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 2026-05-04.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
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 |
INTU |
LULU |
| Current Price |
$396.57 |
$128.98 |
| Fair Value Estimate |
$546.00 |
$525.85 |
| Upside to Fair Value |
+37.7%
|
+307.7%
|
| Market Cap |
$110.4B |
$15.1B |
| Forward P/E |
19.5x
|
9.7x
|
| EV / EBITDA |
19.0x
|
5.6x
|
| Price / Sales |
5.9x
|
1.4x
|
| Price / FCF |
18.1x
|
16.4x
|
| Revenue Growth YoY |
+15.6%
|
+0.8%
|
| Gross Margin |
80.8%
|
56.6%
|
| Operating Margin |
26.1%
|
19.8%
|
| Return on Equity |
19.6%
|
34.8%
|
| Dividend Yield |
1.17% |
0% |
| FCF Yield |
5.51%
|
6.09%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
LULU |
| Zone Low |
$410.00 |
$394.39 |
| Zone High |
$464.00 |
$446.97 |
| In Buy Zone? |
Yes
|
Yes
|