Top line accelerating.
+9.7% YoY versus +0.8% prior. 3y CAGR +6.7%.
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Consumer Discretionary · Market Cap: $19.6B
Live price unavailable
Fundamentals as of 2026-05-02
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
2 of 2 legendary models say HOLD ULTA.
What would legendary investors pay for ULTA?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Yes — Ulta Beauty, Inc.'s 46.1% ROE ranks above the S&P 500 median, and D/E 1.67 stays within healthy bounds.
Financial story
Yes — Ulta Beauty, Inc.'s 46.1% ROE shows strong capital efficiency, and its 1.67 debt-to-equity stays within healthy bounds.
Bottom line: ULTA is rated BUY by all 2 legendary models, 14% below avg fair value $541, but earns a C sector grade (58/100) in Consumer Discretionary. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
Average fair value across qualifying models: $541. See the per-investor fair-value table in the valuation tab.
ULTA trades at 17.5x earnings. Sector context and per-investor signals are in the valuation tab.
ULTA and AS differ on P/E, ROE, and revenue growth. See the full ULTA vs AS compare matrix.
Buffett and Munger evaluate ULTA against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
ULTA's P/E ratio is 17.5x. 5-year P/E history is in the financials tab.
0 of 2 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab
How does ULTA compare?
See exactly where ULTA ranks
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Sign in to see the rankingULTA sits at #21 in Consumer Discretionary with a C grade (58/100).