COMPARE · Reviewed August 3, 2026
LULU vs MNSO
Verdict: Side-by-side breakdown using the Bull Rankings model. LULU scored 70.0, MNSO scored 72.0 — MNSO leads.
Compare another set
LULU
lululemon athletica inc.
70
$122.18 · $13.9B
fundamentals as of
Score gap
2.0
MNSO leads
MNSO
MINISO Group Holding Limited
72
$12.38 · $3.7B
The model, pillar by pillar (0–100 each)
LULU
stronger →← stronger
MNSO
88
Qualityreturns · margins · balance sheet
81
46
Growthrevenue & earnings expansion
100
84
Valuevaluation vs sector peers
90
MNSO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LULU
MNSO
$1.3bC+
FCF
—
+4.2%C+
Rev
+26.2%A-
0.44B+
D/E
1.04B
9.9xA
P/E
12.5xA-
0.91B+
PEG
0.50A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LULU
MNSO
34% below
Price vs fair valuelower is cheaper
—
~-7%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+52%
1-yr DCF upside
—
+51%
5-yr DCF upside
—
+50%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LULU
Why this score
- Buying back stock
- Durable high returns
MNSO
Why this score
- Short track record
- Foreign reporter (CNY)
The companies
LULUlululemon athletica inc.
Why now
Apparel Retail · market cap $13.9b. Down 46% from 52-week high of $225.98 — deep drawdown territory. PEG 0.91 — paying under fair value for the growth rate. 26 sell-side analysts rate this a Hold with a mean 1-yr target of $127.73 (implying +5% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
MNSOMINISO Group Holding Limited
Why now
Specialty Retail · market cap $3.7b. Down 54% from 52-week high of $26.74 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. PEG 0.50 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $19.98 (implying +61% upside).
Moat
ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 54% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.