LULU vs VRT: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$305.14
-19.1% upside to fair value
Grade D
High Quality
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 |
VRT |
| Current Price |
$128.98 |
$305.14 |
| Fair Value Estimate |
$525.85 |
$246.77 |
| Upside to Fair Value |
+307.7%
|
-19.1%
|
| Market Cap |
$15.1B |
$116.8B |
| Forward P/E |
9.7x
|
75.0x
|
| EV / EBITDA |
5.6x
|
50.1x
|
| Price / Sales |
1.4x
|
10.8x
|
| Price / FCF |
16.4x
|
50.5x
|
| Revenue Growth YoY |
+0.8%
|
+30.1%
|
| Gross Margin |
56.6%
|
36.2%
|
| Operating Margin |
19.8%
|
18.5%
|
| Return on Equity |
34.8%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.09%
|
1.98%
|
| 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…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
LULU |
VRT |
| Zone Low |
$394.39 |
$185.08 |
| Zone High |
$446.97 |
$209.75 |
| In Buy Zone? |
Yes
|
No
|