Lululemon Athletica Inc.

NasdaqGS:LULU Stock Report

Market Cap: US$45.3b

Lululemon Athletica Valuation

Is LULU undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of LULU when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: LULU ($373.54) is trading above our estimate of fair value ($321.33)

Significantly Below Fair Value: LULU is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for LULU?

Key metric: As LULU is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for LULU. This is calculated by dividing LULU's market cap by their current earnings.
What is LULU's PE Ratio?
PE Ratio26.2x
EarningsUS$1.74b
Market CapUS$45.31b

Price to Earnings Ratio vs Peers

How does LULU's PE Ratio compare to its peers?

The above table shows the PE ratio for LULU vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average22.3x
RL Ralph Lauren
20.2x7.1%US$13.7b
TPR Tapestry
18.1x8.5%US$14.5b
LEVI Levi Strauss
42.6x45.4%US$6.7b
PVH PVH
8.1x6.7%US$5.9b
LULU Lululemon Athletica
26.2x6.6%US$45.3b

Price-To-Earnings vs Peers: LULU is expensive based on its Price-To-Earnings Ratio (26.2x) compared to the peer average (22.3x).

Price to Earnings Ratio vs Industry

How does LULU's PE Ratio compare vs other companies in the US Luxury Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
JXJT JX Luxventure
1.6xn/aUS$5.05m
No more companies available in this PE range
LULU 26.2xIndustry Avg. 18.2xNo. of Companies5PE01020304050+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: LULU is expensive based on its Price-To-Earnings Ratio (26.2x) compared to the US Luxury industry average (18.2x).

Price to Earnings Ratio vs Fair Ratio

What is LULU's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

LULU PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio26.2x
Fair PE Ratio20.1x

Price-To-Earnings vs Fair Ratio: LULU is expensive based on its Price-To-Earnings Ratio (26.2x) compared to the estimated Fair Price-To-Earnings Ratio (20.1x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst LULU forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$373.54
US$376.82
+0.9%
15.8%US$480.00US$194.00n/a33
Dec ’25US$320.66
US$318.59
-0.6%
15.0%US$382.00US$194.00n/a33
Nov ’25US$321.17
US$315.11
-1.9%
15.8%US$445.00US$194.00n/a33
Oct ’25US$266.45
US$315.37
+18.4%
15.5%US$445.00US$194.00n/a34
Sep ’25US$259.47
US$322.35
+24.2%
16.4%US$445.00US$194.00n/a34
Aug ’25US$249.05
US$367.56
+47.6%
18.7%US$525.00US$194.00n/a33
Jul ’25US$302.36
US$397.26
+31.4%
16.1%US$525.00US$240.00n/a33
Jun ’25US$311.99
US$424.41
+36.0%
17.7%US$570.00US$240.00n/a33
May ’25US$354.40
US$460.01
+29.8%
17.1%US$570.00US$240.00n/a34
Apr ’25US$385.20
US$478.98
+24.3%
15.3%US$570.00US$278.00n/a34
Mar ’25US$458.50
US$504.81
+10.1%
15.3%US$610.00US$278.00n/a34
Feb ’25US$461.94
US$502.34
+8.7%
16.0%US$610.00US$250.00n/a34
Jan ’25US$511.29
US$482.39
-5.7%
15.3%US$596.00US$250.00n/a34
Dec ’24US$466.61
US$433.94
-7.0%
14.5%US$540.00US$250.00US$320.6633
Nov ’24US$395.29
US$428.88
+8.5%
14.7%US$540.00US$250.00US$321.1731
Oct ’24US$385.61
US$427.63
+10.9%
14.5%US$535.00US$250.00US$266.4532
Sep ’24US$404.19
US$424.40
+5.0%
14.5%US$535.00US$250.00US$259.4729
Aug ’24US$381.21
US$413.23
+8.4%
14.3%US$531.00US$250.00US$249.0529
Jul ’24US$378.50
US$410.40
+8.4%
14.0%US$531.00US$250.00US$302.3629
Jun ’24US$328.35
US$396.35
+20.7%
16.5%US$525.00US$225.00US$311.9930
May ’24US$384.99
US$393.64
+2.2%
16.7%US$525.00US$225.00US$354.4029
Apr ’24US$364.19
US$387.05
+6.3%
16.8%US$500.00US$225.00US$385.2029
Mar ’24US$309.49
US$373.52
+20.7%
17.5%US$488.00US$200.00US$458.5030
Feb ’24US$315.71
US$373.29
+18.2%
17.4%US$488.00US$200.00US$461.9430
Jan ’24US$320.38
US$390.99
+22.0%
18.5%US$516.00US$200.00US$511.2930
Dec ’23US$381.82
US$374.07
-2.0%
19.3%US$535.00US$200.00US$466.6129

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 04:46
End of Day Share Price 2024/12/19 00:00
Earnings2024/10/27
Annual Earnings2024/01/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Lululemon Athletica Inc. is covered by 81 analysts. 33 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John StaszakArgus Research Company
Mark AltschwagerBaird
Ishan MajumdarBaptista Research