LULU vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
VRTV trades at a lower forward P/E
(7.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LULU |
VRTV |
| Current Price |
$111.77 |
$169.99 |
| Fair Value Estimate |
$162.07 |
$96.38 |
| Upside to Fair Value |
+45.0%
|
-43.3%
|
| Market Cap |
$12.7B |
$2.3B |
| Forward P/E |
9.1x
|
7.1x
|
| EV / EBITDA |
5.1x
|
5.4x
|
| Price / Sales |
1.1x
|
0.3x
|
| Price / FCF |
9.9x
|
10.0x
|
| Revenue Growth YoY |
+4.3%
|
-19.0%
|
| Gross Margin |
55.7%
|
22.7%
|
| Operating Margin |
18.2%
|
5.9%
|
| Return on Equity |
31.3%
|
48.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.08%
|
9.99%
|
| 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…
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
| Metric |
LULU |
VRTV |
| Zone Low |
$121.55 |
$72.28 |
| Zone High |
$137.76 |
$81.92 |
| In Buy Zone? |
Yes
|
No
|