Is Ulta Beauty, Inc. (ULTA) Undervalued? Valuation & Fair Price
At $540.98, 3 of the 4 frameworks would pass on Ulta Beauty, Inc. today — Warren Buffett, Benjamin Graham, and Phil Town (Rule #1) rate it Avoid and Peter Lynch rates it Hold. Each model calculates its own fair value and margin of safety; create a free account to see the exact buy price behind every verdict.
Ulta Beauty, Inc.
ULTAConsumer Cyclical · Specialty Retail · NASDAQ
$540.98
P/E 19.9×
Ulta Beauty, Inc. functions as a prominent beauty product retailer throughout the United States. Its physical locations feature a broad assortment of goods, including cosmetics, perfumes, skincare, haircare items, bath and body essentials, and professional salon styling instruments. Additionally, they provide a comprehensive suite of salon services, encompassing hair, skin, makeup, brow, and nail treatments. The company further offers its proprietary label products, such as the Ulta Beauty Collection for cosmetics, skincare, and bath items, alongside other Ulta Beauty branded merchandise and gift options. As of March 10, 2022, Ulta Beauty operated 1,308 retail stores across all 50 U.S. states. Its products are also available for purchase via its website, ulta.com, and through its mobile applications. Incorporated in 1990, the enterprise was initially known as Ulta Salon, Cosmetics & Fragrance, Inc., before officially changing its name to Ulta Beauty, Inc. in January 2017. Its corporate base is located in Bolingbrook, Illinois.
Investor scorecard
How the four investors rate Ulta Beauty, Inc.
3 of 4 frameworks urge caution
Investor model analysis
Details lockedAt $540.98, 3 of 4 frameworks say Avoid
Intrinsic Value (DCF)
Warren Buffett's valuation model · select an investor above to switch
Intrinsic Value
Locked — upgrade to viewBuy Below
Locked — upgrade to viewStrong Buy
Locked — upgrade to viewMargin of Safety
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Insider & congress activity
Are insiders buying ULTA?
Over recent SEC Form 4 filings, ULTA insiders bought $500K and sold $1.8M of stock across 9 open-market trades. Insiders sell for many reasons, but they buy for one.
| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
| Nagler Lornadirector | Sell | 600 | $322K | Sep 11, 2026 |
| MRKONIC GEORGE R JRdirector | Sell | 383 | $182K | Jun 15, 2026 |
| MRKONIC GEORGE R JRdirector | Sell | 452 | $244K | Apr 7, 2026 |
| Smith Mike C.director | Sell | 500 | $264K | Sep 4, 2025 |
| Caro Jodi JGC, Chief Risk & Compl. Ofc. | Sell | 902 | $333K | Apr 1, 2025 |
Members of Congress have also reported 44 trades in ULTA. See the full insider & congress timeline.
Source: SEC Form 4 filings. Open-market buys & sells only. Not investment advice.
See the interactive insider chart & every tradeScenario analysis
Bear, base & bull
Three growth assumptions, three fair values — and where today's price lands
What's working
Key strengths
Identified by Buffett framework analysis
Company financials
5-Year Financials
Income statement highlights — annual, USD
| Metric | 2025 | 2024 | 2024 | 2023 | 2023 |
|---|---|---|---|---|---|
| Revenue | $12.4B | $11.3B | $11.3B | $11.2B | $11.2B |
| Rev. Growth | +9.7% | +0.0% | +0.8% | +0.0% | — |
| Net Income | $1.2B | $1.2B | $1.2B | $1.3B | $1.3B |
| Net Margin | 9.3% | 10.6% | 10.6% | 11.5% | 11.5% |
| EPS (Diluted) | $25.72 | $25.44 | $25.44 | $26.18 | $26.18 |
| Free Cash Flow | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view |
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Educational Use Only · Not Financial Advice
Analysis, scores, valuations, and buy zones are derived from publicly documented investor frameworks (Buffett, Lynch, Benjamin Graham, Phil Town) for learning purposes only. They are not recommendations from licensed financial advisors. Past performance does not guarantee future results. Prices may be delayed up to 15 minutes. Always conduct your own research before making any investment decisions.