LEVI STRAUSS & CO. vs lululemon athletica inc., two Apparel stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LEVI and LULU diverge most: on debt / equity, LEVI reads 0.46 and LULU reads 0.00; on ev/ebitda, LEVI reads 12.9 and LULU reads 5.0. The rest of the comparable metrics sit closer together. What LEVI's price implies is a bet that sits within the historical range (whole-company basis). What LULU's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | LEVI | LULU |
|---|---|---|
| Price | $24.52 | $118.89 |
| Market cap | $9.6B | $12.9B |
| Sector | Apparel | Apparel |
| Stage | Mature | Mature |
| Implied growth (priced in) | +10.5% | — |
| P/E | 15.2 | 9.6 |
| P/B | 4.20 | 2.67 |
| P/S | 1.44 | 1.15 |
| EV/EBITDA | 12.9 | 5.0 |
| Revenue growth | +7.5% | +4.7% |
| Gross margin | 62.7% | 54.2% |
| Operating margin | 7.8% | 11.2% |
| Net margin | 9.7% | 13.0% |
| Return on equity | 28.1% | 30.3% |
| Return on assets | 9.6% | 17.1% |
| Return on invested capital | 16.4% | 28.9% |
| FCF yield | 5.8% | 9.9% |
| Dividend yield | 2.2% | — |
| Debt / equity | 0.46 | 0.00 |
| Current ratio | 1.60 | 2.23 |
| Altman Z (solvency) | 2.98 | 4.53 |
| Piotroski F (quality) | 7 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.