LULU vs XOM: Which Is the Better Buy?
Side-by-side comparison of Lululemon Athletica Inc. and Exxon Mobil 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
Exxon Mobil Corporation · Energy
$163.18
+10.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
XOM has more upside to fair value
(+10.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LULU |
XOM |
| Current Price |
$98.06 |
$163.18 |
| Fair Value Estimate |
$99.50 |
$179.98 |
| Upside to Fair Value |
+1.5%
|
+10.3%
|
| Market Cap |
$11.1B |
$676.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
4.6x
|
9.9x
|
| Price / Sales |
1.0x
|
1.9x
|
| Price / FCF |
8.2x
|
22.3x
|
| Revenue Growth YoY |
-4.3%
|
+44.1%
|
| Gross Margin |
56.1%
|
25.1%
|
| Operating Margin |
17.8%
|
10.7%
|
| Return on Equity |
29.7%
|
12.7%
|
| Dividend Yield |
0% |
2.52% |
| FCF Yield |
12.24%
|
4.49%
|
| 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…
Exxon Mobil is the largest integrated oil and gas major in the United States, operating across Upstream exploration and production, Downstream refining and fuels marketing, and Chemical manufacturing, with roughly 57,900 employees and a portfolio that spans conventional crude and natural gas, LNG, petrochemicals, and early-stage carbon capture, hydrogen, and biofuels ventures. The business qualit…
Accumulation Zones
| Metric |
LULU |
XOM |
| Zone Low |
$74.62 |
$134.98 |
| Zone High |
$84.58 |
$152.98 |
| In Buy Zone? |
No
|
No
|