COMPARE · Data as of August 21, 2026
TPR vs ULTA
Verdict: Side-by-side breakdown using the Bull Rankings model. TPR scored 65.7, ULTA scored 72.6 — ULTA leads.
Compare another set
TPR
Tapestry, Inc.
65.7
$130.17 · $26.0B
fundamentals as of
Score gap
6.9
ULTA leads
ULTA
Ulta Beauty, Inc.
72.6
$521.46 · $22.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTPR17.9x
- Fastest growthTPR+14.2%
- Strongest balance sheetULTA0.89
- Highest qualityULTA84 / 100
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
84
81
Growthrevenue & earnings expansion
83
43
Valuevaluation vs sector peers
55
ULTA is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
TPR
ULTA
$1.8bC+
FCF
$1.1bC+
+14.2%B+
Rev
+11.3%B
5.72D
D/E
0.89B
17.9xB+
P/E
19.5xB
1.89C+
PEG
1.83C+
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
11% above
Price vs fair valuelower is cheaper
1% above
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
~7%/yr
-19%
1-yr DCF upside
-10%
-10%
5-yr DCF upside
-1%
+3%
10-yr DCF upside
+15%
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.
Why now
Luxury Goods · market cap $26.0b. Down 21% from 52-week high of $164.80 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $167.40 (implying +29% 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, a sign that working capital and capex are well-disciplined.
Risk
D/E 5.72 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Beta 1.46 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 $22.4b. Down 27% 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 +20% 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
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 6.9 points in favor of ULTA. The widest single difference is Value, where ULTA leads by 12.0 points.
- ValueTPR 42.7 · ULTA 54.7ULTA +12.0
- QualityTPR 81.9 · ULTA 84.1level
- GrowthTPR 81.1 · ULTA 83.3level
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.