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Ulta Beauty, Inc. (ULTA)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US90384S3031
CUSIP
90384S303
IPO Date
Oct 25, 2007

Highlights

Market Cap
$23.27B
Enterprise Value
$25.40B
EPS (TTM)
$25.63
PE Ratio
20.40
PEG Ratio
2.03
Total Revenue (TTM)
$12.39B
Gross Profit (TTM)
$4.85B
EBITDA (TTM)
$1.76B
Year Range
$323.37 - $714.97
Target Price
$712.93
ROA (TTM)
16.48%
ROE (TTM)
41.14%

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.


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S&P 500 Index

Returns By Period

Ulta Beauty, Inc. (ULTA) has returned -13.60% so far this year and 42.61% over the past 12 months. Over the last ten years, ULTA has returned 10.41% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Ulta Beauty, Inc.

1D
2.47%
1M
-23.67%
YTD
-13.60%
6M
-4.40%
1Y
42.61%
3Y*
-1.42%
5Y*
10.76%
10Y*
10.41%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 25, 2007, ULTA's average daily return is +0.10%, while the average monthly return is +1.99%. At this rate, your investment would double in approximately 2.9 years.

Historically, 62% of months were positive and 38% were negative. The best month was Sep 2009 with a return of +43.3%, while the worst month was Oct 2008 at -33.6%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ULTA closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +24.0%, while the worst single day was Aug 30, 2019 at -29.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.00%5.78%-23.67%-13.60%
2025-5.24%-11.11%0.05%7.94%19.16%-0.77%10.09%-4.33%10.96%-4.91%3.65%12.28%39.11%
20242.46%9.26%-4.68%-22.57%-2.41%-2.33%-5.44%-3.30%10.28%-5.18%4.79%12.49%-11.24%
20239.57%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%

Benchmark Metrics

Ulta Beauty, Inc. has an annualized alpha of 16.70%, beta of 1.07, and R² of 0.22 versus S&P 500 Index. Calculated based on daily prices since October 26, 2007.

  • This stock captured 147.06% of S&P 500 Index gains and 106.59% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.22 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
16.70%
Beta
1.07
0.22
Upside Capture
147.06%
Downside Capture
106.59%

Return for Risk

Risk / Return Rank

ULTA ranks 76 for risk / return — better than 76% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


ULTA Risk / Return Rank: 7676
Overall Rank
ULTA Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
ULTA Sortino Ratio Rank: 7474
Sortino Ratio Rank
ULTA Omega Ratio Rank: 7575
Omega Ratio Rank
ULTA Calmar Ratio Rank: 7272
Calmar Ratio Rank
ULTA Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Ulta Beauty, Inc. (ULTA) and compare them to a chosen benchmark (S&P 500 Index).


ULTABenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.16

0.90

+0.26

Sortino ratio

Return per unit of downside risk

1.80

1.39

+0.42

Omega ratio

Gain probability vs. loss probability

1.25

1.21

+0.04

Calmar ratio

Return relative to maximum drawdown

1.63

1.40

+0.23

Martin ratio

Return relative to average drawdown

6.25

6.61

-0.35

Explore ULTA risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Ulta Beauty, Inc. doesn't pay dividends

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.


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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 26.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.89%Oct 31, 2007340Mar 9, 2009438Dec 1, 2010778
-64.92%Jul 18, 2019169Mar 18, 2020353Aug 11, 2021522
-44.56%Mar 14, 2024250Mar 13, 2025185Dec 5, 2025435
-39.39%Jun 6, 201791Oct 12, 2017274Nov 13, 2018365
-38.46%Nov 6, 201351Jan 21, 2014244Jan 8, 2015295

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Ulta Beauty, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Ulta Beauty, Inc. is priced in the market compared to other companies in the Specialty Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for ULTA, comparing it with other companies in the Specialty Retail industry. Currently, ULTA has a P/E ratio of 20.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for ULTA compared to other companies in the Specialty Retail industry. ULTA currently has a PEG ratio of 2.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ULTA relative to other companies in the Specialty Retail industry. Currently, ULTA has a P/S ratio of 1.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ULTA in comparison with other companies in the Specialty Retail industry. Currently, ULTA has a P/B value of 8.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items