Carter’s Inc (CRI)vsLululemon Athletica Inc. (LULU)
CRI
Carter’s Inc
$30.43
+0.79%
CONSUMER CYCLICAL · Cap: $1.18B
LULU
Lululemon Athletica Inc.
$98.97
+2.16%
CONSUMER CYCLICAL · Cap: $11.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Lululemon Athletica Inc. generates 272% more annual revenue ($11.09B vs $2.98B). LULU leads profitability with a 12.8% profit margin vs 6.5%. LULU appears more attractively valued with a PEG of 0.77. CRI earns a higher WallStSmart Score of 73/100 (B).
CRI
Strong Buy73
out of 100
Grade: B
LULU
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.8%
Fair Value
$59.81
Current Price
$30.43
$29.38 discount
Margin of Safety
+70.5%
Fair Value
$597.24
Current Price
$98.97
$498.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 47146.0% YoY
Strong operational efficiency at 23.7%
Attractively priced relative to earnings
Every $100 of equity generates 30 in profit
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
6.5% margin — thin
Elevated debt levels
Weak financial health signals
Revenue declined 4.3%
Earnings declined 5.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRI
The strongest argument for CRI centers on P/E Ratio, Price/Book, EPS Growth.
Bull Case : LULU
The strongest argument for LULU centers on P/E Ratio, Return on Equity, Altman Z-Score. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : CRI
The primary concerns for CRI are PEG Ratio, Market Cap, Profit Margin.
Bear Case : LULU
The primary concerns for LULU are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CRI profiles as a value stock while LULU is a declining play — different risk/reward profiles.
LULU carries more volatility with a beta of 0.86 — expect wider price swings.
CRI is growing revenue faster at 5.2% — sustainability is the question.
CRI generates stronger free cash flow (190M), providing more financial flexibility.
Bottom Line
CRI scores higher overall (73/100 vs 62/100). LULU offers better value entry with a 70.5% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Carter’s Inc
CONSUMER CYCLICAL · APPAREL RETAIL · USA
Carter's, Inc. designs, supplies, and markets branded children's clothing under the brands Carter's, OshKosh, Skip Hop, Child of Mine, Just One You, Simple Joys, Carter's little baby basics, and other brands in the United States and internationally. The company is headquartered in Atlanta, Georgia.
Lululemon Athletica Inc.
CONSUMER CYCLICAL · APPAREL RETAIL · USA
lululemon athletica inc. The company is headquartered in Vancouver, Canada.
Visit Website →Compare with Other APPAREL RETAIL Stocks
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