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ULTA vs SPY

Comparison between Ulta Beauty Inc (ULTA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ULTA, delivering a return of +13.2% compared to +6.1%

ULTA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
ULTA
$20B
Winner
SPY
$784B
Expense Ratio
ULTA
N/A
SPY
0.09%
Max Drawdown
ULTA
87.89%
Winner
SPY
56.47%
Sharpe Ratio
ULTA
-0.04
Winner
SPY
1.54
5Y Beta
Winner
ULTA
0.88
SPY
1.00
Industry
ULTA
Specialty Retail
SPY
N/A
P/E Ratio
Winner
ULTA
16.93
SPY
27.62
Forward P/E
Winner
ULTA
16.58
SPY
21.11
PEG Ratio
ULTA
4.05
SPY
N/A
5Y Dividends CAGR
ULTA
N/A
SPY
6.00%
5Y EPS CAGR
Winner
ULTA
25.38%
SPY
25.30%
Debt to Equity
Winner
ULTA
5.61%
SPY
31.11%
Free Cash Flow Yield
ULTA
5.73%
SPY
N/A
P/S Ratio
Winner
ULTA
1.54
SPY
3.49
P/B Ratio
ULTA
7.60
Winner
SPY
5.30

ULTA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ULTA
-10.82%
Winner
SPY
-1.37%
3M
ULTA
-11.00%
Winner
SPY
+12.22%
6M
ULTA
-23.96%
Winner
SPY
+7.20%
1Y
ULTA
-2.59%
Winner
SPY
+23.58%
5Y(CAGR)
ULTA
+6.13%
Winner
SPY
+13.19%
10Y(CAGR)
ULTA
+6.62%
Winner
SPY
+15.12%
Max(CAGR)
Winner
ULTA
+15.85%
SPY
+8.44%

ULTA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearULTASPY
2026-25.92%+7.95%
2025+40.98%+18.00%
2024-10.62%+25.59%
2023+3.89%+26.72%
2022+13.51%-18.64%
2021+45.98%+30.52%
2020+12.81%+17.28%
2019+2.08%+31.09%
2018+6.62%-5.24%
2017-12.86%+20.78%
2016+40.22%+13.59%
2015+45.85%+1.31%
2014+33.29%+14.56%
2013-4.93%+29.00%
2012+55.02%+14.17%
2011+89.16%+0.85%
2010+80.37%+13.14%
2009+118.80%+22.67%
2008-49.97%-36.25%
2007-42.49%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ULTA vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ULTA drawdown is -35.01%. The current SPY drawdown is -3.18%.

RankULTASPY
#1-87.89%
Oct 30, 2007 - Dec 1, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-64.92%
Jul 17, 2019 - Aug 11, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-44.56%
Mar 13, 2024 - Dec 5, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-39.39%
Jun 5, 2017 - Nov 13, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-38.46%
Nov 5, 2013 - Jan 8, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-36.23%
Feb 17, 2026 - Jun 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-32.57%
Apr 28, 2023 - Feb 26, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-28.84%
Jul 8, 2011 - Sep 12, 2011		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-27.48%
Jan 3, 2013 - Aug 2, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-27.11%
Nov 13, 2018 - Mar 1, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-20.70%
Apr 20, 2022 - Sep 7, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-19.86%
Dec 16, 2015 - Mar 11, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-17.30%
Aug 23, 2016 - Feb 21, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-16.55%
Jan 4, 2022 - Apr 19, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-15.84%
Sep 19, 2011 - Nov 4, 2011		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ULTA and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

ULTA vs SPY dividend yield comparison.

YearULTASPY
20260.00%0.50%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20121.02%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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