LULU vs ARCC

Comparison between Lululemon Athletica Inc (LULU, Company) and Ares Capital Corp (ARCC, Company).

LULU is from the Consumer Cyclical sector, while ARCC is from the Financial Services sector.

5-Year PerformanceARCC has outperformed LULU, delivering a return of +9.8% compared to -17.6%

LULU vs ARCC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LULU(COMPANY)	ARCC(COMPANY)
Market Cap	$14B	$13B
Max Drawdown	92.26%	84.31%
Sharpe Ratio	-1.88	-0.33
5Y Beta	1.17	0.75
Industry	Apparel Retail	Asset Management
P/E Ratio	8.67	11.65
Forward P/E	10.47	9.65
PEG Ratio	0.63	3.72
Dividend Yield	N/A	10.10%
5Y Dividends CAGR	N/A	3.71%
5Y EPS CAGR	24.33%	N/A
Debt to Equity	0.00%	112.68%
Free Cash Flow Yield	6.83%	-9.15%
P/S Ratio	1.28	4.37
P/B Ratio	3.06	0.97

Market Cap

Winner

LULU

$14B

ARCC

$13B

Max Drawdown

LULU

92.26%

Winner

ARCC

84.31%

Sharpe Ratio

LULU

-1.88

Winner

ARCC

-0.33

5Y Beta

LULU

1.17

Winner

ARCC

0.75

Industry

LULU

Apparel Retail

ARCC

Asset Management

P/E Ratio

Winner

LULU

8.67

ARCC

11.65

Forward P/E

LULU

10.47

Winner

ARCC

9.65

PEG Ratio

Winner

LULU

0.63

ARCC

3.72

Dividend Yield

LULU

N/A

ARCC

10.10%

5Y Dividends CAGR

LULU

N/A

ARCC

3.71%

5Y EPS CAGR

LULU

24.33%

ARCC

N/A

Debt to Equity

Winner

LULU

0.00%

ARCC

112.68%

Free Cash Flow Yield

Winner

LULU

6.83%

ARCC

-9.15%

P/S Ratio

Winner

LULU

1.28

ARCC

4.37

P/B Ratio

LULU

3.06

Winner

ARCC

0.97

LULU vs ARCC - Historical Returns

Returns include dividend reinvestment.

Period	LULU	ARCC
1 month	-26.79%	-0.37%
3 months	-32.47%	+0.20%
6 months	-30.20%	-1.70%
1 year	-62.65%	-4.17%
5 years(CAGR)	-17.65%	+9.80%
10 years(CAGR)	+6.97%	+12.29%
Max(CAGR)	+12.06%	+12.00%

LULU

-26.79%

Winner

ARCC

-0.37%

LULU

-32.47%

Winner

ARCC

+0.20%

LULU

-30.20%

Winner

ARCC

-1.70%

LULU

-62.65%

Winner

ARCC

-4.17%

5Y(CAGR)

LULU

-17.65%

Winner

ARCC

+9.80%

10Y(CAGR)

LULU

+6.97%

Winner

ARCC

+12.29%

Max(CAGR)

Winner

LULU

+12.06%

ARCC

+12.00%

LULU vs ARCC - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	LULU	ARCC
2026	-43.48%	-5.05%
2025	-44.18%	-0.34%
2024	-24.33%	+19.80%
2023	+58.11%	+19.29%
2022	-17.33%	-3.00%
2021	+9.83%	+39.31%
2020	+49.10%	+0.59%
2019	+87.82%	+32.01%
2018	+52.60%	+7.42%
2017	+17.56%	+4.97%
2016	+16.34%	+26.10%
2015	-5.19%	-0.64%
2014	-4.78%	-2.84%
2013	-20.25%	+9.64%
2012	+62.09%	+23.43%
2011	+30.37%	-0.05%
2010	+121.35%	+38.30%
2009	+286.39%	+130.17%
2008	-82.31%	-47.60%
2007	+69.18%	-16.31%
2006	N/A	+29.09%
2005	N/A	-7.15%
2004	N/A	+31.40%

LULU vs ARCC Drawdown Comparison

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

The maximum drawdown for ARCC was -79.37%, occurring on Mar 5, 2009. Recovery took 715 trading sessions.

The current LULU drawdown is -76.70%. The current ARCC drawdown is -12.63%.

Rank	LULU	ARCC
#1	-92.26% Oct 22, 2007 - Dec 9, 2010	-79.37% Feb 22, 2007 - Dec 22, 2009
#2	-76.70% Dec 29, 2023 - May 15, 2026	-56.84% Feb 7, 2020 - Jan 20, 2021
#3	-54.73% Jun 10, 2013 - Feb 26, 2018	-24.60% Apr 29, 2011 - Feb 28, 2012
#4	-47.29% Feb 20, 2020 - May 21, 2020	-22.17% Apr 29, 2010 - Sep 29, 2010
#5	-46.12% Nov 16, 2021 - Dec 8, 2023	-21.89% Apr 6, 2015 - Jul 25, 2016
#6	-33.56% May 3, 2012 - May 10, 2013	-21.78% Apr 20, 2022 - Jul 26, 2023
#7	-31.60% Jul 20, 2011 - Jan 27, 2012	-20.10% Aug 4, 2005 - Sep 27, 2006
#8	-30.30% Sep 28, 2018 - Mar 28, 2019	-19.35% Dec 28, 2004 - Aug 3, 2005
#9	-28.41% Sep 2, 2020 - Jul 23, 2021	-19.33% Jul 17, 2025 - Mar 27, 2026
#10	-18.67% Apr 21, 2011 - Jun 21, 2011	-18.79% Feb 4, 2025 - Jul 10, 2025
#11	-15.15% Aug 8, 2007 - Sep 19, 2007	-17.20% Jan 19, 2010 - Mar 17, 2010
#12	-12.58% Feb 11, 2011 - Mar 28, 2011	-14.28% Nov 9, 2018 - Feb 20, 2019
#13	-11.93% Oct 10, 2007 - Oct 16, 2007	-13.99% Jun 30, 2014 - Feb 23, 2015
#14	-11.10% Sep 24, 2021 - Oct 26, 2021	-11.36% Apr 3, 2012 - Jul 13, 2012
#15	-10.57% Jun 3, 2020 - Jul 20, 2020	-10.76% Feb 8, 2022 - Apr 19, 2022