Ulta Beauty Inc. (ULTA)$515.04
Market Cap: 17.80 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Ulta Beauty Inc. (ULTA).
CONSUMER CYCLICAL
SPECIALTY RETAIL
DCF ready
Valuation
16.3x
EV/FCF, 6.1% FCF yield
Quality
41.1%
ROIC, 8.6% FCF margin
Growth
15.0%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 1.4x current ratio
Superinvestors
1
Top: Mairs & Power Growth Fund (0.0%)
Strengths to research
- Revenue compounded at 15.0% over five years.
- Free cash flow compounded at 10.2% over five years.
- Return on equity is strong at 41.1%.
- Debt/equity looks manageable at 0.0x.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for ULTA.
Grade A
89
/ 100
Peer Comparison
Target stock against 7 market-cap comparable peers.
Heat map: red worst to green best
| ULTA Target | Ulta Beauty Inc. | $17.8B | 20.1x | 16.3x | 41.1% | 15.0% | 8.6% | 39.1% | -0.2x | N/A |
| CASY | Casey's Gen'l Stores | $17.0B | 56.4x | 32.6x | 9.2% | 11.7% | 3.7% | N/A | N/A | N/A |
| BBY | Best Buy Co. Inc. | $14.3B | 12.2x | 10.0x | 36.1% | -2.5% | 3.0% | 22.5% | -0.8x | N/A |
| TSCO | Tractor Supply | $27.2B | 15.3x | 36.7x | 40.1% | 7.9% | 4.8% | 36.4% | 0.0x | N/A |
| BBWI | Bath & Body Works Inc. | $6.5B | 5.7x | 10.9x | 24.9% | 2.5% | 11.9% | 43.7% | 2.1x | N/A |
| FIVE | Five Below Inc. | $4.6B | 33.9x | 9.3x | 16.3% | 19.4% | 8.6% | N/A | -1.1x | N/A |
| RH | RH | $3.5B | 21.6x | 13.7x | 205.9% | N/A | N/A | N/A | -0.1x | N/A |
| ASO | Academy Sports and Outdoors Inc. | $2.5B | 9.5x | 9.8x | 17.4% | 1.2% | 3.7% | 34.8% | -0.5x | N/A |
Financial Charts
No financial data available for ULTA (annual).
1 superinvestors own ULTA
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 605 | $316,000 | 0.00% | 0.0% |