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 2026-06-20.
Deere & Company · Industrials
$589.24
-29.6% upside to fair value
Grade D
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%).
LULU trades at a lower forward P/E
(9.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
LULU |
| Current Price |
$589.24 |
$111.77 |
| Fair Value Estimate |
$414.61 |
$162.07 |
| Upside to Fair Value |
-29.6%
|
+45.0%
|
| Market Cap |
$159.1B |
$12.7B |
| Forward P/E |
33.3x
|
9.1x
|
| EV / EBITDA |
18.8x
|
5.1x
|
| Price / Sales |
3.4x
|
1.1x
|
| Price / FCF |
42.2x
|
9.9x
|
| Revenue Growth YoY |
+6.7%
|
+4.3%
|
| Gross Margin |
35.4%
|
55.7%
|
| Operating Margin |
18.4%
|
18.2%
|
| Return on Equity |
18.3%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.37%
|
10.08%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Deere & Company is a leading global manufacturer of agricultural, construction, and forestry machinery with a durable competitive moat anchored by its number one market share in large agricultural equipment and a dense dealer network. The company benefits from embedded precision agriculture technology that widens its competitive gap, particularly in North America where it holds 40 to 60 percent m…
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 |
DE |
LULU |
| Zone Low |
$310.96 |
$121.55 |
| Zone High |
$352.42 |
$137.76 |
| In Buy Zone? |
No
|
Yes
|