LULU vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Marvell Technology, 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
Marvell Technology, Inc. · Technology
$133.37
+25.2% upside to fair value
High Conviction
Grade B
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 |
MRVL |
| Current Price |
$128.98 |
$133.37 |
| Fair Value Estimate |
$525.85 |
$167.00 |
| Upside to Fair Value |
+307.7%
|
+25.2%
|
| Market Cap |
$15.1B |
$116.6B |
| Forward P/E |
9.7x
|
42.4x
|
| EV / EBITDA |
5.6x
|
—
|
| Price / Sales |
1.4x
|
14.2x
|
| Price / FCF |
16.4x
|
83.7x
|
| Revenue Growth YoY |
+0.8%
|
+7.0%
|
| Gross Margin |
56.6%
|
50.1%
|
| Operating Margin |
19.8%
|
16.3%
|
| Return on Equity |
34.8%
|
19.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
6.09%
|
1.2%
|
| 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…
Marvell Technology designs semiconductors for data infrastructure, including storage, networking, connectivity for AI, cloud, 5G, and automotive; the business excels with a dominant Data Center segment driving 42% FY2026 revenue growth to $8.2B amid AI demand, strong leadership under long-tenured CEO Matt Murphy, and robust 50% gross margins, though offset by earnings decline and non-Data Center …
Accumulation Zones
| Metric |
LULU |
MRVL |
| Zone Low |
$394.39 |
$125.00 |
| Zone High |
$446.97 |
$142.00 |
| In Buy Zone? |
Yes
|
Yes
|