Lululemon Athletica (LULU) is a apparel, accessories & luxury goods company in the Consumer Discretionary sector. Listed on the NASDAQ, Lululemon Athletica is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $118.93.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $118.93 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -11.95% |
| Risk / Std Dev (Annualized) | 42.22% |
| Sharpe Ratio (rf=4.5%) | -0.39 |
S&P 500 Context
- Sector: Consumer Discretionary
- Sub-Industry: Apparel, Accessories & Luxury Goods
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -11.95% with an annualized volatility of 42.22%. The Sharpe ratio of -0.39 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 13.5B |
| Enterprise Value | 14.13B |
| Trailing P/E | 9.64 |
| Forward P/E | 10.22 |
| Price to Book | 2.79 |
| Price to Sales | 1.21 |
| EV/Revenue | 1.26 |
| EV/EBITDA | 5.5 |
| Profitability | | | Profit Margin | 13.03% | | Operating Margin | 11.21% | | ROE | 32.03% | | ROA | 16.05% |
| Growth | | | Revenue Growth | 4.3% | | Earnings Growth | -35.0% |
| Financial Health | | | Total Revenue | 11.2B | | Total Debt | 2.14B | | Total Cash | 1.51B | | Free Cash Flow | 1.13B | | Operating Cash Flow | 1.94B |
| Price & Technical | | | 52W High | $252.24$ | | 52W Low | $109.36$ | | 50-Day Avg | $139.62$ | | 200-Day Avg | $170.44$ | | Beta | 0.86 | | Shares Outstanding | 0.11B | | Float Shares | 0.1B | | Insider Holdings | 4.71% | | Institutional Holdings | 82.61% | | Short Ratio | 2.23 | | Short % of Float | 6.68% |
| Analyst Targets | | | Target High | $295.0$ | | Target Low | $88.0$ | | Target Mean | $136.34$ | | Target Median | $127.0$ | | # of Analysts | 25 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.