LULU vs DECK Stock Comparison: AI Score, Valuation, Performance and Upside
Lululemon is a premium athletic apparel brand facing slowing domestic growth, while Deckers operates a diversified footwear portfolio anchored by the fast-growing HOKA brand alongside the mature UGG label.
Investors weighing Lululemon against Deckers are choosing between a premium apparel brand working through a domestic growth slowdown and a diversified footwear company balancing a high-growth brand with a seasonal legacy brand.
DECK holds the edge across 4 of 5 key metrics in this comparison. DECK has delivered stronger 1-year price return (-12.43% vs -38.91%), though LULU has the better forward P/E setup (10.76x vs 10.96x for DECK). DECK leads on both revenue growth (5.70%) and operating margin (15.23%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for DECK (+33.95%) than for LULU (+5.66%).
- Believe in the durability of Lululemon's premium athletic apparel brand
- Want exposure to international expansion, particularly in China
- Can tolerate a slowdown in core domestic same-store sales
- Value a vertically integrated, high-margin retail model
- Want exposure to the fast-growing HOKA performance running brand
- Value a diversified footwear portfolio spanning performance and lifestyle
- Are comfortable with UGG's seasonal sales patterns
- Believe in continued market share gains in performance running
| Metric | LULU | DECK |
|---|---|---|
| AI score | 36.2 | 53.4 |
| AI rank | #1534 | #293 |
| Latest close | $121.07 | $91.68 |
| 1M return | +6.79% | -10.53% |
| 6M return | -33.80% | -22.35% |
| 1Y return | -38.91% | -12.43% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | LULU | DECK |
|---|---|---|
| 1Y ago | $6.11K (-38.9%) started 2025-08-21 | $8.76K (-12.4%) started 2025-08-21 |
| 5Y ago | $2.99K (-70.1%) started 2021-08-23 | $12.69K (+26.9%) started 2021-08-23 |
| 10Y ago | $15.11K (+51.1%) started 2016-08-22 | $81.08K (+710.8%) started 2016-08-22 |
Hypothetical — past performance does not guarantee future results.
| Metric | LULU | DECK |
|---|---|---|
| Market cap | $13.75B | $12.49B |
| Trailing P/E | 9.80 | 13.04 |
| Forward P/E | 10.76 | 10.96 |
| Price/Sales | 1.23 | 2.26 |
| EV/Revenue | 1.28 | 2.06 |
| Analyst target | $127.92 | $122.81 |
| Target upside | +5.66% | +33.95% |
| Metric | LULU | DECK |
|---|---|---|
| Revenue growth | 4.30% | 5.70% |
| Earnings growth | -35.00% | 1.10% |
| EPS growth | -35.00% | +1.10% |
| FCF margin | +10.12% | +15.77% |
| Operating margin | 11.21% | 15.23% |
| Profit margin | 13.03% | 18.36% |
| ROIC proxy | 32.03% | 42.56% |
| Return on equity | 32.03% | 42.56% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 0.86 | 1.17 |
| Debt/equity | 44.26 | 20.52 |
| Current ratio | 2.23 | 2.75 |
| Quick ratio | 0.94 | 1.87 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | LULU | DECK |
|---|---|---|---|
| 1Y | Growth | -38.91% | -12.43% |
| CAGR | -38.93% | -12.44% | |
| Sharpe ratio | -0.96 | -0.17 | |
| Max drawdown | 51.16% | 35.81% | |
| Max daily drop | 18.58% | 15.21% | |
| Max wkly drop | 19.56% | 21.11% | |
| 5Y | Growth | -70.06% | +26.89% |
| CAGR | -21.45% | +4.88% | |
| Sharpe ratio | -0.46 | 0.23 | |
| Max drawdown | 79.38% | 64.35% | |
| Max daily drop | 19.80% | 20.51% | |
| Max wkly drop | 25.32% | 22.82% | |
| 10Y | Growth | +51.13% | +710.85% |
| CAGR | +4.22% | +23.29% | |
| Sharpe ratio | 0.20 | 0.60 | |
| Max drawdown | 79.38% | 64.35% | |
| Max daily drop | 23.44% | 20.51% | |
| Max wkly drop | 30.43% | 40.56% |
| Category | LULU | DECK |
|---|---|---|
| Company | Lululemon Athletica Inc. | Deckers Brands |
| Sector | Apparel / Athletic Wear | Footwear & Apparel |
| Industry | N/A | N/A |
| Core business | Lululemon designs and sells premium athletic apparel and accessories, known for its yoga-inspired products and strong direct-to-consumer retail presence. | Deckers owns a portfolio of footwear brands, most notably HOKA performance running shoes and UGG casual and lifestyle footwear, sold globally through wholesale and direct-to-consumer channels. |
| Investor focus | Watch same-store sales trends, international expansion progress, and the brand's ability to sustain premium pricing amid rising competition. | Watch the growth trajectory of HOKA alongside the seasonal, more mature UGG brand, and overall direct-to-consumer sales mix. |
- Strong brand loyalty and premium pricing power in athletic apparel
- Growing international presence, particularly in China
- Vertically integrated retail model with high-margin direct sales
- Diversified brand portfolio spanning performance and lifestyle footwear
- HOKA has become a significant growth driver within the running category
- Established, profitable operating history with strong brand equity in UGG
- Slowing domestic same-store sales growth in a maturing core market
- Increasing competition from both established and newer athletic apparel brands
- Premium pricing model is sensitive to shifts in discretionary consumer spending
- UGG's seasonal and trend-dependent sales can create revenue volatility
- Competition intensifying in the performance running category from newer entrants
- Reliance on wholesale partners alongside direct-to-consumer growth efforts
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