Sally Beauty vs Ulta Beauty
SBH and ULTA side by side, both in miscellaneous retail. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How SBH and ULTA compare
Ulta Beauty is the larger company, worth 16 times as much as Sally Beauty ($27.4B against $1.7B).
On earnings, Sally Beauty is cheaper: it trades at 9.5× trailing earnings, against 23.3× for Ulta Beauty.
Ulta Beauty grew revenue faster over the last twelve months (11.2% versus 1.1% for Sally Beauty).
Ulta Beauty keeps more of each dollar of sales as profit, with a net margin of 9.3% compared with 5.2% at Sally Beauty.
Sally Beauty scores higher on the StockData Score (14 against 11 for Ulta Beauty), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | SBH | ULTA |
|---|---|---|
| Size and price | ||
| Market cap | $1.7B | $27.4B |
| Share price | $18.15 | $640.43 |
| Change, 1 year | 20.7% | 26.5% |
| Change, 5 years | −1.5% | 63.4% |
| Beta (5Y) | 1.11 | 0.77 |
| Employees | 27K | 65K |
| StockData Score | ||
| Total score | 14 (better) | 11 |
| Valuation score | 4 (better) | 0 |
| Growth score | 1 | 2 (better) |
| Performance score | 6 (better) | 5 |
| Health score | 3 | 4 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 9.5× (better) | 23.3× |
| P/S | 0.5× (better) | 2.1× |
| P/B | 1.9× (better) | 10.4× |
| EV/EBITDA | 5.6× (better) | 14.2× |
| P/FCF | 7.0× (better) | 23.8× |
| PEG | 2.14 (better) | 10.54 |
| FCF yield | 14.2% (better) | 4.2% |
| Fair value | $25.81 | $501.21 |
| Margin of safety | 29.7% (better) | −27.8% |
| Growth | ||
| Revenue growth (TTM) | 1.1% | 11.2% (better) |
| Revenue growth, 5Y average | 1.0% | 15.0% (better) |
| Net income growth (TTM) | −0.90% | 0.72% (better) |
| EPS growth (TTM) | 3.8% | 5.2% (better) |
| EPS growth, 5Y average | 13.8% | 52.5% (better) |
| Profitability | ||
| Gross margin | 52.1% (better) | 39.3% |
| Operating margin | 8.4% | 12.5% (better) |
| Net margin | 5.2% | 9.3% (better) |
| FCF margin | 6.5% | 8.9% (better) |
| Return on equity | 23.5% | 46.1% (better) |
| Return on invested capital | 15.5% | 45.2% (better) |
| Financial health | ||
| Debt / equity | 0.93 | 0.13 (better) |
| Net debt / EBITDA | 1.53 | 0.07 (better) |
| Current ratio | 2.37 (better) | 1.35 |
| Altman Z-score | 2.95 | 6.88 (better) |
| Piotroski F-score | 8 (better) | 7 |
| Dividends and buybacks | ||
| Buyback yield | 5.4% (better) | 4.4% |
| Shareholder yield | 5.4% (better) | 4.4% |
| Ownership | ||
| Held by institutions | 111% | 99.2% |
| Held by insiders | 1.5% | 0.26% |
| Insider net buying, 12 months | −$880K (better) | −$1.8M |
| Short interest, % of float | 20.1% | 5.7% |
Go deeper
- SBH stock overview
- SBH income statement
- SBH valuation and score
- ULTA stock overview
- ULTA income statement
- ULTA valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.