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ULTA vs KOF

Comparison between Ulta Beauty Inc (ULTA, Company) and Coca-Cola Femsa S.A.B. DE C.V. (KOF, Company).

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

5-Year PerformanceKOF has outperformed ULTA, delivering a return of +18.2% compared to +9.0%

ULTA vs KOF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ULTA
$22B
KOF
$22B
Max Drawdown
ULTA
87.89%
Winner
KOF
79.74%
Sharpe Ratio
ULTA
0.17
Winner
KOF
1.16
5Y Beta
ULTA
0.80
Winner
KOF
0.35
Industry
ULTA
Specialty Retail
KOF
Beverages - Non-alcoholic
P/E Ratio
ULTA
18.85
Winner
KOF
17.21
Forward P/E
Winner
ULTA
18.28
KOF
135.14
PEG Ratio
Winner
ULTA
4.51
KOF
12.23
Dividend Yield
ULTA
N/A
KOF
3.91%
5Y Dividends CAGR
ULTA
N/A
KOF
16.68%
5Y EPS CAGR
ULTA
25.38%
Winner
KOF
48.86%
Debt to Equity
Winner
ULTA
5.61%
KOF
56.55%
Free Cash Flow Yield
Winner
ULTA
5.15%
KOF
1.51%
P/S Ratio
ULTA
1.72
Winner
KOF
0.08
P/B Ratio
ULTA
8.35
Winner
KOF
2.54

ULTA vs KOF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ULTA
+15.84%
KOF
+0.74%
3M
ULTA
+3.17%
Winner
KOF
+6.89%
6M
ULTA
-20.64%
Winner
KOF
+1.36%
1Y
ULTA
+3.77%
Winner
KOF
+34.54%
5Y(CAGR)
ULTA
+9.04%
Winner
KOF
+18.22%
10Y(CAGR)
ULTA
+7.52%
Winner
KOF
+7.83%
Max(CAGR)
Winner
ULTA
+16.69%
KOF
+10.40%

ULTA vs KOF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearULTAKOF
2026-13.81%+15.27%
2025+40.98%+27.20%
2024-10.62%-12.89%
2023+3.89%+50.77%
2022+13.51%+30.32%
2021+45.98%+26.07%
2020+12.81%-19.99%
2019+2.08%+0.73%
2018+6.62%-12.02%
2017-12.86%+12.69%
2016+40.22%-6.24%
2015+45.85%-15.08%
2014+33.29%-25.53%
2013-4.93%-18.94%
2012+55.02%+58.05%
2011+89.16%+16.71%
2010+80.37%+25.69%
2009+118.80%+47.81%
2008-49.97%-8.50%
2007-42.49%+32.80%
2006N/A+40.41%
2005N/A+16.98%
2004N/A+14.29%
2003N/A+16.13%
2002N/A-12.73%
2001N/A-16.36%
2000N/A+28.89%
1999N/A+23.75%

ULTA vs KOF Drawdown Comparison

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

The maximum drawdown for KOF was -74.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

The current ULTA drawdown is -24.39%. The current KOF drawdown is -4.66%.

RankULTAKOF
#1-87.89%
Oct 30, 2007 - Dec 1, 2010
-74.85%
Apr 23, 2013 - Apr 1, 2020
#2-64.92%
Jul 17, 2019 - Aug 11, 2021
-57.74%
Jun 5, 2008 - Dec 14, 2009
#3-44.56%
Mar 13, 2024 - Dec 5, 2025
-43.16%
Apr 18, 2002 - Jul 15, 2005
#4-39.39%
Jun 5, 2017 - Nov 13, 2018
-30.06%
Mar 16, 2000 - Jul 20, 2000
#5-38.46%
Nov 5, 2013 - Jan 8, 2015
-29.33%
Jan 3, 2001 - Mar 6, 2002
#6-36.23%
Feb 17, 2026 - Jun 17, 2026
-21.42%
May 8, 2006 - Oct 31, 2006
#7-32.57%
Apr 28, 2023 - Feb 26, 2024
-20.92%
Jul 9, 2007 - Dec 21, 2007
#8-28.84%
Jul 8, 2011 - Sep 12, 2011
-17.71%
Feb 2, 2007 - Jun 7, 2007
#9-27.48%
Jan 3, 2013 - Aug 2, 2013
-16.60%
Jul 3, 2012 - Oct 4, 2012
#10-27.11%
Nov 13, 2018 - Mar 1, 2019
-15.73%
Aug 1, 2011 - Jan 26, 2012
#11-20.70%
Apr 20, 2022 - Sep 7, 2022
-15.56%
Dec 9, 1999 - Feb 10, 2000
#12-19.86%
Dec 16, 2015 - Mar 11, 2016
-13.83%
Jan 3, 2011 - May 10, 2011
#13-17.30%
Aug 23, 2016 - Feb 21, 2017
-13.76%
Dec 24, 2009 - Mar 2, 2010
#14-16.55%
Jan 4, 2022 - Apr 19, 2022
-12.74%
Aug 2, 2005 - Jan 6, 2006
#15-15.84%
Sep 19, 2011 - Nov 4, 2011
-11.83%
Apr 26, 2010 - Aug 17, 2010

Correlation

Correlation between ULTA and KOF is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47
-101

Dividend Comparison (2000 - 2026)

ULTA vs KOF dividend yield comparison.

YearULTAKOF
20260.00%2.07%
20250.00%4.09%
20240.00%4.20%
20230.00%3.37%
20220.00%3.99%
20210.00%4.59%
20200.00%5.22%
20190.00%2.75%
20180.00%2.95%
20170.00%2.52%
20160.00%2.84%
20150.00%2.74%
20140.00%2.51%
20130.00%1.89%
20121.02%1.30%
20110.00%2.14%
20100.00%1.37%
20090.00%0.83%
20080.00%1.11%
20070.00%0.82%
20060.00%0.86%
20050.00%1.13%
20040.00%1.03%
20020.00%2.30%
20010.00%0.99%
20000.00%0.63%

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