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 2026-09-26.
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
VS
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
LULU has more upside to fair value
(+1.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
LULU |
| Current Price |
$212.55 |
$98.06 |
| Fair Value Estimate |
$194.50 |
$99.50 |
| Upside to Fair Value |
-8.5%
|
+1.5%
|
| Market Cap |
$67.4B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
4.6x
|
| Price / Sales |
1.9x
|
1.0x
|
| Price / FCF |
16.4x
|
8.2x
|
| Revenue Growth YoY |
-6.1%
|
-4.3%
|
| Gross Margin |
36.6%
|
56.1%
|
| Operating Margin |
14.1%
|
17.8%
|
| Return on Equity |
41.7%
|
29.7%
|
| Dividend Yield |
2.09% |
0% |
| FCF Yield |
6.11%
|
12.24%
|
| Analyst Consensus |
Buy
|
Sell
|
Investment Thesis
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
Lululemon Athletica designs and retails premium athletic apparel and accessories through company-owned stores and direct-to-consumer channels, with roughly 39,000 employees and a brand built on technical fabrics and community-led fitness positioning. The business still earns high returns on equity of 29.7% and generates $12.00 of free cash flow per share on $97.70 of revenue per share, with TTM g…
Accumulation Zones
| Metric |
HON |
LULU |
| Zone Low |
$145.88 |
$74.62 |
| Zone High |
$165.32 |
$84.58 |
| In Buy Zone? |
No
|
No
|