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 2026-05-04.
Lululemon Athletica Inc. · Consumer Cyclical
$128.98
+307.7% upside to fair value
Grade C
VS
Marriott International, Inc. · Consumer Cyclical
$377.93
-13.8% upside to fair value
Grade D
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 |
LULU |
MAR |
| Current Price |
$128.98 |
$377.93 |
| Fair Value Estimate |
$525.85 |
$325.87 |
| Upside to Fair Value |
+307.7%
|
-13.8%
|
| Market Cap |
$15.1B |
$100.2B |
| Forward P/E |
9.7x
|
39.0x
|
| EV / EBITDA |
5.6x
|
25.3x
|
| Price / Sales |
1.4x
|
3.8x
|
| Price / FCF |
16.4x
|
34.6x
|
| Revenue Growth YoY |
+0.8%
|
+4.1%
|
| Gross Margin |
56.6%
|
21.3%
|
| Operating Margin |
19.8%
|
15.8%
|
| Return on Equity |
34.8%
|
-79.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.09%
|
2.89%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
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…
Marriott International, Inc. operates as the world's largest hospitality company with approximately 9,000 to 9,700 properties across 141 to 143 countries and territories, managing over 30 brands and the largest loyalty program with 203 to 248 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and a growing asset-light credit card royalty busines…
Accumulation Zones
| Metric |
LULU |
MAR |
| Zone Low |
$394.39 |
$244.40 |
| Zone High |
$446.97 |
$276.99 |
| In Buy Zone? |
Yes
|
No
|