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

Correlation

The correlation between DDS and ULTA is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

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.

-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
23.69%
3.41%
DDS
ULTA

Key characteristics

Sharpe Ratio

DDS:

0.73

ULTA:

-0.42

Sortino Ratio

DDS:

1.25

ULTA:

-0.38

Omega Ratio

DDS:

1.15

ULTA:

0.95

Calmar Ratio

DDS:

0.96

ULTA:

-0.33

Martin Ratio

DDS:

2.08

ULTA:

-0.51

Ulcer Index

DDS:

13.96%

ULTA:

28.26%

Daily Std Dev

DDS:

39.93%

ULTA:

34.43%

Max Drawdown

DDS:

-93.92%

ULTA:

-87.89%

Current Drawdown

DDS:

0.00%

ULTA:

-28.59%

Fundamentals

Market Cap

DDS:

$7.43B

ULTA:

$19.17B

EPS

DDS:

$38.76

ULTA:

$24.46

PE Ratio

DDS:

12.05

ULTA:

16.56

PEG Ratio

DDS:

-1.28

ULTA:

2.73

Total Revenue (TTM)

DDS:

$6.67B

ULTA:

$11.36B

Gross Profit (TTM)

DDS:

$2.58B

ULTA:

$4.39B

EBITDA (TTM)

DDS:

$964.29M

ULTA:

$1.84B

Returns By Period

In the year-to-date period, DDS achieves a 8.16% return, which is significantly higher than ULTA's -6.88% return. Over the past 10 years, DDS has outperformed ULTA with an annualized return of 17.95%, while ULTA has yielded a comparatively lower 11.62% annualized return.


DDS

YTD

8.16%

1M

7.58%

6M

23.69%

1Y

30.19%

5Y*

52.52%

10Y*

17.95%

ULTA

YTD

-6.88%

1M

-5.81%

6M

3.41%

1Y

-14.30%

5Y*

8.17%

10Y*

11.62%

*Annualized

Compare stocks, funds, or ETFs

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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 6969
Overall Rank
The Sharpe Ratio Rank of DDS is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of DDS is 6565
Sortino Ratio Rank
The Omega Ratio Rank of DDS is 6363
Omega Ratio Rank
The Calmar Ratio Rank of DDS is 7878
Calmar Ratio Rank
The Martin Ratio Rank of DDS is 6767
Martin Ratio Rank

ULTA
The Risk-Adjusted Performance Rank of ULTA is 2626
Overall Rank
The Sharpe Ratio Rank of ULTA is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of ULTA is 2222
Sortino Ratio Rank
The Omega Ratio Rank of ULTA is 2222
Omega Ratio Rank
The Calmar Ratio Rank of ULTA is 2626
Calmar Ratio Rank
The Martin Ratio Rank of ULTA is 3636
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.


Sharpe ratio
The chart of Sharpe ratio for DDS, currently valued at 0.73, compared to the broader market-2.000.002.004.000.73-0.42
The chart of Sortino ratio for DDS, currently valued at 1.25, compared to the broader market-4.00-2.000.002.004.006.001.25-0.38
The chart of Omega ratio for DDS, currently valued at 1.15, compared to the broader market0.501.001.502.001.150.95
The chart of Calmar ratio for DDS, currently valued at 0.96, compared to the broader market0.002.004.006.000.96-0.33
The chart of Martin ratio for DDS, currently valued at 2.08, compared to the broader market-10.000.0010.0020.0030.002.08-0.51
DDS
ULTA

The current DDS Sharpe Ratio is 0.73, which is higher than the ULTA Sharpe Ratio of -0.42. 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-1.00-0.500.000.501.00AugustSeptemberOctoberNovemberDecember2025
0.73
-0.42
DDS
ULTA

Dividends

DDS vs. ULTA - Dividend Comparison

DDS's dividend yield for the trailing twelve months is around 5.57%, while ULTA has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
DDS
Dillard's, Inc.
5.57%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 -93.92%, 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%AugustSeptemberOctoberNovemberDecember20250
-28.59%
DDS
ULTA

Volatility

DDS vs. ULTA - Volatility Comparison

Dillard's, Inc. (DDS) has a higher volatility of 9.66% compared to Ulta Beauty, Inc. (ULTA) at 7.28%. 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.


6.00%8.00%10.00%12.00%14.00%16.00%AugustSeptemberOctoberNovemberDecember2025
9.66%
7.28%
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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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