GOOS vs NKE vs RL vs UAA

For growth investors, Ralph Lauren Corporation (RL) is the stronger pick with 6.

7% revenue growth year-over-year, versus -9. 8% for NIKE, Inc. (NKE). Canada Goose Holdings Inc. (GOOS) offers the better valuation at 16. 8x trailing P/E (14. 9x forward), making it the more compelling value choice. Analysts rate NIKE, Inc. (NKE) a "Buy" — based on 71 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Canada Goose Holdings Inc.

(GOOS) is the cheapest at 16. 8x versus Ralph Lauren Corporation at 30. 9x. On forward P/E, Canada Goose Holdings Inc. is actually cheaper at 14. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Ralph Lauren Corporation wins at 1. 19x versus NIKE, Inc. 's 4. 79x — a reasonable growth-adjusted valuation.

Over the past 5 years, Ralph Lauren Corporation (RL) delivered a total return of +172.

0%, compared to -72. 6% for Canada Goose Holdings Inc. (GOOS). Over 10 years, the gap is even starker: RL returned +324. 6% versus UAA's -83. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), NIKE, Inc.

(NKE) is the lower-risk stock at 1. 14β versus Ralph Lauren Corporation's 1. 53β — meaning RL is approximately 33% more volatile than NKE relative to the S&P 500. On balance sheet safety, Under Armour, Inc. (UAA) carries a lower debt/equity ratio of 69% versus 133% for Canada Goose Holdings Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Ralph Lauren Corporation (RL) is pulling ahead at 6.

7% versus -9. 8% for NIKE, Inc. (NKE). On earnings-per-share growth, the picture is similar: Canada Goose Holdings Inc. grew EPS 70. 2% year-over-year, compared to -190. 4% for Under Armour, Inc.. Over a 3-year CAGR, GOOS leads at 7. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Ralph Lauren Corporation (RL) is the more profitable company, earning 10.

5% net margin versus -3. 9% for Under Armour, Inc. — meaning it keeps 10. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RL leads at 13. 2% versus -3. 6% for UAA. At the gross margin level — before operating expenses — GOOS leads at 69. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Ralph Lauren Corporation (RL) is the more undervalued stock at a PEG of 1. 19x versus NIKE, Inc. 's 4. 79x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Canada Goose Holdings Inc. (GOOS) trades at 14. 9x forward P/E versus 55. 4x for Under Armour, Inc. — 40. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GOOS: 62. 2% to $19. 33.

In this comparison, NKE (3.

5% yield), RL (0. 9% yield) pay a dividend. GOOS, UAA do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, NIKE, Inc.

(NKE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 14), 3. 5% yield). Both have compounded well over 10 years (NKE: -5. 6%, UAA: -83. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: GOOS is a small-cap deep-value stock; NKE is a mid-cap income-oriented stock; RL is a mid-cap quality compounder stock; UAA is a small-cap quality compounder stock. NKE, RL pay a dividend while GOOS, UAA do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.