Ulta Beauty, Inc. (ULTA)
Company Info
Highlights
$16.17B
$24.91
13.78
2.23
$8.83B
$3.39B
$1.44B
$318.17 - $574.76
$397.00
6.73%
2.21
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Ulta Beauty, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Ulta Beauty, Inc. had a return of -30.94% year-to-date (YTD) and -17.37% in the last 12 months. Over the past 10 years, Ulta Beauty, Inc. had an annualized return of 10.43%, while the S&P 500 had an annualized return of 11.18%, indicating that Ulta Beauty, Inc. did not perform as well as the benchmark.
ULTA
-30.94%
-7.80%
-11.37%
-17.37%
8.15%
10.43%
^GSPC (Benchmark)
25.15%
2.74%
12.53%
30.93%
13.79%
11.18%
Monthly Returns
The table below presents the monthly returns of ULTA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.46% | 9.26% | -4.68% | -22.57% | -2.41% | -2.33% | -5.44% | -3.30% | 10.28% | -5.18% | -30.94% | ||
| 2023 | 9.57% | 0.94% | 5.18% | 1.06% | -25.68% | 14.83% | -5.48% | -6.69% | -3.75% | -4.54% | 11.72% | 15.02% | 4.46% |
| 2022 | -11.79% | 2.96% | 6.33% | -0.36% | 6.63% | -8.89% | 0.89% | 7.96% | -4.45% | 4.53% | 10.84% | 0.91% | 13.76% |
| 2021 | -2.58% | 15.22% | -4.08% | 6.53% | 4.86% | 0.12% | -2.88% | 15.34% | -6.81% | 1.78% | 4.52% | 7.39% | 43.59% |
| 2020 | 5.83% | -4.04% | -31.66% | 24.03% | 11.97% | -16.63% | -5.13% | 20.31% | -3.53% | -7.68% | 33.19% | 4.27% | 13.44% |
| 2019 | 19.23% | 7.05% | 11.60% | 0.07% | -4.47% | 4.05% | 0.68% | -31.93% | 5.43% | -6.98% | 0.30% | 8.24% | 3.39% |
| 2018 | -0.70% | -8.44% | 0.45% | 22.83% | -1.59% | -5.45% | 4.68% | 6.39% | 8.51% | -2.69% | 8.48% | -17.78% | 9.47% |
| 2017 | 6.80% | 0.42% | 4.32% | -1.33% | 8.31% | -5.74% | -12.57% | -12.02% | 2.28% | -10.74% | 9.87% | 0.88% | -12.27% |
| 2016 | -2.07% | -8.82% | 17.28% | 7.50% | 11.87% | 4.56% | 7.21% | -5.36% | -3.73% | 2.25% | 6.64% | -1.76% | 37.81% |
| 2015 | 3.21% | 6.68% | 7.17% | 0.16% | 1.01% | 1.20% | 7.50% | -4.78% | 3.33% | 6.50% | -4.00% | 10.78% | 44.71% |
| 2014 | -11.20% | 4.64% | 8.64% | -9.99% | -3.20% | 7.67% | 1.01% | 5.39% | 21.44% | 2.23% | 4.70% | 1.07% | 32.45% |
| 2013 | -0.45% | -9.47% | -8.21% | 7.82% | 3.55% | 10.31% | 0.78% | -1.65% | 20.37% | 7.86% | -1.48% | -23.96% | -1.77% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ULTA is 20, indicating that it is in the bottom 20% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Ulta Beauty, Inc. (ULTA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Ulta Beauty, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Ulta Beauty, Inc. was 87.89%, occurring on Mar 9, 2009. Recovery took 438 trading sessions.
The current Ulta Beauty, Inc. drawdown is 40.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.89% | Oct 31, 2007 | 340 | Mar 9, 2009 | 438 | Dec 1, 2010 | 778 |
| -64.92% | Jul 18, 2019 | 169 | Mar 18, 2020 | 353 | Aug 11, 2021 | 522 |
| -43.48% | Mar 14, 2024 | 104 | Aug 12, 2024 | — | — | — |
| -39.39% | Jun 6, 2017 | 91 | Oct 12, 2017 | 274 | Nov 13, 2018 | 365 |
| -38.46% | Nov 6, 2013 | 51 | Jan 21, 2014 | 244 | Jan 8, 2015 | 295 |
Volatility
Volatility Chart
The current Ulta Beauty, Inc. volatility is 8.62%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Ulta Beauty, Inc. compared to its peers in the Specialty Retail industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for ULTA in comparison to other companies of the Specialty Retail industry. Currently, ULTA has a PE value of 13.8. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for ULTA in comparison to other companies of the Specialty Retail industry. Currently, ULTA has a PEG value of 2.2. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Ulta Beauty, Inc..
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Income Statement
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