GEV vs LULU: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-25.
GE Vernova Inc. · Industrials
$1,014.75
-16.2% 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 |
GEV |
LULU |
| Current Price |
$1,014.75 |
$116.33 |
| Fair Value Estimate |
$850.00 |
$168.68 |
| Upside to Fair Value |
-16.2%
|
+45.0%
|
| Market Cap |
$270.3B |
$13.2B |
| Forward P/E |
34.3x
|
—
|
| EV / EBITDA |
25.6x
|
5.3x
|
| Price / Sales |
6.6x
|
1.2x
|
| Price / FCF |
22.0x
|
10.3x
|
| Revenue Growth YoY |
+15.0%
|
+4.3%
|
| Gross Margin |
21.3%
|
55.7%
|
| Operating Margin |
5.9%
|
18.2%
|
| Return on Equity |
30.0%
|
31.3%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
9.69%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
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 |
GEV |
LULU |
| Zone Low |
$640.00 |
$126.51 |
| Zone High |
$723.00 |
$143.38 |
| In Buy Zone? |
No
|
Yes
|