ETN vs LULU: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Eaton Corporation plc · Industrials
$438.76
+32.2% 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
ETN has more upside to fair value
(+32.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ETN |
LULU |
| Current Price |
$438.76 |
$98.06 |
| Fair Value Estimate |
$579.99 |
$99.50 |
| Upside to Fair Value |
+32.2%
|
+1.5%
|
| Market Cap |
$170.4B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
29.6x
|
4.6x
|
| Price / Sales |
5.7x
|
1.0x
|
| Price / FCF |
37.9x
|
8.2x
|
| Revenue Growth YoY |
+21.4%
|
-4.3%
|
| Gross Margin |
35.9%
|
56.1%
|
| Operating Margin |
17.7%
|
17.8%
|
| Return on Equity |
19.6%
|
29.7%
|
| Dividend Yield |
0.99% |
0% |
| FCF Yield |
2.64%
|
12.24%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
Investment Thesis
Eaton Corporation plc is a Dublin-headquartered power management company with roughly 97,303 employees, operating electrical, aerospace, vehicle and eMobility segments that supply power distribution, circuit protection, power quality and reliability equipment and services. The business quality is high: TTM gross margin of 35.9%, TTM operating margin of 17.7%, TTM net margin of 12.8% and ROE of 19…
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 |
ETN |
LULU |
| Zone Low |
$434.99 |
$74.62 |
| Zone High |
$492.99 |
$84.58 |
| In Buy Zone? |
Yes
|
No
|