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 2026-09-21.
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
VS
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
LULU has more upside to fair value
(+1.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
VST |
| Current Price |
$98.06 |
$140.67 |
| Fair Value Estimate |
$99.50 |
$108.27 |
| Upside to Fair Value |
+1.5%
|
-23.0%
|
| Market Cap |
$11.1B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
10.3x
|
| Price / Sales |
1.0x
|
3.0x
|
| Price / FCF |
8.2x
|
34.7x
|
| Revenue Growth YoY |
-4.3%
|
-5.5%
|
| Gross Margin |
56.1%
|
13.0%
|
| Operating Margin |
17.8%
|
2.3%
|
| Return on Equity |
29.7%
|
41.5%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
12.24%
|
2.88%
|
| 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…
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
LULU |
VST |
| Zone Low |
$74.62 |
$81.20 |
| Zone High |
$84.58 |
$92.03 |
| In Buy Zone? |
No
|
No
|