COMP <GO>
LULU vs PG // ENTERPRISE SCALE & MARKET CAP
lululemon athletica inc. (NASDAQ) VS. Procter & Gamble Company (The) (NYSE) • 15-METRIC TALLY: LULU 8
— PG 7
▲ ENTERPRISE SCALE & MARKET CAP LEADER: PG
LAST: $107.24 (-2.35%) • MKT CAP: $11.60B
market-cap
$11.60B
LAST: $161.57 (+0.61%) • MKT CAP: $372.21B
market-cap
$372.21B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LULU VS. PG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LULU | PG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 56.60% | 51.20% | +5.40 | LULU | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 32.30% | 25.40% | +6.90 | LULU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.3x | 16.2x | -11.90 | LULU | /valuation <GO> |
| Free Cash Flow Yield | 7.95% | 3.77% | +4.18 | LULU | /fcf-yield <GO> |
| Operating Margin | 19.90% | 24.30% | -4.40 | PG | /operating-margins <GO> |
| Net Profit Margin | 14.20% | 19.00% | -4.80 | PG | /net-margins <GO> |
| Revenue Growth (YoY) | 4.90% | 0.30% | +4.60 | LULU | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.65% | -2.65 | PG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.25 | 5.59 | -0.34 | PG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | LULU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.50% | +0.10 | PG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.9 | 62.7 | -3.78 | PG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 0.87 | +0.05 | LULU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | 21.7x | -14.90 | LULU | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $11.60B | $372.21B | -$360.62B | PG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LULU REV | PG REV | LULU GROSS % | PG GROSS % | LULU FCF | PG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.10B | $84.28B | 56.6% | 51.2% | $921.7M | $14.04B |
| FY 2024 | $10.59B | $84.04B | 59.2% | 51.4% | $1.58B | $16.52B |
| FY 2023 | $9.62B | $82.01B | 44.0% | 44.0% | $1.86B | $13.16B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LULU // BETA 0.92
PG // BETA 0.87