COMP <GO>
LULU vs LEVI // ALTMAN Z-SCORE & DEBT/EQUITY
lululemon athletica inc. (NASDAQ) VS. Levi Strauss & Co (NYSE) • 15-METRIC TALLY: LULU 9
— LEVI 5
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: LULU
LAST: $107.83 (+0.55%) • MKT CAP: $11.32B
balance-sheet
5.25
LAST: $23.03 (+2.36%) • MKT CAP: $8.63B
balance-sheet
2.97
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LULU VS. LEVI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LULU | LEVI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 56.60% | 61.70% | -5.10 | LEVI | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 32.30% | 20.90% | +11.40 | LULU | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.3x | 10.3x | -6.00 | LULU | /valuation <GO> |
| Free Cash Flow Yield | 7.95% | 3.55% | +4.40 | LULU | /fcf-yield <GO> |
| Operating Margin | 19.90% | 10.80% | +9.10 | LULU | /operating-margins <GO> |
| Net Profit Margin | 14.20% | 8.40% | +5.80 | LULU | /net-margins <GO> |
| Revenue Growth (YoY) | 4.90% | 4.10% | +0.80 | LULU | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.46% | -2.46 | LEVI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 5.25 | 2.97 | +2.28 | LULU | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | LEVI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.1 | 67.4 | -10.30 | LEVI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 1.10 | -0.18 | LEVI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.8x | 15.3x | -8.50 | LULU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.32B | $8.63B | $2.70B | LULU | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LULU REV | LEVI REV | LULU GROSS % | LEVI GROSS % | LULU FCF | LEVI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.10B | $6.28B | 56.6% | 61.7% | $921.7M | $308.2M |
| FY 2024 | $10.59B | $6.03B | 59.2% | 60.6% | $1.58B | $670.9M |
| FY 2023 | $9.62B | $5.84B | — | — | $1.86B | $172.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LULU // BETA 0.92
LEVI // BETA 1.10