LULU vs PG: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and The Procter & Gamble Company — 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
The Procter & Gamble Company · Consumer Defensive
$150.38
+10.0% 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.
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Valuation & Fundamentals
| Metric |
LULU |
PG |
| Current Price |
$116.33 |
$150.38 |
| Fair Value Estimate |
$168.68 |
$165.39 |
| Upside to Fair Value |
+45.0%
|
+10.0%
|
| Market Cap |
$13.2B |
$350.2B |
| Forward P/E |
—
|
21.5x
|
| EV / EBITDA |
5.3x
|
15.1x
|
| Price / Sales |
1.2x
|
4.0x
|
| Price / FCF |
10.3x
|
23.3x
|
| Revenue Growth YoY |
+4.3%
|
+7.4%
|
| Gross Margin |
55.7%
|
50.3%
|
| Operating Margin |
18.2%
|
23.2%
|
| Return on Equity |
31.3%
|
31.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
9.69%
|
4.29%
|
| Analyst Consensus |
Hold
|
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…
The Procter & Gamble Company is a leading global consumer defensive company specializing in household and personal products with a strong portfolio across fabric care, baby and family care, beauty, health care, and grooming. The business quality is high, supported by a durable competitive moat from strong brands, consistent earnings growth, and prudent capital allocation emphasizing dividends and…
Accumulation Zones
| Metric |
LULU |
PG |
| Zone Low |
$126.51 |
$124.04 |
| Zone High |
$143.38 |
$140.58 |
| In Buy Zone? |
Yes
|
No
|