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EFX vs ULTA

Comparison between Equifax Inc (EFX, Company) and Ulta Beauty Inc (ULTA, Company).

EFX is from the Industrials sector, while ULTA is from the Consumer Cyclical sector.

5-Year PerformanceULTA has outperformed EFX, delivering a return of +9.0% compared to -7.0%

EFX vs ULTA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
EFX
$22B
ULTA
$22B
Max Drawdown
Winner
EFX
57.22%
ULTA
87.89%
Sharpe Ratio
EFX
-0.72
Winner
ULTA
0.17
5Y Beta
EFX
0.89
Winner
ULTA
0.80
Industry
EFX
Consulting Services
ULTA
Specialty Retail
P/E Ratio
EFX
32.43
Winner
ULTA
18.85
Forward P/E
EFX
20.70
Winner
ULTA
18.28
PEG Ratio
Winner
EFX
2.76
ULTA
4.51
Dividend Yield
EFX
1.20%
ULTA
N/A
5Y Dividends CAGR
EFX
17.50%
ULTA
N/A
5Y EPS CAGR
EFX
-0.50%
Winner
ULTA
25.38%
Debt to Equity
EFX
124.81%
Winner
ULTA
5.61%
Free Cash Flow Yield
Winner
EFX
7.33%
ULTA
5.15%
P/S Ratio
EFX
3.41
Winner
ULTA
1.72
P/B Ratio
Winner
EFX
5.02
ULTA
8.35

EFX vs ULTA - Historical Returns

Returns include dividend reinvestment.

1M
EFX
+1.19%
Winner
ULTA
+15.84%
3M
EFX
+1.43%
Winner
ULTA
+3.17%
6M
Winner
EFX
+0.08%
ULTA
-20.64%
1Y
EFX
-27.65%
Winner
ULTA
+3.77%
5Y(CAGR)
EFX
-6.97%
Winner
ULTA
+9.04%
10Y(CAGR)
EFX
+3.92%
Winner
ULTA
+7.52%
Max(CAGR)
EFX
+10.31%
Winner
ULTA
+16.69%

EFX vs ULTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEFXULTA
2026-18.15%-13.81%
2025-12.90%+40.98%
2024+6.88%-10.62%
2023+25.64%+3.89%
2022-31.02%+13.51%
2021+56.81%+45.98%
2020+36.78%+12.81%
2019+52.46%+2.08%
2018-21.05%+6.62%
2017+0.50%-12.86%
2016+9.22%+40.22%
2015+38.52%+45.85%
2014+19.76%+33.29%
2013+28.05%-4.93%
2012+41.58%+55.02%
2011+8.92%+89.16%
2010+14.10%+80.37%
2009+12.40%+118.80%
2008-23.97%-49.97%
2007-8.75%-42.49%
2006+5.93%N/A
2005+33.24%N/A
2004+17.73%N/A
2003+2.71%N/A
2002-4.51%N/A
2001+47.52%N/A
2000+30.62%N/A
1999-13.90%N/A

EFX vs ULTA Drawdown Comparison

The maximum drawdown for EFX was -56.82%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.

The maximum drawdown for ULTA was -87.89%, occurring on Mar 9, 2009. Recovery took 778 trading sessions.

The current EFX drawdown is -42.34%. The current ULTA drawdown is -24.39%.

RankEFXULTA
#1-56.82%
Jul 12, 2007 - Mar 13, 2012
-87.89%
Oct 30, 2007 - Dec 1, 2010
#2-49.69%
Sep 13, 2024 - Jun 25, 2026
-64.92%
Jul 17, 2019 - Aug 11, 2021
#3-49.12%
Dec 13, 2021 - Aug 13, 2024
-44.56%
Mar 13, 2024 - Dec 5, 2025
#4-40.85%
Mar 6, 2002 - Feb 4, 2005
-39.39%
Jun 5, 2017 - Nov 13, 2018
#5-37.25%
Aug 1, 2017 - Jul 29, 2019
-38.46%
Nov 5, 2013 - Jan 8, 2015
#6-35.76%
Mar 4, 2020 - Jun 2, 2020
-36.23%
Feb 17, 2026 - Jun 17, 2026
#7-27.69%
Nov 2, 1999 - Apr 7, 2000
-32.57%
Apr 28, 2023 - Feb 26, 2024
#8-24.19%
Aug 27, 2001 - Feb 14, 2002
-28.84%
Jul 8, 2011 - Sep 12, 2011
#9-23.69%
Jun 8, 2020 - Dec 8, 2020
-27.48%
Jan 3, 2013 - Aug 2, 2013
#10-23.65%
Nov 2, 2000 - Jun 4, 2001
-27.11%
Nov 13, 2018 - Mar 1, 2019
#11-20.21%
Jan 17, 2006 - Dec 11, 2006
-20.70%
Apr 20, 2022 - Sep 7, 2022
#12-18.29%
Apr 12, 2000 - Oct 3, 2000
-19.86%
Dec 16, 2015 - Mar 11, 2016
#13-17.95%
Dec 29, 2015 - Mar 30, 2016
-17.30%
Aug 23, 2016 - Feb 21, 2017
#14-17.82%
Jul 25, 2016 - Mar 17, 2017
-16.55%
Jan 4, 2022 - Apr 19, 2022
#15-16.87%
Dec 18, 2020 - Apr 22, 2021
-15.84%
Sep 19, 2011 - Nov 4, 2011

Correlation

Correlation between EFX and ULTA is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

EFX vs ULTA dividend yield comparison.

YearEFXULTA
20260.64%0.00%
20250.87%0.00%
20240.61%0.00%
20230.63%0.00%
20220.80%0.00%
20210.53%0.00%
20200.81%0.00%
20191.11%0.00%
20181.68%0.00%
20171.32%0.00%
20161.12%0.00%
20151.04%0.00%
20141.24%0.00%
20131.27%0.00%
20121.33%1.02%
20111.65%0.00%
20100.79%0.00%
20090.52%0.00%
20080.60%0.00%
20070.44%0.00%
20060.39%0.00%
20050.39%0.00%
20040.39%0.00%
20030.33%0.00%
20020.35%0.00%
200163.04%0.00%
20001.29%0.00%
19990.39%0.00%

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