANET), #1 on this list

19 of 20 quarters at or above 20% → of 40 pts