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

Correlation

The correlation between DDS and ULTA is 0.47, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

DDS vs. ULTA - Performance Comparison

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

1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%NovemberDecember2025FebruaryMarchApril
2,185.28%
1,201.02%
DDS
ULTA

Key characteristics

Sharpe Ratio

DDS:

-0.46

ULTA:

-0.22

Sortino Ratio

DDS:

-0.41

ULTA:

-0.07

Omega Ratio

DDS:

0.95

ULTA:

0.99

Calmar Ratio

DDS:

-0.47

ULTA:

-0.19

Martin Ratio

DDS:

-1.10

ULTA:

-0.71

Ulcer Index

DDS:

18.01%

ULTA:

11.88%

Daily Std Dev

DDS:

43.14%

ULTA:

38.48%

Max Drawdown

DDS:

-93.94%

ULTA:

-87.89%

Current Drawdown

DDS:

-33.98%

ULTA:

-32.35%

Fundamentals

Market Cap

DDS:

$5.17B

ULTA:

$17.42B

EPS

DDS:

$36.82

ULTA:

$25.32

PE Ratio

DDS:

9.12

ULTA:

15.15

PEG Ratio

DDS:

-1.28

ULTA:

2.16

PS Ratio

DDS:

0.78

ULTA:

1.54

PB Ratio

DDS:

2.93

ULTA:

6.96

Total Revenue (TTM)

DDS:

$6.57B

ULTA:

$11.30B

Gross Profit (TTM)

DDS:

$2.56B

ULTA:

$4.39B

EBITDA (TTM)

DDS:

$948.26M

ULTA:

$1.77B

Returns By Period

In the year-to-date period, DDS achieves a -22.20% return, which is significantly lower than ULTA's -11.79% return. Over the past 10 years, DDS has outperformed ULTA with an annualized return of 12.68%, while ULTA has yielded a comparatively lower 9.80% annualized return.


DDS

YTD

-22.20%

1M

-6.39%

6M

-6.18%

1Y

-20.68%

5Y*

68.65%

10Y*

12.68%

ULTA

YTD

-11.79%

1M

6.73%

6M

2.78%

1Y

-5.59%

5Y*

11.95%

10Y*

9.80%

*Annualized

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Risk-Adjusted Performance

DDS vs. ULTA — Risk-Adjusted Performance Rank

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

DDS
The Risk-Adjusted Performance Rank of DDS is 2525
Overall Rank
The Sharpe Ratio Rank of DDS is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of DDS is 2626
Sortino Ratio Rank
The Omega Ratio Rank of DDS is 2727
Omega Ratio Rank
The Calmar Ratio Rank of DDS is 2222
Calmar Ratio Rank
The Martin Ratio Rank of DDS is 2424
Martin Ratio Rank

ULTA
The Risk-Adjusted Performance Rank of ULTA is 3838
Overall Rank
The Sharpe Ratio Rank of ULTA is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of ULTA is 3535
Sortino Ratio Rank
The Omega Ratio Rank of ULTA is 3636
Omega Ratio Rank
The Calmar Ratio Rank of ULTA is 4141
Calmar Ratio Rank
The Martin Ratio Rank of ULTA is 3737
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.

DDS vs. ULTA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dillard's, Inc. (DDS) 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 chart of Sharpe ratio for DDS, currently valued at -0.46, compared to the broader market-2.00-1.000.001.002.003.00
DDS: -0.46
ULTA: -0.22
The chart of Sortino ratio for DDS, currently valued at -0.41, compared to the broader market-6.00-4.00-2.000.002.004.00
DDS: -0.41
ULTA: -0.07
The chart of Omega ratio for DDS, currently valued at 0.95, compared to the broader market0.501.001.502.00
DDS: 0.95
ULTA: 0.99
The chart of Calmar ratio for DDS, currently valued at -0.47, compared to the broader market0.001.002.003.004.005.00
DDS: -0.47
ULTA: -0.19
The chart of Martin ratio for DDS, currently valued at -1.10, compared to the broader market-5.000.005.0010.0015.0020.00
DDS: -1.10
ULTA: -0.71

The current DDS Sharpe Ratio is -0.46, which is lower than the ULTA Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of DDS 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-1.00-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
-0.46
-0.22
DDS
ULTA

Dividends

DDS vs. ULTA - Dividend Comparison

DDS's dividend yield for the trailing twelve months is around 7.75%, while ULTA has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
DDS
Dillard's, Inc.
7.75%6.02%5.18%4.89%6.41%0.95%0.68%0.66%0.57%0.45%0.40%0.19%
ULTA
Ulta Beauty, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DDS vs. ULTA - Drawdown Comparison

The maximum DDS drawdown since its inception was -93.94%, which is greater than ULTA's maximum drawdown of -87.89%. Use the drawdown chart below to compare losses from any high point for DDS and ULTA. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-33.98%
-32.35%
DDS
ULTA

Volatility

DDS vs. ULTA - Volatility Comparison

Dillard's, Inc. (DDS) has a higher volatility of 19.24% compared to Ulta Beauty, Inc. (ULTA) at 15.75%. This indicates that DDS'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%NovemberDecember2025FebruaryMarchApril
19.24%
15.75%
DDS
ULTA

Financials

DDS vs. ULTA - Financials Comparison

This section allows you to compare key financial metrics between Dillard's, 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


Values in USD except per share items