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ULTA vs IOT

Comparison between Ulta Beauty Inc (ULTA, Company) and Samsara Inc - Class A (IOT, Company).

ULTA is from the Consumer Cyclical sector, while IOT is from the Technology sector.

5-Year PerformanceIOT has outperformed ULTA, delivering a return of +10.2% compared to +7.0%

ULTA vs IOT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ULTA
$23B
IOT
$23B
Max Drawdown
ULTA
87.89%
Winner
IOT
70.38%
Sharpe Ratio
ULTA
0.07
Winner
IOT
0.50
5Y Beta
Winner
ULTA
0.77
IOT
1.23
Industry
ULTA
Specialty Retail
IOT
Software - Infrastructure
P/E Ratio
Winner
ULTA
19.74
IOT
1817.64
Forward P/E
Winner
ULTA
18.42
IOT
55.87
PEG Ratio
ULTA
4.72
Winner
IOT
0.00
5Y EPS CAGR
ULTA
25.38%
IOT
N/A
Debt to Equity
ULTA
5.61%
Winner
IOT
0.00%
Free Cash Flow Yield
Winner
ULTA
4.91%
IOT
1.03%
P/S Ratio
Winner
ULTA
1.73
IOT
13.32
P/B Ratio
Winner
ULTA
9.14
IOT
15.41

ULTA vs IOT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ULTA
+5.54%
IOT
+1.12%
3M
ULTA
+4.47%
Winner
IOT
+27.26%
6M
ULTA
-24.56%
Winner
IOT
+45.50%
1Y
ULTA
-0.30%
Winner
IOT
+18.12%
5Y(CAGR)
ULTA
+7.03%
Winner
IOT
+10.24%
10Y(CAGR)
ULTA
+6.49%
IOT
N/A
Max(CAGR)
Winner
ULTA
+16.42%
IOT
+10.24%

ULTA vs IOT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearULTAIOT
2026-16.92%+14.92%
2025+40.98%-19.41%
2024-10.62%+39.23%
2023+3.89%+180.03%
2022+13.51%-53.57%
2021+45.98%+13.81%
2020+12.81%N/A
2019+2.08%N/A
2018+6.62%N/A
2017-12.86%N/A
2016+40.22%N/A
2015+45.85%N/A
2014+33.29%N/A
2013-4.93%N/A
2012+55.02%N/A
2011+89.16%N/A
2010+80.37%N/A
2009+118.80%N/A
2008-49.97%N/A
2007-42.49%N/A

ULTA vs IOT Drawdown Comparison

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

The maximum drawdown for IOT was -70.38%, occurring on Nov 9, 2022. Recovery took 366 trading sessions.

The current ULTA drawdown is -27.12%. The current IOT drawdown is -36.06%.

RankULTAIOT
#1-87.89%
Oct 30, 2007 - Dec 1, 2010
-70.38%
Dec 27, 2021 - Jun 12, 2023
#2-64.92%
Jul 17, 2019 - Aug 11, 2021
-60.22%
Feb 18, 2025 - Feb 5, 2026
#3-44.56%
Mar 13, 2024 - Dec 5, 2025
-33.26%
May 15, 2024 - Sep 6, 2024
#4-39.39%
Jun 5, 2017 - Nov 13, 2018
-30.44%
Sep 5, 2023 - Dec 1, 2023
#5-38.46%
Nov 5, 2013 - Jan 8, 2015
-25.43%
Jun 14, 2023 - Sep 1, 2023
#6-36.23%
Feb 17, 2026 - Jun 17, 2026
-24.28%
Nov 22, 2024 - Feb 13, 2025
#7-32.57%
Apr 28, 2023 - Feb 26, 2024
-23.48%
Mar 26, 2024 - May 9, 2024
#8-28.84%
Jul 8, 2011 - Sep 12, 2011
-16.01%
Dec 13, 2023 - Mar 8, 2024
#9-27.48%
Jan 3, 2013 - Aug 2, 2013
-9.64%
Dec 15, 2021 - Dec 21, 2021
#10-27.11%
Nov 13, 2018 - Mar 1, 2019
-8.68%
Mar 8, 2024 - Mar 26, 2024
#11-20.70%
Apr 20, 2022 - Sep 7, 2022
-8.67%
Oct 10, 2024 - Nov 7, 2024
#12-19.86%
Dec 16, 2015 - Mar 11, 2016
-8.24%
Sep 24, 2024 - Oct 10, 2024
#13-17.30%
Aug 23, 2016 - Feb 21, 2017
-6.38%
Nov 13, 2024 - Nov 21, 2024
#14-16.55%
Jan 4, 2022 - Apr 19, 2022
-2.88%
Dec 5, 2023 - Dec 13, 2023
#15-15.84%
Sep 19, 2011 - Nov 4, 2011
-2.66%
Sep 10, 2024 - Sep 13, 2024

Correlation

Correlation between ULTA and IOT is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02
-101

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