Profile

Industry: Specialty retail

Sector: Consumer discretionary

Theme: Demographics - millennial consumer

5-Year gross profit growth: +15.8%

5-Year shareholder growth: +21.0%

Estimated fair value: $546

Valuation assumption: 5.0% MFCF yield

Operating income/gross profit: 32.0%

Insider ownership: 0.20%

Ulta Beauty

Location: Bolingbrook, Illinois

 

Estimated fair value history

  • Jan-25 - $453 (5.0% MFCF yield)

  • Apr-25 - $467

  • Jul-25 - $484

  • Oct-25 - $502

  • Jan-26 - $522

  • Apr-26 - $546