LULU vs UNH: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$400.96
+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.
See all research →
Valuation & Fundamentals
| Metric |
LULU |
UNH |
| Current Price |
$111.77 |
$400.96 |
| Fair Value Estimate |
$162.07 |
$581.39 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$12.7B |
$364.1B |
| Forward P/E |
9.1x
|
30.2x
|
| EV / EBITDA |
5.1x
|
18.0x
|
| Price / Sales |
1.1x
|
0.8x
|
| Price / FCF |
9.9x
|
18.5x
|
| Revenue Growth YoY |
+4.3%
|
+2.0%
|
| Gross Margin |
55.7%
|
18.8%
|
| Operating Margin |
18.2%
|
4.2%
|
| Return on Equity |
31.3%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.08%
|
5.4%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
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…
UnitedHealth Group Incorporated operates as a diversified healthcare company with leading positions in healthcare plans through UnitedHealthcare and health services via Optum. The business quality is high due to its durable competitive advantages including scale, integration of Optum and UnitedHealthcare, strong data and distribution infrastructure, and incumbency in Medicare Advantage and care d…
Accumulation Zones
| Metric |
LULU |
UNH |
| Zone Low |
$121.55 |
$436.04 |
| Zone High |
$137.76 |
$494.18 |
| In Buy Zone? |
Yes
|
Yes
|