GE vs LULU: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
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 |
GE |
LULU |
| Current Price |
$360.35 |
$116.33 |
| Fair Value Estimate |
$267.03 |
$168.68 |
| Upside to Fair Value |
-25.9%
|
+45.0%
|
| Market Cap |
$376.5B |
$13.2B |
| Forward P/E |
42.3x
|
—
|
| EV / EBITDA |
33.4x
|
5.3x
|
| Price / Sales |
7.8x
|
1.2x
|
| Price / FCF |
50.5x
|
10.3x
|
| Revenue Growth YoY |
+21.1%
|
+4.3%
|
| Gross Margin |
36.1%
|
55.7%
|
| Operating Margin |
21.0%
|
18.2%
|
| Return on Equity |
46.2%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
9.69%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
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 |
GE |
LULU |
| Zone Low |
$200.27 |
$126.51 |
| Zone High |
$226.98 |
$143.38 |
| In Buy Zone? |
No
|
Yes
|