WallStSmart

Ulta Beauty Inc (ULTA)vsWilliams-Sonoma Inc (WSM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ulta Beauty Inc generates 62% more annual revenue ($12.96B vs $8.01B). WSM leads profitability with a 14.7% profit margin vs 9.3%. ULTA appears more attractively valued with a PEG of 1.97. WSM earns a higher WallStSmart Score of 64/100 (C+).

ULTA

Buy

61

out of 100

Grade: C+

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

WSM

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 4.3Quality: 6.0
Piotroski: 2/9Altman Z: 3.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ULTASignificantly Overvalued (-20.8%)

Margin of Safety

-20.8%

Fair Value

$565.46

Current Price

$540.98

$24.48 premium

UndervaluedFair: $565.46Overvalued

Intrinsic value data unavailable for WSM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

WSM3 strengths · Avg: 9.3/10
Return on EquityProfitability
55.1%10/10

Every $100 of equity generates 55 in profit

Altman Z-ScoreHealth
3.2610/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
42.0%8/10

Earnings expanding 42.0% YoY

Areas to Watch

ULTA3 concerns · Avg: 3.7/10
PEG RatioValuation
1.974/10

Expensive relative to growth rate

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

WSM3 concerns · Avg: 3.0/10
Price/BookValuation
14.1x4/10

Trading at 14.1x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.582/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ULTA

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

Bull Case : WSM

The strongest argument for WSM centers on Return on Equity, Altman Z-Score, EPS Growth.

Bear Case : ULTA

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

Bear Case : WSM

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

Key Dynamics to Monitor

WSM carries more volatility with a beta of 1.46 — expect wider price swings.

ULTA is growing revenue faster at 8.9% — sustainability is the question.

WSM generates stronger free cash flow (481M), providing more financial flexibility.

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

Bottom Line

WSM scores higher overall (64/100 vs 61/100). 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.

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.

Williams-Sonoma Inc

CONSUMER CYCLICAL · SPECIALTY RETAIL · USA

Williams-Sonoma, Inc. is an omnichannel specialty retailer of various home products. The company is headquartered in San Francisco, California.

Want to dig deeper into these stocks?