LZB vs. LULU
LZB (La-Z-Boy Incorporated) and LULU (Lululemon Athletica Inc.) are both stocks. Both are in the Consumer Cyclical sector — LZB in Furnishings, Fixtures & Appliances, LULU in Apparel Retail. Over the past 10 years, LZB returned 5.89%/yr vs 4.24%/yr for LULU. At a 0.39 correlation, their price movements are largely independent.
Performance
LZB vs. LULU - Performance Comparison
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Returns By Period
In the year-to-date period, LZB achieves a 8.74% return, which is significantly higher than LULU's -49.27% return. Over the past 10 years, LZB has outperformed LULU with an annualized return of 5.89%, while LULU has yielded a comparatively lower 4.24% annualized return.
LZB
- 1D
- 0.83%
- 1M
- 9.82%
- YTD
- 8.74%
- 6M
- 6.42%
- 1Y
- 7.60%
- 3Y*
- 15.89%
- 5Y*
- 3.44%
- 10Y*
- 5.89%
LULU
- 1D
- -5.67%
- 1M
- -17.10%
- YTD
- -49.27%
- 6M
- -50.36%
- 1Y
- -53.65%
- 3Y*
- -34.45%
- 5Y*
- -21.75%
- 10Y*
- 4.24%
LZB vs. LULU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LZB La-Z-Boy Incorporated | 8.74% | -12.49% | 20.43% | 65.68% | -35.50% | -7.35% | 27.93% | 15.50% | -9.75% | 2.15% |
LULU Lululemon Athletica Inc. | -49.27% | -45.66% | -25.21% | 59.59% | -18.16% | 12.48% | 50.23% | 90.50% | 54.74% | 20.93% |
Correlation
The correlation between LZB and LULU is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Jul 27, 2007 | 0.39 |
Fundamentals
LZB:
$1.64B
LULU:
$12.18B
LZB:
$2.47
LULU:
$12.35
LZB:
16.20
LULU:
8.54
LZB:
0.78
LULU:
1.11
LZB:
1.56
LULU:
2.43
LZB:
$2.13B
LULU:
$11.20B
LZB:
$936.60M
LULU:
$6.24B
LZB:
$235.28M
LULU:
$2.44B
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Return for Risk
LZB vs. LULU — Risk / Return Rank
LZB
LULU
LZB vs. LULU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for La-Z-Boy Incorporated (LZB) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LZB | LULU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +2.46 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 0.77 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.29 | -0.94 | +1.23 |
| Martin ratioReturn relative to average drawdown | 0.66 | -1.72 | +2.38 |
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Drawdowns
LZB vs. LULU - Drawdown Comparison
The maximum LZB drawdown since its inception was -97.65%, which is greater than LULU's maximum drawdown of -92.26%. Use the drawdown chart below to compare losses from any high point for LZB and LULU.
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Drawdown Indicators
| LZB | LULU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.65% | -92.26% | -5.39% |
Max Drawdown (1Y)Largest decline over 1 year | -26.25% | -57.43% | +31.18% |
Max Drawdown (3Y)Largest decline over 3 years | -37.87% | -79.38% | +41.51% |
Max Drawdown (5Y)Largest decline over 5 years | -40.55% | -79.38% | +38.83% |
Max Drawdown (10Y)Largest decline over 10 years | -55.01% | -79.38% | +24.37% |
Current DrawdownCurrent decline from peak | -13.67% | -79.38% | +65.71% |
Average DrawdownAverage peak-to-trough decline | -27.19% | -27.66% | +0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.49% | 31.20% | -19.71% |
Volatility
LZB vs. LULU - Volatility Comparison
La-Z-Boy Incorporated (LZB) has a higher volatility of 17.69% compared to Lululemon Athletica Inc. (LULU) at 13.79%. This indicates that LZB's price experiences larger fluctuations and is considered to be riskier than LULU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LZB | LULU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.69% | 13.79% | +3.90% |
Volatility (6M)Calculated over the trailing 6-month period | 26.76% | 31.90% | -5.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.28% | 44.76% | -3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.39% | 42.32% | -4.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.66% | 40.70% | -1.04% |
Dividends
LZB vs. LULU - Dividend Comparison
LZB's dividend yield for the trailing twelve months is around 2.37%, while LULU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LZB La-Z-Boy Incorporated | 2.37% | 2.42% | 1.88% | 2.02% | 2.96% | 1.69% | 0.88% | 1.68% | 1.77% | 1.44% | 1.32% | 1.39% |
Financials
LZB vs. LULU - Financials Comparison
This section allows you to compare key financial metrics between La-Z-Boy Incorporated and Lululemon Athletica 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
LZB vs. LULU - Profitability Comparison
LZB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, La-Z-Boy Incorporated reported a gross profit of 262.76M and revenue of 570.34M. Therefore, the gross margin over that period was 46.1%.
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%.
LZB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, La-Z-Boy Incorporated reported an operating income of 41.23M and revenue of 570.34M, resulting in an operating margin of 7.2%.
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%.
LZB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, La-Z-Boy Incorporated reported a net income of 33.27M and revenue of 570.34M, resulting in a net margin of 5.8%.
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%.
Frequently Asked Questions
LZB and LULU have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LZB has higher volatility (17.69%) compared to LULU (13.79%). In terms of maximum drawdown, LZB dropped -97.65% vs LULU's -92.26%.
LZB currently has the higher Sharpe Ratio (0.19 vs -1.20), 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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