WallStSmart

Lululemon Athletica Inc. (LULU)vsUnitedHealth Group Incorporated (UNH)

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Smart Verdict

WallStSmart Research — data-driven comparison

UnitedHealth Group Incorporated generates 3931% more annual revenue ($447.57B vs $11.10B). LULU leads profitability with a 14.2% profit margin vs 2.7%. LULU appears more attractively valued with a PEG of 0.90. LULU earns a higher WallStSmart Score of 65/100 (B-).

LULU

Strong Buy

65

out of 100

Grade: B-

Growth: 4.7Profit: 8.5Value: 7.3Quality: 8.0
Piotroski: 2/9Altman Z: 4.32

UNH

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 6.5Value: 7.3Quality: 5.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LULUSignificantly Overvalued (-95.2%)

Margin of Safety

-95.2%

Fair Value

$90.10

Current Price

$158.72

$68.62 premium

UndervaluedFair: $90.10Overvalued
UNHSignificantly Overvalued (-197.5%)

Margin of Safety

-197.5%

Fair Value

$89.96

Current Price

$270.55

$180.59 premium

UndervaluedFair: $89.96Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LULU5 strengths · Avg: 9.2/10
P/E RatioValuation
12.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.0%10/10

Every $100 of equity generates 34 in profit

Altman Z-ScoreHealth
4.3210/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Operating MarginProfitability
22.3%8/10

Strong operational efficiency at 22.3%

UNH4 strengths · Avg: 9.0/10
Market CapQuality
$245.57B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
34.0%10/10

Strong operational efficiency at 34.0%

PEG RatioValuation
0.988/10

Growing faster than its price suggests

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

LULU3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.8%4/10

0.8% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-18.5%2/10

Earnings declined 18.5%

UNH2 concerns · Avg: 2.5/10
Profit MarginProfitability
2.7%3/10

2.7% margin — thin

EPS GrowthGrowth
-99.9%2/10

Earnings declined 99.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : LULU

The strongest argument for LULU centers on P/E Ratio, Return on Equity, Altman Z-Score. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bull Case : UNH

The strongest argument for UNH centers on Market Cap, Operating Margin, PEG Ratio. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.

Bear Case : LULU

The primary concerns for LULU are Revenue Growth, Piotroski F-Score, EPS Growth.

Bear Case : UNH

The primary concerns for UNH are Profit Margin, EPS Growth. Thin 2.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

LULU carries more volatility with a beta of 1.01 — expect wider price swings.

UNH is growing revenue faster at 12.3% — sustainability is the question.

LULU generates stronger free cash flow (960M), providing more financial flexibility.

Monitor APPAREL RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LULU scores higher overall (65/100 vs 59/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Lululemon Athletica Inc.

CONSUMER CYCLICAL · APPAREL RETAIL · USA

lululemon athletica inc. The company is headquartered in Vancouver, Canada.

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UnitedHealth Group Incorporated

HEALTHCARE · HEALTHCARE PLANS · USA

UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services. In 2020, it was the second-largest healthcare company (behind CVS Health) by revenue with $257.1 billion, and the largest insurance company by net premiums. UnitedHealthcare revenues comprise 80% of the Group's overall revenue.

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