INTU vs LULU: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Intuit Inc. · Technology
$279.70
+45.0% upside to fair value
Grade A
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
Valuation & Fundamentals
| Metric |
INTU |
LULU |
| Current Price |
$279.70 |
$116.33 |
| Fair Value Estimate |
$405.56 |
$168.68 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$76.5B |
$13.2B |
| Forward P/E |
16.9x
|
—
|
| EV / EBITDA |
11.2x
|
5.3x
|
| Price / Sales |
3.7x
|
1.2x
|
| Price / FCF |
9.9x
|
10.3x
|
| Revenue Growth YoY |
+10.4%
|
+4.3%
|
| Gross Margin |
81.0%
|
55.7%
|
| Operating Margin |
27.5%
|
18.2%
|
| Return on Equity |
23.3%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.08%
|
9.69%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Intuit Inc. is a leading technology company specializing in software applications for financial management, including popular products like TurboTax and QuickBooks. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, high gross margins of 81%, and a robust return on equity of 23.3%. Despite a moderate revenue growth of 10.4% and ea…
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 |
INTU |
LULU |
| Zone Low |
$304.17 |
$126.51 |
| Zone High |
$344.73 |
$143.38 |
| In Buy Zone? |
Yes
|
Yes
|