Ulta Beauty (ULTA) Aktievy
Ulta Beauty, Inc. bedriver verksamhet som återförsäljare av specialprodukter inom skönhet i USA, Mexiko och Kuwait. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 1/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
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Ulta Beauty
27.4% övervärderad intrinsisk rabatt
Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows
View narrativeN3
Published 24 Feb 2025
Ulta Beauty, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$544.32 |
| 52 veckors högsta | US$714.97 |
| 52 veckors lägsta | US$443.60 |
| Beta | 0.85 |
| 1 månads förändring | 6.57% |
| 3 månaders förändring | 20.76% |
| 1 års förändring | 3.64% |
| 3 års förändring | 32.19% |
| 5 års förändring | 47.18% |
| Förändring sedan börsintroduktionen | 1,725.35% |
Senaste nyheter och uppdateringar
Seeking Alpha • Sep 09
Ulta Beauty Keeps Growing, But I Am Still Reluctant To Buy - And Here Are The Reasons Why
Summary Ulta Beauty beat earnings estimates and raised guidance, but I maintain a neutral rating due to underlying concerns. ULTA's largest revenue segments—cosmetics and skincare & wellness—showed flat or declining performance, with overall comps growth barely above inflation. Comps growth is driven by e-commerce, while ongoing physical store expansion raises cost concerns and questions about long-term profitability. Net profit margin improvement was mainly due to share buybacks, not operational gains, making sustainable margin expansion uncertain. Read the full article on Seeking Alpha
Uppdatering av berättelse • Sep 08
ULTA: Retail Channel Weakness Will Test Earnings Algorithm And Margin Resilience
The analyst price target for Ulta Beauty has increased by about $27 to reflect updated fair value estimates and revised assumptions for revenue growth, profit margins, and future P/E, as analysts weigh confidence in the earnings algorithm against ongoing concerns about weakness in retail channels. Analyst Commentary Recent research on Ulta Beauty highlights a split view.Recent updates
Seeking Alpha • Sep 09
Ulta Beauty Keeps Growing, But I Am Still Reluctant To Buy - And Here Are The Reasons Why
Summary Ulta Beauty beat earnings estimates and raised guidance, but I maintain a neutral rating due to underlying concerns. ULTA's largest revenue segments—cosmetics and skincare & wellness—showed flat or declining performance, with overall comps growth barely above inflation. Comps growth is driven by e-commerce, while ongoing physical store expansion raises cost concerns and questions about long-term profitability. Net profit margin improvement was mainly due to share buybacks, not operational gains, making sustainable margin expansion uncertain. Read the full article on Seeking AlphaUppdatering av berättelse • Sep 08
ULTA: Retail Channel Weakness Will Test Earnings Algorithm And Margin Resilience
The analyst price target for Ulta Beauty has increased by about $27 to reflect updated fair value estimates and revised assumptions for revenue growth, profit margins, and future P/E, as analysts weigh confidence in the earnings algorithm against ongoing concerns about weakness in retail channels. Analyst Commentary Recent research on Ulta Beauty highlights a split view.Uppdatering av berättelse • Jul 13
ULTA: Cost Discipline And Flagship Expansion Will Shape Balanced Future Upside Potential
Ulta Beauty's updated analyst price target has moved lower by about $42 to $461.93. This reflects analysts' tempered revenue growth and P/E assumptions, even as they highlight resilient customer demand, ongoing market share gains in prestige beauty, and management's focus on profitability and SG&A discipline.
Uppdatering av berättelse • Jun 29
ULTA: Earnings Flywheel And AI Personalization Will Support Bullish Outlook
Ulta Beauty's analyst price target has been revised lower, with the fair value estimate moving from $681.50 to $627.25 as analysts factor in slightly softer revenue growth, modestly lower margin expectations, and a more conservative future P/E following recent Q1 commentary and sector wide target reductions. Analyst Commentary Recent research on Ulta Beauty reflects a mixed but generally constructive tone, with most firms trimming price targets after Q1 while still highlighting solid execution, healthy category demand, and management discipline on costs and capital allocation.Analysartikel • Jun 21
Ulta Beauty (ULTA) Stock Could Be 33.1% Undervalued After Earnings Beat
Why Ulta Beauty Stock Is Back on Investors’ Radar Ulta Beauty (ULTA) is drawing fresh attention after its latest quarterly report showed revenue and earnings per share ahead of Wall Street estimates, supported by stronger comparable sales and continued store expansion. See our latest analysis for Ulta Beauty. Despite the earnings beat, Ulta Beauty’s share price is down 26.44% year to date and has fallen 13.93% over 90 days, while the 5 year total shareholder return of 30.75% points to longer...
Uppdatering av berättelse • Jun 15
ULTA: Prestige Share Gains And Times Square Flagship Will Drive Future Upside
Ulta Beauty's analyst price target has been reduced from $810 to $735, reflecting analysts' updated expectations for slightly softer revenue growth and profit margins as competition intensifies and recent Q1 strength meets tougher same store sales and earnings comparisons ahead. Analyst Commentary Recent research is broadly constructive on Ulta Beauty, even as many firms trim their price targets to reflect tougher comparable sales and margin debates.Uppdatering av berättelse • Jun 01
ULTA: Earnings Outlook And Cost Discipline Will Shape Balanced Future Upside Potential
Ulta Beauty's updated analyst price target edges higher to about $504, as analysts balance more cautious margin and P/E assumptions with slightly stronger modeled revenue growth and a modestly higher discount rate. Analyst Commentary Recent research on Ulta Beauty shows a wide spread of views, with some firms trimming price targets and others staying constructive on the longer term story.Uppdatering av berättelse • May 16
ULTA: Earnings Flywheel And Unleashed Strategy Will Drive Future Upside
Ulta Beauty's analyst price target is unchanged at $810, as analysts balance recent target cuts in the $475 to $799 range with support from those who see an improving earnings flywheel, solid category trends, and ongoing margin and profit expectations. These are reflected in a steady fair value and modest tweaks to growth, discount rate, and future P/E assumptions.Uppdatering av berättelse • Apr 30
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.Uppdatering av berättelse • Apr 16
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.Uppdatering av berättelse • Apr 02
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.Uppdatering av berättelse • Mar 19
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.Uppdatering av berättelse • Mar 04
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.Uppdatering av berättelse • Feb 18
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.Uppdatering av berättelse • Feb 04
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.Uppdatering av berättelse • Jan 21
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.Uppdatering av berättelse • Jan 06
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.Uppdatering av berättelse • Dec 20
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.Uppdatering av berättelse • Dec 05
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.Uppdatering av berättelse • Aug 27
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.Seeking Alpha • Mar 02
Ulta Beauty: Getting More Attractive With Each Visit, Just Like Its Customers
Summary Ulta Beauty's resilient operating performance, even during downturns, and consistent profitability make it a high-quality investment in a competitive, discretionary industry. The company's organic growth, international expansion, and strong customer loyalty drive future growth potential, despite competition from Sephora. Ulta's aggressive share buybacks and low valuation multiples suggest substantial value accretion for shareholders, aligning management interests with investors. Trading at a steep discount to historical valuation metrics, Ulta Beauty presents an attractive investment opportunity with a clean balance sheet and shareholder-friendly management. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
Ulta Beauty: More Headwinds Ahead As Growth Stalls & Balance Sheet Deteriorates
Summary ULTA continues to underperform in comparable/ net sales performance compared to ELF and LVMH owned Sephora, despite the recently raised FY2024 guidance. This is worsened by the rather aggressive store expansions, as ULTA reports impacted Free Cash Flow generation and deteriorating balance sheet. While the ongoing share retirement has been a net positive for long-term shareholders, the company's maturing growth profile is undeniable indeed. As a result, we believe that ULTA remains expensive at current levels, as the recovery from the November 2024 bottoms occurs overly fast and furious. This is on top of the higher short interest volume by +89% on a YoY basis and the near-term uncertainties surrounding the change of its top management. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Ulta Beauty Looks Ready To Shine (Technical Analysis)
Summary Ulta Beauty is a buy due to bullish price action, including higher highs and lows, and trading above its 30-week EMA for three weeks. Momentum is positive, with the Percentage Price Oscillator (PPO) indicating both short-term and long-term bullish trends. Volume analysis suggests institutional investors are accumulating ULTA, and relative strength shows recent outperformance against the S&P 500. Stop loss recommended below the 30-week EMA or $370 support level, with a price target of $560, higher than the article's $490 target. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Ulta Beauty: What To Think Of Berkshire's Short Holding Period
Summary Ulta Beauty's stock has declined as Berkshire Hathaway sold its stake, raising concerns for other investors. Recent results show weakening consumer demand and flat to negative sales growth projections for 2024. Despite recent weakness, Ulta's two-year comparable sales are still strong, but future growth may be limited due to U.S. market saturation. Ulta continues robust share repurchases, with a new $2 billion program authorized, but top-line headwinds challenge its current valuation. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
I'm Finally Buying Ulta Beauty's Bold Transition Phase (Rating Upgrade)
Summary I have upgraded Ulta Beauty stock to a Buy rating due to promising store expansion plans and undervaluation by the market. ULTA's shift towards aggressive store expansion, including geographical growth into Mexico, is expected to boost future growth beyond conservative management targets. Despite current market pessimism, I believe Ulta can overachieve 4-6% revenue growth, making its shares undervalued by approximately 14-15%. Risks include discretionary spending cyclicity, competition from Sephora and Amazon, and elevated inventory levels, but Ulta's strategic shifts offer significant growth potential. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
Ulta Beauty: Investor Day Unveils Long-Term Value
Summary Ulta Beauty projects double-digit EPS growth by 2026, despite weak guidance for FY2024 and FY2025 and a period of increased investments. The long-term vision includes over 1,800 stores in the USA and expansion into Mexico in 2025 to establish a franchising model. Investments in store expansion are expected to yield +20% returns, with 70% of capital expenditures focused on store presence, up from 50%. Investors should focus on ULTA's long-term potential instead of FY2024, leveraging the market's impatience for short-term gains. Read the full article on Seeking AlphaSeeking Alpha • Oct 11
Ulta Beauty: A Compelling Investment In An Expensive Market
Summary I'm initiating Ulta Beauty at a buy rating with a $448 price target, or ~25% upside from current levels. The stock is down more than 25% this year on self-inflicted problems, including an ERP mess that has been since resolved and an ongoing price war between retailers. Still, the company's renewed focus on its e-commerce channel and social media marketing, plus recent acceleration in online sales, can help get Ulta back on the right path. The stock is cheap at ~14x next year's earnings. Use the dip here as a buying opportunity. Read the full article on Seeking AlphaAktieägarnas avkastning
| ULTA | US Specialty Retail | US Marknad | |
|---|---|---|---|
| 7D | -0.9% | -3.0% | -1.5% |
| 1Y | 3.6% | -13.1% | 13.3% |
Avkastning vs industri: ULTA översteg US Specialty Retail branschen som gav -13.1 % under det senaste året.
Avkastning vs Marknaden: ULTA presterade sämre än US marknaden som gav 13.3 % under det senaste året.
Prisvolatilitet
| ULTA volatility | |
|---|---|
| ULTA Average Weekly Movement | 5.0% |
| Specialty Retail Industry Average Movement | 7.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: ULTA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ULTA s veckovolatilitet ( 5% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1990 | 44,101 | Kecia Steelman | www.ulta.com |
Ulta Beauty, Inc. är verksamt som en specialiserad återförsäljare av skönhetsprodukter i USA, Mexiko och Kuwait. Företaget erbjuder skönhetsprodukter under egna varumärken och egna märkesvaror, inklusive kosmetika, parfym, hårvård, hudvård, bad- och kroppsprodukter, professionella hårprodukter och stylingverktyg för salonger genom sina Ulta Beauty-butiker, shop-in-shops, webbplatsen Ulta.com och sina mobila applikationer. Företaget tillhandahåller även hälsoprodukter.
Ulta Beauty, Inc. Sammanfattning av grunderna
| ULTA grundläggande statistik | |
|---|---|
| Börsvärde | US$23.46b |
| Vinst(TTM) | US$1.21b |
| Intäkter(TTM) | US$12.96b |
19.2x
P/E-förhållande1.8x
P/S-förhållandeÄr ULTA övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ULTA resultaträkning (TTM) | |
|---|---|
| Intäkter | US$12.96b |
| Kostnad för intäkter | US$7.37b |
| Bruttovinst | US$5.58b |
| Övriga kostnader | US$4.37b |
| Intäkter | US$1.21b |
Senast redovisade vinst
Aug 01, 2026
Nästa vinstdatum
Dec 03, 2026
| Vinst per aktie (EPS) | 28.30 |
| Bruttomarginal | 43.10% |
| Nettovinstmarginal | 9.34% |
| Skuld/egenkapitalförhållande | 12.8% |
Hur har ULTA utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/15 00:03 |
| Aktiekurs vid dagens slut | 2026/09/15 00:00 |
| Intäkter | 2026/08/01 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Ulta Beauty, Inc. bevakas av 35 analytiker. 26 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Deborah Ciervo | Argus Research Company |
| Mark Altschwager | Baird |
| Adrienne Yih-Tennant | Barclays |