ULTA Share Price Performance
US$650.06
221.79 (51.79%)
52.1% overvalued intrinsic discount
US$427.41
Fair Value
Price US$650.06
n385903 US$427.41
AnalystLowTarget US$477.51
AnalystHighTarget US$725.00
Fair ValueUS$427.41
Share Pricen/a
Ulta Beauty, Inc. Stock Price
- 4 Narratives written by author
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- 151 Fair Values set on narratives written by author
ULTA Community Narratives
N3
Fair Value US$427.41 52.1% overvalued intrinsic discount
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
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AN
Fair Value US$477.51 36.1% overvalued intrinsic discount
E-commerce Pressures And Sustainability Challenges Will Erode Future Prospects
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AN
Fair Value US$725 10.3% undervalued intrinsic discount
Digital Acceleration And Marketplace Launch Will Boost International Presence
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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
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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
0
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AN
US$725
10.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
7.38% p.a.
Profit Margin
9.86%
Future PE
26.04x
Price in 2029
US$914.85
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
43
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AN
US$477.51
36.1% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
5.57% p.a.
Profit Margin
8.98%
Future PE
19.85x
Price in 2028
US$603.38
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
321
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AN
US$603.43
7.7% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
6.15% p.a.
Profit Margin
9.34%
Future PE
21.92x
Price in 2028
US$755.77
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 52.1% overvalued intrinsic discount
3 followersusers have followed this narrative
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AN
ULTA: Inventory Discipline And Macro Tailwinds Will Support A Higher Multiple
Fair Value: US$725 10.3% undervalued intrinsic discount
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AN
ULTA: Margin Recovery Hopes Will Likely Prove Overly Optimistic
Fair Value: US$477.51 36.1% overvalued intrinsic discount
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Snowflake Analysis
Ulta Beauty, Inc. Key Details
Last Reported Earnings
Nov 01, 2025
Next Reporting Earnings
Mar 12, 2026
- 26.83
- 42.90%
- 9.93%
- 21.0%
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.
