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 2026-06-20.
CrowdStrike Holdings, Inc. · Technology
$684.86
+33.0% upside to fair value
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$111.77
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
LULU |
| Current Price |
$684.86 |
$111.77 |
| Fair Value Estimate |
$910.68 |
$162.07 |
| Upside to Fair Value |
+33.0%
|
+45.0%
|
| Market Cap |
$174.3B |
$12.7B |
| Forward P/E |
-3604.5x
|
9.1x
|
| EV / EBITDA |
509.7x
|
5.1x
|
| Price / Sales |
34.2x
|
1.1x
|
| Price / FCF |
120.1x
|
9.9x
|
| Revenue Growth YoY |
+25.6%
|
+4.3%
|
| Gross Margin |
75.0%
|
55.7%
|
| Operating Margin |
-3.9%
|
18.2%
|
| Return on Equity |
-0.6%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.83%
|
10.08%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection through its Falcon platform, which benefits from strong data network effects and is gaining market share against legacy competitors. The company exhibits high business quality with durable competitive advantages, strong revenue growth of 25.6% in the most recent quarter, and accelerating…
Lululemon Athletica Inc. operates in the premium athletic apparel retail sector, leveraging a strong brand and a durable competitive moat driven by product innovation and global expansion, particularly in China. The company has demonstrated solid capital allocation with organic growth and buybacks, though it faces near-term earnings pressure with a 38% decline in quarterly earnings year-over-year…
Accumulation Zones
| Metric |
CRWD |
LULU |
| Zone Low |
$683.01 |
$121.55 |
| Zone High |
$774.08 |
$137.76 |
| In Buy Zone? |
Yes
|
Yes
|