BOOT vs LULU

Boot Barn Holdings, Inc. and Lululemon Athletica, both Consumer Cyclical

Lululemon Athletica is the larger company at $13B against $5.3B. On trailing earnings LULU is the cheaper of the two at a P/E of 9.4 against 21.7, a gap that is only a bargain if the two are growing at similar rates. Over the past year BOOT returned -5.3% against -41% for LULU.

Boot Barn Holdings, Inc. and Lululemon Athleticacompared on valuation, return and Ryufin’s Smart Score
FigureBOOTLULU
Last close$160$116
Market cap$5.3B$13B
Trailing P/Elower is cheaper for the same earnings, not automatically better21.79.4
1-year return-5.3%-41%
5-year return+88%-71%
Ryufin Smart Scoresector-relative, 1–107/107/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Boot Barn Holdings, Inc.

Revenue of $539M in Q4 2026, net income $44M.

Lululemon Athletica

Revenue of $2.5B in Q1 2026, net income $195M. Its largest reported line is United States, 61% of the disclosed total.

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