BF-A vs LULU

Comparison between Brown-Forman Corp - Class A (BF-A, Company) and Lululemon Athletica Inc (LULU, Company).

BF-A is from the Consumer Defensive sector, while LULU is from the Consumer Cyclical sector.

5-Year PerformanceBF-A has outperformed LULU, delivering a return of -13.5% compared to -21.1%

BF-A vs LULU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BF-A(COMPANY)	LULU(COMPANY)
Market Cap	$13B	$14B
Max Drawdown	71.55%	92.26%
Sharpe Ratio	0.05	-0.85
5Y Beta	0.36	1.13
Industry	Beverages - Wineries & Distilleries	Apparel Retail
P/E Ratio	18.83	9.48
Forward P/E	17.09	10.67
PEG Ratio	2.20	0.91
Dividend Yield	3.17%	N/A
5Y Dividends CAGR	5.22%	N/A
5Y EPS CAGR	-5.00%	18.25%
Debt to Equity	60.55%	0.00%
Free Cash Flow Yield	6.66%	9.48%
P/S Ratio	3.35	1.25
P/B Ratio	3.33	2.80

Market Cap

BF-A

$13B

Winner

LULU

$14B

Max Drawdown

Winner

BF-A

71.55%

LULU

92.26%

Sharpe Ratio

Winner

BF-A

0.05

LULU

-0.85

5Y Beta

Winner

BF-A

0.36

LULU

1.13

Industry

BF-A

Beverages - Wineries & Distilleries

LULU

Apparel Retail

P/E Ratio

BF-A

18.83

Winner

LULU

9.48

Forward P/E

BF-A

17.09

Winner

LULU

10.67

PEG Ratio

BF-A

2.20

Winner

LULU

0.91

Dividend Yield

BF-A

3.17%

LULU

N/A

5Y Dividends CAGR

BF-A

5.22%

LULU

N/A

5Y EPS CAGR

BF-A

-5.00%

Winner

LULU

18.25%

Debt to Equity

BF-A

60.55%

Winner

LULU

0.00%

Free Cash Flow Yield

BF-A

6.66%

Winner

LULU

9.48%

P/S Ratio

BF-A

3.35

Winner

LULU

1.25

P/B Ratio

BF-A

3.33

Winner

LULU

2.80

BF-A vs LULU - Historical Returns

Returns include dividend reinvestment.

Period	BF-A	LULU
1 month	+8.16%	+7.86%
3 months	+4.78%	-5.54%
6 months	-2.35%	-27.84%
1 year	-1.55%	-36.53%
5 years(CAGR)	-13.53%	-21.13%
10 years(CAGR)	-1.87%	+4.83%
Max(CAGR)	+7.90%	+12.18%

Winner

BF-A

+8.16%

LULU

+7.86%

Winner

BF-A

+4.78%

LULU

-5.54%

Winner

BF-A

-2.35%

LULU

-27.84%

Winner

BF-A

-1.55%

LULU

-36.53%

5Y(CAGR)

Winner

BF-A

-13.53%

LULU

-21.13%

10Y(CAGR)

BF-A

-1.87%

Winner

LULU

+4.83%

Max(CAGR)

BF-A

+7.90%

Winner

LULU

+12.18%

BF-A vs LULU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BF-A	LULU
2026	+11.09%	-40.83%
2025	-26.36%	-44.18%
2024	-35.13%	-24.33%
2023	-7.30%	+58.11%
2022	-0.29%	-17.33%
2021	-4.25%	+9.83%
2020	+18.08%	+49.10%
2019	+35.86%	+87.82%
2018	-9.71%	+52.60%
2017	+46.63%	+17.56%
2016	-12.48%	+16.34%
2015	+27.43%	-5.19%
2014	+20.96%	-4.78%
2013	+18.50%	-20.25%
2012	+25.82%	+62.09%
2011	+16.85%	+30.37%
2010	+26.72%	+121.35%
2009	+9.96%	+286.39%
2008	-12.20%	-82.31%
2007	+14.28%	+69.18%
2006	-5.66%	N/A
2005	+43.70%	N/A
2004	+7.42%	N/A
2003	+44.98%	N/A
2002	+7.24%	N/A
2001	-1.06%	N/A
2000	+27.78%	N/A
1999	-14.26%	N/A

BF-A vs LULU Drawdown Comparison

The maximum drawdown for BF-A was -68.32%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for LULU was -92.26%, occurring on Mar 9, 2009. Recovery took 790 trading sessions.

The current BF-A drawdown is -60.58%. The current LULU drawdown is -75.60%.

Rank	BF-A	LULU
#1	-68.32% Dec 15, 2020 - Mar 24, 2026	-92.26% Oct 22, 2007 - Dec 9, 2010
#2	-41.16% Jun 5, 2008 - Mar 22, 2010	-79.38% Dec 29, 2023 - Jun 22, 2026
#3	-36.98% Feb 20, 2020 - Sep 2, 2020	-54.73% Jun 10, 2013 - Feb 26, 2018
#4	-33.54% Nov 8, 1999 - Nov 10, 2000	-47.29% Feb 20, 2020 - May 21, 2020
#5	-24.74% May 1, 2002 - Apr 2, 2003	-46.12% Nov 16, 2021 - Dec 8, 2023
#6	-23.94% Aug 5, 2015 - Nov 27, 2017	-33.56% May 3, 2012 - May 10, 2013
#7	-20.22% May 21, 2018 - Jun 13, 2019	-31.60% Jul 20, 2011 - Jan 27, 2012
#8	-19.48% Mar 17, 2006 - Jun 5, 2008	-30.30% Sep 28, 2018 - Mar 28, 2019
#9	-17.31% Jul 5, 2011 - Oct 18, 2011	-28.41% Sep 2, 2020 - Jul 23, 2021
#10	-15.01% Feb 13, 2001 - Jul 25, 2001	-18.67% Apr 21, 2011 - Jun 21, 2011
#11	-14.29% Sep 9, 2020 - Nov 16, 2020	-15.15% Aug 8, 2007 - Sep 19, 2007
#12	-13.45% Jun 20, 2014 - Nov 28, 2014	-12.58% Feb 11, 2011 - Mar 28, 2011
#13	-13.29% Mar 5, 2004 - Dec 13, 2004	-11.93% Oct 10, 2007 - Oct 16, 2007
#14	-12.66% Apr 5, 2010 - Jul 23, 2010	-11.10% Sep 24, 2021 - Oct 26, 2021
#15	-12.30% Jul 25, 2001 - Feb 22, 2002	-10.57% Jun 3, 2020 - Jul 20, 2020