LULU vs TTD: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Lululemon Athletica Inc. · Consumer Cyclical
$111.77
+45.0% upside to fair value
Grade B
High Quality
VS
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
LULU trades at a lower forward P/E
(9.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
TTD |
| Current Price |
$111.77 |
$18.51 |
| Fair Value Estimate |
$162.07 |
$26.84 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$12.7B |
$8.7B |
| Forward P/E |
9.1x
|
20.3x
|
| EV / EBITDA |
5.1x
|
10.5x
|
| Price / Sales |
1.1x
|
2.9x
|
| Price / FCF |
9.9x
|
10.4x
|
| Revenue Growth YoY |
+4.3%
|
+11.8%
|
| Gross Margin |
55.7%
|
77.8%
|
| Operating Margin |
18.2%
|
20.3%
|
| Return on Equity |
31.3%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.08%
|
9.62%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Lululemon Athletica Inc. operates in the premium athletic apparel retail sector, leveraging a strong brand and a durable competitive moat driven by product innovation and global expansion, particularly in China. The company has demonstrated solid capital allocation with organic growth and buybacks, though it faces near-term earnings pressure with a 38% decline in quarterly earnings year-over-year…
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
LULU |
TTD |
| Zone Low |
$121.55 |
$20.13 |
| Zone High |
$137.76 |
$22.81 |
| In Buy Zone? |
Yes
|
Yes
|