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 2026-08-06.
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
VS
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ETN |
LULU |
| Current Price |
$447.28 |
$116.33 |
| Fair Value Estimate |
$405.00 |
$168.68 |
| Upside to Fair Value |
-9.5%
|
+45.0%
|
| Market Cap |
$173.7B |
$13.2B |
| Forward P/E |
33.2x
|
—
|
| EV / EBITDA |
30.0x
|
5.3x
|
| Price / Sales |
5.8x
|
1.2x
|
| Price / FCF |
38.6x
|
10.3x
|
| Revenue Growth YoY |
+21.0%
|
+4.3%
|
| Gross Margin |
35.9%
|
55.7%
|
| Operating Margin |
17.7%
|
18.2%
|
| Return on Equity |
18.9%
|
31.3%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
9.69%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
Lululemon Athletica is a premium athletic-apparel retailer whose technical-product innovation, powerful brand, direct-to-consumer retail and e-commerce model, and community-led marketing have historically supported high returns, including a 31.3% ROE, 55.7% gross margin, 18.2% operating margin, and 13.0% net margin. The investment case is now a turnaround rather than a clean compounding story: in…
Accumulation Zones
| Metric |
ETN |
LULU |
| Zone Low |
$305.00 |
$126.51 |
| Zone High |
$345.00 |
$143.38 |
| In Buy Zone? |
No
|
Yes
|