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ULTA vs GIS

Comparison between Ulta Beauty Inc (ULTA, Company) and General Mills Inc (GIS, Company).

ULTA is from the Consumer Cyclical sector, while GIS is from the Consumer Defensive sector.

5-Year PerformanceULTA has outperformed GIS, delivering a return of +6.0% compared to -6.4%

ULTA vs GIS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ULTA
$20B
GIS
$20B
Max Drawdown
ULTA
87.89%
Winner
GIS
64.50%
Sharpe Ratio
Winner
ULTA
-0.08
GIS
-1.23
5Y Beta
ULTA
0.85
Winner
GIS
-0.05
Industry
ULTA
Specialty Retail
GIS
Packaged Foods
P/E Ratio
ULTA
16.89
Winner
GIS
-207.87
Forward P/E
ULTA
16.45
Winner
GIS
11.78
PEG Ratio
Winner
ULTA
4.04
GIS
11.74
Dividend Yield
ULTA
N/A
GIS
6.72%
5Y Dividends CAGR
ULTA
N/A
GIS
8.52%
5Y EPS CAGR
ULTA
25.38%
GIS
N/A
Debt to Equity
Winner
ULTA
5.61%
GIS
182.80%
Free Cash Flow Yield
ULTA
5.74%
Winner
GIS
8.32%
P/S Ratio
ULTA
1.54
Winner
GIS
1.04
P/B Ratio
ULTA
7.68
Winner
GIS
2.63

ULTA vs GIS - Historical Returns

Returns include dividend reinvestment.

1M
ULTA
-3.70%
Winner
GIS
+6.33%
3M
ULTA
-13.62%
Winner
GIS
-0.76%
6M
ULTA
-30.91%
Winner
GIS
-18.23%
1Y
Winner
ULTA
-3.22%
GIS
-26.04%
5Y(CAGR)
Winner
ULTA
+6.02%
GIS
-6.43%
10Y(CAGR)
Winner
ULTA
+6.26%
GIS
-3.37%
Max(CAGR)
Winner
ULTA
+15.82%
GIS
+5.18%

ULTA vs GIS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearULTAGIS
2026-25.77%-19.14%
2025+40.98%-23.47%
2024-10.62%-1.02%
2023+3.89%-19.36%
2022+13.51%+28.33%
2021+45.98%+18.08%
2020+12.81%+16.71%
2019+2.08%+45.02%
2018+6.62%-31.26%
2017-12.86%-1.15%
2016+40.22%+10.72%
2015+45.85%+11.99%
2014+33.29%+11.42%
2013-4.93%+24.51%
2012+55.02%+3.57%
2011+89.16%+17.50%
2010+80.37%+3.34%
2009+118.80%+21.00%
2008-49.97%+10.38%
2007-42.49%+1.88%
2006N/A+19.31%
2005N/A+3.57%
2004N/A+13.29%
2003N/A-2.66%
2002N/A-5.66%
2001N/A+21.28%
2000N/A+33.37%
1999N/A-16.74%

ULTA vs GIS Drawdown Comparison

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

The maximum drawdown for GIS was -59.65%, occurring on Jun 3, 2026. This drawdown has not yet recovered.

The current ULTA drawdown is -34.89%. The current GIS drawdown is -55.03%.

RankULTAGIS
#1-87.89%
Oct 30, 2007 - Dec 1, 2010
-59.65%
May 12, 2023 - Jun 3, 2026
#2-64.92%
Jul 17, 2019 - Aug 11, 2021
-45.07%
Jul 19, 2016 - May 13, 2020
#3-44.56%
Mar 13, 2024 - Dec 5, 2025
-31.76%
Oct 1, 2008 - Nov 13, 2009
#4-39.39%
Jun 5, 2017 - Nov 13, 2018
-29.42%
Nov 1, 1999 - Oct 31, 2000
#5-38.46%
Nov 5, 2013 - Jan 8, 2015
-26.09%
Dec 27, 2001 - Dec 23, 2004
#6-36.23%
Feb 17, 2026 - Jun 17, 2026
-18.07%
Mar 5, 2001 - Sep 10, 2001
#7-32.57%
Apr 28, 2023 - Feb 26, 2024
-15.87%
Aug 4, 2020 - Nov 3, 2021
#8-28.84%
Jul 8, 2011 - Sep 12, 2011
-15.14%
Feb 1, 2005 - May 25, 2006
#9-27.48%
Jan 3, 2013 - Aug 2, 2013
-13.66%
Dec 8, 2022 - Apr 5, 2023
#10-27.11%
Nov 13, 2018 - Mar 1, 2019
-13.11%
Jun 17, 2010 - Apr 20, 2011
#11-20.70%
Apr 20, 2022 - Sep 7, 2022
-12.89%
Dec 6, 2007 - Apr 1, 2008
#12-19.86%
Dec 16, 2015 - Mar 11, 2016
-11.79%
May 19, 2011 - Oct 10, 2011
#13-17.30%
Aug 23, 2016 - Feb 21, 2017
-10.92%
Jan 14, 2022 - Apr 7, 2022
#14-16.55%
Jan 4, 2022 - Apr 19, 2022
-10.66%
Jun 4, 2014 - Jan 20, 2015
#15-15.84%
Sep 19, 2011 - Nov 4, 2011
-10.19%
Jun 4, 2007 - Dec 6, 2007

Correlation

Correlation between ULTA and GIS is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2000 - 2026)

ULTA vs GIS dividend yield comparison.

YearULTAGIS
20260.00%3.40%
20250.00%5.20%
20240.00%3.73%
20230.00%3.47%
20220.00%2.50%
20210.00%3.03%
20200.00%3.37%
20190.00%3.66%
20180.00%5.03%
20170.00%3.27%
20160.00%3.01%
20150.00%3.00%
20140.00%3.02%
20130.00%2.85%
20121.02%3.14%
20110.00%2.90%
20100.00%2.95%
20090.00%2.54%
20080.00%2.72%
20070.00%2.67%
20060.00%2.40%
20050.00%2.60%
20040.00%2.35%
20030.00%2.43%
20020.00%2.34%
20010.00%2.11%
20000.00%2.47%

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