COMPARE · Data as of August 27, 2026
GAP vs ULTA
Verdict: Side-by-side breakdown using the Bull Rankings model. GAP scored 59.9, ULTA scored 69.6 — ULTA leads.
Compare another set
GAP
The Gap, Inc.
59.9
$20.79 · $7.5B
fundamentals as of
Score gap
9.7
ULTA leads
ULTA
Ulta Beauty, Inc.
69.6
$543.19 · $23.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestGAP8.4x
- Fastest growthULTA+11.3%
- Strongest balance sheetULTA0.89
- Highest qualityULTA84 / 100
- Largest discount to fair valueGAP-32%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
GAP
stronger →← stronger
ULTA
76
Qualityreturns · margins · balance sheet
84
36
Growthrevenue & earnings expansion
83
77
Valuevaluation vs sector peers
48
ULTA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GAP
ULTA
$1.1bC+
FCF
$1.1bC+
+1.6%C
Rev
+11.3%B
1.54C+
D/E
0.89B
8.4xA
P/E
20.1xB
1.14B+
PEG
1.81C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
GAP
ULTA
32% below
Price vs fair valuelower is cheaper
5% above
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
+37%
1-yr DCF upside
-13%
+48%
5-yr DCF upside
-5%
+63%
10-yr DCF upside
+10%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GAP
Why this score
- Buying back stock
- Raising its dividend
ULTA
Why this score
- Buying back stock
- Durable high returns
The companies
GAPThe Gap, Inc.
Why now
Apparel Retail · market cap $7.5b. Down 29% from 52-week high of $29.36 — deep drawdown territory. 18 sell-side analysts rate this a Buy with a mean 1-yr target of $25.58 (implying +23% upside).
Moat
ROE 26% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 117% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Beta 2.05 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
ULTAUlta Beauty, Inc.
Why now
Specialty Retail · market cap $23.4b. Down 24% 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 +15% 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.
Where GAP and ULTA diverge
On the headline score the gap is 9.7 points in favor of ULTA. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthGAP 36.4 · ULTA 83.3ULTA +46.9
- ValueGAP 77.2 · ULTA 48.1GAP +29.1
- QualityGAP 76.4 · ULTA 84.1ULTA +7.7
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.