Compare Lululemon Athletica Inc (LULU) vs Simon Property Group Inc (SPG) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lululemon Athletica Inc vs Simon Property Group Inc — how do they compare? Lululemon Athletica Inc trades at $116.02 (market cap $13.25B), while Simon Property Group Inc trades at $226.52 (market cap $74.00B). The key difference: Simon Property Group Inc is far larger — about 5.6× Lululemon Athletica Inc's market cap, and Simon Property Group Inc pays a 3.86% dividend while Lululemon Athletica Inc pays none. Which is the better fit depends on your goals.
| LULU | SPG | |
|---|---|---|
Market Cap | $13.25B | $74.00B |
Sector | Consumer Cyclical | Real Estate |
52-Week High | $224.03 | $228.70 |
52-Week Low | $105.43 | $160.68 |
Enterprise Value | $13.87B | $102.48B |
Dividend Yield | — | 3.86% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Lululemon trades at $116.79, up 0.4% on the day, with a bearish technical signal but strong fundamentals including a 13.03% net margin and 32.03% ROE. Recent earnings beats and a $30M investment in nylon recycling startup Syntetica highlight growth initiatives, though the stock faces headwinds from North American weakness and a class-action lawsuit over tariff costs. The current price sits near pivot point resistance at $117.
The outlook is mixed: valuation metrics like a 9.42 P/E suggest potential upside to the $129.29 consensus target, but bearish technicals and competitive pressures pose risks. Investment opportunity lies in robust cash flow and buyback potential, while key risks include brand controversies and macroeconomic sensitivity.
SPG trades at $228.53, down 0.07% on the day, with strong technical momentum showing bullish moving averages and neutral oscillators. The company demonstrates robust fundamentals with Q1 2026 EPS beating expectations at $1.48 versus $1.46, maintaining a three-quarter beat streak. Revenue growth continues from $6.0B in 2024 to $6.4B in 2025, supported by strong leasing activity and portfolio redevelopment. The stock offers a 4% dividend yield with recent H1-26 payment of $2.25 declared.
SPG presents a compelling investment case with strong operational performance and upward earnings revisions, though elevated valuation metrics and significant long-term debt of $24.21B warrant caution. Analyst consensus leans positive with 40.5% buy ratings but mixed sentiment reflects concerns about e-commerce competition and interest rate sensitivity. The current price sits above the $214.40 consensus target, suggesting limited near-term upside potential despite solid fundamentals.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About Lululemon Athletica Inc
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 →About Simon Property Group Inc
Simon Property Group is the second- largest real estate investment trust in the United States. Its portfolio includes an interest in 207 properties: 119 traditional malls, 69 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and five other retail properties. Simon's portfolio averaged $693 in sales per square foot over the 12 months prior to the pandemic. The company also owns a 21% interest in Klepierre, a European retail company with investments in shopping centers in 16 countries, and joint venture interests in 33 premium outlets across 11 countries.
Read more on SPG →
