GOOG vs LULU: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Alphabet Inc. · Communication Services
$334.98
+15.8% 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
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOG |
LULU |
| Current Price |
$334.98 |
$98.06 |
| Fair Value Estimate |
$387.82 |
$99.50 |
| Upside to Fair Value |
+15.8%
|
+1.5%
|
| Market Cap |
$4,065.3B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
4.6x
|
| Price / Sales |
9.1x
|
1.0x
|
| Price / FCF |
76.4x
|
8.2x
|
| Revenue Growth YoY |
+24.2%
|
-4.3%
|
| Gross Margin |
60.9%
|
56.1%
|
| Operating Margin |
33.1%
|
17.8%
|
| Return on Equity |
50.8%
|
29.7%
|
| Dividend Yield |
0.26% |
0% |
| FCF Yield |
1.31%
|
12.24%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
LULU |
| Zone Low |
$290.87 |
$74.62 |
| Zone High |
$329.65 |
$84.58 |
| In Buy Zone? |
No
|
No
|