Verdict: Side-by-side breakdown using the Bull Rankings model. TPR scored 73.9, ULTA scored 72.2 — TPR leads.
Compare another set
TPR
Tapestry, Inc.
Luxury Goods · Quality-Growth
73.9
$116.24 · $23.1B
fundamentals as of
Score gap
1.7
TPR leads
ULTA
Ulta Beauty, Inc.
Specialty Retail · Quality-Growth
72.2
$570.37 · $24.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestTPR16.0x
Fastest growthTPR+14.2%
Strongest balance sheetULTA0.95
Highest qualityULTA85 / 100
Largest discount to fair valueTPR-3%
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)
TPR
stronger →← stronger
ULTA
82
Qualityreturns · margins · balance sheet
85
76
Growthrevenue & earnings expansion
78
64
Valuevaluation vs sector peers
57
ULTA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
TPR
ULTA
$1.8bC+
FCF
$1.1bC+
+14.2%B+
Rev
+11.2%B
5.72D
D/E
0.95B
16.0xB+
P/E
20.8xC+
1.66C+
PEG
1.77C+
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
TPR
ULTA
3% below
Price vs fair valuelower is cheaper
6% above
~7%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~9%/yr
-6%
1-yr DCF upside
-14%
+3%
5-yr DCF upside
-6%
+18%
10-yr DCF upside
+9%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TPR
Why this score
Buying back stock
Raising its dividend
ULTA
Why this score
Buying back stock
Durable high returns
The companies
TPRTapestry, Inc.
Luxury Goods · $116.24 · beta 1.43
Why now
Luxury Goods · market cap $23.1b. Down 29% from 52-week high of $164.80 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median. 20 sell-side analysts publish a mean 1-yr target of $166.50 (implying +43% 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. FCF converts 119% of net income — earnings translate cleanly into cash.
Risk
D/E 5.72 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Beta 1.43 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.
Specialty Retail · $570.37 · beta 0.84
Why now
Specialty Retail · market cap $24.4b. Down 20% from 52-week high of $714.97 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $631.44 (implying +11% upside).
Moat
ROE 46% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
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
TPR leads ULTA by 4.1 points (77.3 to 73.2), its sharpest advantage coming in PEG (grade A). A contrarian could still prefer ULTA for its stronger D/E (grade B). Note they play different roles — TPR screens as value, ULTA screens as growth — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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 TPR and ULTA diverge
On the headline score the gap is 1.7 points in favor of TPR. The widest single difference is Value, where TPR leads by 7.5 points.
ValueTPR 64.5 · ULTA 57.0TPR +7.5
QualityTPR 82.3 · ULTA 84.5level
GrowthTPR 76.0 · ULTA 78.2level
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is TPR or ULTA the better stock?
TPR scores higher: TPR 73.9, ULTA 72.2 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do TPR and ULTA differ most?
The widest gap is value, where TPR leads by 8 points on the 0–100 pillar scale. The other two pillars are close enough to call level, so this is the one place they genuinely separate.
How are TPR and ULTA scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.