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 2026-06-20.
Arista Networks, Inc. · Technology
$169.67
+23.8% upside to fair value
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$111.77
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
LULU trades at a lower forward P/E
(9.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
LULU |
| Current Price |
$169.67 |
$111.77 |
| Fair Value Estimate |
$210.04 |
$162.07 |
| Upside to Fair Value |
+23.8%
|
+45.0%
|
| Market Cap |
$213.6B |
$12.7B |
| Forward P/E |
57.3x
|
9.1x
|
| EV / EBITDA |
45.4x
|
5.1x
|
| Price / Sales |
22.0x
|
1.1x
|
| Price / FCF |
40.5x
|
9.9x
|
| Revenue Growth YoY |
+35.1%
|
+4.3%
|
| Gross Margin |
63.5%
|
55.7%
|
| Operating Margin |
42.8%
|
18.2%
|
| Return on Equity |
30.6%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.47%
|
10.08%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Arista Networks is a leading provider of cloud and AI data center switching solutions with a durable competitive moat driven by its software-centric operating model and strong relationships with hyperscale and enterprise customers. The company exhibits high business quality with a 30.6% return on equity, strong profitability margins including a 63.5% gross margin and 42.8% operating margin, and r…
Lululemon Athletica Inc. operates in the premium athletic apparel retail sector, leveraging a strong brand and a durable competitive moat driven by product innovation and global expansion, particularly in China. The company has demonstrated solid capital allocation with organic growth and buybacks, though it faces near-term earnings pressure with a 38% decline in quarterly earnings year-over-year…
Accumulation Zones
| Metric |
ANET |
LULU |
| Zone Low |
$157.53 |
$121.55 |
| Zone High |
$178.53 |
$137.76 |
| In Buy Zone? |
Yes
|
Yes
|