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APLS vs. ULTA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between APLS and ULTA is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

APLS vs. ULTA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apellis Pharmaceuticals, Inc. (APLS) and Ulta Beauty, Inc. (ULTA). The values are adjusted to include any dividend payments, if applicable.

20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%December2025FebruaryMarchAprilMay
26.94%
94.91%
APLS
ULTA

Key characteristics

Sharpe Ratio

APLS:

-1.08

ULTA:

-0.00

Sortino Ratio

APLS:

-1.98

ULTA:

0.23

Omega Ratio

APLS:

0.76

ULTA:

1.03

Calmar Ratio

APLS:

-0.78

ULTA:

-0.04

Martin Ratio

APLS:

-1.99

ULTA:

-0.14

Ulcer Index

APLS:

31.96%

ULTA:

12.00%

Daily Std Dev

APLS:

53.71%

ULTA:

38.56%

Max Drawdown

APLS:

-81.38%

ULTA:

-87.89%

Current Drawdown

APLS:

-80.91%

ULTA:

-31.55%

Fundamentals

Market Cap

APLS:

$2.56B

ULTA:

$17.87B

EPS

APLS:

-$1.60

ULTA:

$25.33

PS Ratio

APLS:

3.27

ULTA:

1.58

PB Ratio

APLS:

11.19

ULTA:

7.18

Total Revenue (TTM)

APLS:

$609.04M

ULTA:

$8.57B

Gross Profit (TTM)

APLS:

$511.08M

ULTA:

$3.32B

EBITDA (TTM)

APLS:

-$95.69M

ULTA:

$1.31B

Returns By Period

In the year-to-date period, APLS achieves a -44.19% return, which is significantly lower than ULTA's -10.74% return.


APLS

YTD

-44.19%

1M

-4.76%

6M

-38.03%

1Y

-57.90%

5Y*

-10.82%

10Y*

N/A

ULTA

YTD

-10.74%

1M

18.36%

6M

-1.28%

1Y

-0.06%

5Y*

11.07%

10Y*

9.69%

*Annualized

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Risk-Adjusted Performance

APLS vs. ULTA — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APLS
The Risk-Adjusted Performance Rank of APLS is 33
Overall Rank
The Sharpe Ratio Rank of APLS is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of APLS is 33
Sortino Ratio Rank
The Omega Ratio Rank of APLS is 44
Omega Ratio Rank
The Calmar Ratio Rank of APLS is 66
Calmar Ratio Rank
The Martin Ratio Rank of APLS is 11
Martin Ratio Rank

ULTA
The Risk-Adjusted Performance Rank of ULTA is 4747
Overall Rank
The Sharpe Ratio Rank of ULTA is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of ULTA is 4444
Sortino Ratio Rank
The Omega Ratio Rank of ULTA is 4343
Omega Ratio Rank
The Calmar Ratio Rank of ULTA is 4949
Calmar Ratio Rank
The Martin Ratio Rank of ULTA is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

APLS vs. ULTA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Apellis Pharmaceuticals, Inc. (APLS) and Ulta Beauty, Inc. (ULTA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current APLS Sharpe Ratio is -1.08, which is lower than the ULTA Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of APLS and ULTA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.20-1.00-0.80-0.60-0.40-0.200.00December2025FebruaryMarchAprilMay
-1.08
-0.00
APLS
ULTA

Dividends

APLS vs. ULTA - Dividend Comparison

Neither APLS nor ULTA has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

APLS vs. ULTA - Drawdown Comparison

The maximum APLS drawdown since its inception was -81.38%, smaller than the maximum ULTA drawdown of -87.89%. Use the drawdown chart below to compare losses from any high point for APLS and ULTA. For additional features, visit the drawdowns tool.


-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%December2025FebruaryMarchAprilMay
-80.91%
-31.55%
APLS
ULTA

Volatility

APLS vs. ULTA - Volatility Comparison

Apellis Pharmaceuticals, Inc. (APLS) has a higher volatility of 14.79% compared to Ulta Beauty, Inc. (ULTA) at 12.55%. This indicates that APLS's price experiences larger fluctuations and is considered to be riskier than ULTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
14.79%
12.55%
APLS
ULTA

Financials

APLS vs. ULTA - Financials Comparison

This section allows you to compare key financial metrics between Apellis Pharmaceuticals, Inc. and Ulta Beauty, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
212.53M
3.49B
(APLS) Total Revenue
(ULTA) Total Revenue
Values in USD except per share items

APLS vs. ULTA - Profitability Comparison

The chart below illustrates the profitability comparison between Apellis Pharmaceuticals, Inc. and Ulta Beauty, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
80.8%
38.2%
(APLS) Gross Margin
(ULTA) Gross Margin
APLS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apellis Pharmaceuticals, Inc. reported a gross profit of 171.67M and revenue of 212.53M. Therefore, the gross margin over that period was 80.8%.

ULTA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ulta Beauty, Inc. reported a gross profit of 1.33B and revenue of 3.49B. Therefore, the gross margin over that period was 38.2%.

APLS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apellis Pharmaceuticals, Inc. reported an operating income of -26.16M and revenue of 212.53M, resulting in an operating margin of -12.3%.

ULTA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ulta Beauty, Inc. reported an operating income of 516.32M and revenue of 3.49B, resulting in an operating margin of 14.8%.

APLS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apellis Pharmaceuticals, Inc. reported a net income of -36.35M and revenue of 212.53M, resulting in a net margin of -17.1%.

ULTA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ulta Beauty, Inc. reported a net income of 393.27M and revenue of 3.49B, resulting in a net margin of 11.3%.