EL vs. ULTA
Compare and contrast key facts about The Estee Lauder Companies Inc. (EL) and Ulta Beauty, Inc. (ULTA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EL or ULTA.
Correlation
The correlation between EL 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.
Performance
EL vs. ULTA - Performance Comparison
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Key characteristics
EL:
-1.05
ULTA:
0.08
EL:
-1.44
ULTA:
0.43
EL:
0.80
ULTA:
1.05
EL:
-0.59
ULTA:
0.06
EL:
-1.23
ULTA:
0.23
EL:
40.96%
ULTA:
12.07%
EL:
49.65%
ULTA:
38.80%
EL:
-85.82%
ULTA:
-87.89%
EL:
-81.53%
ULTA:
-27.19%
Fundamentals
EL:
$23.45B
ULTA:
$18.65B
EL:
-$2.42
ULTA:
$25.32
EL:
0.79
ULTA:
2.31
EL:
1.59
ULTA:
1.65
EL:
5.27
ULTA:
7.47
EL:
$14.79B
ULTA:
$8.57B
EL:
$10.92B
ULTA:
$3.32B
EL:
$136.00M
ULTA:
$1.31B
Returns By Period
In the year-to-date period, EL achieves a -12.66% return, which is significantly lower than ULTA's -5.04% return. Over the past 10 years, EL has underperformed ULTA with an annualized return of -1.87%, while ULTA has yielded a comparatively higher 10.63% annualized return.
EL
-12.66%
19.64%
3.21%
-50.54%
-17.23%
-1.87%
ULTA
-5.04%
15.44%
13.10%
3.36%
14.25%
10.63%
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Risk-Adjusted Performance
EL vs. ULTA — Risk-Adjusted Performance Rank
EL
ULTA
EL vs. ULTA - Risk-Adjusted Performance 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.
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Dividends
EL vs. ULTA - Dividend Comparison
EL's dividend yield for the trailing twelve months is around 3.10%, while ULTA has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EL The Estee Lauder Companies Inc. | 3.10% | 3.11% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% | 1.10% |
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. For additional features, visit the drawdowns tool.
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Volatility
EL vs. ULTA - Volatility Comparison
The Estee Lauder Companies Inc. (EL) has a higher volatility of 10.08% compared to Ulta Beauty, Inc. (ULTA) at 7.37%. 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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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 May 2025, The Estee Lauder Companies Inc. reported a gross profit of 2.66B and revenue of 3.55B. Therefore, the gross margin over that period was 75.0%.
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%.
EL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Estee Lauder Companies Inc. reported an operating income of 306.00M and revenue of 3.55B, resulting in an operating margin of 8.6%.
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%.
EL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Estee Lauder Companies Inc. reported a net income of 159.00M and revenue of 3.55B, resulting in a net margin of 4.5%.
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%.