DHR vs LULU: Which Is the Better Buy?
Side-by-side comparison of Danaher Corporation and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Danaher Corporation · Healthcare
$221.12
+29.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
DHR has more upside to fair value
(+29.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DHR |
LULU |
| Current Price |
$221.12 |
$98.06 |
| Fair Value Estimate |
$286.52 |
$99.50 |
| Upside to Fair Value |
+29.6%
|
+1.5%
|
| Market Cap |
$155.4B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
24.8x
|
4.6x
|
| Price / Sales |
6.2x
|
1.0x
|
| Price / FCF |
28.5x
|
8.2x
|
| Revenue Growth YoY |
+5.5%
|
-4.3%
|
| Gross Margin |
58.5%
|
56.1%
|
| Operating Margin |
20.4%
|
17.8%
|
| Return on Equity |
7.7%
|
29.7%
|
| Dividend Yield |
0.65% |
0% |
| FCF Yield |
3.51%
|
12.24%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
Investment Thesis
Danaher is a diversified life-sciences and diagnostics platform spanning three segments: Life Sciences (mass spectrometers, flow cytometry, genomics, bioprocess technologies), Diagnostics (chemistry, immunoassay, microbiology, hematology, molecular and pathology systems), and Environmental & Applied Solutions (water quality and product-identification instrumentation). The business quality is high…
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 |
DHR |
LULU |
| Zone Low |
$214.89 |
$74.62 |
| Zone High |
$243.54 |
$84.58 |
| In Buy Zone? |
Yes
|
No
|