ULTA Share Price Performance
US$535.72
178.73 (50.07%)
21.7% undervalued intrinsic discount
US$684.38
Fair Value
Price US$535.72
AnalystConsensusTarget US$684.38
n385903 US$427.41
AnalystHighTarget US$790.00
Fair ValueUS$684.38
Share Pricen/a
Ulta Beauty, Inc. Stock Price
- 4 Narratives written by author
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- 153 Fair Values set on narratives written by author
ULTA Community Narratives
AN
Fair Value US$684.38 21.7% undervalued intrinsic discount
Global Wellness And Digital Rollout Will Extend Market Leadership
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73users have followed this narrative
N3
Fair Value US$427.41 25.3% overvalued intrinsic discount
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
2users have liked this narrative
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AN
Fair Value US$790 32.2% undervalued intrinsic discount
Digital Acceleration And Marketplace Launch Will Boost International Presence
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1users 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
106
users have viewed this narrative2users have liked this narrative
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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
382
users have viewed this narrative1users have liked this narrative
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73users have followed this narrative
AN
US$684.38
21.7% undervalued intrinsic discount
Fair Value
Revenue
6.36% p.a.
Profit Margin
9.37%
Future PE
26.43x
Price in 2029
US$857.53
Digital Acceleration And Marketplace Launch Will Boost International Presence
Key Takeaways Ulta Beauty's expansion strategy includes brand building, digital acceleration, and increased international presence, aiming to boost guest engagement and drive revenue growth. Strategic cost optimization and enhanced in-store experiences are set to improve operating margins and increase same-store sales and overall revenue.Read more
6
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1users have followed this narrative
AN
US$790
32.2% undervalued intrinsic discount
Fair Value
Revenue
7.43% p.a.
Profit Margin
9.29%
Future PE
29.93x
Price in 2029
US$991.92
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
63
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AN
US$485.43
10.4% overvalued intrinsic discount
Fair Value
Revenue
5.8% p.a.
Profit Margin
8.97%
Future PE
20.04x
Price in 2029
US$612.46
Trending Discussion
Recently Updated Narratives
N3
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
Fair Value: US$427.41 25.3% overvalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
ULTA: Fair Outlook Balances Middle East Expansion With Ongoing Demand Uncertainty
Fair Value: US$684.38 21.7% undervalued intrinsic discount
73 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
ULTA: International Expansion And Retail Execution Will Support A Higher Multiple
Fair Value: US$790 32.2% undervalued intrinsic discount
1 followerusers have followed this narrative
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Snowflake Analysis
Ulta Beauty, Inc. Key Details
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.
