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 2026-05-04.
Lululemon Athletica Inc. · Consumer Cyclical
$128.98
+307.7% upside to fair value
Grade C
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
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 |
TTD |
| Current Price |
$128.98 |
$22.76 |
| Fair Value Estimate |
$525.85 |
$134.00 |
| Upside to Fair Value |
+307.7%
|
+488.8%
|
| Market Cap |
$15.1B |
$10.8B |
| Forward P/E |
9.7x
|
24.6x
|
| EV / EBITDA |
5.6x
|
—
|
| Price / Sales |
1.4x
|
3.7x
|
| Price / FCF |
16.4x
|
13.8x
|
| Revenue Growth YoY |
+0.8%
|
+14.5%
|
| Gross Margin |
56.6%
|
78.6%
|
| Operating Margin |
19.8%
|
20.3%
|
| Return on Equity |
34.8%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
6.09%
|
7.3%
|
| Analyst Consensus |
Hold
|
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…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
LULU |
TTD |
| Zone Low |
$394.39 |
$100.00 |
| Zone High |
$446.97 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|