ULTA vs. TPR
ULTA (Ulta Beauty, Inc.) and TPR (Tapestry, Inc.) are both stocks. Both are in the Consumer Cyclical sector — ULTA in Specialty Retail, TPR in Luxury Goods. Over the past 10 years, ULTA returned 6.79%/yr vs 17.11%/yr for TPR. At a 0.43 correlation, their price movements are largely independent.
Performance
ULTA vs. TPR - 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 TPR's 10.89% return. Over the past 10 years, ULTA has underperformed TPR with an annualized return of 6.79%, while TPR has yielded a comparatively higher 17.11% 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%
TPR
- 1D
- 0.57%
- 1M
- 5.86%
- YTD
- 10.89%
- 6M
- 20.82%
- 1Y
- 80.77%
- 3Y*
- 52.54%
- 5Y*
- 29.87%
- 10Y*
- 17.11%
ULTA vs. TPR - 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% |
TPR Tapestry, Inc. | 10.89% | 98.73% | 82.80% | 0.16% | -3.32% | 32.29% | 16.86% | -15.97% | -22.09% | 30.48% |
Correlation
The correlation between ULTA and TPR is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2007 | 0.43 |
The correlation between ULTA and TPR shifts across timeframes, from 0.37 (1 year) to 0.48 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ULTA:
$20.35B
TPR:
$29.35B
ULTA:
$26.57
TPR:
$3.15
ULTA:
17.42
TPR:
44.72
ULTA:
1.63
TPR:
3.78
ULTA:
7.88
TPR:
43.01
ULTA:
$12.71B
TPR:
$7.85B
ULTA:
$5.00B
TPR:
$5.98B
ULTA:
$1.81B
TPR:
$1.06B
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Return for Risk
ULTA vs. TPR — Risk / Return Rank
ULTA
TPR
ULTA vs. TPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ulta Beauty, Inc. (ULTA) and Tapestry, Inc. (TPR). 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 | TPR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.01 | ||
| Sortino ratioReturn per unit of downside risk | -2.12 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.36 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 4.23 | -4.25 |
| Martin ratioReturn relative to average drawdown | -0.05 | 10.73 | -10.78 |
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 | TPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 1.99 | -2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.75 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.39 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.44 | -0.09 |
Drawdowns
ULTA vs. TPR - Drawdown Comparison
The maximum ULTA drawdown since its inception was -87.89%, which is greater than TPR's maximum drawdown of -82.55%. Use the drawdown chart below to compare losses from any high point for ULTA and TPR.
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Drawdown Indicators
| ULTA | TPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.89% | -82.55% | -5.34% |
Max Drawdown (1Y)Largest decline over 1 year | -34.56% | -19.21% | -15.35% |
Max Drawdown (3Y)Largest decline over 3 years | -44.56% | -39.54% | -5.02% |
Max Drawdown (5Y)Largest decline over 5 years | -44.56% | -41.87% | -2.69% |
Max Drawdown (10Y)Largest decline over 10 years | -64.92% | -79.06% | +14.14% |
Current DrawdownCurrent decline from peak | -34.52% | -11.72% | -22.80% |
Average DrawdownAverage peak-to-trough decline | -20.80% | -27.74% | +6.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.51% | 7.55% | +5.96% |
Volatility
ULTA vs. TPR - Volatility Comparison
Ulta Beauty, Inc. (ULTA) and Tapestry, Inc. (TPR) have volatilities of 9.07% and 8.83%, 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 | TPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.07% | 8.83% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 27.67% | 27.95% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.25% | 40.87% | -7.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.25% | 40.24% | -5.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.32% | 44.23% | -5.91% |
Dividends
ULTA vs. TPR - Dividend Comparison
ULTA has not paid dividends to shareholders, while TPR's dividend yield for the trailing twelve months is around 1.14%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPR Tapestry, Inc. | 1.14% | 1.17% | 2.14% | 3.53% | 2.89% | 1.23% | 1.09% | 5.01% | 3.00% | 3.06% | 3.85% | 4.13% |
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. TPR - Financials Comparison
This section allows you to compare key financial metrics between Ulta Beauty, Inc. and Tapestry, 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. TPR - 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%.
TPR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Tapestry, Inc. reported a gross profit of 1.48B and revenue of 1.92B. Therefore, the gross margin over that period was 76.9%.
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%.
TPR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Tapestry, Inc. reported an operating income of 427.50M and revenue of 1.92B, resulting in an operating margin of 22.3%.
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%.
TPR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Tapestry, Inc. reported a net income of 343.80M and revenue of 1.92B, resulting in a net margin of 17.9%.
Frequently Asked Questions
ULTA and TPR have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ULTA has higher volatility (9.07%) compared to TPR (8.83%). In terms of maximum drawdown, ULTA dropped -87.89% vs TPR's -82.55%.
TPR currently has the higher Sharpe Ratio (1.99 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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