LULU vs. REGN
LULU (Lululemon Athletica Inc.) and REGN (Regeneron Pharmaceuticals, Inc.) are both stocks. LULU operates in Apparel Retail (Consumer Cyclical), while REGN operates in Biotechnology (Healthcare). Over the past 10 years, LULU returned 5.24%/yr vs 5.18%/yr for REGN. At a 0.30 correlation, their price movements are largely independent.
Performance
LULU vs. REGN - Performance Comparison
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Returns By Period
In the year-to-date period, LULU achieves a -43.43% return, which is significantly lower than REGN's -20.58% return. Both investments have delivered pretty close results over the past 10 years, with LULU having a 5.24% annualized return and REGN not far behind at 5.18%.
LULU
- 1D
- 2.91%
- 1M
- -10.39%
- YTD
- -43.43%
- 6M
- -35.78%
- 1Y
- -55.69%
- 3Y*
- -31.16%
- 5Y*
- -18.52%
- 10Y*
- 5.24%
REGN
- 1D
- -3.79%
- 1M
- -14.36%
- YTD
- -20.58%
- 6M
- -12.84%
- 1Y
- 24.63%
- 3Y*
- -6.19%
- 5Y*
- 3.39%
- 10Y*
- 5.18%
LULU vs. REGN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LULU Lululemon Athletica Inc. | -43.43% | -45.66% | -25.21% | 59.59% | -18.16% | 12.48% | 50.23% | 90.50% | 54.74% | 20.93% |
REGN Regeneron Pharmaceuticals, Inc. | -20.58% | 8.96% | -18.90% | 21.73% | 14.25% | 30.72% | 28.66% | 0.53% | -0.65% | 2.42% |
Correlation
The correlation between LULU and REGN is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2007 | 0.30 |
The correlation between LULU and REGN shifts across timeframes, from 0.13 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
Fundamentals
LULU:
$13.57B
REGN:
$65.84B
LULU:
$12.35
REGN:
$41.05
LULU:
9.52
REGN:
14.89
LULU:
1.24
REGN:
4.42
LULU:
2.70
REGN:
2.10
LULU:
$11.20B
REGN:
$14.92B
LULU:
$6.24B
REGN:
$12.61B
LULU:
$2.44B
REGN:
$5.74B
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Return for Risk
LULU vs. REGN — Risk / Return Rank
LULU
REGN
LULU vs. REGN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lululemon Athletica Inc. (LULU) and Regeneron Pharmaceuticals, Inc. (REGN). 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.
| LULU | REGN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.01 | ||
| Sortino ratioReturn per unit of downside risk | -3.22 | ||
| Omega ratioGain probability vs. loss probability | 0.75 | 1.16 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -1.00 | 0.96 | -1.96 |
| Martin ratioReturn relative to average drawdown | -1.73 | 3.20 | -4.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LULU | REGN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.26 | 0.75 | -2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.44 | 0.11 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.16 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.16 | +0.09 |
Drawdowns
LULU vs. REGN - Drawdown Comparison
The maximum LULU drawdown since its inception was -92.26%, roughly equal to the maximum REGN drawdown of -91.81%. Use the drawdown chart below to compare losses from any high point for LULU and REGN.
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Drawdown Indicators
| LULU | REGN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.26% | -91.81% | -0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -55.90% | -25.85% | -30.05% |
Max Drawdown (3Y)Largest decline over 3 years | -77.66% | -59.69% | -17.97% |
Max Drawdown (5Y)Largest decline over 5 years | -77.66% | -59.69% | -17.97% |
Max Drawdown (10Y)Largest decline over 10 years | -77.66% | -59.69% | -17.97% |
Current DrawdownCurrent decline from peak | -77.01% | -48.71% | -28.30% |
Average DrawdownAverage peak-to-trough decline | -27.57% | -42.39% | +14.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.71% | 7.73% | +25.98% |
Volatility
LULU vs. REGN - Volatility Comparison
Lululemon Athletica Inc. (LULU) has a higher volatility of 13.25% compared to Regeneron Pharmaceuticals, Inc. (REGN) at 12.61%. This indicates that LULU's price experiences larger fluctuations and is considered to be riskier than REGN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LULU | REGN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.25% | 12.61% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 32.89% | 22.61% | +10.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.36% | 33.09% | +11.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.19% | 30.82% | +11.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.61% | 32.18% | +8.43% |
Dividends
LULU vs. REGN - Dividend Comparison
LULU has not paid dividends to shareholders, while REGN's dividend yield for the trailing twelve months is around 0.60%.
| Position | TTM | 2025 |
|---|---|---|
LULU Lululemon Athletica Inc. | 0.00% | 0.00% |
REGN Regeneron Pharmaceuticals, Inc. | 0.60% | 0.46% |
Financials
LULU vs. REGN - Financials Comparison
This section allows you to compare key financial metrics between Lululemon Athletica Inc. and Regeneron Pharmaceuticals, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
LULU vs. REGN - Profitability Comparison
LULU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lululemon Athletica Inc. reported a gross profit of 1.34B and revenue of 2.47B. Therefore, the gross margin over that period was 54.2%.
REGN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Regeneron Pharmaceuticals, Inc. reported a gross profit of 2.94B and revenue of 3.61B. Therefore, the gross margin over that period was 81.4%.
LULU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lululemon Athletica Inc. reported an operating income of 276.95M and revenue of 2.47B, resulting in an operating margin of 11.2%.
REGN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Regeneron Pharmaceuticals, Inc. reported an operating income of 642.90M and revenue of 3.61B, resulting in an operating margin of 17.8%.
LULU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lululemon Athletica Inc. reported a net income of 195.05M and revenue of 2.47B, resulting in a net margin of 7.9%.
REGN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Regeneron Pharmaceuticals, Inc. reported a net income of 727.20M and revenue of 3.61B, resulting in a net margin of 20.2%.
Frequently Asked Questions
LULU and REGN have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LULU has higher volatility (13.25%) compared to REGN (12.61%). In terms of maximum drawdown, LULU dropped -92.26% vs REGN's -91.81%.
REGN currently has the higher Sharpe Ratio (0.75 vs -1.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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