WallStSmart

Lululemon Athletica Inc. (LULU)vsRoss Stores Inc (ROST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ross Stores Inc generates 121% more annual revenue ($24.51B vs $11.09B). LULU leads profitability with a 12.8% profit margin vs 10.8%. LULU appears more attractively valued with a PEG of 0.77. ROST earns a higher WallStSmart Score of 64/100 (C+).

LULU

Buy

62

out of 100

Grade: C+

Growth: 4.0Profit: 7.5Value: 9.3Quality: 7.5
Piotroski: 3/9Altman Z: 4.12

ROST

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 4.7Quality: 7.0
Piotroski: 5/9Altman Z: 3.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LULUUndervalued (+70.5%)

Margin of Safety

+70.5%

Fair Value

$595.37

Current Price

$98.06

$497.31 discount

UndervaluedFair: $595.37Overvalued
ROSTFair Value (-4.8%)

Margin of Safety

-4.8%

Fair Value

$183.80

Current Price

$226.61

$42.81 premium

UndervaluedFair: $183.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LULU5 strengths · Avg: 9.0/10
P/E RatioValuation
8.5x10/10

Attractively priced relative to earnings

Altman Z-ScoreHealth
4.1210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
29.6%9/10

Every $100 of equity generates 30 in profit

PEG RatioValuation
0.778/10

Growing faster than its price suggests

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

ROST4 strengths · Avg: 9.8/10
Return on EquityProfitability
39.4%10/10

Every $100 of equity generates 39 in profit

EPS GrowthGrowth
70.5%10/10

Earnings expanding 70.5% YoY

Altman Z-ScoreHealth
3.1110/10

Safe zone — low bankruptcy risk

Market CapQuality
$74.02B9/10

Large-cap with strong market position

Areas to Watch

LULU3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.3%2/10

Revenue declined 4.3%

EPS GrowthGrowth
-5.9%2/10

Earnings declined 5.9%

ROST3 concerns · Avg: 4.0/10
PEG RatioValuation
2.424/10

Expensive relative to growth rate

P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
10.7x4/10

Trading at 10.7x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : LULU

The strongest argument for LULU centers on P/E Ratio, Altman Z-Score, Return on Equity. PEG of 0.77 suggests the stock is reasonably priced for its growth.

Bull Case : ROST

The strongest argument for ROST centers on Return on Equity, EPS Growth, Altman Z-Score. Revenue growth of 13.3% demonstrates continued momentum.

Bear Case : LULU

The primary concerns for LULU are Piotroski F-Score, Revenue Growth, EPS Growth.

Bear Case : ROST

The primary concerns for ROST are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

LULU profiles as a declining stock while ROST is a value play — different risk/reward profiles.

LULU carries more volatility with a beta of 0.86 — expect wider price swings.

ROST is growing revenue faster at 13.3% — sustainability is the question.

ROST generates stronger free cash flow (624M), providing more financial flexibility.

Bottom Line

ROST scores higher overall (64/100 vs 62/100) and 13.3% revenue growth. LULU offers better value entry with a 70.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Lululemon Athletica Inc.

CONSUMER CYCLICAL · APPAREL RETAIL · USA

lululemon athletica inc. The company is headquartered in Vancouver, Canada.

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Ross Stores Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Ross Stores, Inc., operating under the brand name Ross Dress for Less, is an American chain of discount department stores headquartered in Dublin, California.

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