COMP <GO>
LULU vs V // 10Y YIELD & FRED MACRO BETA
lululemon athletica inc. (NASDAQ) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: LULU 5
— V 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: V
LAST: $107.24 (-2.35%) • MKT CAP: $11.60B
macro-sensitivity
0.92
LAST: $413.59 (+0.74%) • MKT CAP: $733.53B
macro-sensitivity
1.06
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LULU VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LULU | V | 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% | 32.30% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.3x | 28.9x | -24.60 | LULU | /valuation <GO> |
| Free Cash Flow Yield | 7.95% | 2.90% | +5.05 | LULU | /fcf-yield <GO> |
| Operating Margin | 19.90% | 60.00% | -40.10 | V | /operating-margins <GO> |
| Net Profit Margin | 14.20% | 50.10% | -35.90 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 4.90% | 11.30% | -6.40 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.63% | -0.63 | V | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.25 | 9.09 | -3.84 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 7.10% | -0.50 | LULU | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.9 | 69.4 | -10.54 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.92 | 1.06 | -0.14 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | 34.0x | -27.20 | LULU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.60B | $733.53B | -$721.94B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LULU REV | V REV | LULU GROSS % | V GROSS % | LULU FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.10B | $40.00B | 56.6% | 44.0% | $921.7M | $21.26B |
| FY 2024 | $10.59B | $35.93B | 59.2% | 44.0% | $1.58B | $18.33B |
| FY 2023 | $9.62B | $32.65B | 44.0% | 44.0% | $1.86B | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LULU // BETA 0.92
V // BETA 1.06