Last Price$319.4(4.3%)
Market Cap$40.2B
LTM Return on Equity (ROE)
41.4%
5Y avg
33.3%
Apparel - Retail industry
median
12.6%
Stock quality & Intrinsic value
8/10
(0.3%) overvalued
Lululemon Athletica Inc. Return on Equity (ROE)
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Jan'05 | Jan'06 | Jan'07 | Feb'08 | Feb'09 | Jan'10 | Jan'11 | Jan'12 | Feb'13 | Feb'14 | Feb'15 | Jan'16 | Jan'17 | Jan'18 | Feb'19 | Feb'20 | Jan'21 | Jan'22 | Jan'23 | Jan'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 0.0% | 5.0% | 23.2% | 41.0% | 29.5% | 30.0% | 39.0% | 37.0% | 36.3% | 30.6% | 24.2% | 25.1% | 25.4% | 17.5% | 31.8% | 38.0% | 26.1% | 36.8% | 29.0% | 42.0% |
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Lululemon Athletica Inc. (LULU) Return on Equity (ROE) comparison analysis
General
LTM Return on Equity (ROE)
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
Lululemon Athletica Inc.LULU
41.4%
18.6%
82.5%
16.1%
Median Peer Set
17.4%
6.6%
28.0%
8.0%
The Buckle, Inc.BKE
41.8%
(6.3%)
(14.1%)
17.4%
The TJX Companies, Inc.TJX
39.4%
8.6%
30.0%
8.3%
Ross Stores, Inc.ROST
27.2%
3.7%
13.8%
9.9%
Abercrombie & Fitch Co.ANF
20.4%
15.8%
10,783.3%
7.7%
On Holding AGONON
18.5%
32.1%
190.1%
10.5%
Boot Barn Holdings, Inc.BOOT
16.4%
0.6%
(14.9%)
8.8%
American Eagle Outfitters, Inc.AEO
13.4%
5.4%
26.1%
3.2%
Burlington Stores, Inc.BURL
11.8%
9.4%
48.6%
4.7%
The Gap, Inc.GPS
11.7%
(4.7%)
N/A
3.4%
Urban Outfitters, Inc.URBN
11.7%
7.7%
40.0%
7.3%
LULU key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Jan'05 | Jan'06 | Jan'07 | Feb'08 | Feb'09 | Jan'10 | Jan'11 | Jan'12 | Feb'13 | Feb'14 | Feb'15 | Jan'16 | Jan'17 | Jan'18 | Feb'19 | Feb'20 | Jan'21 | Jan'22 | Jan'23 | Jan'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 40.7 124.0% | 84.1 106.5% | 148.9 77.0% | 274.7 84.5% | 353.5 28.7% | 452.9 28.1% | 711.7 57.1% | 1,000.8 40.6% | 1,370.4 36.9% | 1,370.4 0.0% | 1,797.2 31.1% | 2,060.5 14.7% | 2,344.4 13.8% | 2,649.2 13.0% | 3,288.3 24.1% | 3,979.3 21.0% | 4,401.9 10.6% | 6,256.6 42.1% | 8,110.5 29.6% | 9,619.3 18.6% |
| Cost of Goods Sold (COGS) | 0.0 | 41.2 | 72.9 | 128.4 | 174.4 | 229.8 | 316.8 | 431.6 | 607.5 | 607.5 | 883.0 | 1,063.4 | 1,144.8 | 1,250.4 | 1,472.0 | 1,755.9 | 1,937.9 | 2,648.1 | 3,618.2 | 4,009.9 |
% margin | 40.7 100.0% | 43.0 51.1% | 76.0 51.0% | 146.3 53.3% | 179.1 50.7% | 223.1 49.3% | 394.9 55.5% | 569.3 56.9% | 762.8 55.7% | 762.8 55.7% | 914.2 50.9% | 997.2 48.4% | 1,199.6 51.2% | 1,398.8 52.8% | 1,816.3 55.2% | 2,223.4 55.9% | 2,464.0 56.0% | 3,608.6 57.7% | 4,492.3 55.4% | 5,609.4 58.3% |
| Operating Expenses | 0.0 | 39.2 | 59.8 | 96.2 | 122.5 | 136.2 | 212.8 | 282.3 | 386.4 | 386.4 | 538.1 | 628.1 | 778.5 | 904.3 | 1,110.5 | 1,334.3 | 1,614.2 | 2,233.8 | 2,766.2 | 3,476.7 |
| Research & Development Expenses (R&D) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Selling, General & Administrative Expenses (SG&A) | 0.0 | 39.2 | 52.5 | 96.2 | 118.1 | 136.2 | 212.8 | 282.3 | 386.4 | 386.4 | 538.1 | 628.1 | 778.5 | 904.3 | 1,110.5 | 1,334.2 | 1,609.0 | 2,225.0 | 2,757.4 | 3,397.2 |
% margin | 40.7 100.0% | 3.7 4.4% | 16.2 10.9% | 50.1 18.2% | 56.6 16.0% | 86.5 19.1% | 180.4 25.3% | 287.0 28.7% | 376.4 27.5% | 376.4 27.5% | 376.0 20.9% | 369.1 17.9% | 421.2 18.0% | 456.0 17.2% | 705.8 21.5% | 889.1 22.3% | 820.0 18.6% | 1,333.4 21.3% | 1,328.4 16.4% | 2,132.7 22.2% |
| Interest Income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Interest Expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Pre-tax Income | 0.0 | 3.7 | 16.3 | 51.0 | 57.4 | 86.7 | 183.3 | 289.5 | 381.4 | 381.4 | 383.1 | 368.5 | 422.7 | 460.0 | 715.3 | 897.4 | 819.4 | 1,333.9 | 1,332.6 | 2,175.7 |
% effective tax rate | 1.4 0.0% | 2.3 62.6% | 8.8 53.7% | 20.5 40.2% | 16.9 29.4% | 28.4 32.8% | 61.1 33.3% | 104.5 36.1% | 110.0 28.8% | 110.0 28.8% | 144.1 37.6% | 102.4 27.8% | 119.3 28.2% | 201.3 43.8% | 231.4 32.4% | 251.8 28.1% | 230.4 28.1% | 358.5 26.9% | 477.8 35.9% | 625.5 28.8% |
% margin | (1.4) (3.5%) | 1.4 1.7% | 7.7 5.1% | 30.8 11.2% | 39.4 11.1% | 58.3 12.9% | 121.8 17.1% | 184.1 18.4% | 270.6 19.7% | 279.5 20.4% | 239.0 13.3% | 266.0 12.9% | 303.4 12.9% | 258.7 9.8% | 483.8 14.7% | 645.6 16.2% | 588.9 13.4% | 975.3 15.6% | 854.8 10.5% | 1,550.2 16.1% |
| EPS | (0.02) | 0.02 | 0.06 | 0.23 | 0.28 | 0.41 | 0.86 | 1.29 | 1.88 | 1.88 | 1.66 | 1.90 | 2.21 | 1.90 | 3.63 | 4.95 | 4.52 | 7.52 | 6.70 | 12.23 |
| Diluted EPS | (0.02) | 0.02 | 0.06 | 0.23 | 0.28 | 0.41 | 0.85 | 1.27 | 1.85 | 1.85 | 1.66 | 1.89 | 2.21 | 1.90 | 3.61 | 4.93 | 4.50 | 7.49 | 6.68 | 12.20 |
% margin | 40.7 100.0% | 6.2 7.4% | 28.1 18.8% | 58.5 21.3% | 76.0 21.5% | 107.5 23.7% | 205.0 28.8% | 317.2 31.7% | 419.4 30.6% | 440.4 32.1% | 434.4 24.2% | 442.5 21.5% | 508.8 21.7% | 568.2 21.4% | 828.3 25.2% | 889.1 22.3% | 1,004.6 22.8% | 1,599.0 25.6% | 2,017.9 24.9% | 2,586.6 26.9% |
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FAQ
1) What is Lululemon Athletica Inc.'s Return on Equity (ROE)?
As of today, Microsoft Corp's last 12-month Return on Equity (ROE) is 41.4%, based on the financial report for Oct 27, 2024 (Q4’2024). The average annual Return on Equity (ROE) for Lululemon Athletica Inc. have been 34.5% over the past three years, and 35.0% over the past five years.
2) Is Lululemon Athletica Inc.'s Return on Equity (ROE) Good?
As of today, Lululemon Athletica Inc.'s Return on Equity (ROE) is 41.4%, which is higher than industry median of 12.6%. It indicates that Lululemon Athletica Inc.'s Return on Equity (ROE) is Good.