ULTA vs. RY.TO
ULTA (Ulta Beauty, Inc.) and RY.TO (Royal Bank of Canada) are both stocks. ULTA operates in Specialty Retail (Consumer Cyclical), while RY.TO operates in Banks - Diversified (Financial Services). Over the past 10 years, ULTA returned 7.00%/yr vs 17.10%/yr for RY.TO. At a 0.28 correlation, their price movements are largely independent.
Performance
ULTA vs. RY.TO - Performance Comparison
Loading charts...
Different Trading Currencies
ULTA is traded in USD, while RY.TO is traded in CAD. To make them comparable, the RY.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 RY.TO's 18.35% return. Over the past 10 years, ULTA has underperformed RY.TO with an annualized return of 7.00%, while RY.TO has yielded a comparatively higher 17.10% 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%
RY.TO
- 1D
- 0.07%
- 1M
- 10.66%
- YTD
- 18.35%
- 6M
- 22.02%
- 1Y
- 60.20%
- 3Y*
- 33.49%
- 5Y*
- 18.07%
- 10Y*
- 17.10%
ULTA vs. RY.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ULTA Ulta Beauty, Inc. | -22.69% | 39.11% | -11.24% | 4.46% | 13.76% | 43.59% | 13.44% | 3.39% | 9.47% | -12.27% |
RY.TO Royal Bank of Canada | 18.35% | 46.28% | 23.88% | 12.48% | -7.39% | 33.15% | 9.11% | 19.24% | -12.83% | 25.63% |
Correlation
The correlation between ULTA and RY.TO is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2007 | 0.28 |
The correlation between ULTA and RY.TO shifts across timeframes, from 0.11 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ULTA:
$20.56B
RY.TO:
CA$389.54B
ULTA:
$26.57
RY.TO:
CA$15.77
ULTA:
17.60
RY.TO:
17.69
ULTA:
1.75
RY.TO:
2.60
ULTA:
1.65
RY.TO:
3.25
ULTA:
7.97
RY.TO:
3.01
ULTA:
$12.71B
RY.TO:
CA$120.33B
ULTA:
$5.00B
RY.TO:
CA$65.64B
ULTA:
$1.81B
RY.TO:
CA$14.74B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ULTA vs. RY.TO — Risk / Return Rank
ULTA
RY.TO
ULTA vs. RY.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ulta Beauty, Inc. (ULTA) and Royal Bank of Canada (RY.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.
| ULTA | RY.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.12 | ||
| Sortino ratioReturn per unit of downside risk | -5.73 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.73 | -0.70 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 6.16 | -6.12 |
| Martin ratioReturn relative to average drawdown | 0.08 | 22.75 | -22.67 |
Loading charts...
Drawdowns
ULTA vs. RY.TO - Drawdown Comparison
The maximum ULTA drawdown since its inception was -87.89%, which is greater than RY.TO's maximum drawdown of -63.01%. Use the drawdown chart below to compare losses from any high point for ULTA and RY.TO.
Loading charts...
Drawdown Indicators
| ULTA | RY.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.89% | -63.01% | -24.88% |
Max Drawdown (1Y)Largest decline over 1 year | -34.56% | -9.82% | -24.74% |
Max Drawdown (3Y)Largest decline over 3 years | -44.56% | -19.58% | -24.98% |
Max Drawdown (5Y)Largest decline over 5 years | -44.56% | -28.47% | -16.09% |
Max Drawdown (10Y)Largest decline over 10 years | -64.92% | -39.33% | -25.59% |
Current DrawdownCurrent decline from peak | -33.82% | 0.00% | -33.82% |
Average DrawdownAverage peak-to-trough decline | -20.81% | -9.84% | -10.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.13% | 2.65% | +11.48% |
Volatility
ULTA vs. RY.TO - Volatility Comparison
Ulta Beauty, Inc. (ULTA) has a higher volatility of 9.69% compared to Royal Bank of Canada (RY.TO) at 4.33%. This indicates that ULTA's price experiences larger fluctuations and is considered to be riskier than RY.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ULTA | RY.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.69% | 4.33% | +5.36% |
Volatility (6M)Calculated over the trailing 6-month period | 25.04% | 10.83% | +14.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.39% | 14.58% | +18.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.26% | 16.55% | +17.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.32% | 18.66% | +19.66% |
Dividends
ULTA vs. RY.TO - Dividend Comparison
ULTA has not paid dividends to shareholders, while RY.TO's dividend yield for the trailing twelve months is around 2.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RY.TO Royal Bank of Canada | 2.28% | 2.58% | 3.23% | 3.99% | 3.90% | 3.22% | 4.10% | 3.96% | 4.03% | 3.39% | 3.57% | 4.15% |
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. RY.TO - Financials Comparison
This section allows you to compare key financial metrics between Ulta Beauty, Inc. and Royal Bank of Canada. 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. RY.TO - 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%.
RY.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Royal Bank of Canada reported a gross profit of 16.52B and revenue of 33.95B. Therefore, the gross margin over that period was 48.7%.
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%.
RY.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Royal Bank of Canada reported an operating income of 7.10B and revenue of 33.95B, resulting in an operating margin of 20.9%.
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%.
RY.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Royal Bank of Canada reported a net income of 5.51B and revenue of 33.95B, resulting in a net margin of 16.2%.
Frequently Asked Questions
ULTA and RY.TO have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for ULTA and RY.TO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer