LZB vs. LULU

Last updated Apr 1, 2026

Compare and contrast key facts about La-Z-Boy Incorporated (LZB) and Lululemon Athletica Inc. (LULU).

Performance

LZB vs. LULU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in La-Z-Boy Incorporated (LZB) and Lululemon Athletica Inc. (LULU). The values are adjusted to include any dividend payments, if applicable.

LZB vs. LULU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LZB La-Z-Boy Incorporated	-13.18%	-12.49%	20.43%	65.68%	-35.50%	-7.35%	27.93%	15.50%	-9.75%	2.15%
LULU Lululemon Athletica Inc.	-26.33%	-45.66%	-25.21%	59.59%	-18.16%	12.48%	50.23%	90.50%	54.74%	20.93%

Fundamentals

EPS LZB : $2.01 LULU : $14.54
PE Ratio LZB : 15.97 LULU : 10.53
PEG Ratio LZB : 4.13 LULU : 0.51
PS Ratio LZB : 0.63 LULU : 1.65
Total Revenue (TTM) LZB : $2.13B LULU : $11.07B
Gross Profit (TTM) LZB : $924.91M LULU : $6.47B
EBITDA (TTM) LZB : $216.98M LULU : $2.95B

Returns By Period

In the year-to-date period, LZB achieves a -13.18% return, which is significantly higher than LULU's -26.33% return. Over the past 10 years, LZB has underperformed LULU with an annualized return of 3.83%, while LULU has yielded a comparatively higher 8.34% annualized return.

LZB

• 1D: 0.56%
• 1M: -9.41%
• YTD: -13.18%
• 6M: -5.14%
• 1Y: -15.74%
• 3Y*: 5.76%
• 5Y*: -3.66%
• 10Y*: 3.83%

LULU

• 1D: 4.99%
• 1M: -17.32%
• YTD: -26.33%
• 6M: -13.95%
• 1Y: -45.91%
• 3Y*: -25.09%
• 5Y*: -12.65%
• 10Y*: 8.34%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

LZB vs. LULU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LZB

LZB Risk / Return Rank: 24
LZB Sharpe Ratio Rank: 24
LZB Sortino Ratio Rank: 21
LZB Omega Ratio Rank: 22
LZB Calmar Ratio Rank: 27
LZB Martin Ratio Rank: 27

LULU

LULU Risk / Return Rank: 10
LULU Sharpe Ratio Rank: 6
LULU Sortino Ratio Rank: 9
LULU Omega Ratio Rank: 8
LULU Calmar Ratio Rank: 11
LULU Martin Ratio Rank: 19

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	LZB	LULU	Difference
Sharpe ratio Return per unit of total volatility	-0.40	-0.94	+0.54
Sortino ratio Return per unit of downside risk	-0.39	-1.24	+0.85
Omega ratio Gain probability vs. loss probability	0.95	0.83	+0.12
Calmar ratio Return relative to maximum drawdown	-0.45	-0.85	+0.40
Martin ratio Return relative to average drawdown	-0.89	-1.21	+0.32
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LZB vs. LULU - Sharpe Ratio Comparison

The current LZB Sharpe Ratio is -0.40, which is higher than the LULU Sharpe Ratio of -0.94. The chart below compares the historical Sharpe Ratios of LZB and LULU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	LZB	LULU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.40	-0.94	+0.54
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.10	-0.31	+0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.10	0.21	-0.11
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	0.28	-0.12

Correlation

The correlation between LZB and LULU is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

LZB vs. LULU - Dividend Comparison

LZB's dividend yield for the trailing twelve months is around 2.87%, while LULU has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LZB La-Z-Boy Incorporated	2.87%	2.42%	1.88%	2.02%	2.96%	1.69%	0.88%	1.68%	1.77%	1.44%	1.32%	1.39%
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%

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.

Drawdown Indicators

	LZB	LULU	Difference
Max Drawdown Largest peak-to-trough decline	-97.65%	-92.26%	-5.39%
Max Drawdown (1Y) Largest decline over 1 year	-32.97%	-56.49%	+23.52%
Max Drawdown (5Y) Largest decline over 5 years	-49.59%	-71.48%	+21.89%
Max Drawdown (10Y) Largest decline over 10 years	-55.01%	-71.48%	+16.47%
Current Drawdown Current decline from peak	-31.06%	-70.06%	+39.00%
Average Drawdown Average peak-to-trough decline	-27.21%	-27.12%	-0.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.68%	39.42%	-22.74%

Volatility

LZB vs. LULU - Volatility Comparison

The current volatility for La-Z-Boy Incorporated (LZB) is 7.57%, while Lululemon Athletica Inc. (LULU) has a volatility of 10.18%. This indicates that LZB experiences smaller price fluctuations and is considered to be less risky than LULU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LZB	LULU	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.57%	10.18%	-2.61%
Volatility (6M) Calculated over the trailing 6-month period	28.03%	28.24%	-0.21%
Volatility (1Y) Calculated over the trailing 1-year period	39.24%	49.04%	-9.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.89%	41.46%	-4.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.28%	40.18%	-0.90%

Financials

LZB vs. LULU - Profitability Comparison

The chart below illustrates the profitability comparison between La-Z-Boy Incorporated and Lululemon Athletica Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

LZB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, La-Z-Boy Incorporated reported a gross profit of 233.51M and revenue of 541.59M. Therefore, the gross margin over that period was 43.1%.

LULU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Lululemon Athletica Inc. reported a gross profit of 1.43B and revenue of 2.57B. Therefore, the gross margin over that period was 55.6%.

LZB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, La-Z-Boy Incorporated reported an operating income of 29.81M and revenue of 541.59M, resulting in an operating margin of 5.5%.

LULU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Lululemon Athletica Inc. reported an operating income of 444.69M and revenue of 2.57B, resulting in an operating margin of 17.3%.

LZB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, La-Z-Boy Incorporated reported a net income of 21.65M and revenue of 541.59M, resulting in a net margin of 4.0%.

LULU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Lululemon Athletica Inc. reported a net income of 306.84M and revenue of 2.57B, resulting in a net margin of 12.0%.