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 2026-05-04.
CrowdStrike Holdings, Inc. · Technology
$436.32
+106.4% upside to fair value
Grade B
VS
Lululemon Athletica Inc. · Consumer Cyclical
$128.98
+307.7% upside to fair value
Grade C
QuantHub Verdict
LULU has more upside to fair value
(+307.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWD |
LULU |
| Current Price |
$436.32 |
$128.98 |
| Fair Value Estimate |
$900.47 |
$525.85 |
| Upside to Fair Value |
+106.4%
|
+307.7%
|
| Market Cap |
$110.7B |
$15.1B |
| Forward P/E |
-601.6x
|
9.7x
|
| EV / EBITDA |
951.5x
|
5.6x
|
| Price / Sales |
23.0x
|
1.4x
|
| Price / FCF |
89.3x
|
16.4x
|
| Revenue Growth YoY |
+23.3%
|
+0.8%
|
| Gross Margin |
74.9%
|
56.6%
|
| Operating Margin |
-5.4%
|
19.8%
|
| Return on Equity |
-4.7%
|
34.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
6.09%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
Lululemon Athletica Inc. is a premium athletic apparel retailer operating primarily in the consumer cyclical sector with a focus on apparel retail. The company has a strong brand and historically high profitability with a gross margin of 56.6% and ROE of 34.8%, but it faces significant near-term challenges including earnings pressure with a 21.6% decline in earnings in the most recent quarter and…
Accumulation Zones
| Metric |
CRWD |
LULU |
| Zone Low |
$675.35 |
$394.39 |
| Zone High |
$765.40 |
$446.97 |
| In Buy Zone? |
Yes
|
Yes
|