LULU vs SNDK: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Sandisk Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
VS
Sandisk Corporation · Technology
$1,614.39
-25.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
LULU has more upside to fair value
(+1.5%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LULU |
SNDK |
| Current Price |
$98.06 |
$1,614.39 |
| Fair Value Estimate |
$99.50 |
$1,206.72 |
| Upside to Fair Value |
+1.5%
|
-25.3%
|
| Market Cap |
$11.1B |
$239.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
17.9x
|
| Price / Sales |
1.0x
|
11.8x
|
| Price / FCF |
8.2x
|
20.6x
|
| Revenue Growth YoY |
-4.3%
|
+371.6%
|
| Gross Margin |
56.1%
|
71.5%
|
| Operating Margin |
17.8%
|
61.2%
|
| Return on Equity |
29.7%
|
93.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.24%
|
4.84%
|
| 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…
Sandisk designs and manufactures NAND flash storage solutions, including SSDs, embedded memory, removable cards, USB devices, and wafers, employing roughly 11,100 people from its Milpitas, California headquarters. The business is currently generating extraordinary profitability, with TTM gross margin of 71.5%, operating margin of 61.2%, net margin of 56.5%, and ROE of 93.1%, while revenue grew 37…
Accumulation Zones
| Metric |
LULU |
SNDK |
| Zone Low |
$74.62 |
$905.04 |
| Zone High |
$84.58 |
$1,025.71 |
| In Buy Zone? |
No
|
No
|