GAP vs LULU
The Gap, Inc. and Lululemon Athletica, both Consumer Cyclical
Lululemon Athletica is the larger company at $13B against $7.6B. On trailing earnings GAP is the cheaper of the two at a P/E of 8.4 against 9.4, a gap that is only a bargain if the two are growing at similar rates. Over the past year GAP returned +7.4% against -41% for LULU. Ryufin's sector-relative Smart Score puts GAP ahead, 9/10 against 7/10.
| Figure | GAP | LULU |
|---|---|---|
| Last close | $21.14 | $116 |
| Market cap | $7.6B | $13B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 8.4 | 9.4 |
| Dividend yield | 3.1% | n/a |
| 1-year return | +7.4% | -41% |
| 5-year return | -12% | -71% |
| Ryufin Smart Scoresector-relative, 1–10 | 9/10 | 7/10 |
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.
The Gap, Inc.
Revenue of $3.5B in Q1 2026, net income $339M.
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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