URBN vs LULU Stock Comparison

Urban Outfitters and Lululemon Athletica Prices as of Oct 26, 2026 Peers: Industry group
URBN Urban Outfitters Inc
$90.59 +20.2% 1M +33.7% 1Y
Market cap
$7.70B
P/E
13.5x
Revenue (TTM)
$6.47B
Div. yield
–
Apparel Retail Consumer Discretionary
5 wins
LULU lululemon athletica inc.
$102.91 +1.6% 1M -42.2% 1Y
Market cap
$11.59B
P/E
8.2x
Revenue (TTM)
$11.09B
Div. yield
–
Apparel Consumer Discretionary
4 wins

Head to Head

9 decided of 12

Urban Outfitters leads on 5 of the 12 questions below (Urban Outfitters 5, Lululemon Athletica 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionURBNLULULeader
Larger companyMarket capitalisation $7.70B $11.59B LULU
Cheaper on earningsLower P/E, profitable companies only 13.5x 8.2x LULU
Cheaper on forward earningsLower price / next fiscal year consensus EPS 13.7x 10.0x LULU
Faster revenue growthRevenue growth, trailing twelve months +11.0% +1.7% URBN
More profitableNet margin, trailing twelve months 8.8% 12.8% LULU
Better return on capitalReturn on invested capital — — –
Less leveragedLower net debt / EBITDA — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +33.7% -42.2% URBN
Better 5-year returnAnnualised price return, 5 years +24.1%/yr -25.0%/yr URBN
Less volatileAnnualised volatility, 1 year 42.9% 47.0% URBN
Higher overall scoreMean of the five percentile scores vs peers 77/100 77/100 URBN

Percentile Scorecard

URBNLULU

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisURBNLULU
Valuation 59 #43 of 104 87 #7 of 46
Growth 80 #21 of 99 29 #31 of 43
Profitability 82 #19 of 99 98 #2 of 42
Financial Health 85 #18 of 113 75 #14 of 53
Shareholder Returns 82 #14 of 73 97 #2 of 34
Overall 77 77
  • URBN ranked among 115 companies in Retail
  • LULU ranked among 53 companies in Apparel and Luxury

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodURBNLULUSPY
1 month +20.2%+1.6% -0.8%
3 months +24.8%-12.7% +3.5%
6 months +25.2%-30.0% +7.0%
Year to date +20.4%-50.5% +12.2%
1 year +33.7%-42.2% +13.0%
3 years +167.9%-73.4% +86.3%
3 years, per year +38.9%-35.7% +23.1%
5 years +193.6%-76.3% +68.6%
5 years, per year +24.1%-25.0% +11.0%
10 years +166.0%+80.5% +258.0%
10 years, per year +10.3%+6.1% +13.6%

Risk

MeasureURBNLULUSPY
Volatility, 1Y 42.9%47.0% 12.7%
Downside volatility, 1Y 39.0%52.0% 12.7%
Beta vs S&P 500, 1Y 0.961.19 1.00
Return / volatility, 1Y 0.78-0.90 1.02
Max drawdown, 5Y -52.2%-82.0% -25.4%
From 52-week high 0.0%-52.3% -1.8%
52-week high $90.59$215.88 $779.14
52-week low $59.57$91.88 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleURBNLULU
P/E now vs peer median 13.6xmedian 16.7x 8.2xmedian 16.6x
P/S now vs peer median 1.2xmedian 0.5x 1.0xmedian 0.7x
EV/EBITDA now vs peer median 8.1xmedian 9.0x 3.8xmedian 9.7x
P/FCF now vs peer median 26.3xmedian 16.5x 8.1xmedian 12.2x
P/B now vs peer median 2.7xmedian 1.7x 2.3xmedian 2.2x
PEG now vs peer median 0.34median 0.72 0.49median 0.64

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsURBNLULU
Revenue $6.47B $11.09B
Gross profit $2.43B $6.22B
Operating income $731.44M $1.98B
Net income $569.06M $1.42B
Free cash flow $295.21M $1.35B
EPS (diluted) $6.57 $12.56
Cash & equivalents $598.76M $1.39B
Shares (diluted) 86.67M 112.92M
Enterprise value $5.27B $5.84B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricURBNLULU
P/E 13.6x 8.2x
P/FCF 26.3x 8.1x
P/Operating cash flow 10.8x 5.5x
P/S 1.2x 1.0x
P/B 2.7x 2.3x
P/Tangible book 2.7x 2.3x
EV/EBITDA 8.1x 3.8x
EV/EBIT 9.6x 4.8x
EV/Revenue 1.1x 0.9x
EV/FCF 23.9x 7.1x
EV/Operating cash flow 9.8x 4.8x
PEG (3Y EPS CAGR) 0.34 0.49

Growth

14 metrics
MetricURBNLULU
Revenue growth (1Y) 11.0% 1.7%
Revenue CAGR (3Y) 9.4% 7.9%
Gross profit growth (1Y) 16.7% -3.4%
Gross profit CAGR (3Y) 16.0% 7.5%
Operating income growth (1Y) 31.4% -20.7%
Operating income CAGR (3Y) 34.9% 8.5%
Net income growth (1Y) 19.7% -20.6%
Net income CAGR (3Y) 36.1% 12.1%
EPS growth (1Y) 25.9% -15.8%
EPS CAGR (3Y) 40.0% 16.6%
Operating cash flow growth (1Y) 21.3% 3.7%
Operating cash flow CAGR (3Y) 22.9% 6.6%
Free cash flow growth (1Y) -26.0% 15.9%
Free cash flow CAGR (3Y) 11.4% 11.8%

Profitability

14 metrics
MetricURBNLULU
Gross margin 37.5% 56.1%
EBITDA margin 13.5% 22.7%
Operating margin 11.3% 17.8%
Pretax margin 11.1% 18.1%
Net margin 8.8% 12.8%
FCF margin 4.6% 12.2%
Operating cash flow margin 11.1% 17.9%
Return on equity 20.8% 29.5%
Return on assets 11.5% 16.7%
Return on invested capital – –
Return on capital employed 19.3% 29.5%
Asset turnover 1.3x 1.3x
Cash conversion (OCF / net income) 1.3x 1.4x
Stock comp / revenue 0.5% 0.8%

Financial Health

11 metrics
MetricURBNLULU
Debt / assets – –
Debt / equity – –
Net debt / EBITDA – –
Debt / FCF – –
Liabilities / assets 44.3% 43.5%
Equity / assets 55.7% 56.5%
Interest coverage – –
Current ratio 1.6x 2.2x
Quick ratio 0.7x 0.9x
Cash ratio 0.6x 0.8x
Altman Z-score 4.73 4.88

Shareholder Returns

7 metrics
MetricURBNLULU
Dividend yield – –
Net buyback yield 3.9% 10.5%
Shareholder yield 3.9% 10.5%
Payout ratio (earnings) – –
Payout ratio (FCF) – –
Dividend growth (1Y) – –
Dividend CAGR (3Y) – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusURBNLULU
Forward P/E 13.7xFY2026 10.0xFY2026
EPS, next fiscal year $6.63FY2026 $10.28FY2026
EPS growth, next FY +21.9%FY2026 -22.5%FY2026
EPS growth, the year after -3.3% -16.1%
Revenue, next fiscal year $7.18BFY2026 $11.00BFY2026
Revenue growth, next FY +16.4%FY2026 -0.9%FY2026
Revenue growth, the year after +5.7% -9.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersURBNLULU
Held by institutions 71.7% 71.6%
Institutions holding 416 846
Change in shares held, QoQ -0.4% -2.1%
Institutions buying 205 407
Institutions selling 150 330
Buyers to sellers 1.37 1.23

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

URBNLULU
URBN 1.00 0.32
LULU 0.32 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, URBN and LULU?

Lululemon Athletica (LULU) is the largest by market capitalisation: Urban Outfitters (URBN) $7.70B, Lululemon Athletica (LULU) $11.59B.

Which stock is cheaper, URBN and LULU?

Lululemon Athletica (LULU) trades on the lowest price-to-earnings ratio (Urban Outfitters (URBN) 13.5x, Lululemon Athletica (LULU) 8.2x). On next year's consensus earnings, Lululemon Athletica (LULU) is cheapest (Urban Outfitters (URBN) 13.7x, Lululemon Athletica (LULU) 10.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Urban Outfitters (URBN) grew revenue fastest over the trailing twelve months: Urban Outfitters (URBN) +11.0%, Lululemon Athletica (LULU) +1.7%.

Which company is more profitable?

Lululemon Athletica (LULU) has the highest net margin (Urban Outfitters (URBN) 8.8%, Lululemon Athletica (LULU) 12.8%).

Which stock has performed better?

Over the past year Urban Outfitters (URBN) returned the most: Urban Outfitters (URBN) +33.7%, Lululemon Athletica (LULU) -42.2%. Over five years, Urban Outfitters (URBN) compounded fastest (Urban Outfitters (URBN) +24.1%/yr, Lululemon Athletica (LULU) -25.0%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Urban Outfitters (URBN) has been the steadiest (Urban Outfitters (URBN) 42.9%, Lululemon Athletica (LULU) 47.0%). Volatility measures how widely the price swings, not the risk of the business.

Do URBN and LULU move together?

Their daily returns over the past year have a correlation of 0.32, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, URBN and LULU?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Urban Outfitters (URBN) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.