ANET vs LULU: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+82.8% upside to fair value
Grade C
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$128.98
+307.7% upside to fair value
Grade C
QuantHub Verdict
LULU has more upside to fair value
(+307.7%).
LULU trades at a lower forward P/E
(9.7x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
LULU |
| Current Price |
$172.62 |
$128.98 |
| Fair Value Estimate |
$315.55 |
$525.85 |
| Upside to Fair Value |
+82.8%
|
+307.7%
|
| Market Cap |
$217.4B |
$15.1B |
| Forward P/E |
61.8x
|
9.7x
|
| EV / EBITDA |
54.8x
|
5.6x
|
| Price / Sales |
24.1x
|
1.4x
|
| Price / FCF |
51.1x
|
16.4x
|
| Revenue Growth YoY |
+28.9%
|
+0.8%
|
| Gross Margin |
64.1%
|
56.6%
|
| Operating Margin |
42.8%
|
19.8%
|
| Return on Equity |
31.0%
|
34.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
6.09%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
Lululemon Athletica Inc. is a premium athletic apparel retailer operating primarily in the consumer cyclical sector with a focus on apparel retail. The company has a strong brand and historically high profitability with a gross margin of 56.6% and ROE of 34.8%, but it faces significant near-term challenges including earnings pressure with a 21.6% decline in earnings in the most recent quarter and…
Accumulation Zones
| Metric |
ANET |
LULU |
| Zone Low |
$236.66 |
$394.39 |
| Zone High |
$268.22 |
$446.97 |
| In Buy Zone? |
Yes
|
Yes
|