WallStSmart

JBDI Holdings Limited Ordinary Shares (JBDI)vsUlta Beauty Inc (ULTA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ulta Beauty Inc generates 151907% more annual revenue ($12.96B vs $8.52M). ULTA leads profitability with a 9.3% profit margin vs 1.4%. ULTA trades at a lower P/E of 19.7x. ULTA earns a higher WallStSmart Score of 61/100 (C+).

JBDI

Avoid

29

out of 100

Grade: F

Growth: 3.3Profit: 3.5Value: 4.0Quality: 8.0
Piotroski: 2/9Altman Z: 2.29

ULTA

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 4.0Quality: 6.0
Piotroski: 3/9Altman Z: 3.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for JBDI.

ULTASignificantly Overvalued (-20.9%)

Margin of Safety

-20.9%

Fair Value

$565.10

Current Price

$543.81

$21.29 premium

UndervaluedFair: $565.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JBDI2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

ULTA2 strengths · Avg: 10.0/10
Return on EquityProfitability
45.8%10/10

Every $100 of equity generates 46 in profit

Altman Z-ScoreHealth
3.4010/10

Safe zone — low bankruptcy risk

Areas to Watch

JBDI4 concerns · Avg: 3.0/10
Market CapQuality
$11.13M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
1.4%3/10

1.4% margin — thin

Operating MarginProfitability
0.8%3/10

Operating margin of 0.8%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

ULTA3 concerns · Avg: 3.7/10
PEG RatioValuation
1.954/10

Expensive relative to growth rate

Price/BookValuation
8.6x4/10

Trading at 8.6x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : JBDI

The strongest argument for JBDI centers on Debt/Equity, Price/Book. Revenue growth of 10.9% demonstrates continued momentum.

Bull Case : ULTA

The strongest argument for ULTA centers on Return on Equity, Altman Z-Score.

Bear Case : JBDI

The primary concerns for JBDI are Market Cap, Profit Margin, Operating Margin. A P/E of 117.0x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.

Bear Case : ULTA

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

Key Dynamics to Monitor

ULTA carries more volatility with a beta of 0.85 — expect wider price swings.

JBDI is growing revenue faster at 10.9% — sustainability is the question.

ULTA generates stronger free cash flow (38M), providing more financial flexibility.

Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ULTA scores higher overall (61/100 vs 29/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

JBDI Holdings Limited Ordinary Shares

CONSUMER CYCLICAL · SPECIALTY RETAIL · USA

JBDI Holdings Limited engages in the trading of reconditioned and recycling containers in Singapore and the Southeast Asia region.

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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