LULU vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
ORCL |
| Current Price |
$98.06 |
$149.12 |
| Fair Value Estimate |
$99.50 |
$216.22 |
| Upside to Fair Value |
+1.5%
|
+45.0%
|
| Market Cap |
$11.1B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
14.6x
|
| Price / Sales |
1.0x
|
6.0x
|
| Price / FCF |
8.2x
|
—
|
| Revenue Growth YoY |
-4.3%
|
+29.6%
|
| Gross Margin |
56.1%
|
63.9%
|
| Operating Margin |
17.8%
|
32.4%
|
| Return on Equity |
29.7%
|
42.6%
|
| Dividend Yield |
0% |
1.34% |
| 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…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
LULU |
ORCL |
| Zone Low |
$74.62 |
$162.16 |
| Zone High |
$84.58 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|