Ulta Beauty (ULTA) is a other specialty retail company in the Consumer Discretionary sector. Listed on the NASDAQ, Ulta Beauty is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $470.75.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $470.75 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 12.51% |
| Risk / Std Dev (Annualized) | 34.27% |
| Sharpe Ratio (rf=4.5%) | 0.23 |
S&P 500 Context
- Sector: Consumer Discretionary
- Sub-Industry: Other Specialty Retail
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 12.51% with an annualized volatility of 34.27%. The Sharpe ratio of 0.23 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 20.24B |
| Enterprise Value | 22.32B |
| Trailing P/E | 17.65 |
| Forward P/E | 14.79 |
| Price to Book | 7.42 |
| Price to Sales | 1.59 |
| EV/Revenue | 1.76 |
| EV/EBITDA | 11.81 |
| Profitability | | | Profit Margin | 9.35% | | Operating Margin | 14.17% | | ROE | 47.45% | | ROA | 15.33% |
| Growth | | | Revenue Growth | 11.1% | | Earnings Growth | 15.5% |
| Financial Health | | | Total Revenue | 12.71B | | Total Debt | 2.3B | | Total Cash | 0.22B | | Free Cash Flow | 0.97B | | Operating Cash Flow | 1.54B |
| Price & Technical | | | 52W High | $714.97$ | | 52W Low | $452.0$ | | 50-Day Avg | $519.3$ | | 200-Day Avg | $565.75$ | | Beta | 0.86 | | Shares Outstanding | 0.04B | | Float Shares | 0.04B | | Insider Holdings | 0.23% | | Institutional Holdings | 101.87% | | Short Ratio | 3.36 | | Short % of Float | 5.48% |
| Analyst Targets | | | Target High | $735.0$ | | Target Low | $450.0$ | | Target Mean | $626.0$ | | Target Median | $633.0$ | | # of Analysts | 24 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.