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 2026-07-17.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
Valuation & Fundamentals
| Metric |
BA |
LULU |
| Current Price |
$234.54 |
$116.33 |
| Fair Value Estimate |
$340.08 |
$168.68 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$184.9B |
$13.2B |
| Forward P/E |
96.9x
|
—
|
| EV / EBITDA |
30.4x
|
5.3x
|
| Price / Sales |
2.0x
|
1.2x
|
| Price / FCF |
-177.6x
|
10.3x
|
| Revenue Growth YoY |
+14.0%
|
+4.3%
|
| Gross Margin |
4.8%
|
55.7%
|
| Operating Margin |
-5.9%
|
18.2%
|
| Return on Equity |
-8723.1%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
9.69%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
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 |
BA |
LULU |
| Zone Low |
$255.06 |
$126.51 |
| Zone High |
$289.07 |
$143.38 |
| In Buy Zone? |
Yes
|
Yes
|