LULU vs MRVL: Which Is the Better Buy?

Side-by-side comparison of Lululemon Athletica Inc. and Marvell Technology, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Lululemon Athletica Inc. ยท Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction Grade C
VS
Marvell Technology, Inc. ยท Technology
$258.95
-11.4% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
LULU has more upside to fair value (+1.5%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric LULU MRVL
Current Price $98.06 $258.95
Fair Value Estimate $99.50 $229.46
Upside to Fair Value +1.5% -11.4%
Market Cap $11.1B $226.8B
Forward P/E โ€” โ€”
EV / EBITDA 4.6x 48.0x
Price / Sales 1.0x 24.0x
Price / FCF 8.2x 134.3x
Revenue Growth YoY -4.3% +36.5%
Gross Margin 56.1% 51.4%
Operating Margin 17.8% 16.7%
Return on Equity 29.7% 16.2%
Dividend Yield 0% 0.09%
FCF Yield 12.24% 0.74%
Analyst Consensus Sell Strong Buy
Investment Thesis
LULU โ€” Lululemon Athletica Inc.
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 gโ€ฆ
MRVL โ€” Marvell Technology, Inc.
Marvell Technology is a data infrastructure semiconductor specialist that designs custom AI accelerators, electro-optics DSPs, ethernet switching, storage controllers and interconnect silicon for hyperscale data centers, communications and carrier markets, employing roughly 7,480 people under CEO Matthew J. Murphy. Business quality is genuinely high on the demand side: revenue grew 36.5% year oveโ€ฆ
Accumulation Zones
Metric LULU MRVL
Zone Low $74.62 $172.09
Zone High $84.58 $195.04
In Buy Zone? No No
โ† LULU Research    MRVL Research โ†’    All Research