LULU vs SLB: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and SLB N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Lululemon Athletica Inc. · Consumer Cyclical
$128.98
+307.7% upside to fair value
Grade C
VS
SLB N.V. · Energy
$56.15
+68.7% upside to fair value
Grade B
QuantHub Verdict
LULU has more upside to fair value
(+307.7%).
LULU trades at a lower forward P/E
(9.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LULU |
SLB |
| Current Price |
$128.98 |
$56.15 |
| Fair Value Estimate |
$525.85 |
$94.71 |
| Upside to Fair Value |
+307.7%
|
+68.7%
|
| Market Cap |
$15.1B |
$84.3B |
| Forward P/E |
9.7x
|
24.3x
|
| EV / EBITDA |
5.6x
|
17.5x
|
| Price / Sales |
1.4x
|
2.4x
|
| Price / FCF |
16.4x
|
17.6x
|
| Revenue Growth YoY |
+0.8%
|
+2.7%
|
| Gross Margin |
56.6%
|
13.6%
|
| Operating Margin |
19.8%
|
11.5%
|
| Return on Equity |
34.8%
|
12.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.09%
|
5.69%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Lululemon Athletica Inc. is a premium athletic apparel retailer operating primarily in the consumer cyclical sector with a focus on apparel retail. The company has a strong brand and historically high profitability with a gross margin of 56.6% and ROE of 34.8%, but it faces significant near-term challenges including earnings pressure with a 21.6% decline in earnings in the most recent quarter and…
SLB N.V. is the world's largest oilfield services company operating primarily in the energy sector with a focus on oil and gas equipment and services. The company benefits from a diversified revenue base across well construction, production systems, reservoir characterization, and digital integration, with fiscal year 2024 revenues totaling over $37 billion. Despite modest revenue growth of 2.7% …
Accumulation Zones
| Metric |
LULU |
SLB |
| Zone Low |
$394.39 |
$71.03 |
| Zone High |
$446.97 |
$80.50 |
| In Buy Zone? |
Yes
|
Yes
|