CRM vs LULU: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
Valuation & Fundamentals
| Metric |
CRM |
LULU |
| Current Price |
$169.52 |
$116.33 |
| Fair Value Estimate |
$245.80 |
$168.68 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$138.8B |
$13.2B |
| Forward P/E |
19.6x
|
—
|
| EV / EBITDA |
12.3x
|
5.3x
|
| Price / Sales |
3.2x
|
1.2x
|
| Price / FCF |
9.5x
|
10.3x
|
| Revenue Growth YoY |
+13.3%
|
+4.3%
|
| Gross Margin |
77.6%
|
55.7%
|
| Operating Margin |
21.9%
|
18.2%
|
| Return on Equity |
14.9%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
9.69%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Salesforce, Inc. is a leading provider of cloud-based software applications primarily focused on customer relationship management (CRM). The company exhibits high business quality with a durable competitive moat supported by strong gross margins of 77.6%, solid operating margin of 21.9%, and a robust return on equity of 14.9%. Recent quarterly revenue growth of 13.3% and earnings growth of 36.7% …
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 |
CRM |
LULU |
| Zone Low |
$184.35 |
$126.51 |
| Zone High |
$208.93 |
$143.38 |
| In Buy Zone? |
Yes
|
Yes
|