HON vs LULU: Which Is the Better Buy?

Side-by-side comparison of Honeywell International Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
Honeywell International Inc. · Industrials
$213.17
-9.2% upside to fair value
Grade D
VS
Lululemon Athletica Inc. · 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 — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HON LULU
Current Price $213.17 $128.98
Fair Value Estimate $193.51 $525.85
Upside to Fair Value -9.2% +307.7%
Market Cap $135.1B $15.1B
Forward P/E 33.0x 9.7x
EV / EBITDA 23.9x 5.6x
Price / Sales 3.7x 1.4x
Price / FCF 32.4x 16.4x
Revenue Growth YoY -6.9% +0.8%
Gross Margin 36.9% 56.6%
Operating Margin 14.9% 19.8%
Return on Equity 23.6% 34.8%
Dividend Yield 0% 0%
FCF Yield 3.09% 6.09%
Analyst Consensus Buy Hold
Investment Thesis
HON — Honeywell International Inc.
Honeywell International Inc. is a diversified industrial conglomerate operating across Aerospace Technologies, Building Automation, Process Automation and Technology, and Safety and Productivity Solutions. The company benefits from a strong leadership team with deep internal experience and a history of strategic acquisitions that have expanded its portfolio into high-growth areas such as aerospac…
LULU — 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 HON LULU
Zone Low $145.13 $394.39
Zone High $164.48 $446.97
In Buy Zone? No Yes
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