Reading the tape
NASDAQ: ULTA
Ulta Beauty, Inc.
Consumer Cyclical · Specialty Retail
Market Cap
$22.81B
52w High
$714.97
52w Low
$402.50
P/E
20.28
Volume
462.44K
Outstanding Shares
43.74M
Valuation Data Insufficient
The DCF model's fair value estimate is more than 3× the current stock price. This typically indicates unreliable model inputs — such as irregular cash flows or balance sheet distortions — rather than a genuine opportunity, so the valuation is not shown.
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 34.34%Revenue (TTM): 9.71%FCF (TTM): 2.22%P/FCF: 31st pct
What changed
The stock rose 34.34% over the last year. Revenue grew 9.71% over the trailing twelve months. Operating margin moved from 13.98% to 12.5%. Free cash flow grew 2.22% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 12.5%. A decisive move in revenue — currently up 9.71% — would be the clearest signal to resolve the ambiguity.
Company profile
Ulta Beauty, Inc. operates as a retailer of beauty products in the United States.
CEOKecia L. Steelman
SectorConsumer Cyclical
IndustrySpecialty Retail
Employees20,000
IPO dateOct 25, 2007
Valuation
Forward P/E—
EV/EBITDA16.65
Enterprise value$30.79B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth11.78%
Gross margin39.1%▲0.66%vs FY2025
Operating margin12.5%▼10.58%vs FY2025
ROE41.14%▼14.76%vs FY2025
Analyst consensus
RatingBuy
Target price$727.36▲39.45%
27
Buy
19
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jun 2, 2026
Q2 FY26 · EPS est $6.90 · Revenue est $3.11B
View
Congressional Activity
Congress Trades in ULTA
STOCK Act disclosures from senators and representatives.
Maria Elvira Salazar
FLhouseRepublicanPurchase2026-03-19$15,001 - $50,000+34d to disclose