LULU vs RL
lululemon athletica Inc. and Ralph Lauren Corp., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | LULU | RL |
|---|---|---|
| Revenue | $11.1B | $8.1B |
| Net income | $1.6B | $941.1M |
| Gross margin | 56.6% | 69.9% |
| Net margin | 14.2% | 11.6% |
| Return on equity | 34.0% | 34.7% |
| Diluted EPS | $13.26 | $15.11 |
| Dividend / share | · | $3.65 |
| Payout ratio | · | 23.0% |
| Free cash flow | $921.7M | · |
| Equity | $5.0B | $2.8B |
| Net debt / equity | · | −0.26× |
| Current ratio | 2.26× | 2.13× |
| Revenue CAGR 5y | 20.3% | 13.0% |
| Profit CAGR 5y | 21.8% | · |
LULU bills 1.4× the revenue of RL, and keeps more of each dollar of revenue as profit (14.2% against 11.6%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | LULU | RL |
|---|---|---|
| FY2025 | $11.1B | $8.1B |
| FY2024 | $10.6B | $7.1B |
| FY2023 | $9.6B | $6.6B |
| FY2022 | $8.1B | $6.4B |
| FY2021 | $6.3B | $6.2B |
| FY2020 | $4.4B | $4.4B |
| FY2019 | $4.0B | $6.2B |
| FY2018 | $3.3B | $6.3B |
| FY2017 | $2.6B | $6.2B |
| FY2016 | $2.3B | $6.7B |
Bottom line
| Fiscal year | LULU | RL |
|---|---|---|
| FY2025 | $1.6B | $941.1M |
| FY2024 | $1.8B | $742.9M |
| FY2023 | $1.6B | $646.3M |
| FY2022 | $854.8M | $522.7M |
| FY2021 | $975.3M | $600.1M |
| FY2020 | $588.9M | $-121.1M |
| FY2019 | $645.6M | $384.3M |
| FY2018 | $483.8M | $430.9M |
| FY2017 | $258.7M | $162.8M |
| FY2016 | $303.4M | $-99.3M |
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$2,988,100,000 | LULU |
| FY2024 | +$3,509,126,000 | LULU |
| FY2023 | +$2,987,878,000 | LULU |
| FY2022 | +$1,666,918,000 | LULU |
| FY2021 | +$38,117,000 | LULU |
| FY2020 | +$1,079,000 | LULU |
| FY2019 | −$2,180,504,000 | RL |
| FY2018 | −$3,024,681,000 | RL |
| FY2017 | −$3,533,119,000 | RL |
| FY2016 | −$4,308,408,000 | RL |
| FY2015 | −$5,344,677,000 | RL |
| FY2014 | −$5,823,087,000 | RL |
| FY2013 | −$5,858,812,000 | RL |
| FY2012 | −$5,574,642,000 | RL |
| FY2011 | −$5,859,161,000 | RL |
| FY2010 | −$4,948,596,000 | RL |
| FY2009 | −$4,526,002,000 | RL |
| FY2008 | −$4,470,212,000 | RL |
The higher-revenue side has changed between LULU and RL over this period. The gap has narrowed since the earliest year compared.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +2.6 pp | LULU |
| FY2024 | +6.6 pp | LULU |
| FY2023 | +6.4 pp | LULU |
| FY2022 | +2.4 pp | LULU |
| FY2021 | +5.9 pp | LULU |
| FY2020 | +16.1 pp | LULU |
| FY2019 | +10.0 pp | LULU |
| FY2018 | +7.9 pp | LULU |
| FY2017 | +7.1 pp | LULU |
| FY2016 | +14.4 pp | LULU |
| FY2015 | +7.6 pp | LULU |
| FY2014 | +4.1 pp | LULU |
| FY2013 | +7.2 pp | LULU |
| FY2012 | +8.9 pp | LULU |
| FY2011 | +8.7 pp | LULU |
| FY2010 | +7.1 pp | LULU |
| FY2009 | +3.2 pp | LULU |
| FY2008 | +2.7 pp | LULU |
LULU has kept the higher net margin in every one of these 18 fiscal years.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
RL's net margin has been more volatile than LULU's over the 18 comparable fiscal years — 4.0 percentage points of standard deviation against 2.7.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
LULU led in net margin in every one of the 18 comparable fiscal years — a structural lead, not a recent swing.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
RL's return on equity has been more volatile than LULU's over the 18 comparable fiscal years — 9.8 percentage points of standard deviation against 7.0.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between LULU and RL over these 18 fiscal years — LULU led in 17 and RL in 1.
18 of 18 comparable fiscal years — a year missing data on either side is not counted.