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 2026-09-24.
GE Vernova Inc. · Industrials
$951.82
+35.4% 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
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
LULU |
| Current Price |
$951.82 |
$98.06 |
| Fair Value Estimate |
$1,288.67 |
$99.50 |
| Upside to Fair Value |
+35.4%
|
+1.5%
|
| Market Cap |
$253.5B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
4.6x
|
| Price / Sales |
6.1x
|
1.0x
|
| Price / FCF |
20.5x
|
8.2x
|
| Revenue Growth YoY |
+21.9%
|
-4.3%
|
| Gross Margin |
20.2%
|
56.1%
|
| Operating Margin |
4.4%
|
17.8%
|
| Return on Equity |
83.4%
|
29.7%
|
| Dividend Yield |
0.18% |
0% |
| FCF Yield |
4.88%
|
12.24%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
Investment Thesis
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
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 |
GEV |
LULU |
| Zone Low |
$966.50 |
$74.62 |
| Zone High |
$1,095.37 |
$84.58 |
| In Buy Zone? |
Yes
|
No
|