EL vs. ULTA
Compare and contrast key facts about The Estee Lauder Companies Inc. (EL) and Ulta Beauty, Inc. (ULTA).
Performance
EL vs. ULTA - Performance Comparison
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EL vs. ULTA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EL The Estee Lauder Companies Inc. | -32.27% | 42.13% | -47.59% | -40.13% | -32.31% | 40.03% | 29.77% | 60.34% | 3.38% | 68.68% |
ULTA Ulta Beauty, Inc. | -11.31% | 39.11% | -11.24% | 4.46% | 13.76% | 43.59% | 13.44% | 3.39% | 9.47% | -12.27% |
Fundamentals
EL:
$25.80B
ULTA:
$23.89B
EL:
-$0.49
ULTA:
$25.63
EL:
1.75
ULTA:
1.95
EL:
6.40
ULTA:
8.52
EL:
$14.67B
ULTA:
$12.39B
EL:
$10.91B
ULTA:
$4.85B
EL:
$1.21B
ULTA:
$1.76B
Returns By Period
In the year-to-date period, EL achieves a -32.27% return, which is significantly lower than ULTA's -11.31% return. Over the past 10 years, EL has underperformed ULTA with an annualized return of -1.73%, while ULTA has yielded a comparatively higher 10.70% annualized return.
EL
- 1D
- -1.48%
- 1M
- -29.42%
- YTD
- -32.27%
- 6M
- -17.40%
- 1Y
- 5.84%
- 3Y*
- -32.82%
- 5Y*
- -23.60%
- 10Y*
- -1.73%
ULTA
- 1D
- 2.66%
- 1M
- -20.74%
- YTD
- -11.31%
- 6M
- -3.49%
- 1Y
- 43.51%
- 3Y*
- -0.56%
- 5Y*
- 11.34%
- 10Y*
- 10.70%
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Return for Risk
EL vs. ULTA — Risk / Return Rank
EL
ULTA
EL vs. ULTA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Estee Lauder Companies Inc. (EL) 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.
| EL | ULTA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.11 | 1.18 | -1.07 |
Sortino ratioReturn per unit of downside risk | 0.50 | 1.83 | -1.33 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.25 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 1.67 | -1.46 |
Martin ratioReturn relative to average drawdown | 0.72 | 6.26 | -5.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EL | ULTA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.11 | 1.18 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.56 | 0.33 | -0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.05 | 0.28 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.38 | -0.12 |
Correlation
The correlation between EL 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.
Dividends
EL vs. ULTA - Dividend Comparison
EL's dividend yield for the trailing twelve months is around 1.98%, while ULTA has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EL The Estee Lauder Companies Inc. | 1.98% | 1.34% | 3.11% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% |
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
EL vs. ULTA - Drawdown Comparison
The maximum EL drawdown since its inception was -85.82%, roughly equal to the maximum ULTA drawdown of -87.89%. Use the drawdown chart below to compare losses from any high point for EL and ULTA.
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Drawdown Indicators
| EL | ULTA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.82% | -87.89% | +2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -43.62% | -27.83% | -15.79% |
Max Drawdown (5Y)Largest decline over 5 years | -85.82% | -44.56% | -41.26% |
Max Drawdown (10Y)Largest decline over 10 years | -85.82% | -64.92% | -20.90% |
Current DrawdownCurrent decline from peak | -79.65% | -24.08% | -55.57% |
Average DrawdownAverage peak-to-trough decline | -20.38% | -20.74% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.21% | 7.42% | +4.79% |
Volatility
EL vs. ULTA - Volatility Comparison
The Estee Lauder Companies Inc. (EL) has a higher volatility of 18.48% compared to Ulta Beauty, Inc. (ULTA) at 17.43%. This indicates that EL'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.
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Volatility by Period
| EL | ULTA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.48% | 17.43% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 38.25% | 26.78% | +11.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.93% | 37.13% | +14.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.70% | 34.24% | +8.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.10% | 38.30% | -2.20% |
Financials
EL vs. ULTA - Financials Comparison
This section allows you to compare key financial metrics between The Estee Lauder Companies 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.
Total Revenue: Total amount of money received from sales and other business activities
EL vs. ULTA - Profitability Comparison
EL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Estee Lauder Companies Inc. reported a gross profit of 3.24B and revenue of 4.23B. Therefore, the gross margin over that period was 76.5%.
ULTA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ulta Beauty, Inc. reported a gross profit of 1.48B and revenue of 3.90B. Therefore, the gross margin over that period was 38.1%.
EL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Estee Lauder Companies Inc. reported an operating income of 401.00M and revenue of 4.23B, resulting in an operating margin of 9.5%.
ULTA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ulta Beauty, Inc. reported an operating income of 464.68M and revenue of 3.90B, resulting in an operating margin of 11.9%.
EL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Estee Lauder Companies Inc. reported a net income of 162.00M and revenue of 4.23B, resulting in a net margin of 3.8%.
ULTA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ulta Beauty, Inc. reported a net income of 356.68M and revenue of 3.90B, resulting in a net margin of 9.2%.