LULU vs. SONY: lululemon athletica vs. Sony Stock Comparison
How do lululemon athletica (LULU) and Sony (SONY) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
lululemon athletica (LULU) and Sony (SONY) both fall under the Consumer Durables & Apparel industry group, but LULU is classified in Textiles, Apparel & Luxury Goods while SONY is classified in Household Durables.
lululemon athletica (LULU) trades as ordinary local shares, while Sony (SONY) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | LULU | SONY |
|---|---|---|
| Name | lululemon athletica inc. | Sony Group Corp. Sponsored ADR |
| Country/Region | Canada | Japan |
| GICS Sector | Consumer Discretionary | Consumer Discretionary |
| GICS Industry Group | Consumer Durables & Apparel | Consumer Durables & Apparel |
| GICS Industry | Textiles, Apparel & Luxury Goods | Household Durables |
| GICS Sub-Industry | Apparel, Accessories & Luxury Goods | Consumer Electronics |
| Market Capitalization | 11.14 billion USD | 143.48 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | July 27, 2007 | February 21, 1973 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | LULU | SONY |
|---|---|---|
| Total Return (1Y) | -51.18% | -11.78% |
| Total Return (3Y, Annualized) | -37.10% | 13.42% |
| Total Return (5Y, Annualized) | -23.67% | 3.06% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | LULU | SONY |
|---|---|---|
| Volatility (1Y, Annualized) | 48.40% | 29.91% |
| Beta (5Y) | 0.91 | 0.98 |
| Max Drawdown (5Y) | -80.32% | -50.56% |
| Avg. Volume (3M) | 4.30M | 5.11M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | LULU | SONY |
|---|---|---|
| Sharpe Ratio (1Y) | -1.14 | -0.53 |
| Sortino Ratio (1Y) | -1.38 | -0.79 |
Profitability
ROE (TTM)
lululemon athletica (LULU) at 30.90% sits in the top ROE quartile, while Sony (SONY) at 13.16% is closer to the peer norm — stronger capital efficiency for LULU.
LULU
Consumer Durables & Apparel industry group
30.90%
- Max
- 49.52%
- LULU
- 30.90%
- Q3
- 23.50%
- Median
- 12.27%
- Q1
- 5.29%
- Min
- -8.59%
SONY
Consumer Durables & Apparel industry group
13.16%
- Max
- 49.52%
- Q3
- 23.50%
- SONY
- 13.16%
- Median
- 12.27%
- Q1
- 5.29%
- Min
- -8.59%
Net Margin (TTM)
Sony (SONY) reports a negative net margin of -1.75%, usually indicating a net loss over the period. Meanwhile lululemon athletica (LULU) reports 12.78%, ranking against industry peers normally.
LULU
Consumer Durables & Apparel industry group
12.78%
- Max
- 19.09%
- LULU
- 12.78%
- Q3
- 9.28%
- Median
- 5.63%
- Q1
- 1.90%
- Min
- -7.09%
SONY
Consumer Durables & Apparel industry group
-1.75%
- Max
- 19.09%
- Q3
- 9.28%
- Median
- 5.63%
- Q1
- 1.90%
- SONY
- -1.75%
- Min
- -7.09%
Operating Margin (TTM)
Sony (SONY) at 16.72% operates in the top operating margin quartile, ahead of lululemon athletica (LULU) at 13.21%, which runs around its industry’s norm.
LULU
Consumer Durables & Apparel industry group
13.21%
- Max
- 30.44%
- Q3
- 14.61%
- LULU
- 13.21%
- Median
- 8.63%
- Q1
- 3.30%
- Min
- -5.53%
SONY
Consumer Durables & Apparel industry group
16.72%
- Max
- 30.44%
- SONY
- 16.72%
- Q3
- 14.61%
- Median
- 8.63%
- Q1
- 3.30%
- Min
- -5.53%
Profitability Metrics
| Metric | LULU | SONY |
|---|---|---|
| ROE (TTM) | 30.90% | 13.16% |
| ROA (TTM) | 14.40% | 4.25% |
| Net Margin (TTM) | 12.78% | -1.75% |
| Operating Margin (TTM) | 13.21% | 16.72% |
| Gross Margin (TTM) | 54.90% | 32.25% |
Growth
Revenue Growth
Both lululemon athletica (LULU) at 4.86% and Sony (SONY) at 3.70% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
lululemon athletica (LULU) at -9.43% is around its peer norm for EPS growth, while Sony (SONY) at -129.11% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | LULU | SONY |
|---|---|---|
| Revenue Growth (YoY) | 4.86% | 3.70% |
| Revenue Growth (3Y CAGR) | 11.03% | 4.38% |
| EPS Growth (YoY) | -9.43% | -129.11% |
| EPS Growth (3Y CAGR) | 25.68% | -- |
Financial Strength
Current Ratio (MRQ)
lululemon athletica (LULU) at 2.19 keeps current ratio within its industry’s typical mid-range, while Sony (SONY) at 1.25 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SONY.
LULU
Consumer Durables & Apparel industry group
2.19
- Max
- 6.01
- Q3
- 3.70
- LULU
- 2.19
- Median
- 2.16
- Q1
- 1.66
- Min
- 0.57
SONY
Consumer Durables & Apparel industry group
1.25
- Max
- 6.01
- Q3
- 3.70
- Median
- 2.16
- Q1
- 1.66
- SONY
- 1.25
- Min
- 0.57
Debt / Equity (MRQ)
Sony (SONY) at 0.21 keeps leverage in the lower industry quartile, while lululemon athletica (LULU) at 0.45 runs a more typical debt-to-equity mix.
LULU
Consumer Durables & Apparel industry group
0.45
- Max
- 2.45
- Q3
- 1.25
- Median
- 0.53
- LULU
- 0.45
- Q1
- 0.26
- Min
- 0.00
SONY
Consumer Durables & Apparel industry group
0.21
- Max
- 2.45
- Q3
- 1.25
- Median
- 0.53
- Q1
- 0.26
- SONY
- 0.21
- Min
- 0.00
Financial Strength Metrics
| Metric | LULU | SONY |
|---|---|---|
| Current Ratio (MRQ) | 2.19 | 1.25 |
| Debt / Equity (MRQ) | 0.45 | 0.21 |
| Net Debt / EBITDA | 0.32 | -0.14 |
Dividends
Dividend Yield (TTM)
lululemon athletica (LULU) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Sony (SONY) reports a yield of 100.16%, ranking against industry peers normally.
LULU
Consumer Durables & Apparel industry group
0.00%
- Max
- 4.61%
- Q3
- 2.37%
- Median
- 0.76%
- LULU
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SONY
Consumer Durables & Apparel industry group
100.16%
- SONY
- 100.16%
- Max
- 4.61%
- Q3
- 2.37%
- Median
- 0.76%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
lululemon athletica (LULU) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Sony (SONY) reports a payout of 13.10%, ranking against industry peers normally.
LULU
Consumer Durables & Apparel industry group
0.00%
- Max
- 100.00%
- Q3
- 40.00%
- Median
- 10.83%
- LULU
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SONY
Consumer Durables & Apparel industry group
13.10%
- Max
- 100.00%
- Q3
- 40.00%
- SONY
- 13.10%
- Median
- 10.83%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | LULU | SONY |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 100.16% |
| Dividend Payout Ratio (TTM) | 0.00% | 13.10% |
Valuation
P/E Ratio (TTM)
lululemon athletica (LULU) at 8.28 sits in the cheaper P/E ratio quartile, while Sony (SONY) at 20.99 is closer to its industry’s usual earnings multiple — a discount for LULU, though growth and earnings durability still matter.
LULU
Consumer Durables & Apparel industry group
8.28
- Max
- 43.70
- Q3
- 25.40
- Median
- 17.03
- Q1
- 13.13
- LULU
- 8.28
- Min
- 6.26
SONY
Consumer Durables & Apparel industry group
20.99
- Max
- 43.70
- Q3
- 25.40
- SONY
- 20.99
- Median
- 17.03
- Q1
- 13.13
- Min
- 6.26
P/S Ratio (TTM)
Sony (SONY) at 0.01 sits in the cheaper P/S ratio quartile while lululemon athletica (LULU) at 1.00 prices around its industry’s middle — SONY costs less per dollar of sales, though read it alongside growth and margins.
LULU
Consumer Durables & Apparel industry group
1.00
- Max
- 3.53
- Q3
- 1.81
- LULU
- 1.00
- Median
- 0.97
- Q1
- 0.52
- Min
- 0.01
SONY
Consumer Durables & Apparel industry group
0.01
- Max
- 3.53
- Q3
- 1.81
- Median
- 0.97
- Q1
- 0.52
- SONY
- 0.01
- Min
- 0.01
P/B Ratio (MRQ)
On P/B ratio, both lululemon athletica (LULU) at 2.39 and Sony (SONY) at 2.69 are valued close to their industries’ norm against book — neither stands out from peers.
LULU
Consumer Durables & Apparel industry group
2.39
- Max
- 7.69
- Q3
- 3.95
- LULU
- 2.39
- Median
- 2.08
- Q1
- 1.13
- Min
- 0.60
SONY
Consumer Durables & Apparel industry group
2.69
- Max
- 7.69
- Q3
- 3.95
- SONY
- 2.69
- Median
- 2.08
- Q1
- 1.13
- Min
- 0.60
Valuation Metrics
| Metric | LULU | SONY |
|---|---|---|
| P/E Ratio (TTM) | 8.28 | 20.99 |
| P/S Ratio (TTM) | 1.00 | 0.01 |
| P/B Ratio (MRQ) | 2.39 | 2.69 |
| Free Cash Flow Yield (TTM) | 10.31% | 2,335.68% |