LULU vs MAR: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Marriott International, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-20.
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
VS
Marriott International, Inc. · Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LULU |
MAR |
| Current Price |
$116.33 |
$366.24 |
| Fair Value Estimate |
$168.68 |
$353.64 |
| Upside to Fair Value |
+45.0%
|
-3.4%
|
| Market Cap |
$13.2B |
$96.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
5.3x
|
23.8x
|
| Price / Sales |
1.2x
|
3.7x
|
| Price / FCF |
10.3x
|
31.6x
|
| Revenue Growth YoY |
+4.3%
|
+6.2%
|
| Gross Margin |
55.7%
|
21.4%
|
| Operating Margin |
18.2%
|
16.0%
|
| Return on Equity |
31.3%
|
-74.1%
|
| Dividend Yield |
0% |
0.75% |
| FCF Yield |
9.69%
|
3.17%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
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…
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
Accumulation Zones
| Metric |
LULU |
MAR |
| Zone Low |
$126.51 |
$265.23 |
| Zone High |
$143.38 |
$300.59 |
| In Buy Zone? |
Yes
|
No
|