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lululemon athletica vs The TJX Companies: Which Stock Looks Stronger in 2026?

The TJX Companies holds the cleaner structural position, with the lead spread across growth and stability. lululemon athletica still has the edge on valuation, which keeps the comparison from looking entirely one-sided. On the market side, The TJX Companies is in better shape — its trend is intact while lululemon athletica's trend has broken down. That puts structure and market broadly in agreement — The TJX Companies's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The lead is spread across growth and stability, rather than sitting in one isolated gap. The overall score gap is 11 points in favour of The TJX Companies, Inc..

INDUSTRY COMPARISON

Both operate in: Apparel Retail

This comparison is based on industry proximity, not on functional trajectory similarity. LULU and TJX share the same industry classification.

For a similarity-based comparison, see how lululemon athletica and The TJX Companies each position within their functional peer groups in AssetNext.

Peer-Relative Score
LULU
lululemon athletica inc.
61
Peer-Score
Signal qualityMedium
vs
TJX
The TJX Companies, Inc.
72
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: LULU vs TJX Profitability 83 75 Stability 33 87 Valuation 86 53 Growth 18 82 LULU TJX
Gap Ranking
#1 Growth +64
#2 Stability +54
#3 Valuation +33
#4 Profitability +8
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for LULU and TJX Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer LULUTJX Relative valuation Structural strength

The price setup looks more supportive for The TJX Companies, Inc., but lululemon athletica inc. still has the stronger structure.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Growth
On growth, The TJX Companies, Inc. ranks near the top of the group; lululemon athletica inc. sits in the weaker half.
Stability
On stability, the gap still runs the same way: The TJX Companies, Inc. sits near the top of the group, while lululemon athletica inc. remains in the weaker half.
Growth — Dominant Gap
LULU
18
TJX
82
Gap+64in favour of TJX

Earnings growth is one contributing factor within the growth lead.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for lululemon athletica, with a forward P/E that is 16.4 turns lower there.

What this means for the comparison

The lead is built on both growth and stability — though valuation still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the LULU vs TJX comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how LULU and TJX each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.