LULU vs. TOL: lululemon athletica vs. Toll Brothers Stock Comparison

November 11, 2026

How do lululemon athletica (LULU) and Toll Brothers (TOL) 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 Toll Brothers (TOL) both fall under the Consumer Durables & Apparel industry group, but LULU is classified in Textiles, Apparel & Luxury Goods while TOL is classified in Household Durables.

Company profile comparison for lululemon athletica (LULU) and Toll Brothers (TOL)
Profile Item	LULU	TOL
Name	lululemon athletica inc.	Toll Brothers, Inc.
Country/Region	Canada	United States
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	Homebuilding
Market Capitalization	12.83 billion USD	14.06 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	July 27, 2007	July 8, 1986
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

LULU

TOL

GSPC

lululemon athletica (LULU) vs. Toll Brothers (TOL), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for lululemon athletica (LULU) and Toll Brothers (TOL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for lululemon athletica (LULU) and Toll Brothers (TOL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for lululemon athletica (LULU) and Toll Brothers (TOL)
Metric	LULU	TOL
Total Return (1Y)	-32.13%	18.07%
Total Return (3Y, Annualized)	-34.79%	26.97%
Total Return (5Y, Annualized)	-24.85%	20.91%

Risk Profile

Drawdown History

LULU

TOL

GSPC

lululemon athletica (LULU) vs. Toll Brothers (TOL), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for lululemon athletica (LULU) and Toll Brothers (TOL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for lululemon athletica (LULU) and Toll Brothers (TOL)
Metric	LULU	TOL
Volatility (1Y, Annualized)	45.85%	35.83%
Beta (5Y)	0.81	1.27
Max Drawdown (5Y)	-82.03%	-45.97%
Avg. Volume (3M)	5.00M	1.05M

Risk-Adjusted Performance

Risk-Return Positioning

LULU and TOL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for lululemon athletica (LULU) and Toll Brothers (TOL)
Metric	LULU	TOL
Sharpe Ratio (1Y)	-0.79	0.38
Sortino Ratio (1Y)	-1.02	0.65

Profitability

ROE (TTM)

lululemon athletica (LULU) at 30.90% sits in the top ROE quartile, while Toll Brothers (TOL) at 14.39% is closer to the peer norm — stronger capital efficiency for LULU.

LULU

Consumer Durables & Apparel industry group

30.90%

Max: 44.27%
LULU: 30.90%
Q3: 22.94%
Median: 12.36%
Q1: 5.76%
Min: -12.76%

TOL

Consumer Durables & Apparel industry group

14.39%

Max: 44.27%
Q3: 22.94%
TOL: 14.39%
Median: 12.36%
Q1: 5.76%
Min: -12.76%

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their ROE against the Consumer Durables & Apparel industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both lululemon athletica (LULU) at 12.78% and Toll Brothers (TOL) at 11.14% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

LULU

Consumer Durables & Apparel industry group

12.78%

Max: 19.00%
LULU: 12.78%
Q3: 9.42%
Median: 5.93%
Q1: 2.80%
Min: -7.09%

TOL

Consumer Durables & Apparel industry group

11.14%

Max: 19.00%
TOL: 11.14%
Q3: 9.42%
Median: 5.93%
Q1: 2.80%
Min: -7.09%

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their net margin against the Consumer Durables & Apparel industry group benchmark.

Operating Margin (TTM)

Toll Brothers (TOL) at 14.56% 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: 28.97%
Q3: 14.34%
LULU: 13.21%
Median: 8.77%
Q1: 4.05%
Min: -7.88%

TOL

Consumer Durables & Apparel industry group

14.56%

Max: 28.97%
TOL: 14.56%
Q3: 14.34%
Median: 8.77%
Q1: 4.05%
Min: -7.88%

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their operating margin against the Consumer Durables & Apparel industry group benchmark.

Profitability Metrics

Profitability metrics for lululemon athletica (LULU) and Toll Brothers (TOL)
Metric	LULU	TOL
ROE (TTM)	30.90%	14.39%
ROA (TTM)	14.40%	6.90%
Net Margin (TTM)	12.78%	11.14%
Operating Margin (TTM)	13.21%	14.56%
Gross Margin (TTM)	54.90%	24.83%

Growth

Revenue Growth

Both lululemon athletica (LULU) at 4.86% and Toll Brothers (TOL) at 1.11% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both lululemon athletica (LULU) at -9.43% and Toll Brothers (TOL) at -10.13% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for lululemon athletica (LULU) and Toll Brothers (TOL)
Metric	LULU	TOL
Revenue Growth (YoY)	4.86%	1.11%
Revenue Growth (3Y CAGR)	11.03%	2.19%
EPS Growth (YoY)	-9.43%	-10.13%
EPS Growth (3Y CAGR)	25.68%	7.36%

Financial Strength

Current Ratio (MRQ)

lululemon athletica (LULU) at 2.19 keeps current ratio within its industry’s typical mid-range, while Toll Brothers (TOL) at 4.50 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

LULU

Consumer Durables & Apparel industry group

2.19

Max: 5.48
Q3: 3.70
LULU: 2.19
Median: 2.10
Q1: 1.64
Min: 0.75

TOL

Consumer Durables & Apparel industry group

4.50

Max: 5.48
TOL: 4.50
Q3: 3.70
Median: 2.10
Q1: 1.64
Min: 0.75

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their current ratio against the Consumer Durables & Apparel industry group benchmark.

Debt / Equity (MRQ)

Both lululemon athletica (LULU) at 0.45 and Toll Brothers (TOL) at 0.34 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

LULU

Consumer Durables & Apparel industry group

0.45

Max: 2.46
Q3: 1.19
LULU: 0.45
Median: 0.45
Q1: 0.23
Min: 0.00

TOL

Consumer Durables & Apparel industry group

0.34

Max: 2.46
Q3: 1.19
Median: 0.45
TOL: 0.34
Q1: 0.23
Min: 0.00

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their debt-to-equity ratio against the Consumer Durables & Apparel industry group benchmark.

Financial Strength Metrics

Financial strength metrics for lululemon athletica (LULU) and Toll Brothers (TOL)
Metric	LULU	TOL
Current Ratio (MRQ)	2.19	4.50
Debt / Equity (MRQ)	0.45	0.34
Net Debt / EBITDA	0.32	1.10

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 Toll Brothers (TOL) reports a yield of 0.66%, ranking against industry peers normally.

LULU

Consumer Durables & Apparel industry group

0.00%

Max: 5.10%
Q3: 2.20%
Median: 0.77%
LULU: 0.00%
Q1: 0.00%
Min: 0.00%

TOL

Consumer Durables & Apparel industry group

0.66%

Max: 5.10%
Q3: 2.20%
Median: 0.77%
TOL: 0.66%
Q1: 0.00%
Min: 0.00%

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their dividend yield against the Consumer Durables & Apparel industry group benchmark.

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 Toll Brothers (TOL) reports a payout of 8.22%, ranking against industry peers normally.

LULU

Consumer Durables & Apparel industry group

0.00%

Max: 96.30%
Q3: 39.57%
Median: 11.11%
LULU: 0.00%
Q1: 0.00%
Min: 0.00%

TOL

Consumer Durables & Apparel industry group

8.22%

Max: 96.30%
Q3: 39.57%
Median: 11.11%
TOL: 8.22%
Q1: 0.00%
Min: 0.00%

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their payout ratio against the Consumer Durables & Apparel industry group benchmark.

Dividend Metrics

Dividend metrics for lululemon athletica (LULU) and Toll Brothers (TOL)
Metric	LULU	TOL
Dividend Yield (TTM)	0.00%	0.66%
Dividend Payout Ratio (TTM)	0.00%	8.22%

Valuation

P/E Ratio (TTM)

Both lululemon athletica (LULU) at 9.12 and Toll Brothers (TOL) at 12.29 sit in the cheaper earnings-multiple quartile for P/E ratio, with the market paying less for a dollar of trailing earnings than it pays for typical peers.

LULU

Consumer Durables & Apparel industry group

9.12

Max: 40.20
Q3: 25.33
Median: 17.52
Q1: 14.50
LULU: 9.12
Min: 5.29

TOL

Consumer Durables & Apparel industry group

12.29

Max: 40.20
Q3: 25.33
Median: 17.52
Q1: 14.50
TOL: 12.29
Min: 5.29

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their P/E ratio against the Consumer Durables & Apparel industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both lululemon athletica (LULU) at 1.16 and Toll Brothers (TOL) at 1.31 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

LULU

Consumer Durables & Apparel industry group

1.16

Max: 3.32
Q3: 1.74
LULU: 1.16
Median: 1.02
Q1: 0.56
Min: 0.01

TOL

Consumer Durables & Apparel industry group

1.31

Max: 3.32
Q3: 1.74
TOL: 1.31
Median: 1.02
Q1: 0.56
Min: 0.01

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their P/S ratio against the Consumer Durables & Apparel industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both lululemon athletica (LULU) at 2.58 and Toll Brothers (TOL) at 1.65 are valued close to their industries’ norm against book — neither stands out from peers.

LULU

Consumer Durables & Apparel industry group

2.58

Max: 8.35
Q3: 4.28
LULU: 2.58
Median: 2.11
Q1: 1.09
Min: 0.49

TOL

Consumer Durables & Apparel industry group

1.65

Max: 8.35
Q3: 4.28
Median: 2.11
TOL: 1.65
Q1: 1.09
Min: 0.49

lululemon athletica (LULU) vs. Toll Brothers (TOL): A comparison of their P/B ratio against the Consumer Durables & Apparel industry group benchmark.

Valuation Metrics

Valuation metrics for lululemon athletica (LULU) and Toll Brothers (TOL)
Metric	LULU	TOL
P/E Ratio (TTM)	9.12	12.29
P/S Ratio (TTM)	1.16	1.31
P/B Ratio (MRQ)	2.58	1.65
Free Cash Flow Yield (TTM)	8.95%	3.97%