On the filings, Lululemon (LULU) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it BUY.
A debt-free, 31.8%-ROE brand at its multiple — the tariff-driven profit dip looks more than priced in.
High-quality brand mid-turnaround: earnings halved and FY26 faces tariff/margin pain, but a fair price and a fortress balance sheet earn patience — not new money.
| Metric | LULU | NKE |
|---|---|---|
| Fundamentals score | 70 | 61 |
| Revenue growth (YoY) | +4.9% | -9.8% |
| Net income growth (YoY) | -13.0% | -43.5% |
| Net margin | 14.2% | 7.0% |
| Return on equity | 31.8% | 24.4% |
| ROIC (est.) | 35.2% | — |
| Liabilities / Equity | 0.70 | — |
| Piotroski F-score | 5 / 9 | 4 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 29, 2026, 8:22 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 1, 2026, 9:54 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.