ASML vs LULU: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
LULU has more upside to fair value
(+1.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
LULU |
| Current Price |
$1,744.61 |
$98.06 |
| Fair Value Estimate |
$1,732.49 |
$99.50 |
| Upside to Fair Value |
-0.7%
|
+1.5%
|
| Market Cap |
$672.4B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
4.6x
|
| Price / Sales |
19.0x
|
1.0x
|
| Price / FCF |
67.2x
|
8.2x
|
| Revenue Growth YoY |
+21.3%
|
-4.3%
|
| Gross Margin |
52.7%
|
56.1%
|
| Operating Margin |
35.4%
|
17.8%
|
| Return on Equity |
52.4%
|
29.7%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
12.24%
|
| Analyst Consensus |
Buy
|
Sell
|
Investment Thesis
ASML Holding N.V. is the Dutch semiconductor equipment maker that supplies lithography, metrology, and inspection systems, including the extreme ultraviolet (EUV) machines required to pattern the most advanced logic and memory chips, and it holds what current coverage describes as a near-monopoly on those EUV tools. The business quality is genuinely high: TTM gross margin of 52.7%, TTM operating …
Lululemon Athletica designs and retails premium athletic apparel and accessories through company-owned stores and direct-to-consumer channels, with roughly 39,000 employees and a brand built on technical fabrics and community-led fitness positioning. The business still earns high returns on equity of 29.7% and generates $12.00 of free cash flow per share on $97.70 of revenue per share, with TTM g…
Accumulation Zones
| Metric |
ASML |
LULU |
| Zone Low |
$1,299.37 |
$74.62 |
| Zone High |
$1,472.62 |
$84.58 |
| In Buy Zone? |
No
|
No
|