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ULTA vs. BNS.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ULTA vs. BNS.TO - Performance Comparison

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

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Different Trading Currencies

ULTA is traded in USD, while BNS.TO is traded in CAD. To make them comparable, the BNS.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ULTA achieves a -22.69% return, which is significantly lower than BNS.TO's 16.11% return. Over the past 10 years, ULTA has underperformed BNS.TO with an annualized return of 7.00%, while BNS.TO has yielded a comparatively higher 10.85% annualized return.


ULTA

1D
-1.82%
1M
-4.96%
YTD
-22.69%
6M
-22.25%
1Y
1.15%
3Y*
1.77%
5Y*
6.68%
10Y*
7.00%

BNS.TO

1D
1.58%
1M
9.71%
YTD
16.11%
6M
18.04%
1Y
63.04%
3Y*
26.26%
5Y*
10.67%
10Y*
10.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ULTA vs. BNS.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ULTA
Ulta Beauty, Inc.
-22.69%39.11%-11.24%4.46%13.76%43.59%13.44%3.39%9.47%-12.27%
BNS.TO
The Bank of Nova Scotia
16.11%45.39%17.55%6.21%-27.44%38.05%2.12%16.60%-19.06%20.99%

Correlation

The correlation between ULTA and BNS.TO is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (5Y)
Calculated over the trailing 5-year period

0.29

Correlation (10Y)
Calculated over the trailing 10-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Oct 25, 2007

0.28

The correlation between ULTA and BNS.TO shifts across timeframes, from 0.14 (1 year) to 0.29 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ULTA:

$20.56B

BNS.TO:

CA$144.67B

EPS

ULTA:

$26.57

BNS.TO:

CA$7.57

PE Ratio

ULTA:

17.60

BNS.TO:

15.51

PS Ratio

ULTA:

1.65

BNS.TO:

2.43

PB Ratio

ULTA:

7.97

BNS.TO:

1.87

Total Revenue (TTM)

ULTA:

$12.71B

BNS.TO:

CA$61.04B

Gross Profit (TTM)

ULTA:

$5.00B

BNS.TO:

CA$33.58B

EBITDA (TTM)

ULTA:

$1.81B

BNS.TO:

CA$13.09B

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Return for Risk

ULTA vs. BNS.TO — Risk / Return Rank

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

ULTA
ULTA Risk / Return Rank: 4242
Overall Rank
ULTA Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
ULTA Sortino Ratio Rank: 3838
Sortino Ratio Rank
ULTA Omega Ratio Rank: 3939
Omega Ratio Rank
ULTA Calmar Ratio Rank: 4343
Calmar Ratio Rank
ULTA Martin Ratio Rank: 4343
Martin Ratio Rank

BNS.TO
BNS.TO Risk / Return Rank: 9797
Overall Rank
BNS.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
BNS.TO Sortino Ratio Rank: 9999
Sortino Ratio Rank
BNS.TO Omega Ratio Rank: 9999
Omega Ratio Rank
BNS.TO Calmar Ratio Rank: 9494
Calmar Ratio Rank
BNS.TO Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ULTA vs. BNS.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ulta Beauty, Inc. (ULTA) and The Bank of Nova Scotia (BNS.TO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ULTABNS.TODifference
Sharpe ratioReturn per unit of total volatility

-4.05

Sortino ratioReturn per unit of downside risk

-5.43

Omega ratioGain probability vs. loss probability

1.04

1.76

-0.72

Calmar ratioReturn relative to maximum drawdown

0.03

4.82

-4.79

Martin ratioReturn relative to average drawdown

0.08

18.89

-18.81

ULTA vs. BNS.TO - Sharpe Ratio Comparison

The current ULTA Sharpe Ratio is 0.03, which is lower than the BNS.TO Sharpe Ratio of 4.09. The chart below compares the historical Sharpe Ratios of ULTA and BNS.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ULTA vs. BNS.TO - Drawdown Comparison

The maximum ULTA drawdown since its inception was -87.89%, which is greater than BNS.TO's maximum drawdown of -63.90%. Use the drawdown chart below to compare losses from any high point for ULTA and BNS.TO.


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Drawdown Indicators


ULTABNS.TODifference

Max Drawdown

Largest peak-to-trough decline

-87.89%

-63.90%

-23.99%

Max Drawdown (1Y)

Largest decline over 1 year

-34.56%

-13.14%

-21.42%

Max Drawdown (3Y)

Largest decline over 3 years

-44.56%

-20.08%

-24.48%

Max Drawdown (5Y)

Largest decline over 5 years

-44.56%

-40.28%

-4.28%

Max Drawdown (10Y)

Largest decline over 10 years

-64.92%

-46.84%

-18.08%

Current Drawdown

Current decline from peak

-33.82%

0.00%

-33.82%

Average Drawdown

Average peak-to-trough decline

-20.81%

-13.77%

-7.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.13%

3.35%

+10.78%

Volatility

ULTA vs. BNS.TO - Volatility Comparison

Ulta Beauty, Inc. (ULTA) has a higher volatility of 9.69% compared to The Bank of Nova Scotia (BNS.TO) at 4.63%. This indicates that ULTA's price experiences larger fluctuations and is considered to be riskier than BNS.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ULTABNS.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.69%

4.63%

+5.06%

Volatility (6M)

Calculated over the trailing 6-month period

25.04%

12.12%

+12.92%

Volatility (1Y)

Calculated over the trailing 1-year period

33.39%

15.50%

+17.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.26%

17.73%

+16.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.32%

20.09%

+18.23%

Dividends

ULTA vs. BNS.TO - Dividend Comparison

ULTA has not paid dividends to shareholders, while BNS.TO's dividend yield for the trailing twelve months is around 3.75%.


PositionTTM20252024202320222021202020192018201720162015
BNS.TO
The Bank of Nova Scotia
3.75%4.27%5.49%6.48%4.61%5.14%5.23%3.60%4.91%3.82%3.91%6.11%
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%

Financials

ULTA vs. BNS.TO - Financials Comparison

This section allows you to compare key financial metrics between Ulta Beauty, Inc. and The Bank of Nova Scotia. 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


0.005.00B10.00B15.00B20.00B20222023202420252026
3.16B
17.19B
(ULTA) Total Revenue
(BNS.TO) Total Revenue
Please note, different currencies. ULTA values in USD, BNS.TO values in CAD

ULTA vs. BNS.TO - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
40.1%
48.9%
Portfolio components
ULTA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ulta Beauty, Inc. reported a gross profit of 1.27B and revenue of 3.16B. Therefore, the gross margin over that period was 40.1%.

BNS.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Bank of Nova Scotia reported a gross profit of 8.40B and revenue of 17.19B. Therefore, the gross margin over that period was 48.9%.

ULTA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ulta Beauty, Inc. reported an operating income of 448.26M and revenue of 3.16B, resulting in an operating margin of 14.2%.

BNS.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Bank of Nova Scotia reported an operating income of 3.43B and revenue of 17.19B, resulting in an operating margin of 20.0%.

ULTA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ulta Beauty, Inc. reported a net income of 340.47M and revenue of 3.16B, resulting in a net margin of 10.8%.

BNS.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Bank of Nova Scotia reported a net income of 2.60B and revenue of 17.19B, resulting in a net margin of 15.1%.


Frequently Asked Questions


ULTA and BNS.TO have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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