Lululemon Athletica Inc vs Realty Income Corp — how do they compare? Lululemon Athletica Inc trades at $94.06 (market cap $10.27B), while Realty Income Corp trades at $54.14 (market cap $51.26B). The key difference: Realty Income Corp is far larger — about 5× Lululemon Athletica Inc's market cap, and Realty Income Corp pays a 6.01% dividend while Lululemon Athletica Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lululemon Athletica Inc for 105 Days and Realty Income Corp for 127 Days on average.
| LULU | O | |
|---|---|---|
Market Cap | $10.27B | $51.26B |
Volume | 4,392,324 | 12,300,266 |
Sector | Consumer Cyclical | Real Estate |
52-Week High | $215.88 | $67.56 |
52-Week Low | $91.88 | $53.35 |
Typical Hold Time | 105 Days | 127 Days |
Enterprise Value | $11.02B | $81.88B |
Dividend Yield | — | 6.01% |
Signals from Pluang's Aura AI — not financial advice
Lululemon stock trades at $94.21, down 54% year-to-date and near its 52-week low. Despite strong profitability with a 56.11% gross margin and 30.9% ROE, recent revenue declines and a bearish technical signal have pressured shares. Multiple law firms are investigating potential securities fraud following the stock's sharp drop, while earnings have consistently beaten expectations.
The outlook remains challenged by growth concerns and governance scrutiny, though a low P/E of 7.63 offers valuation support. Risks include competitive pressures and ongoing legal probes, but analyst consensus targets $97.67, suggesting moderate upside if execution improves.
Realty Income (O) trades at $54.09, down 1.39% amid a bearish technical signal and recent earnings misses. The stock faces pressure from rising Treasury yields, yet maintains a high gross margin of 92.56% and consistent dividend payments. Revenue growth is steady, with 2025 revenue at $5.75B, though net income margin has fluctuated. Analyst consensus is a Buy with a $64.80 price target, but technical indicators show resistance near $55.
The outlook for O hinges on its ability to navigate interest rate sensitivity while leveraging its robust property portfolio. Opportunities include a high dividend yield and strong operational cash flow, but risks involve debt levels nearing 40% of assets and competitive pressures in the REIT sector. Investor sentiment is cautious due to recent underperformance relative to the S&P 500.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Lululemon Athletica Inc. designs, distributes, and markets athletic apparel, footwear, and accessories for women, men, and girls. Lululemon offers pants, shorts, tops, and jackets for both leisure and athletic activities such as yoga and running. The company also sells fitness accessories, such as bags, yoga mats, and equipment. Lululemon sells its products through more than 600 company-owned stores in 18 countries, e-commerce, outlets, and wholesale accounts. The company was founded in 1998 and is based in Vancouver, Canada.
Read more on LULU →Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →