ULTA vs. LULU
Compare and contrast key facts about Ulta Beauty, Inc. (ULTA) and Lululemon Athletica Inc. (LULU).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ULTA or LULU.
Performance
ULTA vs. LULU - Performance Comparison
Returns By Period
In the year-to-date period, ULTA achieves a -30.94% return, which is significantly higher than LULU's -37.98% return. Over the past 10 years, ULTA has underperformed LULU with an annualized return of 10.43%, while LULU has yielded a comparatively higher 20.66% annualized return.
ULTA
-30.94%
-7.80%
-11.37%
-17.37%
8.15%
10.43%
LULU
-37.98%
8.18%
4.65%
-26.02%
7.61%
20.66%
Fundamentals
ULTA | LULU | |
---|---|---|
Market Cap | $16.17B | $37.85B |
EPS | $24.91 | $12.92 |
PE Ratio | 13.78 | 23.86 |
PEG Ratio | 2.23 | 1.48 |
Total Revenue (TTM) | $8.83B | $7.79B |
Gross Profit (TTM) | $3.39B | $4.59B |
EBITDA (TTM) | $1.44B | $2.22B |
Key characteristics
ULTA | LULU | |
---|---|---|
Sharpe Ratio | -0.52 | -0.73 |
Sortino Ratio | -0.55 | -0.84 |
Omega Ratio | 0.92 | 0.89 |
Calmar Ratio | -0.40 | -0.48 |
Martin Ratio | -0.66 | -0.75 |
Ulcer Index | 26.36% | 34.55% |
Daily Std Dev | 33.41% | 35.73% |
Max Drawdown | -87.89% | -92.24% |
Current Drawdown | -40.34% | -37.98% |
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Correlation
The correlation between ULTA and LULU is 0.40, 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.
Risk-Adjusted Performance
ULTA vs. LULU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ulta Beauty, Inc. (ULTA) and Lululemon Athletica Inc. (LULU). 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.
Dividends
ULTA vs. LULU - Dividend Comparison
Neither ULTA nor LULU has paid dividends to shareholders.
Drawdowns
ULTA vs. LULU - Drawdown Comparison
The maximum ULTA drawdown since its inception was -87.89%, roughly equal to the maximum LULU drawdown of -92.24%. Use the drawdown chart below to compare losses from any high point for ULTA and LULU. For additional features, visit the drawdowns tool.
Volatility
ULTA vs. LULU - Volatility Comparison
The current volatility for Ulta Beauty, Inc. (ULTA) is 8.62%, while Lululemon Athletica Inc. (LULU) has a volatility of 11.55%. This indicates that ULTA experiences smaller price fluctuations and is considered to be less risky than LULU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ULTA vs. LULU - Financials Comparison
This section allows you to compare key financial metrics between Ulta Beauty, Inc. and Lululemon Athletica 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