ULTA vs. IVZ
ULTA (Ulta Beauty, Inc.) and IVZ (Invesco Ltd.) are both stocks. ULTA operates in Specialty Retail (Consumer Cyclical), while IVZ operates in Asset Management (Financial Services). Over the past 10 years, ULTA returned 6.79%/yr vs 4.48%/yr for IVZ. At a 0.38 correlation, their price movements are largely independent.
Performance
ULTA vs. IVZ - Performance Comparison
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Returns By Period
In the year-to-date period, ULTA achieves a -23.51% return, which is significantly lower than IVZ's 6.54% return. Over the past 10 years, ULTA has outperformed IVZ with an annualized return of 6.79%, while IVZ has yielded a comparatively lower 4.48% annualized return.
ULTA
- 1D
- -0.91%
- 1M
- -11.27%
- YTD
- -23.51%
- 6M
- -21.47%
- 1Y
- -0.61%
- 3Y*
- 2.99%
- 5Y*
- 6.83%
- 10Y*
- 6.79%
IVZ
- 1D
- 0.73%
- 1M
- 0.64%
- YTD
- 6.54%
- 6M
- 8.44%
- 1Y
- 98.16%
- 3Y*
- 25.82%
- 5Y*
- 3.83%
- 10Y*
- 4.48%
ULTA vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ULTA Ulta Beauty, Inc. | -23.51% | 39.11% | -11.24% | 4.46% | 13.76% | 43.59% | 13.44% | 3.39% | 9.47% | -12.27% |
IVZ Invesco Ltd. | 6.54% | 56.94% | 3.02% | 6.05% | -18.71% | 35.56% | 3.06% | 14.91% | -52.05% | 24.67% |
Correlation
The correlation between ULTA and IVZ is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2007 | 0.38 |
The correlation between ULTA and IVZ shifts across timeframes, from 0.27 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ULTA:
$26.57
IVZ:
-$0.62
ULTA:
1.63
IVZ:
1.96
ULTA:
$12.71B
IVZ:
$6.38B
ULTA:
$5.00B
IVZ:
$2.75B
ULTA:
$1.81B
IVZ:
$1.38B
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Return for Risk
ULTA vs. IVZ — Risk / Return Rank
ULTA
IVZ
ULTA vs. IVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ulta Beauty, Inc. (ULTA) and Invesco Ltd. (IVZ). 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.
| ULTA | IVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.84 | ||
| Sortino ratioReturn per unit of downside risk | -3.29 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.46 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 4.48 | -4.50 |
| Martin ratioReturn relative to average drawdown | -0.05 | 12.09 | -12.14 |
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
| ULTA | IVZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 2.82 | -2.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.11 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.11 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.18 | +0.17 |
Drawdowns
ULTA vs. IVZ - Drawdown Comparison
The maximum ULTA drawdown since its inception was -87.89%, roughly equal to the maximum IVZ drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for ULTA and IVZ.
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Drawdown Indicators
| ULTA | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.89% | -83.91% | -3.98% |
Max Drawdown (1Y)Largest decline over 1 year | -34.56% | -22.03% | -12.53% |
Max Drawdown (3Y)Largest decline over 3 years | -44.56% | -36.52% | -8.04% |
Max Drawdown (5Y)Largest decline over 5 years | -44.56% | -53.40% | +8.84% |
Max Drawdown (10Y)Largest decline over 10 years | -64.92% | -79.72% | +14.80% |
Current DrawdownCurrent decline from peak | -34.52% | -4.93% | -29.59% |
Average DrawdownAverage peak-to-trough decline | -20.80% | -36.00% | +15.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.51% | 8.15% | +5.36% |
Volatility
ULTA vs. IVZ - Volatility Comparison
Ulta Beauty, Inc. (ULTA) and Invesco Ltd. (IVZ) have volatilities of 9.07% and 9.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ULTA | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.07% | 9.52% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 27.67% | 25.49% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.25% | 35.09% | -1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.25% | 36.58% | -2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.32% | 39.41% | -1.09% |
Dividends
ULTA vs. IVZ - Dividend Comparison
ULTA has not paid dividends to shareholders, while IVZ's dividend yield for the trailing twelve months is around 3.07%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 3.07% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
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. IVZ - Financials Comparison
This section allows you to compare key financial metrics between Ulta Beauty, Inc. and Invesco Ltd.. 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
ULTA vs. IVZ - Profitability Comparison
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%.
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported a gross profit of 1.13B and revenue of 1.69B. Therefore, the gross margin over that period was 67.0%.
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%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported an operating income of -1.46B and revenue of 1.69B, resulting in an operating margin of -86.2%.
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%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported a net income of -1.06B and revenue of 1.69B, resulting in a net margin of -62.7%.
Frequently Asked Questions
ULTA and IVZ have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVZ has higher volatility (9.52%) compared to ULTA (9.07%). In terms of maximum drawdown, ULTA dropped -87.89% vs IVZ's -83.91%.
IVZ currently has the higher Sharpe Ratio (2.82 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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