LULU vs VST: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Vistra Corp. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Lululemon Athletica Inc. · Consumer Cyclical
$116.33
+45.0% upside to fair value
Med Conviction
Grade B-
VS
Vistra Corp. · Utilities
$140.58
+20.9% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
LULU has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
VST |
| Current Price |
$116.33 |
$140.58 |
| Fair Value Estimate |
$168.68 |
$170.00 |
| Upside to Fair Value |
+45.0%
|
+20.9%
|
| Market Cap |
$13.2B |
$47.4B |
| Forward P/E |
—
|
15.4x
|
| EV / EBITDA |
5.3x
|
9.3x
|
| Price / Sales |
1.2x
|
2.9x
|
| Price / FCF |
10.3x
|
42.5x
|
| Revenue Growth YoY |
+4.3%
|
+20.0%
|
| Gross Margin |
55.7%
|
12.7%
|
| Operating Margin |
18.2%
|
2.1%
|
| Return on Equity |
31.3%
|
35.0%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
9.69%
|
2.4%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Lululemon Athletica is a premium athletic-apparel retailer whose technical-product innovation, powerful brand, direct-to-consumer retail and e-commerce model, and community-led marketing have historically supported high returns, including a 31.3% ROE, 55.7% gross margin, 18.2% operating margin, and 13.0% net margin. The investment case is now a turnaround rather than a clean compounding story: in…
Vistra is an integrated merchant power producer and retail electricity supplier with roughly 38,700 MW of generation across natural gas, nuclear, coal, solar and battery storage, plus a roughly 4.3 million customer retail book (TXU and affiliated brands) across 20 states. The 2024 Energy Harbor deal made it the second-largest nuclear operator in the US, and that nuclear and gas fleet is now centr…
Accumulation Zones
| Metric |
LULU |
VST |
| Zone Low |
$126.51 |
$128.00 |
| Zone High |
$143.38 |
$145.00 |
| In Buy Zone? |
Yes
|
Yes
|