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 2026-09-26.
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
NVDA |
| Current Price |
$98.06 |
$225.07 |
| Fair Value Estimate |
$99.50 |
$326.35 |
| Upside to Fair Value |
+1.5%
|
+45.0%
|
| Market Cap |
$11.1B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
23.4x
|
| Price / Sales |
1.0x
|
18.0x
|
| Price / FCF |
8.2x
|
42.9x
|
| Revenue Growth YoY |
-4.3%
|
+105.9%
|
| Gross Margin |
56.1%
|
74.7%
|
| Operating Margin |
17.8%
|
65.2%
|
| Return on Equity |
29.7%
|
110.1%
|
| Dividend Yield |
0% |
0.23% |
| FCF Yield |
12.24%
|
2.33%
|
| 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…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
LULU |
NVDA |
| Zone Low |
$74.62 |
$244.76 |
| Zone High |
$84.58 |
$277.40 |
| In Buy Zone? |
No
|
Yes
|