BLK vs LULU: Which Is the Better Buy?
Side-by-side comparison of BlackRock, Inc. and Lululemon Athletica Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
BlackRock, Inc. ยท Financial Services
$1,069.78
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
Lululemon Athletica Inc. ยท Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
BLK has more upside to fair value
(+44.0%).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
BLK |
LULU |
| Current Price |
$1,069.78 |
$98.06 |
| Fair Value Estimate |
$1,540.94 |
$99.50 |
| Upside to Fair Value |
+44.0%
|
+1.5%
|
| Market Cap |
$165.8B |
$11.1B |
| Forward P/E |
โ
|
โ
|
| EV / EBITDA |
15.9x
|
4.6x
|
| Price / Sales |
6.1x
|
1.0x
|
| Price / FCF |
71.5x
|
8.2x
|
| Revenue Growth YoY |
+30.6%
|
-4.3%
|
| Gross Margin |
55.7%
|
56.1%
|
| Operating Margin |
31.1%
|
17.8%
|
| Return on Equity |
11.7%
|
29.7%
|
| Dividend Yield |
2.09% |
0% |
| FCF Yield |
1.4%
|
12.24%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
Investment Thesis
BlackRock is the world's largest asset manager, overseeing $15.345 trillion in assets across ETFs, active strategies, alternatives, and the Aladdin investment-technology platform, serving institutional, intermediary, and individual clients globally. The business quality is high: TTM gross margin of 55.7%, operating margin of 31.1%, and net margin of 24.1% reflect the scalability of a fee-based moโฆ
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 gโฆ
Accumulation Zones
| Metric |
BLK |
LULU |
| Zone Low |
$1,155.70 |
$74.62 |
| Zone High |
$1,309.80 |
$84.58 |
| In Buy Zone? |
Yes
|
No
|