LULU vs PANW: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LULU |
PANW |
| Current Price |
$116.33 |
$287.78 |
| Fair Value Estimate |
$168.68 |
$296.19 |
| Upside to Fair Value |
+45.0%
|
+2.9%
|
| Market Cap |
$13.2B |
$196.1B |
| Forward P/E |
—
|
248.9x
|
| EV / EBITDA |
5.3x
|
85.9x
|
| Price / Sales |
1.2x
|
18.5x
|
| Price / FCF |
10.3x
|
45.7x
|
| Revenue Growth YoY |
+4.3%
|
+31.1%
|
| Gross Margin |
55.7%
|
71.9%
|
| Operating Margin |
18.2%
|
9.6%
|
| Return on Equity |
31.3%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
9.69%
|
2.19%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Lululemon Athletica is a premium athletic-apparel retailer whose technical-product innovation, powerful brand, direct-to-consumer retail and e-commerce model, and community-led marketing have historically supported high returns, including a 31.3% ROE, 55.7% gross margin, 18.2% operating margin, and 13.0% net margin. The investment case is now a turnaround rather than a clean compounding story: in…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
LULU |
PANW |
| Zone Low |
$126.51 |
$222.14 |
| Zone High |
$143.38 |
$251.76 |
| In Buy Zone? |
Yes
|
No
|