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ULTA vs SOJD

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

5-Year PerformanceULTA has outperformed SOJD, delivering a return of +9.0% compared to -1.4%

ULTA vs SOJD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ULTA
$22B
Winner
SOJD
$22B
Max Drawdown
ULTA
87.89%
Winner
SOJD
38.10%
Sharpe Ratio
Winner
ULTA
0.17
SOJD
-0.80
5Y Beta
ULTA
0.80
Winner
SOJD
0.18
Industry
ULTA
Specialty Retail
SOJD
N/A
P/E Ratio
ULTA
18.85
Winner
SOJD
4.11
Forward P/E
ULTA
18.28
SOJD
N/A
PEG Ratio
ULTA
4.51
SOJD
N/A
Dividend Yield
ULTA
N/A
SOJD
6.20%
5Y Dividends CAGR
ULTA
N/A
SOJD
4.56%
5Y EPS CAGR
Winner
ULTA
25.38%
SOJD
3.88%
Debt to Equity
ULTA
5.61%
Winner
SOJD
4.19%
Free Cash Flow Yield
Winner
ULTA
5.15%
SOJD
-15.72%
P/S Ratio
ULTA
1.72
SOJD
N/A
P/B Ratio
ULTA
8.35
SOJD
N/A

ULTA vs SOJD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ULTA
+15.84%
SOJD
-0.81%
3M
Winner
ULTA
+3.17%
SOJD
-4.53%
6M
ULTA
-20.64%
Winner
SOJD
-4.94%
1Y
Winner
ULTA
+3.77%
SOJD
-3.67%
5Y(CAGR)
Winner
ULTA
+9.04%
SOJD
-1.40%
10Y(CAGR)
ULTA
+7.52%
SOJD
N/A
Max(CAGR)
Winner
ULTA
+16.69%
SOJD
+0.97%

ULTA vs SOJD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearULTASOJD
2026-13.81%-3.79%
2025+40.98%+0.90%
2024-10.62%-2.31%
2023+3.89%+18.19%
2022+13.51%-23.28%
2021+45.98%+3.89%
2020+12.81%+12.79%
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 SOJD Drawdown Comparison

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

The maximum drawdown for SOJD was -38.10%, occurring on Mar 18, 2020. Recovery took 78 trading sessions.

The current ULTA drawdown is -24.39%. The current SOJD drawdown is -13.28%.

RankULTASOJD
#1-87.89%
Oct 30, 2007 - Dec 1, 2010
-38.10%
Feb 14, 2020 - Jun 8, 2020
#2-64.92%
Jul 17, 2019 - Aug 11, 2021
-26.85%
Nov 8, 2021 - Sep 4, 2024
#3-44.56%
Mar 13, 2024 - Dec 5, 2025
-16.27%
Sep 19, 2024 - Jun 17, 2025
#4-39.39%
Jun 5, 2017 - Nov 13, 2018
-6.10%
Dec 21, 2020 - May 5, 2021
#5-38.46%
Nov 5, 2013 - Jan 8, 2015
-3.26%
Sep 3, 2021 - Oct 28, 2021
#6-36.23%
Feb 17, 2026 - Jun 17, 2026
-3.05%
Jun 8, 2020 - Jul 8, 2020
#7-32.57%
Apr 28, 2023 - Feb 26, 2024
-2.54%
Oct 23, 2020 - Nov 16, 2020
#8-28.84%
Jul 8, 2011 - Sep 12, 2011
-2.26%
May 7, 2021 - Jun 1, 2021
#9-27.48%
Jan 3, 2013 - Aug 2, 2013
-2.12%
Sep 1, 2020 - Oct 16, 2020
#10-27.11%
Nov 13, 2018 - Mar 1, 2019
-1.43%
Jun 2, 2021 - Sep 3, 2021
#11-20.70%
Apr 20, 2022 - Sep 7, 2022
-0.98%
Nov 19, 2020 - Dec 21, 2020
#12-19.86%
Dec 16, 2015 - Mar 11, 2016
-0.85%
Oct 20, 2020 - Oct 23, 2020
#13-17.30%
Aug 23, 2016 - Feb 21, 2017
-0.74%
Jan 30, 2020 - Feb 5, 2020
#14-16.55%
Jan 4, 2022 - Apr 19, 2022
-0.48%
Aug 27, 2020 - Sep 1, 2020
#15-15.84%
Sep 19, 2011 - Nov 4, 2011
-0.45%
Oct 28, 2021 - Nov 1, 2021

Correlation

Correlation between ULTA and SOJD is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18
-101

Dividend Comparison (2012 - 2026)

ULTA vs SOJD dividend yield comparison.

YearULTASOJD
20260.00%4.93%
20250.00%6.11%
20240.00%5.98%
20230.00%5.50%
20220.00%6.30%
20210.00%4.57%
20200.00%3.65%
20121.02%0.00%

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