Lululemon Athletica Stock Performance

LULU Stock  USD 390.65  1.19  0.31%   
The company secures a Beta (Market Risk) of 1.95, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Lululemon Athletica will likely underperform. Lululemon Athletica has an expected return of -0.41%. Please make sure to verify Lululemon Athletica information ratio, skewness, as well as the relationship between the Skewness and day typical price , to decide if Lululemon Athletica performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

0 of 100

 
Low
 
High
Very Weak
Over the last 90 days Lululemon Athletica has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's essential indicators remain comparatively stable which may send shares a bit higher in April 2024. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more

Actual Historical Performance (%)

One Day Return
0.86
Five Day Return
(6.44)
Year To Date Return
(22.94)
Ten Year Return
650.55
All Time Return
2.7 K
Last Split Factor
2:1
Last Split Date
2011-07-12
1
Lululemon Athletica Inc. Stake Cut by Seven Eight Capital LP
03/08/2024
2
5 Women Arrested After Stealing 13K From Detroit Lululemon Police
03/12/2024
3
How female athletes like Camille Herron are going further than ever before
03/15/2024
4
Nike Earnings Buy this SP 500 Stock Down 45 percent and Hold
03/19/2024
5
3 Stocks That Are Making Investors Dance with Joy
03/20/2024
6
Stock market today Wall Street hangs near records as it closes its best week of the year
03/22/2024
7
Acquisition by Calvin McDonald of 38465 shares of Lululemon Athletica at 358.09 subject to Rule 16b-3
03/25/2024
8
Aetrex Teams Up With Bauer Hockey
03/26/2024
Begin Period Cash Flow1.2 B
  

Lululemon Athletica Relative Risk vs. Return Landscape

If you would invest  51,129  in Lululemon Athletica on December 29, 2023 and sell it today you would lose (12,183) from holding Lululemon Athletica or give up 23.83% of portfolio value over 90 days. Lululemon Athletica is currently does not generate positive expected returns and assumes 2.4929% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% of stocks are less volatile than Lululemon, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Lululemon Athletica is expected to under-perform the market. In addition to that, the company is 4.38 times more volatile than its market benchmark. It trades about -0.17 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of volatility.

Lululemon Athletica Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Lululemon Athletica's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lululemon Athletica, and traders can use it to determine the average amount a Lululemon Athletica's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.1654

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsLULU

Estimated Market Risk

 2.49
  actual daily
21
79% of assets are more volatile

Expected Return

 -0.41
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.17
  actual daily
0
Most of other assets perform better
Based on monthly moving average Lululemon Athletica is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lululemon Athletica by adding Lululemon Athletica to a well-diversified portfolio.

Lululemon Athletica Fundamentals Growth

Lululemon Stock prices reflect investors' perceptions of the future prospects and financial health of Lululemon Athletica, and Lululemon Athletica fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lululemon Stock performance.

About Lululemon Athletica Performance

To evaluate Lululemon Athletica Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Lululemon Athletica generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Lululemon Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Lululemon Athletica market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Lululemon's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed 0.40  0.25 
Return On Assets 0.22  0.14 
Return On Equity 0.37  0.23 

Things to note about Lululemon Athletica performance evaluation

Checking the ongoing alerts about Lululemon Athletica for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lululemon Athletica help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Lululemon Athletica generated a negative expected return over the last 90 days
Lululemon Athletica has a poor financial position based on the latest SEC disclosures
Over 93.0% of the company shares are owned by institutional investors
Latest headline from footwearnews.com: Aetrex Teams Up With Bauer Hockey
Evaluating Lululemon Athletica's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Lululemon Athletica's stock performance include:
  • Analyzing Lululemon Athletica's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lululemon Athletica's stock is overvalued or undervalued compared to its peers.
  • Examining Lululemon Athletica's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Lululemon Athletica's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lululemon Athletica's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Lululemon Athletica's stock. These opinions can provide insight into Lululemon Athletica's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Lululemon Athletica's stock performance is not an exact science, and many factors can impact Lululemon Athletica's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Lululemon Athletica is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Lululemon Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Lululemon Athletica Stock. Highlighted below are key reports to facilitate an investment decision about Lululemon Athletica Stock:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lululemon Athletica. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For more information on how to buy Lululemon Stock please use our How to Invest in Lululemon Athletica guide.
You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.

Complementary Tools for Lululemon Stock analysis

When running Lululemon Athletica's price analysis, check to measure Lululemon Athletica's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lululemon Athletica is operating at the current time. Most of Lululemon Athletica's value examination focuses on studying past and present price action to predict the probability of Lululemon Athletica's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lululemon Athletica's price. Additionally, you may evaluate how the addition of Lululemon Athletica to your portfolios can decrease your overall portfolio volatility.
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Is Lululemon Athletica's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lululemon Athletica. If investors know Lululemon will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lululemon Athletica listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
4.639
Earnings Share
12.19
Revenue Per Share
75.906
Quarterly Revenue Growth
0.156
Return On Assets
0.2173
The market value of Lululemon Athletica is measured differently than its book value, which is the value of Lululemon that is recorded on the company's balance sheet. Investors also form their own opinion of Lululemon Athletica's value that differs from its market value or its book value, called intrinsic value, which is Lululemon Athletica's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lululemon Athletica's market value can be influenced by many factors that don't directly affect Lululemon Athletica's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lululemon Athletica's value and its price as these two are different measures arrived at by different means. Investors typically determine if Lululemon Athletica is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lululemon Athletica's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.