GOOGL vs LULU: Which Is the Better Buy?

Side-by-side comparison of Alphabet Inc. and Lululemon Athletica Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
Alphabet Inc. Β· Communication Services
$341.68
+23.3% upside to fair value
Grade C High Quality
VS
Lululemon Athletica Inc. Β· Consumer Cyclical
$128.98
+307.7% upside to fair value
Grade C
QuantHub Verdict
LULU has more upside to fair value (+307.7%). LULU trades at a lower forward P/E (9.7x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GOOGL LULU
Current Price $341.68 $128.98
Fair Value Estimate $421.22 $525.85
Upside to Fair Value +23.3% +307.7%
Market Cap $4,133.3B $15.1B
Forward P/E 31.2x 9.7x
EV / EBITDA 23.1x 5.6x
Price / Sales 10.3x 1.4x
Price / FCF 56.4x 16.4x
Revenue Growth YoY +18.1% +0.8%
Gross Margin 59.7% 56.6%
Operating Margin 32.0% 19.8%
Return on Equity 35.0% 34.8%
Dividend Yield 0% 0%
FCF Yield 1.77% 6.09%
Analyst Consensus Strong Buy Hold
Investment Thesis
GOOGL β€” Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
LULU β€” Lululemon Athletica Inc.
Lululemon Athletica Inc. is a premium athletic apparel retailer operating primarily in the consumer cyclical sector with a focus on apparel retail. The company has a strong brand and historically high profitability with a gross margin of 56.6% and ROE of 34.8%, but it faces significant near-term challenges including earnings pressure with a 21.6% decline in earnings in the most recent quarter and…
Accumulation Zones
Metric GOOGL LULU
Zone Low $315.92 $394.39
Zone High $358.04 $446.97
In Buy Zone? Yes Yes
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