GS vs LULU: Which Is the Better Buy?

Side-by-side comparison of The Goldman Sachs Group, Inc. and Lululemon Athletica Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-20.
The Goldman Sachs Group, Inc. Β· Financial Services
$1,096.56
-45.0% upside to fair value
Grade C High Quality
VS
Lululemon Athletica Inc. Β· 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 β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GS LULU
Current Price $1,096.56 $111.77
Fair Value Estimate $603.11 $162.07
Upside to Fair Value -45.0% +45.0%
Market Cap $323.5B $12.7B
Forward P/E 19.8x 9.1x
EV / EBITDA 42.8x 5.1x
Price / Sales 2.9x 1.1x
Price / FCF -7.7x 9.9x
Revenue Growth YoY -45.4% +4.3%
Gross Margin 55.5% 55.7%
Operating Margin 20.5% 18.2%
Return on Equity 14.6% 31.3%
Dividend Yield 0% 0%
FCF Yield β€” 10.08%
Analyst Consensus Hold Hold
Investment Thesis
GS β€” The Goldman Sachs Group, Inc.
The Goldman Sachs Group, Inc. operates as a leading global financial services firm with a strong presence in investment banking, global markets, and asset and wealth management. The company benefits from a durable competitive moat based on scale, brand, client relationships, and technology infrastructure. However, recent financial data shows a significant 45.4% year-over-year revenue decline in t…
LULU β€” Lululemon Athletica Inc.
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 GS LULU
Zone Low $452.33 $121.55
Zone High $512.64 $137.76
In Buy Zone? No Yes
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