COMPARE · Data as of August 21, 2026
ULTA vs URBN
Verdict: Side-by-side breakdown using the Bull Rankings model. ULTA scored 72.6, URBN scored 68.4 — ULTA leads.
Compare another set
ULTA
Ulta Beauty, Inc.
72.6
$521.46 · $22.4B
fundamentals as of
Score gap
4.2
ULTA leads
URBN
Urban Outfitters, Inc.
68.4
$74.24 · $6.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestURBN14.3x
- Fastest growthULTA+11.3%
- Strongest balance sheetURBN0.46
- 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)
ULTA
stronger →← stronger
URBN
84
Qualityreturns · margins · balance sheet
75
83
Growthrevenue & earnings expansion
85
55
Valuevaluation vs sector peers
50
ULTA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ULTA
URBN
$1.1bC+
FCF
$150mC
+11.3%B
Rev
+11.2%B
0.89B
D/E
0.46B+
19.5xB
P/E
14.3xA-
1.83C+
PEG
1.38B
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
ULTA
URBN
1% above
Price vs fair valuelower is cheaper
199% above
~7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~36%/yr
-10%
1-yr DCF upside
-69%
-1%
5-yr DCF upside
-67%
+15%
10-yr DCF upside
-63%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ULTA
Why this score
- Buying back stock
- Durable high returns
URBN
Why this score
- Buying back stock
- Durable high returns
The companies
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.
URBNUrban Outfitters, Inc.
Why now
Apparel Retail · market cap $6.4b. 12% off the 52-week high of $84.35. Revenue growing +11%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $87.69 (implying +18% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
ULTA leads URBN by 5.7 points (72.6 to 66.9), its sharpest advantage coming in FCF (grade C+). A contrarian could still prefer URBN for its stronger P/E (grade A-). Note they play different roles — ULTA screens as growth, URBN screens as value — 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 ULTA and URBN diverge
On the headline score the gap is 4.2 points in favor of ULTA. The widest single difference is Quality, where ULTA leads by 9.0 points.
- QualityULTA 84.1 · URBN 75.1ULTA +9.0
- ValueULTA 54.7 · URBN 50.1ULTA +4.6
- GrowthULTA 83.3 · URBN 85.2level
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.