ULTA vs SOJC

Comparison between Ulta Beauty Inc (ULTA, Company) and Southern Company (SOJC, Company).

5-Year PerformanceULTA has outperformed SOJC, delivering a return of +9.8% compared to +1.0%

ULTA vs SOJC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ULTA(COMPANY)	SOJC(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	87.89%	25.19%
Sharpe Ratio	0.63	0.14
5Y Beta	0.88	0.18
Industry	Specialty Retail	N/A
P/E Ratio	19.08	26.09
Forward P/E	18.35	N/A
PEG Ratio	23.32	N/A
Dividend Yield	N/A	10.80%
5Y Dividends CAGR	N/A	0.04%
5Y EPS CAGR	52.59%	N/A
Debt to Equity	2.22%	N/A
Free Cash Flow Yield	4.90%	N/A
P/S Ratio	1.70	N/A
P/B Ratio	8.10	N/A

Market Cap

ULTA

$22B

Winner

SOJC

$22B

Max Drawdown

ULTA

87.89%

Winner

SOJC

25.19%

Sharpe Ratio

Winner

ULTA

0.63

SOJC

0.14

5Y Beta

ULTA

0.88

Winner

SOJC

0.18

Industry

ULTA

Specialty Retail

SOJC

N/A

P/E Ratio

Winner

ULTA

19.08

SOJC

26.09

Forward P/E

ULTA

18.35

SOJC

N/A

PEG Ratio

ULTA

23.32

SOJC

N/A

Dividend Yield

ULTA

N/A

SOJC

10.80%

5Y Dividends CAGR

ULTA

N/A

SOJC

0.04%

5Y EPS CAGR

ULTA

52.59%

SOJC

N/A

Debt to Equity

ULTA

2.22%

SOJC

N/A

Free Cash Flow Yield

ULTA

4.90%

SOJC

N/A

P/S Ratio

ULTA

1.70

SOJC

N/A

P/B Ratio

ULTA

8.10

SOJC

N/A

ULTA vs SOJC - Historical Returns

Returns include dividend reinvestment.

Period	ULTA	SOJC
1 month	-11.59%	-1.48%
3 months	-26.19%	-3.80%
6 months	-2.24%	+0.06%
1 year	+24.53%	+6.72%
5 years(CAGR)	+9.78%	+0.96%
10 years(CAGR)	+9.23%	+3.39%
Max(CAGR)	+16.52%	+3.39%

ULTA

-11.59%

Winner

SOJC

-1.48%

ULTA

-26.19%

Winner

SOJC

-3.80%

ULTA

-2.24%

Winner

SOJC

+0.06%

Winner

ULTA

+24.53%

SOJC

+6.72%

5Y(CAGR)

Winner

ULTA

+9.78%

SOJC

+0.96%

10Y(CAGR)

Winner

ULTA

+9.23%

SOJC

+3.39%

Max(CAGR)

Winner

ULTA

+16.52%

SOJC

+3.39%

ULTA vs SOJC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ULTA	SOJC
2026	-18.71%	-0.98%
2025	+40.98%	+2.61%
2024	-10.62%	-2.41%
2023	+3.89%	+17.25%
2022	+13.51%	-14.71%
2021	+45.98%	+1.92%
2020	+12.81%	+7.60%
2019	+2.08%	+24.19%
2018	+6.62%	-8.31%
2017	-12.86%	+1.39%
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 SOJC Drawdown Comparison

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

The maximum drawdown for SOJC was -22.05%, occurring on Mar 18, 2020. Recovery took 73 trading sessions.

The current ULTA drawdown is -28.69%. The current SOJC drawdown is -8.40%.

Rank	ULTA	SOJC
#1	-87.89% Oct 30, 2007 - Dec 1, 2010	-22.05% Feb 14, 2020 - Jun 1, 2020
#2	-64.92% Jul 17, 2019 - Aug 11, 2021	-19.33% Sep 2, 2021 - Apr 6, 2023
#3	-44.56% Mar 13, 2024 - Dec 5, 2025	-15.55% Jun 2, 2023 - Dec 27, 2023
#4	-39.39% Jun 5, 2017 - Nov 13, 2018	-12.64% Sep 30, 2024 - Sep 11, 2025
#5	-38.46% Nov 5, 2013 - Jan 8, 2015	-11.42% Aug 30, 2018 - Jan 31, 2019
#6	-32.57% Apr 28, 2023 - Feb 26, 2024	-10.85% Sep 17, 2025 - Mar 31, 2026
#7	-32.11% Feb 17, 2026 - May 18, 2026	-9.55% Mar 7, 2024 - Sep 4, 2024
#8	-28.84% Jul 8, 2011 - Sep 12, 2011	-7.94% Dec 29, 2017 - Jul 6, 2018
#9	-27.48% Jan 3, 2013 - Aug 2, 2013	-4.83% Jun 1, 2020 - Jul 17, 2020
#10	-27.11% Nov 13, 2018 - Mar 1, 2019	-4.56% Dec 30, 2020 - Jun 17, 2021
#11	-20.70% Apr 20, 2022 - Sep 7, 2022	-4.12% Sep 2, 2020 - Nov 23, 2020
#12	-19.86% Dec 16, 2015 - Mar 11, 2016	-3.92% Sep 27, 2019 - Jan 2, 2020
#13	-17.30% Aug 23, 2016 - Feb 21, 2017	-3.20% Dec 27, 2023 - Feb 1, 2024
#14	-16.55% Jan 4, 2022 - Apr 19, 2022	-2.92% Sep 6, 2019 - Sep 23, 2019
#15	-15.84% Sep 19, 2011 - Nov 4, 2011	-2.82% Jul 10, 2018 - Aug 30, 2018