WallStSmart

Lululemon Athletica Inc. (LULU)vsTillys Inc (TLYS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lululemon Athletica Inc. generates 1906% more annual revenue ($11.10B vs $553.59M). LULU leads profitability with a 14.2% profit margin vs -3.1%. TLYS appears more attractively valued with a PEG of 0.88. LULU earns a higher WallStSmart Score of 65/100 (B-).

LULU

Strong Buy

65

out of 100

Grade: B-

Growth: 4.7Profit: 8.5Value: 7.3Quality: 8.0
Piotroski: 2/9Altman Z: 4.32

TLYS

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 2.5Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LULUSignificantly Overvalued (-95.2%)

Margin of Safety

-95.2%

Fair Value

$90.10

Current Price

$158.72

$68.62 premium

UndervaluedFair: $90.10Overvalued

Intrinsic value data unavailable for TLYS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LULU5 strengths · Avg: 9.2/10
P/E RatioValuation
12.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.0%10/10

Every $100 of equity generates 34 in profit

Altman Z-ScoreHealth
4.3210/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Operating MarginProfitability
22.3%8/10

Strong operational efficiency at 22.3%

TLYS2 strengths · Avg: 9.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

PEG RatioValuation
0.888/10

Growing faster than its price suggests

Areas to Watch

LULU3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.8%4/10

0.8% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-18.5%2/10

Earnings declined 18.5%

TLYS4 concerns · Avg: 2.5/10
Market CapQuality
$127.99M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.7%3/10

Operating margin of 1.7%

Return on EquityProfitability
-18.8%2/10

ROE of -18.8% — below average capital efficiency

EPS GrowthGrowth
-97.4%2/10

Earnings declined 97.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : LULU

The strongest argument for LULU centers on P/E Ratio, Return on Equity, Altman Z-Score. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bull Case : TLYS

The strongest argument for TLYS centers on Price/Book, PEG Ratio. PEG of 0.88 suggests the stock is reasonably priced for its growth.

Bear Case : LULU

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

Bear Case : TLYS

The primary concerns for TLYS are Market Cap, Operating Margin, Return on Equity.

Key Dynamics to Monitor

LULU profiles as a value stock while TLYS is a turnaround play — different risk/reward profiles.

TLYS carries more volatility with a beta of 1.10 — expect wider price swings.

TLYS is growing revenue faster at 5.3% — sustainability is the question.

LULU generates stronger free cash flow (960M), providing more financial flexibility.

Bottom Line

LULU scores higher overall (65/100 vs 47/100). Both earn "Strong Buy" and "Hold" 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.

Visit Website →

Tillys Inc

CONSUMER CYCLICAL · APPAREL RETAIL · USA

Tilly's, Inc. is a specialty retailer of casual clothing, footwear, accessories and consumer goods for young men and women and boys and girls in the United States. The company is headquartered in Irvine, California.

Want to dig deeper into these stocks?