lululemon athletica inc. vs NIKE, Inc.. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LULU and NKE diverge most: on revenue growth, LULU reads +1.9% and NKE reads -1.2%; on debt / equity, LULU reads 0.00 and NKE reads 0.52. The rest of the comparable metrics sit closer together. 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 | LULU | NKE |
|---|---|---|
| Price | $94.52 | $34.73 |
| Market cap | $10.0B | $51.5B |
| Sector | Apparel | Footwear |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +2.2% |
| P/E | 7.8 | 16.6 |
| P/B | 2.08 | 3.39 |
| P/S | 0.90 | 1.12 |
| EV/EBITDA | 3.4 | 70.0 |
| Revenue growth | +1.9% | -1.2% |
| Gross margin | 60.5% | 42.8% |
| Operating margin | 18.8% | — |
| Net margin | 12.8% | 6.7% |
| Return on equity | 29.6% | 20.3% |
| Return on assets | 16.7% | 8.2% |
| Return on invested capital | 29.1% | — |
| FCF yield | 13.6% | 4.1% |
| Dividend yield | — | 4.7% |
| Debt / equity | 0.00 | 0.52 |
| Current ratio | 2.19 | 2.07 |
| Altman Z (solvency) | 4.13 | 7.60 |
| 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.