COMPARE · Reviewed July 28, 2026
DECK vs ULTA
Verdict: Side-by-side breakdown using the Bull Rankings model. DECK scored 79.4, ULTA scored 75.2 — DECK leads.
Compare another set
DECK
Deckers Outdoor Corporation
79.4
$103.92 · $14.2B
fundamentals as of
Score gap
4.2
DECK leads
ULTA
Ulta Beauty, Inc.
75.2
$501.52 · $21.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
DECK
stronger →← stronger
ULTA
96
Qualityreturns · margins · balance sheet
84
84
Growthrevenue & earnings expansion
86
63
Valuevaluation vs sector peers
59
DECK is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DECK
ULTA
$1.1bC+
FCF
$1.1bC+
+9.8%B
Rev
+11.3%B
0.21A-
D/E
0.89B
14.8xA-
P/E
18.8xB+
1.21B
PEG
1.67C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DECK
ULTA
17% below
Price vs fair valuelower is cheaper
1% below
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~7%/yr
+9%
1-yr DCF upside
-8%
+20%
5-yr DCF upside
+1%
+39%
10-yr DCF upside
+17%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DECK
Why this score
- Buying back stock
- Durable high returns
ULTA
Why this score
- Buying back stock
- Durable high returns
The companies
DECKDeckers Outdoor Corporation
Why now
Footwear & Accessories · market cap $14.2b. 17% off the 52-week high of $125.45. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $122.81 (implying +18% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 41% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 107% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
ULTAUlta Beauty, Inc.
Why now
Specialty Retail · market cap $21.6b. Down 30% from 52-week high of $714.97 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $623.42 (implying +24% upside).
Moat
ROE 46% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 95% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.