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LULU lululemon athletica inc. - Fundamental Analysis

BULLISH
LULU Stock | Fundamental Analysis & Investment Insights
NASDAQ Consumer Cyclical Apparel Retail
Current Price
$170.68
Analyst Target
$194.36
+13.9% Upside
52W High
$423.32
52W Low
$159.25

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Nov 14, 2025
Market cap
$20.24B
P/E
11.66
ROE
42.4%
Profit margin
16.4%
Debt/Equity
0.4
Dividend yield
N/A

AI Analysis

Powered by advanced machine learning algorithms

Confidence Score
65%
Analysis Accuracy
LULU shows bullish fundamentals based on available metrics. Key strengths include strong valuation and growth metrics.

Key Strengths

Attractive valuation with P/E of 11.7
Low debt with D/E ratio of 0.40
Strong ROE of 42.4%

Key Risks

Limited historical data available for full assessment

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
58
Moderate
Value
70
Future
35
Past
75
Health
70
Dividend
40
AI Verdict
LULU shows bullish fundamentals based on available metrics. Key strengths include strong valuation and growth metrics.
Key drivers: Attractive valuation with P/E of 11.7, Low debt with D/E ratio of 0.40, Limited historical data available for full assessment
Confidence
75%
Value
70/100

Rule-based valuation fallback.

Positives
  • Trades at attractive 11.7x trailing earnings.
Watchpoints
No urgent risks highlighted.
Future
35/100

Rule-based growth outlook.

Positives
  • Insufficient data for clear positives.
Watchpoints
  • Earnings contracting year over year.
Past
75/100

Historical performance + price trend: Shares moved -48.5% over 5Y and -48.3% over 1Y.

Positives
  • ROE sits at 42.4%.
  • Healthy profit margin of 16.4%.
Watchpoints
No urgent risks highlighted.
Health
70/100

Balance sheet & liquidity snapshot.

Positives
  • D/E ratio of 0.40 keeps leverage manageable.
  • Current ratio 2.3 supports liquidity.
Watchpoints
No urgent risks highlighted.
Dividend
40/100

Dividend policy fallback.

Positives
  • Insufficient data for clear positives.
Watchpoints
  • No regular dividend payments.

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$170.68
Analyst Target
$194.36
Upside/Downside
+13.9%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for LULU and closest competitors.

Updated 2025-11-14
Company 5Y 3Y 1Y 6M 1M 1W
LULU
lululemon athletica inc.
Primary
-48.5% -52.5% -48.3% -46.9% +2.1% +2.7%
XPEV
XPeng Inc.
Peer
-43.3% +177.3% +98.0% +21.0% +15.6% +11.6%
YUM
Yum! Brands, Inc.
Peer
+56.1% +28.0% +11.1% +1.6% +3.1% -0.1%
CMG
Chipotle Mexican Grill, Inc.
Peer
+25.2% +3.6% -47.3% -39.7% -24.4% +3.2%
HLT
Hilton Worldwide Holdings Inc.
Peer
+156.1% +96.3% +8.1% +5.6% +1.7% -1.3%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
11.66
Forward P/E
11.43
PEG Ratio
N/A
P/B Ratio
4.63
P/S Ratio
1.86
EV/Revenue
1.9
EV/EBITDA
6.96
Market Cap
$20.24B

Profitability

Profit margins and return metrics

Profit Margin 16.38%
Operating Margin 20.74%
Gross Margin 59.1%
ROE 42.42%
ROA 21.86%

Growth

Revenue and earnings growth rates

Revenue Growth +6.5%
Earnings Growth -1.6%
Q/Q Revenue Growth N/A
Q/Q Earnings Growth -5.6%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.4
Low debt
Current Ratio
2.27
Strong
Quick Ratio
0.83
Poor
Cash/Share
$9.75

Quarterly Earnings History

EPS performance vs analyst estimates

2025-12-11
$N/A
2025-09-04
$3.1
+8.7% surprise
2025-06-05
$2.6
-0.1% surprise
2025-03-27
$6.14
+4.6% surprise

Consumer Cyclical Sector Comparison

Comparing LULU against 15 companies in the Consumer Cyclical sector (5 bullish, 10 neutral, 0 bearish)
P/E Ratio
11.66
This Stock
vs
45.35
Sector Avg
-74.3% (Discount)
Return on Equity (ROE)
42.42%
This Stock
vs
45.87%
Sector Avg
-7.5% (Below Avg)
Profit Margin
16.38%
This Stock
vs
14.81%
Sector Avg
+10.5% (Superior)
Debt to Equity
0.4
This Stock
vs
1.47
Sector Avg
-72.7% (Less Debt)
Revenue Growth
6.5%
This Stock
vs
14.38%
Sector Avg
-54.8% (Slower)
Current Ratio
2.27
This Stock
vs
1.22
Sector Avg
+85.1% (Stronger)

Similar Companies

Peer comparison within the same industry

Company AI Rating Market Cap P/E ROE Profit Margin Price
LULU
lululemon athletica inc.
BULLISH $20.24B 11.66 42.4% 16.4% $170.68
XPEV
XPeng Inc.
NEUTRAL $24.62B - -13.3% -7.1% $25.01
YUM
Yum! Brands, Inc.
BULLISH $41.57B 29.05 -% 18.0% $149.02
CMG
Chipotle Mexican Grill, Inc.
BULLISH $41.74B 27.94 45.0% 13.0% $31.57
HLT
Hilton Worldwide Holdings Inc.
NEUTRAL $62.73B 39.2 -% 34.2% $269.67

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date Insider Position Transaction Shares Value
2025-09-30 NEUBURGER NICOLE Officer Sale 615 $109,470
2025-09-09 DAS RANJU Chief Technology Officer Stock Award 6,176 -
2025-06-27 MCDONALD CALVIN Chief Executive Officer Sale 27,049 $6,375,226
2025-06-27 MCDONALD CALVIN Chief Executive Officer Option Exercise 35,355 $4,831,968
2025-06-11 MUSSAFER DAVID M Director Stock Award 634 -
2025-06-11 MORFITT MARTHA A M Director Stock Award 634 -
2025-06-11 MAHE ISABEL Director Stock Award 634 -
2025-06-11 LOEHNIS ALISON Director Stock Award 634 -
2025-06-11 GRANT SHANE Director Stock Award 634 -
2025-06-11 LIST-STOLL TERI L. Director Stock Award 634 -
2025-06-11 WHITE EMILY C Director Stock Award 634 -
2025-06-11 HENRY KATHRYN Director Stock Award 634 -
2025-06-11 MCNEILL JON Director Stock Award 634 -
Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
HOLD
27 analysts
BTIG
2025-10-17
reit
Buy Buy
BTIG
2025-10-08
reit
Buy Buy
Jefferies
2025-10-06
main
Underperform Underperform
Morgan Stanley
2025-09-30
main
Equal-Weight Equal-Weight
Needham
2025-09-25
down
Buy Hold
Baird
2025-09-23
down
Outperform Neutral
B of A Securities
2025-09-12
main
Neutral Neutral
HSBC
2025-09-11
down
Buy Hold
Keybanc
2025-09-09
down
Overweight Sector Weight
JP Morgan
2025-09-05
main
Neutral Neutral