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 2026-09-26.
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
VRT |
| Current Price |
$98.06 |
$253.28 |
| Fair Value Estimate |
$99.50 |
$274.15 |
| Upside to Fair Value |
+1.5%
|
+8.2%
|
| Market Cap |
$11.1B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
38.8x
|
| Price / Sales |
1.0x
|
8.5x
|
| Price / FCF |
8.2x
|
33.3x
|
| Revenue Growth YoY |
-4.3%
|
+24.1%
|
| Gross Margin |
56.1%
|
37.5%
|
| Operating Margin |
17.8%
|
19.1%
|
| Return on Equity |
29.7%
|
42.1%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
12.24%
|
3.0%
|
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
LULU |
VRT |
| Zone Low |
$74.62 |
$205.61 |
| Zone High |
$84.58 |
$233.03 |
| In Buy Zone? |
No
|
No
|