AMZN vs LULU: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
Amazon.com, Inc. · Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
AMZN has more upside to fair value
(+18.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AMZN |
LULU |
| Current Price |
$251.19 |
$98.06 |
| Fair Value Estimate |
$297.67 |
$99.50 |
| Upside to Fair Value |
+18.5%
|
+1.5%
|
| Market Cap |
$2,702.1B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.2x
|
4.6x
|
| Price / Sales |
3.5x
|
1.0x
|
| Price / FCF |
—
|
8.2x
|
| Revenue Growth YoY |
+19.6%
|
-4.3%
|
| Gross Margin |
50.8%
|
56.1%
|
| Operating Margin |
12.1%
|
17.8%
|
| Return on Equity |
30.5%
|
29.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
12.24%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
Investment Thesis
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
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 |
AMZN |
LULU |
| Zone Low |
$223.25 |
$74.62 |
| Zone High |
$253.02 |
$84.58 |
| In Buy Zone? |
Yes
|
No
|