LULU vs ROST
Lululemon Athletica and Ross Stores, both Consumer Cyclical
Ross Stores is the larger company at $75B against $13B. On trailing earnings LULU is the cheaper of the two at a P/E of 9.4 against 33.0, a gap that is only a bargain if the two are growing at similar rates. Over the past year ROST returned +63% against -41% for LULU. Ryufin's sector-relative Smart Score puts ROST ahead, 9/10 against 7/10.
| Figure | LULU | ROST |
|---|---|---|
| Last close | $116 | $236 |
| Market cap | $13B | $75B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 9.4 | 33.0 |
| Dividend yield | n/a | 0.7% |
| 1-year return | -41% | +63% |
| 5-year return | -71% | +104% |
| Ryufin Smart Scoresector-relative, 1–10 | 7/10 | 9/10 |
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.
Lululemon Athletica
Revenue of $2.5B in Q1 2026, net income $195M. Its largest reported line is United States, 61% of the disclosed total.
Ross Stores
Revenue of $6.0B in Q1 2026, net income $650M.
Open these two in the interactive comparison to add more names, change the period or read the correlation.