GOOGL 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 2026-06-20.
Alphabet Inc. · Communication Services
$368.03
-17.8% upside to fair value
Grade D
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$111.77
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
LULU trades at a lower forward P/E
(9.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOGL |
LULU |
| Current Price |
$368.03 |
$111.77 |
| Fair Value Estimate |
$302.41 |
$162.07 |
| Upside to Fair Value |
-17.8%
|
+45.0%
|
| Market Cap |
$4,451.3B |
$12.7B |
| Forward P/E |
27.8x
|
9.1x
|
| EV / EBITDA |
20.6x
|
5.1x
|
| Price / Sales |
10.5x
|
1.1x
|
| Price / FCF |
69.1x
|
9.9x
|
| Revenue Growth YoY |
+21.8%
|
+4.3%
|
| Gross Margin |
60.4%
|
55.7%
|
| Operating Margin |
32.7%
|
18.2%
|
| Return on Equity |
39.0%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
10.08%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its Google Services segment which dominates digital advertising, alongside a rapidly growing Google Cloud business. The company benefits from a durable competitive moat driven by its brand, network effects, and intangible assets such as AI capabilities. Despite strong fundamentals including 2…
Lululemon Athletica Inc. operates in the premium athletic apparel retail sector, leveraging a strong brand and a durable competitive moat driven by product innovation and global expansion, particularly in China. The company has demonstrated solid capital allocation with organic growth and buybacks, though it faces near-term earnings pressure with a 38% decline in quarterly earnings year-over-year…
Accumulation Zones
| Metric |
GOOGL |
LULU |
| Zone Low |
$226.81 |
$121.55 |
| Zone High |
$257.05 |
$137.76 |
| In Buy Zone? |
No
|
Yes
|