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 2026-09-21.
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
VS
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MAR has more upside to fair value
(+20.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
MAR |
| Current Price |
$98.06 |
$334.97 |
| Fair Value Estimate |
$99.50 |
$403.81 |
| Upside to Fair Value |
+1.5%
|
+20.6%
|
| Market Cap |
$11.1B |
$87.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
22.2x
|
| Price / Sales |
1.0x
|
3.2x
|
| Price / FCF |
8.2x
|
28.7x
|
| Revenue Growth YoY |
-4.3%
|
+4.8%
|
| Gross Margin |
56.1%
|
20.2%
|
| Operating Margin |
17.8%
|
15.8%
|
| Return on Equity |
29.7%
|
-66.7%
|
| Dividend Yield |
0% |
0.84% |
| FCF Yield |
12.24%
|
3.48%
|
| Analyst Consensus |
Sell
|
Hold
|
Investment Thesis
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…
Marriott International is a global asset-light hotel franchisor and manager whose 10,082-property, 1.814 million-room system, 629,000-room development pipeline, broad brands, and more than 295 million Bonvoy members support durable fee-led economics. Business quality is tempered by cyclicality, competitive owner incentives, and $16.915 billion of debt, while reported ROE is negative 66.7%. In the…
Accumulation Zones
| Metric |
LULU |
MAR |
| Zone Low |
$74.62 |
$302.86 |
| Zone High |
$84.58 |
$343.24 |
| In Buy Zone? |
No
|
Yes
|