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 2026-09-21.
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
VS
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
LULU has more upside to fair value
(+1.5%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LULU |
VRTV |
| Current Price |
$98.06 |
$169.99 |
| Fair Value Estimate |
$99.50 |
$93.49 |
| Upside to Fair Value |
+1.5%
|
-45.0%
|
| Market Cap |
$11.1B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
5.4x
|
| Price / Sales |
1.0x
|
0.4x
|
| Price / FCF |
8.2x
|
10.4x
|
| Revenue Growth YoY |
-4.3%
|
-19.0%
|
| Gross Margin |
56.1%
|
22.7%
|
| Operating Margin |
17.8%
|
5.9%
|
| Return on Equity |
29.7%
|
48.6%
|
| Dividend Yield |
0% |
1.48% |
| FCF Yield |
12.24%
|
9.57%
|
| Analyst Consensus |
Sell
|
Hold
|
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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
LULU |
VRTV |
| Zone Low |
$74.62 |
$70.12 |
| Zone High |
$84.58 |
$79.47 |
| In Buy Zone? |
No
|
No
|