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
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 verβ¦
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 andβ¦
Accumulation Zones
| Metric |
GOOGL |
LULU |
| Zone Low |
$315.92 |
$394.39 |
| Zone High |
$358.04 |
$446.97 |
| In Buy Zone? |
Yes
|
Yes
|