PFE vs. LULU
PFE (Pfizer Inc.) and LULU (Lululemon Athletica Inc.) are both stocks. PFE operates in Drug Manufacturers - General (Healthcare), while LULU operates in Apparel Retail (Consumer Cyclical). Over the past 10 years, PFE returned 2.11%/yr vs 5.37%/yr for LULU. At a 0.23 correlation, their price movements are largely independent.
Performance
PFE vs. LULU - Performance Comparison
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Returns By Period
In the year-to-date period, PFE achieves a 8.79% return, which is significantly higher than LULU's -42.85% return. Over the past 10 years, PFE has underperformed LULU with an annualized return of 2.11%, while LULU has yielded a comparatively higher 5.37% annualized return.
PFE
- 1D
- 0.15%
- 1M
- 1.79%
- YTD
- 8.79%
- 6M
- 4.79%
- 1Y
- 14.27%
- 3Y*
- -7.78%
- 5Y*
- -3.35%
- 10Y*
- 2.11%
LULU
- 1D
- -2.52%
- 1M
- -1.89%
- YTD
- -42.85%
- 6M
- -42.05%
- 1Y
- -50.33%
- 3Y*
- -31.43%
- 5Y*
- -18.89%
- 10Y*
- 5.37%
PFE vs. LULU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 8.79% | 0.65% | -2.22% | -41.26% | -10.41% | 66.70% | 3.07% | -6.91% | 24.82% | 15.90% |
LULU Lululemon Athletica Inc. | -42.85% | -45.66% | -25.21% | 59.59% | -18.16% | 12.48% | 50.23% | 90.50% | 54.74% | 20.93% |
Correlation
The correlation between PFE and LULU is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jul 27, 2007 | 0.23 |
The correlation between PFE and LULU shifts across timeframes, from 0.18 (5 years) to 0.28 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
PFE:
$150.21B
LULU:
$13.72B
PFE:
$1.31
LULU:
$12.35
PFE:
19.98
LULU:
9.62
PFE:
0.36
LULU:
0.47
PFE:
2.36
LULU:
1.25
PFE:
1.67
LULU:
2.73
PFE:
$63.32B
LULU:
$11.20B
PFE:
$43.91B
LULU:
$6.24B
PFE:
$16.94B
LULU:
$2.44B
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Return for Risk
PFE vs. LULU — Risk / Return Rank
PFE
LULU
PFE vs. LULU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pfizer Inc. (PFE) 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.
| PFE | LULU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.72 | ||
| Sortino ratioReturn per unit of downside risk | +2.73 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.78 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.13 | -0.97 | +2.09 |
| Martin ratioReturn relative to average drawdown | 2.27 | -1.72 | +3.99 |
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Drawdowns
PFE vs. LULU - Drawdown Comparison
The maximum PFE drawdown since its inception was -69.24%, smaller than the maximum LULU drawdown of -92.26%. Use the drawdown chart below to compare losses from any high point for PFE and LULU.
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Drawdown Indicators
| PFE | LULU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.24% | -92.26% | +23.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -53.88% | +42.41% |
Max Drawdown (3Y)Largest decline over 3 years | -40.43% | -77.66% | +37.23% |
Max Drawdown (5Y)Largest decline over 5 years | -58.96% | -77.66% | +18.70% |
Max Drawdown (10Y)Largest decline over 10 years | -58.96% | -77.66% | +18.70% |
Current DrawdownCurrent decline from peak | -45.68% | -76.77% | +31.09% |
Average DrawdownAverage peak-to-trough decline | -22.90% | -27.61% | +4.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.70% | 30.26% | -24.56% |
Volatility
PFE vs. LULU - Volatility Comparison
The current volatility for Pfizer Inc. (PFE) is 5.07%, while Lululemon Athletica Inc. (LULU) has a volatility of 13.47%. This indicates that PFE 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.
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Volatility by Period
| PFE | LULU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 13.47% | -8.40% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 32.76% | -18.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.84% | 44.48% | -20.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.48% | 42.22% | -16.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 40.62% | -16.73% |
Dividends
PFE vs. LULU - Dividend Comparison
PFE's dividend yield for the trailing twelve months is around 6.56%, 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% |
PFE Pfizer Inc. | 6.56% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
Financials
PFE vs. LULU - Financials Comparison
This section allows you to compare key financial metrics between Pfizer Inc. 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
PFE vs. LULU - Profitability Comparison
PFE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a gross profit of 9.72B and revenue of 14.45B. Therefore, the gross margin over that period was 67.3%.
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%.
PFE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported an operating income of 4.03B and revenue of 14.45B, resulting in an operating margin of 27.9%.
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%.
PFE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Pfizer Inc. reported a net income of 2.69B and revenue of 14.45B, resulting in a net margin of 18.6%.
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
PFE and LULU have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LULU has higher volatility (13.47%) compared to PFE (5.07%). In terms of maximum drawdown, PFE dropped -69.24% vs LULU's -92.26%.
PFE currently has the higher Sharpe Ratio (0.54 vs -1.17), 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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