TXRH vs. LULU
TXRH (Texas Roadhouse, Inc.) and LULU (Lululemon Athletica Inc.) are both stocks. Both are in the Consumer Cyclical sector — TXRH in Restaurants, LULU in Apparel Retail. Over the past 10 years, TXRH returned 15.75%/yr vs 5.37%/yr for LULU. At a 0.34 correlation, their price movements are largely independent.
Performance
TXRH vs. LULU - Performance Comparison
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Returns By Period
In the year-to-date period, TXRH achieves a 2.00% return, which is significantly higher than LULU's -42.85% return. Over the past 10 years, TXRH has outperformed LULU with an annualized return of 15.75%, while LULU has yielded a comparatively lower 5.37% annualized return.
TXRH
- 1D
- 0.10%
- 1M
- -5.98%
- YTD
- 2.00%
- 6M
- 0.64%
- 1Y
- -8.56%
- 3Y*
- 16.67%
- 5Y*
- 13.24%
- 10Y*
- 15.75%
LULU
- 1D
- -2.52%
- 1M
- -2.01%
- YTD
- -42.85%
- 6M
- -42.05%
- 1Y
- -51.92%
- 3Y*
- -31.43%
- 5Y*
- -18.89%
- 10Y*
- 5.37%
TXRH vs. LULU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TXRH Texas Roadhouse, Inc. | 2.00% | -6.57% | 49.78% | 37.15% | 4.16% | 15.71% | 39.83% | -3.62% | 15.11% | 11.16% |
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 TXRH and LULU is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 27, 2007 | 0.34 |
The correlation between TXRH and LULU shifts across timeframes, from 0.16 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Fundamentals
TXRH:
$11.10B
LULU:
$13.72B
TXRH:
$6.26
LULU:
$12.35
TXRH:
26.82
LULU:
9.62
TXRH:
1.67
LULU:
0.47
TXRH:
1.84
LULU:
1.25
TXRH:
$6.06B
LULU:
$11.20B
TXRH:
$1.14B
LULU:
$6.24B
TXRH:
$701.29M
LULU:
$2.44B
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Return for Risk
TXRH vs. LULU — Risk / Return Rank
TXRH
LULU
TXRH vs. LULU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Texas Roadhouse, Inc. (TXRH) 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.
| TXRH | LULU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.88 | ||
| Sortino ratioReturn per unit of downside risk | +1.49 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.78 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.44 | -0.97 | +0.53 |
| Martin ratioReturn relative to average drawdown | -0.76 | -1.72 | +0.96 |
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Drawdowns
TXRH vs. LULU - Drawdown Comparison
The maximum TXRH drawdown since its inception was -76.59%, smaller than the maximum LULU drawdown of -92.26%. Use the drawdown chart below to compare losses from any high point for TXRH and LULU.
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Drawdown Indicators
| TXRH | LULU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.59% | -92.26% | +15.67% |
Max Drawdown (1Y)Largest decline over 1 year | -19.61% | -53.88% | +34.27% |
Max Drawdown (3Y)Largest decline over 3 years | -24.82% | -77.66% | +52.84% |
Max Drawdown (5Y)Largest decline over 5 years | -30.45% | -77.66% | +47.21% |
Max Drawdown (10Y)Largest decline over 10 years | -58.04% | -77.66% | +19.62% |
Current DrawdownCurrent decline from peak | -15.97% | -76.77% | +60.80% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -27.61% | +11.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.33% | 30.26% | -18.93% |
Volatility
TXRH vs. LULU - Volatility Comparison
The current volatility for Texas Roadhouse, Inc. (TXRH) is 9.74%, while Lululemon Athletica Inc. (LULU) has a volatility of 13.47%. This indicates that TXRH 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
| TXRH | LULU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.74% | 13.47% | -3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 22.59% | 32.76% | -10.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.28% | 44.48% | -15.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.59% | 42.22% | -11.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.61% | 40.62% | -5.01% |
Dividends
TXRH vs. LULU - Dividend Comparison
TXRH's dividend yield for the trailing twelve months is around 1.70%, 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% |
TXRH Texas Roadhouse, Inc. | 1.70% | 1.64% | 1.35% | 1.80% | 2.02% | 1.34% | 0.46% | 2.13% | 1.68% | 1.59% | 1.58% | 1.90% |
Financials
TXRH vs. LULU - Financials Comparison
This section allows you to compare key financial metrics between Texas Roadhouse, 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
TXRH vs. LULU - Profitability Comparison
TXRH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Texas Roadhouse, Inc. reported a gross profit of 499.53M and revenue of 1.63B. Therefore, the gross margin over that period was 30.6%.
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%.
TXRH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Texas Roadhouse, Inc. reported an operating income of 146.34M and revenue of 1.63B, resulting in an operating margin of 9.0%.
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%.
TXRH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Texas Roadhouse, Inc. reported a net income of 123.43M and revenue of 1.63B, resulting in a net margin of 7.6%.
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
TXRH and LULU have a correlation of 0.16, 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 TXRH (9.74%). In terms of maximum drawdown, TXRH dropped -76.59% vs LULU's -92.26%.
TXRH currently has the higher Sharpe Ratio (-0.29 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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