CRWV vs LULU: Which Is the Better Buy?
Side-by-side comparison of CoreWeave, Inc. Class A Common Stock and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
VS
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRWV |
LULU |
| Current Price |
$86.76 |
$98.06 |
| Fair Value Estimate |
$125.80 |
$99.50 |
| Upside to Fair Value |
+45.0%
|
+1.5%
|
| Market Cap |
$47.3B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
36.3x
|
4.6x
|
| Price / Sales |
6.2x
|
1.0x
|
| Price / FCF |
—
|
8.2x
|
| Revenue Growth YoY |
+112.3%
|
-4.3%
|
| Gross Margin |
67.4%
|
56.1%
|
| Operating Margin |
-3.0%
|
17.8%
|
| Return on Equity |
-45.4%
|
29.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
12.24%
|
| Analyst Consensus |
Buy
|
Sell
|
Investment Thesis
CoreWeave operates a specialized GPU cloud platform purpose-built for generative AI workloads, offering high-performance GPU and CPU compute, storage, networking, and managed services to large enterprises from bare-metal and virtual server options. The business is growing explosively, with revenue up 112.3% year over year in the most recent quarter and a TTM gross margin of 67.4%, but it is doing…
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 |
CRWV |
LULU |
| Zone Low |
$94.35 |
$74.62 |
| Zone High |
$106.93 |
$84.58 |
| In Buy Zone? |
Yes
|
No
|