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 2026-07-17.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
LULU |
| Current Price |
$169.86 |
$116.33 |
| Fair Value Estimate |
$207.23 |
$168.68 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$13.2B |
| Forward P/E |
56.5x
|
—
|
| EV / EBITDA |
44.7x
|
5.3x
|
| Price / Sales |
21.7x
|
1.2x
|
| Price / FCF |
39.9x
|
10.3x
|
| 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 |
2.51%
|
9.69%
|
| 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 strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
Lululemon Athletica is a premium athletic-apparel retailer whose technical-product innovation, powerful brand, direct-to-consumer retail and e-commerce model, and community-led marketing have historically supported high returns, including a 31.3% ROE, 55.7% gross margin, 18.2% operating margin, and 13.0% net margin. The investment case is now a turnaround rather than a clean compounding story: in…
Accumulation Zones
| Metric |
ANET |
LULU |
| Zone Low |
$155.42 |
$126.51 |
| Zone High |
$176.15 |
$143.38 |
| In Buy Zone? |
Yes
|
Yes
|