COMPARE · Reviewed August 3, 2026
BOOT vs LULU
Verdict: Side-by-side breakdown using the Bull Rankings model. BOOT scored 67.3, LULU scored 70.0 — LULU leads.
Compare another set
BOOT
Boot Barn Holdings, Inc.
67.3
$163.72 · $5.0B
fundamentals as of
Score gap
2.7
LULU leads
LULU
lululemon athletica inc.
70
$122.18 · $13.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
BOOT
stronger →← stronger
LULU
72
Qualityreturns · margins · balance sheet
88
97
Growthrevenue & earnings expansion
46
43
Valuevaluation vs sector peers
84
LULU is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BOOT
LULU
$117mC
FCF
$1.3bC+
+17.6%B+
Rev
+4.2%C+
0.59B+
D/E
0.44B+
20.7xB
P/E
9.9xA
1.12B+
PEG
0.91B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BOOT
LULU
281% above
Price vs fair valuelower is cheaper
34% below
~45%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
-76%
1-yr DCF upside
+52%
-74%
5-yr DCF upside
+51%
-70%
10-yr DCF upside
+50%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BOOT
Why this score
- Durable high returns
LULU
Why this score
- Buying back stock
- Durable high returns
The companies
BOOTBoot Barn Holdings, Inc.
Why now
Apparel Retail · market cap $5.0b. Down 22% from 52-week high of $210.25 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $220.71 (implying +35% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Beta 1.71 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
LULUlululemon athletica inc.
Why now
Apparel Retail · market cap $13.9b. Down 46% from 52-week high of $225.98 — deep drawdown territory. PEG 0.91 — paying under fair value for the growth rate. 26 sell-side analysts rate this a Hold with a mean 1-yr target of $127.73 (implying +5% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.