BA vs LULU: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Boeing Company · Industrials
$231.28
+82.7% upside to fair value
Grade C
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 |
BA |
LULU |
| Current Price |
$231.28 |
$128.98 |
| Fair Value Estimate |
$422.56 |
$525.85 |
| Upside to Fair Value |
+82.7%
|
+307.7%
|
| Market Cap |
$181.8B |
$15.1B |
| Forward P/E |
83.4x
|
9.7x
|
| EV / EBITDA |
30.8x
|
5.6x
|
| Price / Sales |
2.0x
|
1.4x
|
| Price / FCF |
776.7x
|
16.4x
|
| Revenue Growth YoY |
+14.0%
|
+0.8%
|
| Gross Margin |
4.8%
|
56.6%
|
| Operating Margin |
-5.9%
|
19.8%
|
| Return on Equity |
-8723.1%
|
34.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
6.09%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
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 |
BA |
LULU |
| Zone Low |
$316.92 |
$394.39 |
| Zone High |
$359.18 |
$446.97 |
| In Buy Zone? |
Yes
|
Yes
|