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 2026-05-04.
Amazon.com, Inc. · Consumer Cyclical
$250.56
+32.0% upside to fair value
Grade B
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.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
LULU |
| Current Price |
$250.56 |
$128.98 |
| Fair Value Estimate |
$330.77 |
$525.85 |
| Upside to Fair Value |
+32.0%
|
+307.7%
|
| Market Cap |
$2,689.7B |
$15.1B |
| Forward P/E |
34.5x
|
9.7x
|
| EV / EBITDA |
16.7x
|
5.6x
|
| Price / Sales |
3.8x
|
1.4x
|
| Price / FCF |
349.5x
|
16.4x
|
| Revenue Growth YoY |
+13.6%
|
+0.8%
|
| Gross Margin |
50.3%
|
56.6%
|
| Operating Margin |
11.2%
|
19.8%
|
| Return on Equity |
21.9%
|
34.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.29%
|
6.09%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Amazon.com, Inc. operates as a global leader in e-commerce and cloud computing, generating $716.9 billion in net sales for fiscal 2025 with a strong presence in North America, International markets, and AWS. The company benefits from durable competitive moats in e-commerce, where it is America’s largest online retailer with over four times the sales of its nearest rival as of 2015, and in cloud c…
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 |
AMZN |
LULU |
| Zone Low |
$248.08 |
$394.39 |
| Zone High |
$281.15 |
$446.97 |
| In Buy Zone? |
Yes
|
Yes
|