Price (90d)
$541.35Signal Score (90d)
50Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $12.39B | $1.15B | $25.72 |
| 2024 | $11.30B | $1.20B | $25.44 |
| 2023 | $11.21B | $1.29B | $26.18 |
| 2022 | $10.21B | $1.24B | $24.17 |
| 2021 | $8.63B | $985.84M | $18.09 |
Social Signal Score
Earnings
Thu, Aug 27(in 11 days)
Consensus estimate $6.17 per share
Typical surprise +13.3% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Jun 2$7.74 vs $6.89beat
- Thu, Mar 12$8.01 vs $8.10miss
- Thu, Dec 4$5.14 vs $4.61beat
- Thu, Aug 28$5.78 vs $5.10beat
- Thu, May 29$6.70 vs $5.81beat
- Thu, Mar 13$8.46 vs $7.13beat
Estimates and results for ULTA via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ULTA's reported EPS growth of 9.2% a year over 4 years.
- EPS in 5 years
- $39.94
- Implied price
- $998.57
- Return from $510.75
- 14.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $496.47 — -2.8% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 17 | 21 | 25 | 29 | 33 |
|---|---|---|---|---|---|
| -0.8% | -3.8% | 0.3% | 3.9% | 7.0% | 9.8% |
| 4.2% | 1.0% | 5.4% | 9.1% | 12.4% | 15.3% |
| 9.2% | 5.9% | 10.4% | 14.3% | 17.8% | 20.9% |
| 14.2% | 10.7% | 15.5% | 19.6% | 23.2% | 26.4% |
| 19.2% | 15.6% | 20.5% | 24.8% | 28.6% | 31.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (7)
- News (Marketaux)seekingalpha.com·5h ago·Neutral
What Moved Markets This Week Ulta Beauty (ULTA) -10[+138 characters]
View source ↗ - Newszacks.com·3d ago·Positive
3 Reasons Why Growth Investors Shouldn't Overlook Ulta (ULTA) Ulta (ULTA) possesses solid growth attributes, which could help it handily outperform the market.
View source ↗ - Newszacks.com·4d ago·Neutral
Will Ulta (ULTA) Beat Estimates Again in Its Next Earnings Report? Ulta (ULTA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
View source ↗ - Newszacks.com·4d ago·Neutral
Will Ulta Beauty's Omnichannel Edge Help Sustain Business Growth? ULTA is strengthening its omnichannel strategy through digital growth, loyalty, AI and social commerce to drive customer engagement.
View source ↗ - Newszacks.com·4d ago·Positive
Is It Worth Investing in Ulta (ULTA) Based on Wall Street's Bullish Views? When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
View source ↗ - Newszacks.com·4d ago·Negative
Ulta Beauty (ULTA) Falls More Steeply Than Broader Market: What Investors Need to Know In the closing of the recent trading day, Ulta Beauty (ULTA) stood at $548.66, denoting a -2.92% move from the preceding trading day.
View source ↗ - Newszacks.com·5d ago·Positive
Earnings Growth & Price Strength Make Ulta Beauty (ULTA) a Stock to Watch Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
View source ↗