LULU vs BWA

Comparison between Lululemon Athletica Inc (LULU, Company) and BorgWarner Inc (BWA, Company).

Both LULU and BWA are from the Consumer Cyclical sector.

5-Year PerformanceBWA has outperformed LULU, delivering a return of +10.2% compared to -19.1%

LULU vs BWA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LULU(COMPANY)	BWA(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	92.26%	72.54%
Sharpe Ratio	-2.05	2.25
5Y Beta	1.20	0.99
Industry	Apparel Retail	Auto Parts
P/E Ratio	9.37	19.27
Forward P/E	10.10	18.35
PEG Ratio	0.61	4.01
Dividend Yield	N/A	0.81%
5Y Dividends CAGR	N/A	5.71%
5Y EPS CAGR	24.33%	1.40%
Debt to Equity	0.00%	70.78%
Free Cash Flow Yield	6.31%	1.05%
P/S Ratio	1.41	1.01
P/B Ratio	3.07	2.65

Market Cap

Winner

LULU

$15B

BWA

$15B

Max Drawdown

LULU

92.26%

Winner

BWA

72.54%

Sharpe Ratio

LULU

-2.05

Winner

BWA

2.25

5Y Beta

LULU

1.20

Winner

BWA

0.99

Industry

LULU

Apparel Retail

BWA

Auto Parts

P/E Ratio

Winner

LULU

9.37

BWA

19.27

Forward P/E

Winner

LULU

10.10

BWA

18.35

PEG Ratio

Winner

LULU

0.61

BWA

4.01

Dividend Yield

LULU

N/A

BWA

0.81%

5Y Dividends CAGR

LULU

N/A

BWA

5.71%

5Y EPS CAGR

Winner

LULU

24.33%

BWA

1.40%

Debt to Equity

Winner

LULU

0.00%

BWA

70.78%

Free Cash Flow Yield

Winner

LULU

6.31%

BWA

1.05%

P/S Ratio

LULU

1.41

Winner

BWA

1.01

P/B Ratio

LULU

3.07

Winner

BWA

2.65

LULU vs BWA - Historical Returns

Returns include dividend reinvestment.

Period	LULU	BWA
1 month	-12.27%	+27.20%
3 months	-34.04%	+38.13%
6 months	-39.88%	+68.72%
1 year	-65.47%	+128.97%
5 years(CAGR)	-19.09%	+10.24%
10 years(CAGR)	+5.21%	+10.83%
Max(CAGR)	+11.77%	+12.38%

LULU

-12.27%

Winner

BWA

+27.20%

LULU

-34.04%

Winner

BWA

+38.13%

LULU

-39.88%

Winner

BWA

+68.72%

LULU

-65.47%

Winner

BWA

+128.97%

5Y(CAGR)

LULU

-19.09%

Winner

BWA

+10.24%

10Y(CAGR)

LULU

+5.21%

Winner

BWA

+10.83%

Max(CAGR)

LULU

+11.77%

Winner

BWA

+12.38%

LULU vs BWA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LULU	BWA
2026	-45.81%	+56.64%
2025	-44.18%	+46.06%
2024	-24.33%	-10.38%
2023	+58.11%	+2.47%
2022	-17.33%	-9.40%
2021	+9.83%	+20.20%
2020	+49.10%	-10.38%
2019	+87.82%	+25.75%
2018	+52.60%	-31.89%
2017	+17.56%	+29.14%
2016	+16.34%	-5.18%
2015	-5.19%	-20.22%
2014	-4.78%	+0.89%
2013	-20.25%	+50.83%
2012	+62.09%	+9.46%
2011	+30.37%	-13.11%
2010	+121.35%	+114.21%
2009	+286.39%	+45.65%
2008	-82.31%	-52.77%
2007	+69.18%	+63.88%
2006	N/A	-3.39%
2005	N/A	+15.44%
2004	N/A	+28.28%
2003	N/A	+63.75%
2002	N/A	-2.65%
2001	N/A	+33.20%
2000	N/A	+5.11%
1999	N/A	+1.55%

LULU vs BWA Drawdown Comparison

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

The maximum drawdown for BWA was -72.14%, occurring on Mar 6, 2009. Recovery took 617 trading sessions.

The current LULU drawdown is -77.66%. The current BWA drawdown is -5.67%.

Rank	LULU	BWA
#1	-92.26% Oct 22, 2007 - Dec 9, 2010	-72.14% May 16, 2008 - Oct 27, 2010
#2	-77.66% Dec 29, 2023 - Jun 5, 2026	-68.23% Jul 9, 2014 - Feb 4, 2026
#3	-54.73% Jun 10, 2013 - Feb 26, 2018	-42.29% May 23, 2002 - Jul 18, 2003
#4	-47.29% Feb 20, 2020 - May 21, 2020	-33.05% Aug 7, 2001 - Jan 29, 2002
#5	-46.12% Nov 16, 2021 - Dec 8, 2023	-31.25% Apr 4, 2011 - Feb 16, 2012
#6	-33.56% May 3, 2012 - May 10, 2013	-30.45% Mar 15, 2012 - Jul 10, 2013
#7	-31.60% Jul 20, 2011 - Jan 27, 2012	-28.43% Nov 19, 1999 - May 1, 2000
#8	-30.30% Sep 28, 2018 - Mar 28, 2019	-28.16% May 16, 2000 - Feb 6, 2001
#9	-28.41% Sep 2, 2020 - Jul 23, 2021	-23.80% Feb 12, 2026 - May 13, 2026
#10	-18.67% Apr 21, 2011 - Jun 21, 2011	-23.35% Oct 31, 2007 - May 7, 2008
#11	-15.15% Aug 8, 2007 - Sep 19, 2007	-21.49% Jan 26, 2004 - Nov 5, 2004
#12	-12.58% Feb 11, 2011 - Mar 28, 2011	-19.91% May 16, 2006 - Jan 24, 2007
#13	-11.93% Oct 10, 2007 - Oct 16, 2007	-17.83% Jul 16, 2007 - Oct 1, 2007
#14	-11.10% Sep 24, 2021 - Oct 26, 2021	-16.41% Feb 1, 2005 - Jun 13, 2005
#15	-10.57% Jun 3, 2020 - Jul 20, 2020	-15.08% Mar 8, 2001 - May 16, 2001