LearnGlossaryMarketStocksSuperinvestorsSign in

LULU

Lululemon Athletica Inc.

Consumer Cyclical · $11.2B market cap

Verdict

Share price

$94.46

close of Oct 3, 2026

Fair value

$192.05

Sticker Price

Payback Price

$76.82

buy price

Undervalued

LULU is Undervalued: at $94.46 it trades 51% below its fair value of $192.05. Its buy price (Payback Price) is $76.82, 19% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 11% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

5 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth18.2% a year✓
Equity per share growth17.0% a year✓
Sales growth18.8% a year✓
Free cash flow growth18.9% a year✓
Return on invested capital26.2%✓

Follow LULU

Get notified when it reaches its buy price of $76.82. Free.

Create a free account

Superinvestors

4 of the investors we track hold LULU. In Q2 2026, 1 opened a position and 1 sold out. Who we track

Michael Burry

Scion Asset Management LLC · as of Q3 2025

$17.8M

100,000 shares

Francois Rochon

Giverny Capital · as of Q2 2026

$14.7M

128,803 shares

Tweedy Browne

Tweedy Browne · as of Q2 2026

$2.1M

17,963 shares

Prem Watsa

Fairfax Financial Holdings · as of Q2 2026

$1.4M

12,500 shares

Moves in Q2 2026

New position: Tweedy Browne

Sold out: Viking Global Investors

Insider activity

Since Jun 15, 2026: 1 open-market purchase worth $500K and 14 other filings (stock awards, tax withholding and similar). Why purchases matter

Purchases

Bergh Charles V

director · 2026-06-15

Bought

$500K

Other filings

O'NEILL HEIDI

CEO · 2026-09-09

Award

$10.5M

O'NEILL HEIDI

CEO · 2026-09-09

Award

$4.0M

O'NEILL HEIDI

CEO · 2026-09-09

Award

28,079 shares

MORFITT MARTHA A M

director · 2026-06-25

Award

1,606 shares

White Emily

director · 2026-06-25

Award

1,606 shares

Show all 14 other filings

Loehnis Alison

director · 2026-06-25

Award

1,606 shares

List Teri

director · 2026-06-25

Award

1,606 shares

Bergh Charles V

director · 2026-06-25

Award

1,606 shares

Henry Kathryn

director · 2026-06-25

Award

1,606 shares

Bracey Esi Eggleston

director · 2026-06-25

Award

1,606 shares

McNeill Jon

director · 2026-06-25

Award

1,606 shares

Mahe Isabel

director · 2026-06-25

Award

1,606 shares

Gentile Laura

director · 2026-06-25

Award

1,606 shares

Maurer Marc

director · 2026-06-25

Award

1,606 shares

About Lululemon Athletica Inc.

Lululemon Athletica Inc., alongside its subsidiaries, specializes in the design, global distribution, and retail of athletic apparel and accessories for both women and men. Its business operations are structured into two main divisions: company-owned retail establishments and direct-to-consumer sales. The firm's offerings encompass a range of clothing such as pants, shorts, tops, and jackets, all crafted for…

Apparel - Retail

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works