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 debt / equity, LULU reads 0.00 and NKE reads 0.67; on revenue growth, LULU reads +4.7% and NKE reads +0.2%. 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 | $118.89 | $41.72 |
| Market cap | $12.9B | $61.8B |
| Sector | Apparel | Footwear |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +9.6% |
| P/E | 9.6 | 19.9 |
| P/B | 2.67 | 4.16 |
| P/S | 1.15 | 1.33 |
| EV/EBITDA | 5.0 | 85.9 |
| Revenue growth | +4.7% | +0.2% |
| Gross margin | 54.2% | 49.1% |
| Operating margin | 11.2% | — |
| Net margin | 13.0% | 6.7% |
| Return on equity | 30.3% | 20.9% |
| Return on assets | 17.1% | 8.1% |
| Return on invested capital | 28.9% | — |
| FCF yield | 9.9% | 3.5% |
| Dividend yield | — | 3.9% |
| Debt / equity | 0.00 | 0.67 |
| Current ratio | 2.23 | 1.96 |
| Altman Z (solvency) | 4.53 | 7.58 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.