ULTA Share Price Performance
US$496.44
157.66 (46.54%)
16.2% overvalued intrinsic discount
US$427.41
Fair Value
Price US$496.44
n385903 US$427.41
AnalystLowTarget US$350.00
AnalystConsensusTarget US$574.57
Fair ValueUS$427.41
Share Pricen/a
Ulta Beauty, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 146 Fair Values set on narratives written by author
ULTA Community Narratives
N3
Fair Value US$427.41 16.2% overvalued intrinsic discount
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
2users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
Fair Value US$415.28 19.5% overvalued intrinsic discount
E-commerce Pressures And Sustainability Challenges Will Erode Future Prospects
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
Fair Value US$574.57 13.6% undervalued intrinsic discount
Global Wellness And Digital Rollout Will Extend Market Leadership
1users have liked this narrative
0users have commented on this narrative
70users have followed this narrative
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
Ulta, the other company I was thinking of cutting, has a surprisingly favorable relative valuation in the beauty retail space. It has decent margins and actually is able to direct decent amounts of buybacks.Read more
2users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
N3
US$427.41
16.2% overvalued intrinsic discount
n385903 Fair Value
Revenue growth
4.5% p.a.
Profit Margin
10.58%
Future PE
16x
Share price in 2028
US$533.8
Global Wellness And Digital Rollout Will Extend Market Leadership
Key Takeaways Wellness category expansion, exclusive partnerships, and curated marketplace enhance brand appeal to younger demographics and support stronger revenue growth and margins. Digital investments, loyalty program strength, and global expansion strategies boost customer retention, repeat purchases, and create diversified pathways for long-term profitability.Read more
1users have liked this narrative
0users have commented on this narrative
70users have followed this narrative
AN
US$574.57
13.6% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
5.88% p.a.
Profit Margin
9.21%
Future PE
21.81x
Share price in 2028
US$718.79
E-commerce Pressures And Sustainability Challenges Will Erode Future Prospects
Key Takeaways Intensifying online and direct sales competition, along with evolving beauty trends, are pressuring Ulta's profitability and the performance of key product categories. Slow adaptation to sustainability and rising costs from store operations threaten customer loyalty, revenue growth, and returns on capital.Read more
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
US$415.28
19.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
3.87% p.a.
Profit Margin
7.94%
Future PE
20.27x
Share price in 2028
US$527.62
Recently Updated Narratives
N3
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
Fair Value: US$427.41 16.2% overvalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Global Wellness And Digital Rollout Will Extend Market Leadership
Fair Value: US$574.57 13.6% undervalued intrinsic discount
70 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
E-commerce Pressures And Sustainability Challenges Will Erode Future Prospects
Fair Value: US$415.28 19.5% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Ulta Beauty, Inc. Key Details
Last Reported Earnings
Aug 02, 2025
Next Reporting Earnings
Dec 04, 2025
- 26.79
- 42.82%
- 10.31%
- 11.1%
About ULTA
- Founded
- 1990
- Employees
- 39000
- CEO
- WebsiteView website
Ulta Beauty, Inc. operates as a specialty beauty retailer in the United States, Mexico, and Kuwait. The company offers branded and private label beauty products, including cosmetics, fragrance, haircare, skincare, bath and body products, professional hair products, and salon styling tools through its Ulta Beauty stores, shop-in-shops, Ulta.com website, and its mobile applications. It also provides beauty services, including hair, makeup, brow, and skin services at its stores. The company was formerly known as ULTA Salon, Cosmetics & Fragrance, Inc. and changed its name to Ulta Beauty, Inc. in January 2017. Ulta Beauty, Inc. was incorporated in 1990 and is based in Bolingbrook, Illinois.
