CRWD vs LULU: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
LULU has more upside to fair value
(+1.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
LULU |
| Current Price |
$259.67 |
$98.06 |
| Fair Value Estimate |
$225.56 |
$99.50 |
| Upside to Fair Value |
-13.1%
|
+1.5%
|
| Market Cap |
$264.4B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
595.7x
|
4.6x
|
| Price / Sales |
49.0x
|
1.0x
|
| Price / FCF |
167.9x
|
8.2x
|
| Revenue Growth YoY |
+25.8%
|
-4.3%
|
| Gross Margin |
75.2%
|
56.1%
|
| Operating Margin |
-2.2%
|
17.8%
|
| Return on Equity |
1.3%
|
29.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.6%
|
12.24%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
Investment Thesis
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
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 g…
Accumulation Zones
| Metric |
CRWD |
LULU |
| Zone Low |
$169.17 |
$74.62 |
| Zone High |
$191.73 |
$84.58 |
| In Buy Zone? |
No
|
No
|