LULU vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Lululemon Athletica Inc. · Consumer Cyclical
$111.77
+45.0% upside to fair value
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$210.69
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
LULU trades at a lower forward P/E
(9.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LULU |
NVDA |
| Current Price |
$111.77 |
$210.69 |
| Fair Value Estimate |
$162.07 |
$305.50 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$12.7B |
$5,103.1B |
| Forward P/E |
9.1x
|
32.1x
|
| EV / EBITDA |
5.1x
|
26.5x
|
| Price / Sales |
1.1x
|
20.1x
|
| Price / FCF |
9.9x
|
42.9x
|
| Revenue Growth YoY |
+4.3%
|
+85.2%
|
| Gross Margin |
55.7%
|
74.1%
|
| Operating Margin |
18.2%
|
64.0%
|
| Return on Equity |
31.3%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.08%
|
2.33%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Lululemon Athletica Inc. operates in the premium athletic apparel retail sector, leveraging a strong brand and a durable competitive moat driven by product innovation and global expansion, particularly in China. The company has demonstrated solid capital allocation with organic growth and buybacks, though it faces near-term earnings pressure with a 38% decline in quarterly earnings year-over-year…
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
Accumulation Zones
| Metric |
LULU |
NVDA |
| Zone Low |
$121.55 |
$229.12 |
| Zone High |
$137.76 |
$259.68 |
| In Buy Zone? |
Yes
|
Yes
|