WallStSmart

Five Below Inc (FIVE)vsUlta Beauty Inc (ULTA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ulta Beauty Inc generates 150% more annual revenue ($12.71B vs $5.08B). ULTA leads profitability with a 9.4% profit margin vs 8.7%. FIVE appears more attractively valued with a PEG of 0.98. FIVE earns a higher WallStSmart Score of 74/100 (B).

FIVE

Strong Buy

74

out of 100

Grade: B

Growth: 9.3Profit: 6.5Value: 7.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.26

ULTA

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 8.0Value: 4.7Quality: 6.0
Piotroski: 3/9Altman Z: 3.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FIVEUndervalued (+22.4%)

Margin of Safety

+22.4%

Fair Value

$265.64

Current Price

$209.49

$56.15 discount

UndervaluedFair: $265.64Overvalued
ULTASignificantly Overvalued (-23.4%)

Margin of Safety

-23.4%

Fair Value

$553.46

Current Price

$508.09

$45.37 premium

UndervaluedFair: $553.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FIVE3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
32.5%10/10

Revenue surging 32.5% year-over-year

EPS GrowthGrowth
195.6%10/10

Earnings expanding 195.6% YoY

PEG RatioValuation
0.988/10

Growing faster than its price suggests

ULTA3 strengths · Avg: 9.3/10
Return on EquityProfitability
46.1%10/10

Every $100 of equity generates 46 in profit

Altman Z-ScoreHealth
3.4010/10

Safe zone — low bankruptcy risk

P/E RatioValuation
18.0x8/10

Attractively priced relative to earnings

Areas to Watch

FIVE2 concerns · Avg: 3.5/10
P/E RatioValuation
25.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

ULTA3 concerns · Avg: 3.7/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Price/BookValuation
8.0x4/10

Trading at 8.0x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : FIVE

The strongest argument for FIVE centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 32.5% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.

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 : FIVE

The primary concerns for FIVE are P/E Ratio, Piotroski F-Score.

Bear Case : ULTA

The primary concerns for ULTA are PEG Ratio, Price/Book, Piotroski F-Score.

Key Dynamics to Monitor

FIVE profiles as a hypergrowth stock while ULTA is a value play — different risk/reward profiles.

FIVE carries more volatility with a beta of 1.00 — expect wider price swings.

FIVE is growing revenue faster at 32.5% — sustainability is the question.

ULTA generates stronger free cash flow (204M), providing more financial flexibility.

Bottom Line

FIVE scores higher overall (74/100 vs 63/100) and 32.5% revenue growth. Both earn "Strong 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.

Five Below Inc

CONSUMER CYCLICAL · SPECIALTY RETAIL · USA

Five Below, Inc. is a specialty value retailer in the United States. The company is headquartered in Philadelphia, Pennsylvania.

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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