LULU vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Palantir Technologies Inc. — 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
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PLTR has more upside to fair value
(+2.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
PLTR |
| Current Price |
$98.06 |
$189.67 |
| Fair Value Estimate |
$99.50 |
$194.30 |
| Upside to Fair Value |
+1.5%
|
+2.4%
|
| Market Cap |
$11.1B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
139.9x
|
| Price / Sales |
1.0x
|
70.7x
|
| Price / FCF |
8.2x
|
135.3x
|
| Revenue Growth YoY |
-4.3%
|
+92.8%
|
| Gross Margin |
56.1%
|
84.8%
|
| Operating Margin |
17.8%
|
42.8%
|
| Return on Equity |
29.7%
|
37.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.24%
|
0.74%
|
| Analyst Consensus |
Sell
|
Hold
|
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…
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
LULU |
PLTR |
| Zone Low |
$74.62 |
$145.73 |
| Zone High |
$84.58 |
$165.16 |
| In Buy Zone? |
No
|
No
|