GS vs LULU: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GS |
LULU |
| Current Price |
$1,045.91 |
$116.33 |
| Fair Value Estimate |
$575.25 |
$168.68 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$308.6B |
$13.2B |
| Forward P/E |
23.6x
|
—
|
| EV / EBITDA |
15.9x
|
5.3x
|
| Price / Sales |
3.1x
|
1.2x
|
| Price / FCF |
-7.4x
|
10.3x
|
| Revenue Growth YoY |
-35.0%
|
+4.3%
|
| Gross Margin |
47.4%
|
55.7%
|
| Operating Margin |
17.8%
|
18.2%
|
| Return on Equity |
15.3%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
9.69%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Lululemon Athletica is a premium athletic-apparel retailer whose technical-product innovation, powerful brand, direct-to-consumer retail and e-commerce model, and community-led marketing have historically supported high returns, including a 31.3% ROE, 55.7% gross margin, 18.2% operating margin, and 13.0% net margin. The investment case is now a turnaround rather than a clean compounding story: in…
Accumulation Zones
| Metric |
GS |
LULU |
| Zone Low |
$431.44 |
$126.51 |
| Zone High |
$488.96 |
$143.38 |
| In Buy Zone? |
No
|
Yes
|