Financial Performance
5Y price score: 64
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 123.9%
US$ Per
Share
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443.6
52-week range
714.9
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
4.3 %
Dividend Yield TTM
-
Market cap $
$ 23,719
Price / Earnings TTM
20.1
Price / Book TTM
9.1
PEG TTM
1.5
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
3.6 %
44.7 %
123.9 %
Free cash flow per share growth
103.7 %
103.9 %
1,889 %
Earnings per share growth
13.7 %
724.4 %
414.9 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Aug 27, 2026)
1) Strong Financial Performance
- Net sales increased by 8.9% to $3 billion, up from $2.8 billion YoY.
- Operating profit grew 10.1% to $380 million, with an operating margin of 12.5%.
- Diluted earnings per share rose 13.3% to $6.55.
- Comparable sales growth was 3.8%, with e-commerce delivering high teens growth.
2) Strategic Growth Initiatives
- Launched 15 new brands this quarter, including exclusive fragrances and K-Beauty products.
- Expanded loyalty program to 47 million active members, enhancing personalized experiences.
- Continued investment in omni-channel capabilities, with over 60% of online sales fulfilled through stores.
- Successfully leveraged TikTok Shop, achieving over 100 million impressions since launch.
3) Market Position and Competitive Landscape
- Increased market share in prestige beauty while maintaining flat mass share.
- The competitive environment remains intense, with a strategic focus on promotions to protect market share.
- The company is adapting promotional strategies to balance profitability with market share growth.
4) Operational Efficiency and Future Outlook
- Raised full-year sales guidance to 6.7% - 7.2% growth, with comp sales growth of 3.2% - 3.7%.
- Operating profit growth expected between 8.3% - 9.3% for the year.
- Continued focus on supply chain efficiency and AI-driven enhancements to improve guest experience.
- Plans to return $1.8 billion to shareholders through stock repurchases in fiscal 2026.
5) Conclusion and Missing Information
- The call highlighted Ulta's strong performance and strategic initiatives, but did not provide specific figures on international sales growth or detailed insights on the impact of the Space NK acquisition.
Bottom line: Ulta Beauty's robust financial performance and strategic initiatives position it well for continued growth, making it an attractive investment for shareholders despite a competitive landscape. The company's focus on innovation, customer engagement, and operational efficiency supports its long-term value creation goals.
Annual Reports, Presentations And IR Contacts
Go to the websiteUlta Beauty — Financial Overview, Stock Price, Market Cap
Ulta Beauty is a company. Founded in 1990. As of September 3, 2026, the company's market capitalization is $23718922451 with a current stock price of $551.74.
