Ulta Beauty, Inc.

NasdaqGS:ULTA 株式レポート

時価総額：US$23.2b

Ulta Beauty 過去の業績

過去 基準チェック /36

Ulta Beautyは、平均年間11.9%の収益成長を遂げていますが、 Specialty Retail業界の収益は、年間 減少しています。収益は、平均年間2.8% 10.6%収益成長率で 成長しています。 Ulta Beautyの自己資本利益率は41.1%であり、純利益率は9.3%です。

主要情報

11.88%

収益成長率

15.72%

EPS成長率

Specialty Retail 業界の成長26.64%
収益成長率10.57%
株主資本利益率41.15%
ネット・マージン9.31%
次回の業績アップデート02 Jun 2026

最近の業績更新

Recent updates

ULTA: Unleashed Plan And AI Personalization Will Support Bullish Outlook

Ulta Beauty's analyst price target has been updated modestly higher, with fair value moving from about $673.50 to $681.50 as analysts factor in slightly adjusted growth, margin, and P/E assumptions following a mix of target raises and trims tied to recent earnings, guidance, and views on the "Unleashed" growth plan. Analyst Commentary Street research around Ulta Beauty is mixed, with many firms still positive on the long term setup while trimming price targets after recent quarterly results and guidance.

The Pros And Cons Of Investing In Ulta Beauty Now

Apr 17

ULTA: Middle East Expansion And EPS Guidance Will Support Bullish Outlook

Ulta Beauty's analyst fair value estimate has been trimmed by about $10.88 to $673.50 as analysts factor in slightly lower revenue growth assumptions, a modestly higher discount rate, and a lower future P/E multiple, while still modeling a small improvement in profit margins. Analyst Commentary Street research around Ulta Beauty has been active, with several firms updating price targets and ratings following recent results and guidance.

ULTA: International Expansion And Loyalty Flywheel Will Support Higher Earnings Power

The analyst fair value estimate for Ulta Beauty has been raised from $790 to $810. This reflects updated views on slightly lower revenue growth assumptions, modestly higher profit margins, a lower discount rate, and Street research that highlights both recent price target adjustments and ongoing support for the company's competitive position and earnings outlook.

ULTA: Mixed Margin Signals And New Initiatives Will Shape Future Upside Potential

The updated analyst price target for Ulta Beauty edges higher to about $504 from about $485, as analysts factor in slightly lower modeled revenue growth, a modestly higher profit margin profile, and a small adjustment in the future P/E and discount rate following recent research updates that balance mixed post earnings reactions with ongoing support for the business model. Analyst Commentary Recent Street research on Ulta Beauty reflects a mixed backdrop, with many firms adjusting models and price targets after the latest quarterly update and forward guidance.

ULTA: Fair Outlook Balances Middle East Expansion With Ongoing Demand Uncertainty

Ulta Beauty's analyst-derived fair value estimate has shifted from about $675 to roughly $684, with analysts pointing to updated assumptions around discount rates, revenue growth, profit margins, and forward P/E multiples following a series of recent price target increases and rating actions across the Street. Analyst Commentary Recent research activity around Ulta Beauty has been active, with several firms updating price targets and ratings as they refresh their models on revenue growth, profitability, and sector positioning in specialty beauty retail.

ULTA: International Expansion And Retail Execution Will Support A Higher Multiple

The analyst fair value estimate for Ulta Beauty has been raised from $725 to $790, as analysts factor in updated assumptions for growth, margins, discount rate, and future P/E following a series of higher price targets and rating actions across the Street. Analyst Commentary Recent Street research on Ulta Beauty has tilted firmly positive, with a cluster of higher price targets and fresh or reaffirmed positive ratings framing the stock as a key specialty beauty name for many institutional desks.

ULTA: Earnings Momentum And Middle East Expansion Will Face Spending Uncertainty

Analysts have lifted their fair value estimate for Ulta Beauty from about $603 to roughly $675, citing updated assumptions for slightly higher revenue, modestly stronger profit margins, and a higher future P/E multiple reflected across a series of recent price target increases and rating actions. Analyst Commentary The recent wave of research updates on Ulta Beauty clusters around higher price targets and a mix of upbeat and more measured views on execution and competitive risk.

ULTA: Rising Sector Optimism Will Likely Mask Mounting Margin Investment Risk

Our analyst price target for Ulta Beauty has been lifted from US$477.51 to US$485.43 as analysts factor in stronger top line expectations, a slightly higher future P/E assumption, and broadly supportive recent research that highlights sector optimism and Ulta's execution, even though it requires ongoing investment to address competitive pressures. Analyst Commentary Recent Street research around Ulta Beauty has centered on higher price targets and refreshed views on the core beauty retail story, with several firms updating their models after company meetings, store visits, and broader sector reviews.

ULTA: Inventory Discipline And Macro Tailwinds Will Support A Higher Multiple

Narrative Update: Ulta Beauty Analysts have lifted their implied fair value estimate for Ulta Beauty from about US$468 to roughly US$725, citing higher assumed revenue growth, slightly stronger profit margins, a richer future P/E multiple, and a sector view that highlights inventory discipline and potential macro support from lower interest rates and gas prices. Analyst Commentary Bullish analysts are framing the recent fair value re-rating for Ulta Beauty within a wider positive view on specialty retail, pointing to supportive sector trends and company specific execution as key drivers behind higher implied values.

ULTA: Margin Recovery Hopes Will Likely Prove Overly Optimistic

Analysts have raised their price target on Ulta Beauty by roughly $62 to approximately $478 per share, citing sustained earnings outperformance, improving growth and margin expectations, and strategic expansion via the Space NK acquisition, despite recent share underperformance. Analyst Commentary While the latest upgrade and higher price targets reflect growing confidence in Ulta Beauty's strategy and earnings power, some bearish analysts remain cautious on the stock's risk reward profile.

ULTA Will Navigate Earnings Momentum And New Markets Amid Spending Uncertainty

Analysts have lifted their price target for Ulta Beauty by about $29 to roughly $603 per share, citing continued earnings outperformance, improving revenue growth and margins, and confidence in the growth potential from its Space NK acquisition despite broader consumer spending concerns. Analyst Commentary Bullish analysts highlight that the upgraded rating reflects growing confidence in Ulta Beauty's ability to sustain earnings outperformance, even as the stock has lagged broader market benchmarks in recent months.

Launching Beyoncé's Hair Care And Enhancing Digital Capabilities Will Deepen Guest Engagement In Future

Ulta Beauty's consensus analyst price target has been raised from $518.41 to $545.36, reflecting sustained top-line momentum, operational improvements, and strategic initiatives such as digital enhancements and brand partnerships, though further upside is seen as contingent on continued fundamental execution given elevated expectations. Analyst Commentary Bullish analysts point to sustained top-line momentum, improving fundamentals, and positive comparable sales trends, with multiple forecasting near-term earnings beats and raised FY25 guidance.

We Like Ulta Beauty's (NASDAQ:ULTA) Returns And Here's How They're Trending

Jul 15
We Like Ulta Beauty's (NASDAQ:ULTA) Returns And Here's How They're Trending

Risks To Shareholder Returns Are Elevated At These Prices For Ulta Beauty, Inc. (NASDAQ:ULTA)

Jun 19
Risks To Shareholder Returns Are Elevated At These Prices For Ulta Beauty, Inc. (NASDAQ:ULTA)

Ulta Beauty: Getting More Attractive With Each Visit, Just Like Its Customers

Mar 02

Ulta Beauty: More Headwinds Ahead As Growth Stalls & Balance Sheet Deteriorates

Jan 28

Ulta Beauty Looks Ready To Shine (Technical Analysis)

Dec 23

Ulta Beauty: What To Think Of Berkshire's Short Holding Period

Nov 25

I'm Finally Buying Ulta Beauty's Bold Transition Phase (Rating Upgrade)

Nov 12

Ulta Beauty: Investor Day Unveils Long-Term Value

Oct 21

Ulta Beauty: A Compelling Investment In An Expensive Market

Oct 11

Bottom Fishing Ulta Beauty With Buffett (Technical Analysis)

Sep 18

The Fading Allure Of Ulta (Rating Downgrade)

Sep 06
User avatar

Expanding Beauty Empire Fuels Revenue Growth Amid Evolving Challenges

Ulta Beauty's expansion and new store formats project a confident growth strategy aimed at increasing its market presence and attracting more customers.

Ulta Beauty's Ugly Day

Aug 30

Ulta Beauty: No Change In Fundamental Prospects Despite Berkshire Hathaway's Position

Aug 15

Ulta Beauty: Still Struggling To Capture Demand, Move Inventory

Jul 21

Ulta Beauty: Rising Inventories Are Another Major Red Flag

Jun 19

Ulta Beauty: Great Business, Greater Opportunity

May 28

Ulta Beauty: The Arrival In Mexico Came At The Best Time

May 20

収支内訳

Ulta Beauty の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:ULTA 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Jan 2612,3931,1533,8020
01 Nov 2511,9821,1903,5680
02 Aug 2511,6551,2013,4090
03 May 2511,4181,1933,3110
01 Feb 2511,2961,2013,2680
02 Nov 2411,3621,2023,2610
03 Aug 2411,3211,2103,2390
04 May 2411,2991,2573,1920
03 Feb 2411,2071,2913,1360
28 Oct 2310,8801,2373,0500
29 Jul 2310,7301,2622,9860
29 Apr 2310,4971,2582,9210
28 Jan 2310,2091,2422,8120
29 Oct 229,7111,1912,6860
30 Jul 229,3681,1322,5900
30 Apr 229,0381,0872,5190
29 Jan 228,6319862,4600
30 Oct 218,1008682,3230
31 Jul 217,6567272,2410
01 May 216,9174852,0990
30 Jan 216,1521761,9830
31 Oct 206,2592272,0180
01 Aug 206,3902822,0500
02 May 206,8284352,1240
01 Feb 207,3987062,1460
02 Nov 197,2176981,7200
03 Aug 197,0946991,6680
04 May 196,9166861,6120
02 Feb 196,7176591,5550
03 Nov 186,5296521,5000
04 Aug 186,3126261,4270
05 May 186,1135911,3750
03 Feb 185,8855551,3120
28 Oct 175,5274871,2280
29 Jul 175,3174701,1850
29 Apr 175,0964461,1370
28 Jan 174,8554101,0920
29 Oct 164,5423771,0410
30 Jul 164,3223619790
30 Apr 164,1303459260
30 Jan 163,9243208780
31 Oct 153,7032998210
01 Aug 153,5382887840

質の高い収益: ULTAは 高品質の収益 を持っています。

利益率の向上: ULTAの現在の純利益率 (9.3%)は、昨年(10.6%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: ULTAの収益は過去 5 年間で年間11.9%増加しました。

成長の加速: ULTAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: ULTAは過去 1 年間で収益成長率がマイナス ( -4% ) となったため、 Specialty Retail業界平均 ( -2.1% ) と比較することが困難です。

株主資本利益率

高いROE: ULTAの 自己資本利益率 ( 41.1% ) は 傑出している と考えられます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/03 08:09
終値2026/05/01 00:00
収益2026/01/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Ulta Beauty, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Deborah CiervoArgus Research Company
Mark AltschwagerBaird
Adrienne Yih-TennantBarclays