DELL vs LULU: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Dell Technologies Inc. · Technology
$410.00
-12.0% upside to fair value
Grade D
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 |
DELL |
LULU |
| Current Price |
$410.00 |
$111.77 |
| Fair Value Estimate |
$360.77 |
$162.07 |
| Upside to Fair Value |
-12.0%
|
+45.0%
|
| Market Cap |
$272.3B |
$12.7B |
| Forward P/E |
32.0x
|
9.1x
|
| EV / EBITDA |
22.1x
|
5.1x
|
| Price / Sales |
2.0x
|
1.1x
|
| Price / FCF |
28.8x
|
9.9x
|
| Revenue Growth YoY |
+87.5%
|
+4.3%
|
| Gross Margin |
19.2%
|
55.7%
|
| Operating Margin |
8.0%
|
18.2%
|
| Return on Equity |
-363.2%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.47%
|
10.08%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Dell Technologies Inc. is a leading global provider of computer hardware and infrastructure solutions, with a strong competitive position in commercial PCs and x86 servers where it holds a top 1-2 market share around the low to mid-20% range. The company benefits from founder Michael Dell's long tenure and high insider ownership, which supports disciplined capital allocation including buybacks, d…
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 |
DELL |
LULU |
| Zone Low |
$270.58 |
$121.55 |
| Zone High |
$306.65 |
$137.76 |
| In Buy Zone? |
No
|
Yes
|