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 2026-05-04.
Lululemon Athletica Inc. · Consumer Cyclical
$128.98
+307.7% upside to fair value
Grade C
VS
Meta Platforms, Inc. · Communication Services
$671.34
+117.9% upside to fair value
Grade B
High Quality
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 |
META |
| Current Price |
$128.98 |
$671.34 |
| Fair Value Estimate |
$525.85 |
$1,463.17 |
| Upside to Fair Value |
+307.7%
|
+117.9%
|
| Market Cap |
$15.1B |
$1,698.2B |
| Forward P/E |
9.7x
|
28.0x
|
| EV / EBITDA |
5.6x
|
16.5x
|
| Price / Sales |
1.4x
|
8.4x
|
| Price / FCF |
16.4x
|
36.8x
|
| Revenue Growth YoY |
+0.8%
|
+23.8%
|
| Gross Margin |
56.6%
|
82.0%
|
| Operating Margin |
19.8%
|
41.4%
|
| Return on Equity |
34.8%
|
30.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.09%
|
2.72%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
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…
Meta Platforms, Inc. operates a leading global social media and technology platform primarily through its Family of Apps segment, which generates over 98% of its $201 billion 2025 revenue, driven by strong advertising growth. The company maintains a high-quality business with a durable competitive moat supported by network effects, brand strength, and intangible assets, reflected in a 30.6% retur…
Accumulation Zones
| Metric |
LULU |
META |
| Zone Low |
$394.39 |
$1,097.38 |
| Zone High |
$446.97 |
$1,243.69 |
| In Buy Zone? |
Yes
|
Yes
|