Best Buy Co. Inc (BBY)vsUlta Beauty Inc (ULTA)
BBY
Best Buy Co. Inc
$71.54
+0.77%
CONSUMER CYCLICAL · Cap: $16.55B
ULTA
Ulta Beauty Inc
$467.07
+0.98%
CONSUMER CYCLICAL · Cap: $20.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Best Buy Co. Inc generates 229% more annual revenue ($41.86B vs $12.71B). ULTA leads profitability with a 9.4% profit margin vs 2.7%. BBY appears more attractively valued with a PEG of 1.50. ULTA earns a higher WallStSmart Score of 63/100 (C+).
BBY
Buy62
out of 100
Grade: C+
ULTA
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-67.0%
Fair Value
$40.17
Current Price
$71.54
$31.37 premium
Margin of Safety
-23.0%
Fair Value
$555.27
Current Price
$467.07
$88.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Earnings expanding 37.9% YoY
Every $100 of equity generates 46 in profit
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
1.9% revenue growth
2.7% margin — thin
Operating margin of 4.0%
Elevated debt levels
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BBY
The strongest argument for BBY centers on Return on Equity, Altman Z-Score, P/E Ratio.
Bull Case : ULTA
The strongest argument for ULTA centers on Return on Equity, Altman Z-Score, P/E Ratio. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : BBY
The primary concerns for BBY are Revenue Growth, Profit Margin, Operating Margin. Thin 2.7% margins leave little buffer for downturns.
Bear Case : ULTA
The primary concerns for ULTA are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
BBY carries more volatility with a beta of 1.33 — expect wider price swings.
ULTA is growing revenue faster at 11.1% — sustainability is the question.
BBY generates stronger free cash flow (215M), providing more financial flexibility.
Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ULTA scores higher overall (63/100 vs 62/100) and 11.1% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Best Buy Co. Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Best Buy Co., Inc. is an American multinational consumer electronics retailer headquartered in Richfield, Minnesota.
Ulta Beauty Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Ulta Beauty, Inc., formerly known as Ulta Salon, Cosmetics & Fragrance Inc., is an American chain of beauty stores headquartered in Bolingbrook, Illinois. Ulta Beauty carries cosmetics and skincare brands, men's and women's fragrances, nail products, bath and body products, beauty tools and haircare products.
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