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Ulta Beauty, Inc. ULTA NASDAQ

NASDAQ Global Select • Consumer Cyclical • Specialty Retail • US • USD

SharesGrow Score
65/100
3/7 Pass
SharesGrow Intrinsic Value
$769.52
+44.4%
Analyst Price Target
$715.07
+34.1%
SharesGrow 7-Criteria Score All 7 criteria scored · income-related highlighted on this page

Ulta Beauty, Inc. (ULTA) reported moderate year-over-year revenue growth of +9.7% through 2026-01 (TTM revenue vs prior-year TTM). Net income showed earnings decline of -4% YoY, reaching $357M in the latest quarter. The net profit margin is 9.1%, which is moderate. The company has maintained profitability in all 4 quarters. The gross margin is 39.2% (moderate), up 0.3pp vs the prior year. With a $24B market cap, MOAT composite score of 66/100 (moderate competitive position).

Criteria proven by this page:

  • GROWTH (40/100, Partial) — growth is present but not consistently above 5% across both metrics
  • PAST (100/100, Pass) — proving consistent earnings. Looking at the full 24-year annual history, the company was profitable in 24 of 24 years — a perfect long-term track record
  • INCOME (45/100, Partial) — the company is profitable but margin is below 15%
  • MOAT (66/100, Partial) — some competitive advantages are present but not dominant

Overall SharesGrow Score: 65/100 with 3/7 criteria passed.

65/100
SG Score
View full scorecard →
VALUE
71/100
Price-to-Earnings & upside
→ IV page
FUTURE
64/100
Analyst consensus
→ Forecast
PAST
100/100
4/4 qtrs profit
EPS $8.02
Proven by this page
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HEALTH
67/100
Debt-to-Equity & liquidity
→ Health
~
MOAT
66/100
Score: 66/100
GM 39.2% (+0.3pp)
Proven by this page
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GROWTH
40/100
Rev +9.7% YoY
NI -4% YoY
Proven by this page
~
INCOME
45/100
Margin 9.1%
$3.9B
Proven by this page
Ulta Beauty, Inc. Earnings and Revenue History
Revenue
Earnings & Profit Margin
Metric TTM Q4 FY2025 Q3 FY2025 Q2 FY2025 Q1 FY2025
Revenue $12.39B$3.9B$2.86B$2.79B$2.85B
Gross Profit $4.85B$1.48B$1.16B$1.09B$1.11B
Gross Margin 39.1%38.1%40.4%39.2%39.1%
Operating Income $1.55B$480.5M$314.75M$349.96M$401.78M
Net Income $1.15B$356.68M$230.88M$260.88M$305.05M
Net Margin 9.3%9.1%8.1%9.4%10.7%
EPS (Diluted) $25.64$8.02$5.14$5.78$6.70
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