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 2026-06-20.
Lululemon Athletica Inc. · Consumer Cyclical
$111.77
+45.0% upside to fair value
Grade B
High Quality
VS
Marriott International, Inc. · Consumer Cyclical
$396.20
-13.1% upside to fair value
Grade D
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
LULU trades at a lower forward P/E
(9.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LULU |
MAR |
| Current Price |
$111.77 |
$396.20 |
| Fair Value Estimate |
$162.07 |
$344.12 |
| Upside to Fair Value |
+45.0%
|
-13.1%
|
| Market Cap |
$12.7B |
$104.5B |
| Forward P/E |
9.1x
|
41.6x
|
| EV / EBITDA |
5.1x
|
25.5x
|
| Price / Sales |
1.1x
|
3.9x
|
| Price / FCF |
9.9x
|
33.5x
|
| 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% |
| FCF Yield |
10.08%
|
2.98%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Lululemon Athletica Inc. operates in the premium athletic apparel retail sector, leveraging a strong brand and a durable competitive moat driven by product innovation and global expansion, particularly in China. The company has demonstrated solid capital allocation with organic growth and buybacks, though it faces near-term earnings pressure with a 38% decline in quarterly earnings year-over-year…
Marriott International operates as a leading global fee-based, asset-light hotel franchisor and manager with a strong brand portfolio and a durable competitive moat driven by its global scale and loyalty program. The company benefits from high-margin recurring fee revenue, which supports stable cash flow and robust capital returns exceeding $4 billion annually. Despite solid revenue growth of 6.2…
Accumulation Zones
| Metric |
LULU |
MAR |
| Zone Low |
$121.55 |
$258.09 |
| Zone High |
$137.76 |
$292.50 |
| In Buy Zone? |
Yes
|
No
|