WallStSmart

Lululemon Athletica Inc. (LULU)vsThe TJX Companies Inc (TJX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The TJX Companies Inc generates 462% more annual revenue ($62.36B vs $11.09B). LULU leads profitability with a 12.8% profit margin vs 9.7%. LULU appears more attractively valued with a PEG of 0.77. LULU earns a higher WallStSmart Score of 62/100 (C+).

LULU

Buy

62

out of 100

Grade: C+

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

TJX

Buy

58

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 5.3Quality: 6.0
Piotroski: 5/9Altman Z: 3.03
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
TJXUndervalued (+9.6%)

Margin of Safety

+9.6%

Fair Value

$140.80

Current Price

$127.24

$13.56 discount

UndervaluedFair: $140.80Overvalued

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

TJX5 strengths · Avg: 9.0/10
Return on EquityProfitability
57.0%10/10

Every $100 of equity generates 57 in profit

Altman Z-ScoreHealth
3.0310/10

Safe zone — low bankruptcy risk

Market CapQuality
$138.62B9/10

Large-cap with strong market position

EPS GrowthGrowth
23.6%8/10

Earnings expanding 23.6% YoY

Free Cash FlowQuality
$1.73B8/10

Generating 1.7B in free cash flow

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%

TJX3 concerns · Avg: 3.7/10
PEG RatioValuation
2.474/10

Expensive relative to growth rate

Price/BookValuation
13.5x4/10

Trading at 13.5x book value

Debt/EquityHealth
1.343/10

Elevated debt levels

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 : TJX

The strongest argument for TJX centers on Return on Equity, Altman Z-Score, Market Cap.

Bear Case : LULU

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

Bear Case : TJX

The primary concerns for TJX are PEG Ratio, Price/Book, Debt/Equity.

Key Dynamics to Monitor

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

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

TJX is growing revenue faster at 5.4% — sustainability is the question.

TJX generates stronger free cash flow (1.7B), providing more financial flexibility.

Bottom Line

LULU scores higher overall (62/100 vs 58/100). 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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The TJX Companies Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

The TJX Companies, Inc. (abbreviated TJX) is an American multinational off-price department store corporation, headquartered in Framingham, Massachusetts.

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