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.
Correlation
The correlation between ULTA and LULU 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
ULTA vs. LULU - Performance Comparison
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Key characteristics
ULTA:
0.05
LULU:
-0.18
ULTA:
0.39
LULU:
0.04
ULTA:
1.05
LULU:
1.01
ULTA:
0.04
LULU:
-0.15
ULTA:
0.16
LULU:
-0.39
ULTA:
12.06%
LULU:
20.85%
ULTA:
38.80%
LULU:
44.52%
ULTA:
-87.89%
LULU:
-92.26%
ULTA:
-27.41%
LULU:
-37.62%
Fundamentals
ULTA:
$18.57B
LULU:
$37.95B
ULTA:
$25.35
LULU:
$14.63
ULTA:
16.23
LULU:
21.59
ULTA:
2.32
LULU:
1.28
ULTA:
1.64
LULU:
3.58
ULTA:
7.48
LULU:
9.00
ULTA:
$8.57B
LULU:
$8.38B
ULTA:
$3.32B
LULU:
$5.00B
ULTA:
$1.31B
LULU:
$2.31B
Returns By Period
In the year-to-date period, ULTA achieves a -5.33% return, which is significantly higher than LULU's -16.59% return. Over the past 10 years, ULTA has underperformed LULU with an annualized return of 10.54%, while LULU has yielded a comparatively higher 17.36% annualized return.
ULTA
-5.33%
14.98%
7.57%
2.06%
15.54%
10.54%
LULU
-16.59%
24.77%
-3.42%
-8.04%
5.26%
17.36%
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Risk-Adjusted Performance
ULTA vs. LULU — Risk-Adjusted Performance Rank
ULTA
LULU
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.
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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 -92.26%. Use the drawdown chart below to compare losses from any high point for ULTA and LULU. For additional features, visit the drawdowns tool.
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Volatility
ULTA vs. LULU - Volatility Comparison
The current volatility for Ulta Beauty, Inc. (ULTA) is 8.02%, while Lululemon Athletica Inc. (LULU) has a volatility of 10.69%. 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.
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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
ULTA vs. LULU - Profitability Comparison
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%.
LULU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Lululemon Athletica Inc. reported a gross profit of 2.18B and revenue of 3.61B. Therefore, the gross margin over that period was 60.4%.
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%.
LULU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Lululemon Athletica Inc. reported an operating income of 1.04B and revenue of 3.61B, resulting in an operating margin of 28.9%.
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%.
LULU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Lululemon Athletica Inc. reported a net income of 748.40M and revenue of 3.61B, resulting in a net margin of 20.7%.