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LTH vs LULU
Revenue, margins, valuation, and 5-year total return — side by side.
Apparel - Retail
LTH vs LULU — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Leisure | Apparel - Retail |
| Market Cap | $7.16B | $14.88B |
| Revenue (TTM) | $3.08B | $11.10B |
| Net Income (TTM) | $386M | $1.58B |
| Gross Margin | 58.2% | 56.6% |
| Operating Margin | 16.5% | 19.8% |
| Forward P/E | 22.1x | 10.2x |
| Total Debt | $6.75B | $1.80B |
| Cash & Equiv. | $232M | $1.81B |
LTH vs LULU — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Oct 21 | May 26 | Return |
|---|---|---|---|
| Life Time Group Hol… (LTH) | 100 | 185.6 | +85.6% |
| Lululemon Athletica… (LULU) | 100 | 28.7 | -71.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LTH vs LULU
Each card shows where this stock fits in a portfolio — not just who wins on paper.
LTH has the current edge in this matchup, primarily because of its strength in income & stability and growth exposure.
- beta 1.06
- Rev growth 14.3%, EPS growth 124.3%, 3Y rev CAGR 18.0%
- Lower volatility, beta 1.06, current ratio 0.63x
LULU is the clearest fit if your priority is long-term compounding.
- 108.6% 10Y total return vs LTH's 81.3%
- Lower P/E (10.2x vs 22.1x)
- 14.2% margin vs LTH's 12.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.3% revenue growth vs LULU's 4.9% | |
| Value | Lower P/E (10.2x vs 22.1x) | |
| Quality / Margins | 14.2% margin vs LTH's 12.5% | |
| Stability / Safety | Beta 1.06 vs LULU's 1.61 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | -2.4% vs LULU's -51.5% | |
| Efficiency (ROA) | 20.1% ROA vs LTH's 4.8%, ROIC 37.2% vs 4.4% |
LTH vs LULU — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
LTH vs LULU — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — LTH and LULU each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LULU is the larger business by revenue, generating $11.1B annually — 3.6x LTH's $3.1B. Profitability is closely matched — net margins range from 14.2% (LULU) to 12.5% (LTH). On growth, LTH holds the edge at +11.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.1B | $11.1B |
| EBITDAEarnings before interest/tax | $815M | $2.7B |
| Net IncomeAfter-tax profit | $386M | $1.6B |
| Free Cash FlowCash after capex | -$124M | $922M |
| Gross MarginGross profit ÷ Revenue | +58.2% | +56.6% |
| Operating MarginEBIT ÷ Revenue | +16.5% | +19.8% |
| Net MarginNet income ÷ Revenue | +12.5% | +14.2% |
| FCF MarginFCF ÷ Revenue | -4.0% | +8.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.7% | +0.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +14.7% | -19.1% |
Valuation Metrics
LULU leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 10.1x trailing earnings, LULU trades at a 48% valuation discount to LTH's 19.4x P/E. On an enterprise value basis, LULU's 5.5x EV/EBITDA is more attractive than LTH's 17.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $7.2B | $14.9B |
| Enterprise ValueMkt cap + debt − cash | $13.7B | $14.9B |
| Trailing P/EPrice ÷ TTM EPS | 19.38x | 10.07x |
| Forward P/EPrice ÷ next-FY EPS est. | 22.11x | 10.24x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.42x |
| EV / EBITDAEnterprise value multiple | 17.59x | 5.49x |
| Price / SalesMarket cap ÷ Revenue | 2.39x | 1.34x |
| Price / BookPrice ÷ Book value/share | 2.32x | 3.17x |
| Price / FCFMarket cap ÷ FCF | — | 16.14x |
Profitability & Efficiency
LULU leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
LULU delivers a 34.7% return on equity — every $100 of shareholder capital generates $35 in annual profit, vs $13 for LTH. LULU carries lower financial leverage with a 0.36x debt-to-equity ratio, signaling a more conservative balance sheet compared to LTH's 2.16x. On the Piotroski fundamental quality scale (0–9), LTH scores 6/9 vs LULU's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +12.6% | +34.7% |
| ROA (TTM)Return on assets | +4.8% | +20.1% |
| ROICReturn on invested capital | +4.4% | +37.2% |
| ROCEReturn on capital employed | +6.5% | +35.8% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 2.16x | 0.36x |
| Net DebtTotal debt minus cash | $6.5B | -$9M |
| Cash & Equiv.Liquid assets | $232M | $1.8B |
| Total DebtShort + long-term debt | $6.7B | $1.8B |
| Interest CoverageEBIT ÷ Interest expense | 9.49x | — |
Total Returns (Dividends Reinvested)
LTH leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LTH five years ago would be worth $18,127 today (with dividends reinvested), compared to $4,045 for LULU. Over the past 12 months, LTH leads with a -2.4% total return vs LULU's -51.5%. The 3-year compound annual growth rate (CAGR) favors LTH at 16.6% vs LULU's -29.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +20.6% | -36.6% |
| 1-Year ReturnPast 12 months | -2.4% | -51.5% |
| 3-Year ReturnCumulative with dividends | +58.5% | -65.0% |
| 5-Year ReturnCumulative with dividends | +81.3% | -59.5% |
| 10-Year ReturnCumulative with dividends | +81.3% | +108.6% |
| CAGR (3Y)Annualised 3-year return | +16.6% | -29.5% |
Risk & Volatility
LTH leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
LTH is the less volatile stock with a 1.06 beta — it tends to amplify market swings less than LULU's 1.61 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LTH currently trades 92.0% from its 52-week high vs LULU's 39.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.06x | 1.61x |
| 52-Week HighHighest price in past year | $34.99 | $340.25 |
| 52-Week LowLowest price in past year | $24.14 | $127.82 |
| % of 52W HighCurrent price vs 52-week peak | +92.0% | +39.3% |
| RSI (14)Momentum oscillator 0–100 | 76.7 | 31.3 |
| Avg Volume (50D)Average daily shares traded | 2.8M | 2.9M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates LTH as "Buy" and LULU as "Hold". Consensus price targets imply 56.6% upside for LULU (target: $209) vs 29.5% for LTH (target: $42).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $41.67 | $209.14 |
| # AnalystsCovering analysts | 12 | 70 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +7.9% |
LULU leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). LTH leads in 2 (Total Returns, Risk & Volatility). 1 tied.
LTH vs LULU: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is LTH or LULU a better buy right now?
For growth investors, Life Time Group Holdings, Inc.
(LTH) is the stronger pick with 14. 3% revenue growth year-over-year, versus 4. 9% for Lululemon Athletica Inc. (LULU). Lululemon Athletica Inc. (LULU) offers the better valuation at 10. 1x trailing P/E (10. 2x forward), making it the more compelling value choice. Analysts rate Life Time Group Holdings, Inc. (LTH) a "Buy" — based on 12 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.
02Which has the better valuation — LTH or LULU?
On trailing P/E, Lululemon Athletica Inc.
(LULU) is the cheapest at 10. 1x versus Life Time Group Holdings, Inc. at 19. 4x. On forward P/E, Lululemon Athletica Inc. is actually cheaper at 10. 2x.
03Which is the better long-term investment — LTH or LULU?
Over the past 5 years, Life Time Group Holdings, Inc.
(LTH) delivered a total return of +81. 3%, compared to -59. 5% for Lululemon Athletica Inc. (LULU). Over 10 years, the gap is even starker: LULU returned +108. 6% versus LTH's +81. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — LTH or LULU?
By beta (market sensitivity over 5 years), Life Time Group Holdings, Inc.
(LTH) is the lower-risk stock at 1. 06β versus Lululemon Athletica Inc. 's 1. 61β — meaning LULU is approximately 52% more volatile than LTH relative to the S&P 500. On balance sheet safety, Lululemon Athletica Inc. (LULU) carries a lower debt/equity ratio of 36% versus 2% for Life Time Group Holdings, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — LTH or LULU?
By revenue growth (latest reported year), Life Time Group Holdings, Inc.
(LTH) is pulling ahead at 14. 3% versus 4. 9% for Lululemon Athletica Inc. (LULU). On earnings-per-share growth, the picture is similar: Life Time Group Holdings, Inc. grew EPS 124. 3% year-over-year, compared to -9. 4% for Lululemon Athletica Inc.. Over a 3-year CAGR, LTH leads at 18. 0% 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.
06Which has better profit margins — LTH or LULU?
Lululemon Athletica Inc.
(LULU) is the more profitable company, earning 14. 2% net margin versus 12. 5% for Life Time Group Holdings, Inc. — meaning it keeps 14. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LULU leads at 19. 9% versus 16. 1% for LTH. At the gross margin level — before operating expenses — LULU leads at 56. 6%, 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.
07Is LTH or LULU more undervalued right now?
On forward earnings alone, Lululemon Athletica Inc.
(LULU) trades at 10. 2x forward P/E versus 22. 1x for Life Time Group Holdings, Inc. — 11. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LULU: 56. 6% to $209. 14.
08Which pays a better dividend — LTH or LULU?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is LTH or LULU better for a retirement portfolio?
For long-horizon retirement investors, Life Time Group Holdings, Inc.
(LTH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 06)). Lululemon Athletica Inc. (LULU) carries a higher beta of 1. 61 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (LTH: +81. 3%, LULU: +108. 6%), 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.
10What are the main differences between LTH and LULU?
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: LTH is a small-cap quality compounder stock; LULU is a mid-cap deep-value stock. 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.
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