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ULTA vs BRO

Comparison between Ulta Beauty Inc (ULTA, Company) and Brown & Brown Inc (BRO, Company).

ULTA is from the Consumer Cyclical sector, while BRO is from the Financial Services sector.

5-Year PerformanceULTA has outperformed BRO, delivering a return of +6.9% compared to +3.4%

ULTA vs BRO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ULTA
$20B
Winner
BRO
$20B
Max Drawdown
ULTA
87.89%
Winner
BRO
56.30%
Sharpe Ratio
Winner
ULTA
-0.04
BRO
-2.09
5Y Beta
ULTA
0.88
Winner
BRO
0.25
Industry
ULTA
Specialty Retail
BRO
Insurance Brokers
P/E Ratio
Winner
ULTA
16.93
BRO
17.21
Forward P/E
ULTA
16.53
Winner
BRO
12.87
PEG Ratio
ULTA
4.05
BRO
N/A
Dividend Yield
ULTA
N/A
BRO
1.06%
5Y Dividends CAGR
ULTA
N/A
BRO
17.01%
5Y EPS CAGR
Winner
ULTA
25.38%
BRO
12.98%
Debt to Equity
Winner
ULTA
5.61%
BRO
62.02%
Free Cash Flow Yield
ULTA
5.73%
Winner
BRO
7.21%

ULTA vs BRO - Historical Returns

Returns include dividend reinvestment.

1M
ULTA
-4.95%
Winner
BRO
+0.70%
3M
ULTA
-12.39%
Winner
BRO
-11.63%
6M
Winner
ULTA
-23.21%
BRO
-26.72%
1Y
Winner
ULTA
-3.66%
BRO
-44.94%
5Y(CAGR)
Winner
ULTA
+6.87%
BRO
+3.39%
10Y(CAGR)
ULTA
+6.72%
Winner
BRO
+13.73%
Max(CAGR)
Winner
ULTA
+15.82%
BRO
+14.56%

ULTA vs BRO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearULTABRO
2026-26.44%-23.46%
2025+40.98%-20.22%
2024-10.62%+45.05%
2023+3.89%+26.44%
2022+13.51%-16.62%
2021+45.98%+52.72%
2020+12.81%+20.66%
2019+2.08%+47.28%
2018+6.62%+9.09%
2017-12.86%+16.25%
2016+40.22%+43.90%
2015+45.85%-0.03%
2014+33.29%+7.11%
2013-4.93%+21.39%
2012+55.02%+13.55%
2011+89.16%-6.51%
2010+80.37%+35.03%
2009+118.80%-10.54%
2008-49.97%-9.41%
2007-42.49%-15.96%
2006N/A-8.18%
2005N/A+39.84%
2004N/A+33.50%
2003N/A-0.18%
2002N/A+19.52%
2001N/A+64.42%
2000N/A+86.89%
1999N/A+15.22%

ULTA vs BRO Drawdown Comparison

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

The maximum drawdown for BRO was -55.85%, occurring on May 13, 2026. This drawdown has not yet recovered.

The current ULTA drawdown is -35.47%. The current BRO drawdown is -52.01%.

RankULTABRO
#1-87.89%
Oct 30, 2007 - Dec 1, 2010
-55.85%
Apr 3, 2025 - May 13, 2026
#2-64.92%
Jul 17, 2019 - Aug 11, 2021
-54.10%
Apr 21, 2006 - May 13, 2013
#3-44.56%
Mar 13, 2024 - Dec 5, 2025
-34.74%
Feb 20, 2020 - Apr 13, 2021
#4-39.39%
Jun 5, 2017 - Nov 13, 2018
-31.53%
May 8, 2002 - Apr 14, 2003
#5-38.46%
Nov 5, 2013 - Jan 8, 2015
-27.28%
Apr 7, 2022 - Aug 23, 2023
#6-36.23%
Feb 17, 2026 - Jun 17, 2026
-21.87%
Dec 16, 1999 - Apr 10, 2000
#7-32.57%
Apr 28, 2023 - Feb 26, 2024
-21.27%
Feb 21, 2001 - Apr 23, 2001
#8-28.84%
Jul 8, 2011 - Sep 12, 2011
-20.68%
Nov 27, 2001 - Jan 24, 2002
#9-27.48%
Jan 3, 2013 - Aug 2, 2013
-20.37%
Apr 23, 2003 - Mar 1, 2004
#10-27.11%
Nov 13, 2018 - Mar 1, 2019
-17.73%
Aug 1, 2001 - Sep 28, 2001
#11-20.70%
Apr 20, 2022 - Sep 7, 2022
-16.58%
Sep 13, 2018 - Apr 23, 2019
#12-19.86%
Dec 16, 2015 - Mar 11, 2016
-16.37%
Jul 19, 2013 - Jun 11, 2015
#13-17.30%
Aug 23, 2016 - Feb 21, 2017
-16.20%
Feb 6, 2002 - May 6, 2002
#14-16.55%
Jan 4, 2022 - Apr 19, 2022
-15.88%
Aug 18, 2015 - Mar 11, 2016
#15-15.84%
Sep 19, 2011 - Nov 4, 2011
-15.07%
Oct 6, 2004 - Feb 11, 2005

Correlation

Correlation between ULTA and BRO is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

ULTA vs BRO dividend yield comparison.

YearULTABRO
20260.00%0.56%
20250.00%0.77%
20240.00%0.53%
20230.00%0.67%
20220.00%0.74%
20210.00%0.54%
20200.00%0.73%
20190.00%0.82%
20180.00%1.11%
20170.00%1.08%
20160.00%1.12%
20150.00%1.41%
20140.00%1.25%
20130.00%1.18%
20121.02%1.36%
20110.00%1.44%
20100.00%1.31%
20090.00%1.68%
20080.00%1.36%
20070.00%1.06%
20060.00%0.74%
20050.00%0.56%
20040.00%0.67%
20030.00%0.74%
20020.00%0.62%
20010.00%0.59%
20000.00%0.77%
19990.00%0.34%

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