LULU vs META: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Meta Platforms, 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
Meta Platforms, Inc. · Communication Services
$665.60
+21.4% upside to fair value
Med Conviction
Grade B+
High Quality
QuantHub Verdict
META has more upside to fair value
(+21.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
META |
| Current Price |
$98.06 |
$665.60 |
| Fair Value Estimate |
$99.50 |
$808.00 |
| Upside to Fair Value |
+1.5%
|
+21.4%
|
| Market Cap |
$11.1B |
$1,695.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
16.7x
|
| Price / Sales |
1.0x
|
7.4x
|
| Price / FCF |
8.2x
|
41.3x
|
| Revenue Growth YoY |
-4.3%
|
+28.0%
|
| Gross Margin |
56.1%
|
81.7%
|
| Operating Margin |
17.8%
|
38.1%
|
| Return on Equity |
29.7%
|
29.7%
|
| Dividend Yield |
0% |
0.32% |
| FCF Yield |
12.24%
|
2.42%
|
| Analyst Consensus |
Sell
|
Strong Buy
|
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…
Meta Platforms operates the Facebook, Instagram, WhatsApp, Messenger and Threads ecosystem, monetizing its unmatched global audience primarily through digital advertising. Business quality is high, supported by 3.60 billion Family daily active people, AI-enhanced ad ranking, 81.7% TTM gross margin, 38.1% TTM operating margin, 29.8% TTM net margin and 29.7% ROE. Revenue grew 28.0% year over year i…
Accumulation Zones
| Metric |
LULU |
META |
| Zone Low |
$74.62 |
$606.00 |
| Zone High |
$84.58 |
$686.80 |
| In Buy Zone? |
No
|
Yes
|