LULULululemon Athletica

$94.51-44% 1Y

Is the price fair?

Excellent

Undemanding: modest expectations priced in, cheap against its own history, and cheap vs its sector.

3 good
What the price assumes~−5% a year

Priced for a decline (~−5% a year). The price demands less than its three-year revenue growth of 8% a year, expectations look modest.

Vs its own P/E rangecheapest in 41 quartersderived

Cheap vs its own history: P/E 7.8 vs a 41.6 median over 41 quarters (−81% vs median).

Vs sector (EV/EBIT)5.7×

Sector median 16.2× across 156 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Aug 2, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)top 5% of the market
FCF yieldbetter than 86% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What LULU's price assumes

Lululemon Athletica trades at 7.77× earnings against 12.8× for the median Apparel Retail name, cheaper than its own group.

7.77

Trailing P/E · Apparel Retail median 12.8 · cheaper than the typical name in its group

Price / sales
1.14

Price / sales · today's price, trailing year to Aug 2, 2026

Free cash flow yield
11%

Free cash flow yield · Apparel Retail median 9.7%

Growth the price implies
−4.5%

Growth the price implies · The price pays for −4.5% free cash flow growth a year for a decade; the business has delivered +12% a year over the last three.

Details›
Price / booktoday's price, trailing year to Aug 2, 2026
2.65
EV / EBITtoday's price, trailing year to Aug 2, 2026
5.71
EV / salestoday's price, trailing year to Aug 2, 2026
1.02
Consumer Cyclical median P/E321 names
17.8
Apparel Retail median P/E19 names
12.8
Free cash flow, trailing twelve months
$1.35B
Market capitalisation
$12.7B
3-year revenue growth
+7.9%
3-year free cash flow growth
+12%
LULU has re-rated away from its own history, so multiplying the old multiple by today's earnings prices a full reversal, not the business
MethodPer share
What its own history would implynot meaningful, 7.77× today against a 41.6× median
52-week range$91.88 – $215.88
Today$94.51

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.