Ulta Beauty, Inc.ULTA

Consumer Cyclical
Neutral

ASignal's systematic analysis rates ULTA as Neutral. Ulta Beauty, Inc. has a market cap of $19.60B, a P/E of 17.1, a 9.3% net margin, and 11.1% year-over-year revenue growth.

Reflects the latest available analysis · analyzed Jul 9, 2026

The case on ULTA

Bull vs bear, surfaced by ASignal's framework agents from public market data. The precise verdict: ASignal Rank, confidence, and price targets - is in the app.

Bull case
  • Free cash flow of $973.08M indicates strong cash generation
  • Earnings growth of 15.5% year-over-year
  • Revenue growth of 11.1% supports moderate growth profile
  • Return on equity of 47.45% reflects exceptional capital efficiency
  • Forward P/E of 14.31x below current P/E suggests earnings growth expectations
VS
Bear case
  • MACD below signal line with negative momentum
  • Price trading below SMA20 and SMA50 indicating short-term downtrend
  • Quick ratio of 0.20x indicates liquidity pressure
  • No Reddit mentions suggest lack of retail investor interest

Key facts

Sector
Consumer Cyclical
Market cap
$19.60B
P/E ratio
17.1
Gross margin
43.2%
Net margin
9.3%
Rev growth YoY
11.1%
Price (Jul 9, 2026)
$455.94

Peers

Clustered with ULTA by analysis-profile similarity.

Subscriber-only

See the full verdict on ULTA

ASignal Rank (1-4), confidence score, Buffett / Ackman / Dalio grades, price targets, and the full reasoning behind the call.

How ASignal analyzes ULTA

Most investors never get a second opinion, let alone several. ASignal runs ULTA past a panel of specialized investor-framework agents, each calibrated on a distinct school of investing: Warren Buffett's value discipline, Bill Ackman's activist lens, and Ray Dalio's macro view. They don't just score in isolation, they argue: a dedicated Challenger agent pushes back on every conclusion until the panel settles on a reasoned consensus, weighing fundamentals, macro conditions, market sentiment, and price action together. The kind of cross-examined read that takes a research desk hours, ASignal delivers in under two minutes, refreshed every cycle.

The signal direction and the bull and bear case above are free. The precise read, ASignal Rank, framework grades, price targets, and full reasoning, stays with subscribers.

Ulta Beauty, Inc. (ULTA) Stock Analysis - ASignal rates it Neutral