WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ulta Beauty Inc generates 59% more annual revenue ($12.39B vs $7.81B). WSM leads profitability with a 13.9% profit margin vs 9.3%. ULTA appears more attractively valued with a PEG of 1.77. ULTA earns a higher WallStSmart Score of 57/100 (C).

ULTA

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 7.5Value: 4.7Quality: 6.3
Piotroski: 4/9Altman Z: 3.94

WSM

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 8.5Value: 5.0Quality: 5.8
Piotroski: 3/9Altman Z: 3.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ULTAOvervalued (-14.9%)

Margin of Safety

-14.9%

Fair Value

$594.70

Current Price

$532.53

$62.17 premium

UndervaluedFair: $594.70Overvalued

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
43.6%10/10

Every $100 of equity generates 44 in profit

Altman Z-ScoreHealth
3.9410/10

Safe zone — low bankruptcy risk

WSM3 strengths · Avg: 9.3/10
Return on EquityProfitability
51.5%10/10

Every $100 of equity generates 52 in profit

Altman Z-ScoreHealth
3.3710/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

ULTA3 concerns · Avg: 3.3/10
PEG RatioValuation
1.774/10

Expensive relative to growth rate

Price/BookValuation
8.4x4/10

Trading at 8.4x book value

EPS GrowthGrowth
-5.4%2/10

Earnings declined 5.4%

WSM4 concerns · Avg: 3.3/10
PEG RatioValuation
2.434/10

Expensive relative to growth rate

Price/BookValuation
10.0x4/10

Trading at 10.0x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.3%2/10

Revenue declined 4.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : ULTA

The strongest argument for ULTA centers on Return on Equity, Altman Z-Score. Revenue growth of 11.8% demonstrates continued momentum.

Bull Case : WSM

The strongest argument for WSM centers on Return on Equity, Altman Z-Score, Operating Margin.

Bear Case : ULTA

The primary concerns for ULTA are PEG Ratio, Price/Book, EPS Growth.

Bear Case : WSM

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

Key Dynamics to Monitor

ULTA profiles as a value stock while WSM is a declining play — different risk/reward profiles.

WSM carries more volatility with a beta of 1.58 — expect wider price swings.

ULTA is growing revenue faster at 11.8% — sustainability is the question.

ULTA generates stronger free cash flow (907M), providing more financial flexibility.

Bottom Line

ULTA scores higher overall (57/100 vs 52/100) and 11.8% 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.

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.

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