ONON vs LULU Comparison: AI Score, Valuation, Performance and Upside
Compare On Running and Lululemon by premium athletic market positioning, international expansion runway, DTC vs wholesale mix, brand loyalty, and which premium active lifestyle stock offers better long-term returns.
Use this On Running vs Lululemon comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
ONON and LULU are closely matched — they split the tracked metrics evenly. ONON has delivered stronger 1-year price return (-28.29% vs -47.74%), though LULU has the better forward P/E setup (10.14x vs 20.62x for ONON). Analyst consensus implies meaningfully more upside for ONON (+44.40%) than for LULU (+11.77%).
| Metric | ONON | LULU |
|---|---|---|
| AI score | 29.5 | 36.3 |
| AI rank | #2338 | #1558 |
| Latest close | $35.82 | $114.28 |
| 1M return | -2.98% | +1.05% |
| 6M return | -23.17% | -41.29% |
| 1Y return | -28.29% | -47.74% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ONON | LULU |
|---|---|---|
| 1Y ago | $7.17K (-28.3%) started 2025-07-24 | $5.23K (-47.7%) started 2025-07-24 |
| 5Y ago | $10.23K (+2.3%) started 2021-09-15 | $2.89K (-71.1%) started 2021-07-26 |
| 10Y ago | $10.23K (+2.3%) started 2021-09-15 | $14.73K (+47.3%) started 2016-07-25 |
Hypothetical — past performance does not guarantee future results.
| Metric | ONON | LULU |
|---|---|---|
| Market cap | $11.94B | $12.98B |
| Trailing P/E | 38.93 | 9.25 |
| Forward P/E | 20.62 | 10.14 |
| Price/Sales | 3.83 | 1.16 |
| EV/Revenue | 3.55 | 1.18 |
| Analyst target | $51.72 | $127.73 |
| Target upside | +44.40% | +11.77% |
| Metric | ONON | LULU |
|---|---|---|
| Revenue growth | 14.50% | 4.30% |
| Earnings growth | 81.10% | -35.00% |
| EPS growth | +81.10% | -35.00% |
| FCF margin | +7.70% | +10.12% |
| Operating margin | N/A | N/A |
| Profit margin | 8.02% | 13.03% |
| ROIC proxy | 15.50% | 32.03% |
| Return on equity | 15.50% | 32.03% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 2.12 | 0.88 |
| Debt/equity | 30.59 | 44.26 |
| Current ratio | 2.98 | 2.23 |
| Quick ratio | 2.07 | 0.94 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | ONON | LULU |
|---|---|---|---|
| 1Y | Growth | -28.29% | -47.74% |
| CAGR | -28.30% | -47.77% | |
| Sharpe ratio | -0.60 | -1.31 | |
| Max drawdown | 38.40% | 51.95% | |
| Max daily drop | 11.19% | 18.58% | |
| Max wkly drop | 20.02% | 19.56% | |
| 5Y | Growth | +2.34% | -71.10% |
| CAGR | +0.48% | -22.01% | |
| Sharpe ratio | 0.21 | -0.48 | |
| Max drawdown | 68.90% | 79.38% | |
| Max daily drop | 16.77% | 19.80% | |
| Max wkly drop | 34.98% | 25.32% | |
| 10Y | Growth | +2.34% | +47.31% |
| CAGR | +0.48% | +3.95% | |
| Sharpe ratio | 0.21 | 0.19 | |
| Max drawdown | 68.90% | 79.38% | |
| Max daily drop | 16.77% | 23.44% | |
| Max wkly drop | 34.98% | 30.43% |
| Category | ONON | LULU |
|---|---|---|
| Company | ONON | LULU |
| Sector | N/A | N/A |
| Industry | N/A | N/A |
| Core business | N/A | N/A |
| Investor focus | N/A | N/A |
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