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ULTA vs SW

Comparison between Ulta Beauty Inc (ULTA, Company) and Smurfit WestRock plc (SW, Company).

Both ULTA and SW are from the Consumer Cyclical sector.

ULTA vs SW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ULTA
$20B
Winner
SW
$20B
Max Drawdown
ULTA
87.89%
Winner
SW
42.11%
Sharpe Ratio
ULTA
0.15
Winner
SW
0.16
5Y Beta
Winner
ULTA
0.87
SW
1.25
Industry
ULTA
Specialty Retail
SW
Packaging & Containers
P/E Ratio
Winner
ULTA
17.47
SW
53.57
Forward P/E
ULTA
17.04
Winner
SW
16.26
PEG Ratio
ULTA
4.18
Winner
SW
0.28
Dividend Yield
ULTA
N/A
SW
4.22%
5Y EPS CAGR
ULTA
25.38%
SW
N/A
Debt to Equity
ULTA
5.61%
Winner
SW
5.43%
Free Cash Flow Yield
ULTA
5.55%
Winner
SW
16.45%
P/S Ratio
ULTA
1.62
Winner
SW
0.65
P/B Ratio
ULTA
7.96
Winner
SW
1.13

ULTA vs SW - Historical Returns

Returns include dividend reinvestment.

1M
ULTA
-6.95%
Winner
SW
+5.64%
3M
ULTA
-27.00%
Winner
SW
+2.38%
6M
ULTA
-19.71%
Winner
SW
+14.68%
1Y
Winner
ULTA
+4.26%
SW
+2.75%
5Y(CAGR)
ULTA
+7.08%
SW
N/A
10Y(CAGR)
ULTA
+7.10%
SW
N/A
Max(CAGR)
Winner
ULTA
+16.11%
SW
-0.31%

ULTA vs SW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearULTASW
2026-23.16%+10.08%
2025+40.98%-24.93%
2024-10.62%+18.04%
2023+3.89%N/A
2022+13.51%N/A
2021+45.98%N/A
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 SW Drawdown Comparison

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

The maximum drawdown for SW was -39.76%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current ULTA drawdown is -32.60%. The current SW drawdown is -19.92%.

RankULTASW
#1-87.89%
Oct 30, 2007 - Dec 1, 2010
-39.76%
Nov 22, 2024 - Nov 20, 2025
#2-64.92%
Jul 17, 2019 - Aug 11, 2021
-21.13%
Jul 16, 2024 - Sep 19, 2024
#3-44.56%
Mar 13, 2024 - Dec 5, 2025
-13.32%
Sep 27, 2024 - Oct 31, 2024
#4-39.39%
Jun 5, 2017 - Nov 13, 2018
-5.80%
Nov 7, 2024 - Nov 18, 2024
#5-38.46%
Nov 5, 2013 - Jan 8, 2015
-4.65%
Sep 19, 2024 - Sep 26, 2024
#6-34.56%
Feb 17, 2026 - Jun 4, 2026
-3.01%
Jul 8, 2024 - Jul 11, 2024
#7-32.57%
Apr 28, 2023 - Feb 26, 2024
-0.52%
Nov 18, 2024 - Nov 20, 2024
#8-28.84%
Jul 8, 2011 - Sep 12, 2011
-0.49%
Jul 12, 2024 - Jul 16, 2024
#9-27.48%
Jan 3, 2013 - Aug 2, 2013
-0.08%
Oct 31, 2024 - Nov 4, 2024
#10-27.11%
Nov 13, 2018 - Mar 1, 2019
N/A
#11-20.70%
Apr 20, 2022 - Sep 7, 2022
N/A
#12-19.86%
Dec 16, 2015 - Mar 11, 2016
N/A
#13-17.30%
Aug 23, 2016 - Feb 21, 2017
N/A
#14-16.55%
Jan 4, 2022 - Apr 19, 2022
N/A
#15-15.84%
Sep 19, 2011 - Nov 4, 2011
N/A

Correlation

Correlation between ULTA and SW is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46
-101

Dividend Comparison (2012 - 2026)

ULTA vs SW dividend yield comparison.

YearULTASW
20260.00%2.12%
20250.00%4.46%
20240.00%1.12%
20121.02%0.00%

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