LE vs LULU

Lands' End, Inc. vs lululemon athletica inc. — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — LULU scores higher on quality with 9.1/10 vs LE's 7.1/10. LE trades at $11.87 while LULU trades at $126.47. Both analyzed daily using SEC EDGAR data across 13 institutional models.

LE

Apparel Retail
Lands' End, Inc.
Quality
7.1
out of 10
Value Trap
Price
$11.87
Last close
Models
11/13
Active
VS

LULU

Apparel Retail
lululemon athletica inc.
Quality
9.1
out of 10
Value Trap
6
SAFE
Price
$126.47
Last close
Models
13/13
Active
LE
Earnings Power Value sees +69.1% upside
Limited to 2/13 visible models
LULU
Bayesian DCF sees +2.6% upside
Limited to 2/13 visible models

LE vs LULU — Fair Value Comparison

LE
$0$8$16$24 Price$11.87 Bayesian …$1.59 (-86.6%) Earnings …$20.07 (+69.1%)
LULU
$0$51$102$153 Price$126.47 Bayesian …$129.76 (+2.6%) Earnings …$85.25 (-32.6%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType LE Fair ValueLE Upside LULU Fair ValueLULU Upside
Bayesian DCF Intrinsic $1.59 -86.6% $129.76 +2.6%
Earnings Power Value Intrinsic $20.07 +69.1% $85.25 -32.6%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

LE vs LULU — Which Stock Is More Undervalued in 2026?

LULU scores higher with a 9.1/10 quality rating vs LE's 7.1/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do LE and LULU Valuations Compare?

At $11.87, LE trades +86.6% above its Bayesian DCF fair value of $1.59, while LULU at $126.47 trades +2.6% below its estimate of $129.76. LE shows a wider gap between price and intrinsic value.

Quality of Company: LE vs LULU

LE earns a Quality of Company score of 7.1/10 compared to LULU's 9.1/10. This moderate difference suggests one company has an edge in fundamental quality, though both may offer investment merit depending on valuation. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: LE vs LULU

Review the value trap analysis for both LE and LULU to assess whether apparent undervaluation reflects genuine opportunity or hidden fundamental risk.

Both in Apparel Retail

Both LE and LULU operate in Apparel Retail, which has 30 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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