DE vs LULU: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Deere & Company · Industrials
$703.12
-12.2% upside to fair value
Med 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 |
DE |
LULU |
| Current Price |
$703.12 |
$98.06 |
| Fair Value Estimate |
$616.99 |
$99.50 |
| Upside to Fair Value |
-12.2%
|
+1.5%
|
| Market Cap |
$189.8B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.1x
|
4.6x
|
| Price / Sales |
4.0x
|
1.0x
|
| Price / FCF |
49.1x
|
8.2x
|
| Revenue Growth YoY |
+7.0%
|
-4.3%
|
| Gross Margin |
35.7%
|
56.1%
|
| Operating Margin |
19.0%
|
17.8%
|
| Return on Equity |
18.1%
|
29.7%
|
| Dividend Yield |
0.92% |
0% |
| FCF Yield |
2.04%
|
12.24%
|
| Analyst Consensus |
Buy
|
Sell
|
Investment Thesis
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM …
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 |
DE |
LULU |
| Zone Low |
$462.74 |
$74.62 |
| Zone High |
$524.44 |
$84.58 |
| In Buy Zone? |
No
|
No
|