LULU vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Nebius Group N.V. — 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
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
NBIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
NBIS |
| Current Price |
$98.06 |
$217.99 |
| Fair Value Estimate |
$99.50 |
$316.09 |
| Upside to Fair Value |
+1.5%
|
+45.0%
|
| Market Cap |
$11.1B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
56.8x
|
| Price / Sales |
1.0x
|
38.6x
|
| Price / FCF |
8.2x
|
—
|
| Revenue Growth YoY |
-4.3%
|
+454.0%
|
| Gross Margin |
56.1%
|
58.6%
|
| Operating Margin |
17.8%
|
-49.3%
|
| Return on Equity |
29.7%
|
0.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.24%
|
—
|
| 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…
Nebius Group N.V. is an Amsterdam-based AI infrastructure company, formerly Yandex N.V., that builds end-to-end GPU cloud clusters, cloud platforms and developer tools for demanding AI workloads, alongside Toloka AI data solutions, TripleTen education and Avride autonomous driving. The business is growing explosively, with revenue up 454.0% year over year in the most recent quarter, and it has de…
Accumulation Zones
| Metric |
LULU |
NBIS |
| Zone Low |
$74.62 |
$237.07 |
| Zone High |
$84.58 |
$268.68 |
| In Buy Zone? |
No
|
Yes
|