COMPARE · Reviewed August 3, 2026
MNSO vs ULTA
Verdict: Side-by-side breakdown using the Bull Rankings model. MNSO scored 72.0, ULTA scored 71.4 — MNSO leads.
Compare another set
MNSO
MINISO Group Holding Limited
72
$12.85 · $3.8B
Score gap
0.6
MNSO leads
ULTA
Ulta Beauty, Inc.
71.4
$534.41 · $23.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
MNSO
stronger →← stronger
ULTA
81
Qualityreturns · margins · balance sheet
84
100
Growthrevenue & earnings expansion
86
90
Valuevaluation vs sector peers
51
MNSO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MNSO
ULTA
—
FCF
$1.1bC+
+26.2%A-
Rev
+11.3%B
1.04B
D/E
0.89B
13.0xA-
P/E
20.0xB
0.50A
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
MNSO
ULTA
—
Price vs fair valuelower is cheaper
3% above
—
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
—
1-yr DCF upside
-12%
—
5-yr DCF upside
-3%
—
10-yr DCF upside
+13%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MNSO
Why this score
- Short track record
- Foreign reporter (CNY)
ULTA
Why this score
- Buying back stock
- Durable high returns
The companies
MNSOMINISO Group Holding Limited
Why now
Specialty Retail · market cap $3.8b. Down 52% from 52-week high of $26.74 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. PEG 0.50 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $19.98 (implying +55% upside).
Moat
ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 52% 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 $23.0b. Down 25% 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 +17% 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.