LULU vs MU: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
MU |
| Current Price |
$98.06 |
$1,080.53 |
| Fair Value Estimate |
$99.50 |
$1,124.98 |
| Upside to Fair Value |
+1.5%
|
+4.1%
|
| Market Cap |
$11.1B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
17.6x
|
| Price / Sales |
1.0x
|
13.5x
|
| Price / FCF |
8.2x
|
46.6x
|
| Revenue Growth YoY |
-4.3%
|
+345.7%
|
| Gross Margin |
56.1%
|
72.6%
|
| Operating Margin |
17.8%
|
65.7%
|
| Return on Equity |
29.7%
|
70.5%
|
| Dividend Yield |
0% |
0.05% |
| FCF Yield |
12.24%
|
2.15%
|
| 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…
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
LULU |
MU |
| Zone Low |
$74.62 |
$843.74 |
| Zone High |
$84.58 |
$956.23 |
| In Buy Zone? |
No
|
No
|