lululemon athletica inc. (LULU) vs V.F. (VFC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 21, 2026.
Summary
V.F. (VFC) has outperformed lululemon athletica inc. (LULU) over the past year, gaining 12.2% versus a loss of 46.8%. Over five years, VFC leads with a -76.5% price change compared with -78.6% for LULU. lululemon athletica inc. is the larger company by market cap ($11.18 billion vs $6.74 billion), about 1.7 times the size.
On valuation, lululemon athletica inc. trades at a lower forward P/E (11.2x vs 12.7x for V.F.). V.F. pays a dividend yielding 2.10%, while lululemon athletica inc. does not currently pay one. lululemon athletica inc. converts more of its revenue into profit, with a net margin of 14.2% versus 2.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | LULU | VFC |
|---|---|---|
| Share price | $96.53 | $17.15 |
| Market cap | $11.18B | $6.74B |
| 1-day change | -3.41% | -1.78% |
| YTD return | -53.55% | -5.14% |
| 1-year return | -46.78% | +12.24% |
| 5-year return | -78.55% | -76.47% |
| P/E ratio (TTM) | 8.22 | 25.22 |
| Forward P/E | 11.16 | 12.67 |
| EPS (TTM) | $11.74 | $0.68 |
| Dividend yield | 0.00% | 2.10% |
| Annual dividend | $0.00 | $0.36 |
| Revenue (latest FY) | $11.10B | $9.61B |
| Revenue growth (YoY) | +4.86% | +1.06% |
| Net income (latest FY) | $1.58B | $254.92M |
| Gross margin | 56.60% | 54.78% |
| Operating margin | 19.91% | 6.00% |
| Net margin | 14.22% | 2.65% |
| 52-week high | $225.98 | $22.27 |
| 52-week low | $90.38 | $12.46 |
| Distance from 52-week high | -57.28% | -22.99% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +8.68% | +10.32% |
| Average volume | 4.86M | 8.62M |
| Shares outstanding | 105.59M | 393.13M |
| Employees | 39,000 | 14,560 |
| Sector | Consumer Discretionary | Industrials |
| Industry | Apparel | Garments and Clothing |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- VFC has outperformed LULU by 59.0 percentage points over the past year.
- V.F. trades at a higher earnings multiple (25.2x vs 8.2x trailing P/E).
- V.F. offers a meaningfully higher dividend yield (2.10% vs 0.00%).
- lululemon athletica inc. is more profitable, keeping 14.2 cents of every revenue dollar as net income versus 2.7 cents for V.F..
- The two companies sit in different sectors: lululemon athletica inc. in Consumer Discretionary and V.F. in Industrials.
About lululemon athletica inc.
LULU stock →lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China, Hong Kong, Taiwan, Macau, Greece, and internationally. It offers pants, shorts, tops, and jackets for athletic activities, such as yoga, running, training, and other activities.
Consumer Discretionary · Apparel · 39,000 employees
About V.F.
VFC stock →V.F. Corporation, together with its subsidiaries, offers branded apparel, footwear, and accessories for men, women, and children in the Americas, Europe, and the Asia-Pacific.
Industrials · Garments and Clothing · 14,560 employees
LULU vs VFC FAQ
Which is bigger, lululemon athletica inc. or V.F.?
lululemon athletica inc. (LULU) is larger, with a market capitalization of $11.18B compared with $6.74B for V.F. (VFC).
Which stock has performed better over the past year, LULU or VFC?
VFC returned +12.24% over the past 12 months, compared with -46.78% for LULU (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, LULU or VFC?
LULU has the lower trailing P/E at 8.2, versus 25.2 for VFC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, lululemon athletica inc. or V.F.?
V.F. pays a dividend yielding 2.10%, while lululemon athletica inc. does not currently pay a regular dividend.
Are lululemon athletica inc. and V.F. in the same industry?
No. lululemon athletica inc. is in the Consumer Discretionary sector, while V.F. is in Industrials.