COMP <GO>
LULU vs MA // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
lululemon athletica inc. (NASDAQ) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: LULU 5
— MA 8
■ METRIC PARITY
LAST: $107.24 (-2.35%) • MKT CAP: $11.60B
options-implied-move
6.60%
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LULU VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LULU | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 56.60% | 41.00% | +15.60 | LULU | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 32.30% | 33.50% | -1.20 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.3x | 29.2x | -24.90 | LULU | /valuation <GO> |
| Free Cash Flow Yield | 7.95% | 3.08% | +4.87 | LULU | /fcf-yield <GO> |
| Operating Margin | 19.90% | 57.60% | -37.70 | MA | /operating-margins <GO> |
| Net Profit Margin | 14.20% | 45.60% | -31.40 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 4.90% | 16.40% | -11.50 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | MA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.25 | 11.17 | -5.92 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.60% | 6.60% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.9 | 70.6 | -11.74 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 0.90 | +0.02 | LULU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | 31.2x | -24.40 | LULU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.60B | $556.88B | -$545.28B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LULU REV | MA REV | LULU GROSS % | MA GROSS % | LULU FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.10B | $32.79B | 56.6% | 44.0% | $921.7M | $17.16B |
| FY 2024 | $10.59B | $28.17B | 59.2% | 44.0% | $1.58B | $14.31B |
| FY 2023 | $9.62B | $25.10B | 44.0% | 44.0% | $1.86B | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LULU // BETA 0.92
MA // BETA 0.90