COMPARE · Reviewed August 3, 2026
LULU vs ULTA
Verdict: Side-by-side breakdown using the Bull Rankings model. LULU scored 70.0, ULTA scored 71.4 — ULTA leads.
Compare another set
LULU
lululemon athletica inc.
70
$122.18 · $13.9B
fundamentals as of
Score gap
1.4
ULTA leads
ULTA
Ulta Beauty, Inc.
71.4
$543.28 · $23.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
LULU
stronger →← stronger
ULTA
88
Qualityreturns · margins · balance sheet
84
46
Growthrevenue & earnings expansion
86
84
Valuevaluation vs sector peers
51
LULU is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LULU
ULTA
$1.3bC+
FCF
$1.1bC+
+4.2%C+
Rev
+11.3%B
0.44B+
D/E
0.89B
9.9xA
P/E
20.4xB
0.91B+
PEG
1.78C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LULU
ULTA
34% below
Price vs fair valuelower is cheaper
4% above
~-7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
+52%
1-yr DCF upside
-13%
+51%
5-yr DCF upside
-4%
+50%
10-yr DCF upside
+11%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LULU
Why this score
- Buying back stock
- Durable high returns
ULTA
Why this score
- Buying back stock
- Durable high returns
The companies
LULUlululemon athletica inc.
Why now
Apparel Retail · market cap $13.9b. Down 46% from 52-week high of $225.98 — deep drawdown territory. PEG 0.91 — paying under fair value for the growth rate. 26 sell-side analysts rate this a Hold with a mean 1-yr target of $127.73 (implying +5% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.