Nama Insights

Ulta Beauty (ULTA)

Consumer Cyclical · Specialty Retail · NASDAQ

S&P 500
Ulta Beauty (ULTA) is a Consumer Cyclical company in the Specialty Retail industry. It has a market capitalization of $27.57B, a trailing price-to-earnings ratio of 23.5 and a free-cash-flow yield of 3.7%. Over the most recent reported fiscal year, revenue grew 9.7% and free cash flow per share grew 16.7%. Nama's AI scorecard rates it Buy, 6.3 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.3/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +7.0% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-9.8%
How far the last close sits under the highest price of the past five years.
Market cap$27.57B
Trailing P/E23.5
Price / book10.4
Price / sales2.1
FCF yield3.7%
Dividend yield—
Gross margin39.3%
Operating margin12.6%
Net margin9.3%
Revenue growth (YoY)+9.7%
Revenue growth (3-yr annual)+6.7%
EPS growth (YoY)+1.0%
FCF/share growth (YoY)+16.7%
Beta0.8
ExchangeNASDAQ
SectorConsumer Cyclical
IndustrySpecialty Retail

ULTA earnings

Next report: Dec 3, 2026 (Q3 2027, EPS estimate $5.60). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2027 Aug 27, 2026 $6.55 $6.20 +5.7% $3.04B
Q1 2027 Jun 2, 2026 $7.74 $6.89 +12.3% $3.16B
Q4 2026 Mar 12, 2026 $8.01 $8.03 -0.2% $3.90B
Q3 2026 Dec 4, 2025 $5.14 $4.61 +11.5% $2.86B

ULTA analyst price target

Median target $635.00 from 25 analysts, ranging $500.00 – $731.00.

Specialty Retail peers

TickerCompanyMarket capP/E
WSM Williams-Sonoma $29.92B 26.0
CASY Casey's General Stores $25.42B 33.1
BBY Best Buy $20.90B 14.7
TSCO Tractor Supply $18.94B 19.5
FIVE Five Below $13.23B 30.0
GME GameStop $12.67B 23.7
DKS DICK'S Sporting Goods $12.52B 11.1
MUSA Murphy USA $9.45B 14.5
Explore live ULTA data on Nama Insights →

Recent Congressional trades

Ulta Beauty trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Maria Elvira Salazar House Buy $15,001 - $50,000 Apr 21, 2026
Dan Newhouse House Sell $1,001 - $15,000 Jan 15, 2026
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Greg Landsman House Sell $1,001 - $15,000 Sep 23, 2024
Greg Landsman House Buy $15,001 - $50,000 Aug 14, 2024
Michael Patrick Guest House Buy $1,001 - $15,000 Dec 11, 2023
Lois Frankel House Sell $1,001 - $15,000 Oct 10, 2023

ULTA FAQ

Is ULTA a buy?
Nama's AI scorecard currently rates Ulta Beauty Buy (6.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ULTA's P/E ratio?
Ulta Beauty trades at a trailing price-to-earnings ratio of 23.5.
When does ULTA report earnings?
Ulta Beauty's next scheduled report is on Dec 3, 2026. Analysts expect EPS of $5.60.
What is the ULTA price target?
The median analyst price target from 25 analysts is $635.00, with a range of $500.00 – $731.00.
Is ULTA Shariah compliant?
Nama's AAOIFI-style screen reads Ulta Beauty as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.