COMP <GO>
TPR vs LULU // RETURN ON INVESTED CAPITAL (ROIC)
Tapestry Inc. (NYSE) VS. lululemon athletica inc. (NASDAQ) • 15-METRIC TALLY: TPR 8
— LULU 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: TPR
LAST: $120.76 (+3.84%) • MKT CAP: $23.23B
roic
79.80%
LAST: $107.83 (+0.55%) • MKT CAP: $11.32B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TPR VS. LULU)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TPR | LULU | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.80% | 56.60% | +21.20 | TPR | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 79.80% | 32.30% | +47.50 | TPR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.1x | 4.3x | +7.80 | LULU | /valuation <GO> |
| Free Cash Flow Yield | 7.70% | 7.95% | -0.25 | LULU | /fcf-yield <GO> |
| Operating Margin | 23.90% | 19.90% | +4.00 | TPR | /operating-margins <GO> |
| Net Profit Margin | 19.10% | 14.20% | +4.90 | TPR | /net-margins <GO> |
| Revenue Growth (YoY) | 14.20% | 4.90% | +9.30 | TPR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.39% | 0.00% | +1.39 | TPR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.05 | 5.25 | -1.20 | LULU | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.9 | 57.1 | -7.20 | LULU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 0.92 | +0.18 | TPR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 6.8x | +6.10 | LULU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $23.23B | $11.32B | $11.91B | TPR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TPR REV | LULU REV | TPR GROSS % | LULU GROSS % | TPR FCF | LULU FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.00B | $11.10B | 77.8% | 56.6% | $1.81B | $921.7M |
| FY 2024 | $7.01B | $10.59B | 75.4% | 59.2% | $1.09B | $1.58B |
| FY 2023 | $6.66B | $9.62B | — | — | $675.5M | $1.86B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TPR // BETA 1.10
LULU // BETA 0.92