PEN vs LULU

Comparison between Penumbra Inc (PEN, Company) and Lululemon Athletica Inc (LULU, Company).

PEN is from the Healthcare sector, while LULU is from the Consumer Cyclical sector.

5-Year PerformancePEN has outperformed LULU, delivering a return of +3.7% compared to -22.3%

PEN vs LULU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	LULU(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	62.64%	92.26%
Sharpe Ratio	0.99	-1.35
5Y Beta	0.53	1.14
Industry	Medical Devices	Apparel Retail
P/E Ratio	75.61	8.70
Forward P/E	62.50	9.93
PEG Ratio	4.07	0.90
5Y EPS CAGR	46.16%	18.25%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	1.71%	10.33%
P/S Ratio	8.56	1.15
P/B Ratio	8.47	2.74

Market Cap

Winner

PEN

$12B

LULU

$12B

Max Drawdown

Winner

PEN

62.64%

LULU

92.26%

Sharpe Ratio

Winner

PEN

0.99

LULU

-1.35

5Y Beta

Winner

PEN

0.53

LULU

1.14

Industry

PEN

Medical Devices

LULU

Apparel Retail

P/E Ratio

PEN

75.61

Winner

LULU

8.70

Forward P/E

PEN

62.50

Winner

LULU

9.93

PEG Ratio

PEN

4.07

Winner

LULU

0.90

5Y EPS CAGR

Winner

PEN

46.16%

LULU

18.25%

Debt to Equity

PEN

0.00%

LULU

0.00%

Free Cash Flow Yield

PEN

1.71%

Winner

LULU

10.33%

P/S Ratio

PEN

8.56

Winner

LULU

1.15

P/B Ratio

PEN

8.47

Winner

LULU

2.74

PEN vs LULU - Historical Returns

Returns include dividend reinvestment.

Period	PEN	LULU
1 month	+0.75%	+1.05%
3 months	-3.38%	-20.53%
6 months	-11.28%	-40.19%
1 year	+38.47%	-47.74%
5 years(CAGR)	+3.65%	-22.26%
10 years(CAGR)	+17.97%	+3.95%
Max(CAGR)	+20.73%	+11.69%

PEN

+0.75%

Winner

LULU

+1.05%

Winner

PEN

-3.38%

LULU

-20.53%

Winner

PEN

-11.28%

LULU

-40.19%

Winner

PEN

+38.47%

LULU

-47.74%

5Y(CAGR)

Winner

PEN

+3.65%

LULU

-22.26%

10Y(CAGR)

Winner

PEN

+17.97%

LULU

+3.95%

Max(CAGR)

Winner

PEN

+20.73%

LULU

+11.69%

PEN vs LULU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PEN	LULU
2026	+3.01%	-45.79%
2025	+29.55%	-44.18%
2024	-2.98%	-24.33%
2023	+13.72%	+58.11%
2022	-21.66%	-17.33%
2021	+63.62%	+9.83%
2020	+6.84%	+49.10%
2019	+33.48%	+87.82%
2018	+35.25%	+52.60%
2017	+46.92%	+17.56%
2016	+14.52%	+16.34%
2015	+30.29%	-5.19%
2014	N/A	-4.78%
2013	N/A	-20.25%
2012	N/A	+62.09%
2011	N/A	+30.37%
2010	N/A	+121.35%
2009	N/A	+286.39%
2008	N/A	-82.31%
2007	N/A	+69.18%

PEN vs LULU Drawdown Comparison

The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

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

The current PEN drawdown is -11.32%. The current LULU drawdown is -77.65%.

Rank	PEN	LULU
#1	-62.64% Apr 28, 2021 - May 9, 2023	-92.26% Oct 22, 2007 - Dec 9, 2010
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-79.38% Dec 29, 2023 - Jun 22, 2026
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-54.73% Jun 10, 2013 - Feb 26, 2018
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-47.29% Feb 20, 2020 - May 21, 2020
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-46.12% Nov 16, 2021 - Dec 8, 2023
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-33.56% May 3, 2012 - May 10, 2013
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	-31.60% Jul 20, 2011 - Jan 27, 2012
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	-30.30% Sep 28, 2018 - Mar 28, 2019
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	-28.41% Sep 2, 2020 - Jul 23, 2021
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	-18.67% Apr 21, 2011 - Jun 21, 2011
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	-15.15% Aug 8, 2007 - Sep 19, 2007
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	-12.58% Feb 11, 2011 - Mar 28, 2011
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	-11.93% Oct 10, 2007 - Oct 16, 2007
#14	-12.23% Jan 27, 2026 - Jun 29, 2026	-11.10% Sep 24, 2021 - Oct 26, 2021
#15	-11.94% Jun 23, 2017 - Oct 2, 2017	-10.57% Jun 3, 2020 - Jul 20, 2020