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AEO vs. LULU

Last updated Feb 24, 2024

Compare and contrast key facts about American Eagle Outfitters, Inc. (AEO) and Lululemon Athletica Inc. (LULU).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEO or LULU.

Key characteristics


AEOLULU
YTD Return10.90%-10.44%
1Y Return61.99%44.08%
3Y Return (Ann)-0.34%12.37%
5Y Return (Ann)5.71%25.15%
10Y Return (Ann)8.16%24.46%
Sharpe Ratio1.491.45
Daily Std Dev41.99%30.80%
Max Drawdown-80.68%-92.24%
Current Drawdown-33.80%-10.44%

Fundamentals


AEOLULU
Market Cap$4.61B$57.78B
EPS$1.11$7.88
PE Ratio21.0158.11
PEG Ratio38.271.35
Revenue (TTM)$5.08B$9.19B
Gross Profit (TTM)$1.75B$4.49B
EBITDA (TTM)$567.14M$2.40B

Correlation

0.41
-1.001.00

The correlation between AEO and LULU is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

AEO vs. LULU - Performance Comparison

In the year-to-date period, AEO achieves a 10.90% return, which is significantly higher than LULU's -10.44% return. Over the past 10 years, AEO has underperformed LULU with an annualized return of 8.16%, while LULU has yielded a comparatively higher 24.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2024February
49.28%
25.25%
AEO
LULU

Compare stocks, funds, or ETFs


American Eagle Outfitters, Inc.

Lululemon Athletica Inc.

AEO vs. LULU - Dividend Comparison

AEO's dividend yield for the trailing twelve months is around 1.82%, while LULU has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
AEO
American Eagle Outfitters, Inc.
1.82%1.42%2.58%3.22%1.37%2.81%2.85%2.66%3.30%3.23%3.60%2.60%
LULU
Lululemon Athletica Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

AEO vs. LULU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Eagle Outfitters, Inc. (AEO) and Lululemon Athletica Inc. (LULU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AEO
American Eagle Outfitters, Inc.
1.49
LULU
Lululemon Athletica Inc.
1.45

AEO vs. LULU - Sharpe Ratio Comparison

The current AEO Sharpe Ratio is 1.49, which roughly equals the LULU Sharpe Ratio of 1.45. The chart below compares the 12-month rolling Sharpe Ratio of AEO and LULU.


Rolling 12-month Sharpe Ratio0.501.001.502.00SeptemberOctoberNovemberDecember2024February
1.49
1.45
AEO
LULU

AEO vs. LULU - Drawdown Comparison

The maximum AEO drawdown since its inception was -80.68%, smaller than the maximum LULU drawdown of -92.24%. The drawdown chart below compares losses from any high point along the way for AEO and LULU


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2024February
-33.80%
-10.44%
AEO
LULU

AEO vs. LULU - Volatility Comparison

American Eagle Outfitters, Inc. (AEO) and Lululemon Athletica Inc. (LULU) have volatilities of 8.31% and 8.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2024February
8.31%
8.61%
AEO
LULU