COMPARE · Data as of August 21, 2026
LULU vs MNSO
Verdict: Side-by-side breakdown using the Bull Rankings model. LULU scored 63.6, MNSO scored 66.9 — MNSO leads.
Compare another set
LULU
lululemon athletica inc.
63.6
$122.88 · $14.0B
fundamentals as of
Score gap
3.3
MNSO leads
MNSO
MINISO Group Holding Limited
66.9
$11.02 · $3.3B
At a glance · who leads each dimension, on the model's own rules
- CheapestLULU9.9x
- Fastest growthMNSO+26.2%
- Strongest balance sheetLULU0.44
- Highest qualityLULU88 / 100
- Largest discount to fair valueLULU-33%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
LULU
stronger →← stronger
MNSO
88
Qualityreturns · margins · balance sheet
79
35
Growthrevenue & earnings expansion
96
84
Valuevaluation vs sector peers
71
LULU 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
11.1xA-
0.92B+
PEG
0.86B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
LULU
MNSO
33% below
Price vs fair valuelower is cheaper
—
~-7%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+51%
1-yr DCF upside
—
+50%
5-yr DCF upside
—
+49%
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 $14.0b. Down 46% from 52-week high of $225.98 — deep drawdown territory. PEG 0.92 — paying under fair value for the growth rate. 26 sell-side analysts rate this a Hold with a mean 1-yr target of $127.92 (implying +4% 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 $3.3b. Down 58% from 52-week high of $26.20 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. PEG 0.86 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $19.08 (implying +73% 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 58% 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.
Where LULU and MNSO diverge
On the headline score the gap is 3.3 points in favor of MNSO. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthLULU 34.6 · MNSO 95.7MNSO +61.1
- ValueLULU 84.1 · MNSO 71.5LULU +12.6
- QualityLULU 88.4 · MNSO 79.2LULU +9.2
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.