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Ulta Beauty ULTA

equity

Price History

$5.6$232$458.39$684.79
2007-10 · DCA start$34.2

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-83.6%-55.8%-27.9%0.0%
2007-102026-08 · -22.3%

Worst drawdown: −84%, peaking Oct 2007 and bottoming Feb 2009 — 37 months below the prior high before recovering.

DCA Backtest

Invested
$22,700
Value today
$213,217
Return
+839.3%
Months invested
227

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $30,082 today, so the real (inflation-adjusted) return is +608.8%.

Lump sum instead — $22,700 all at once in Oct 2007: $353,038 (+1455.2%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Feb 2026): $704.57 on $700 invested (+0.7%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2007-10: +839.3%

About Ulta Beauty

Ulta Beauty, Inc., formerly known as Ulta Salon, Cosmetics & Fragrance Inc. and before 2000 as Ulta3, is an American chain of cosmetic stores headquartered in Bolingbrook, Illinois. Ulta Beauty carries both high- and low-end cosmetics, fragrances, nail products, bath and body products, beauty tools and haircare products. Each location has a beauty salon available to the public. (Wikipedia)

It's a listed company categorised under consumer discretionary and other specialty retail, with a market cap of about $22.7B.

It rates Medium-Low Risk at 1.8/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: market / volatility (3.3/5).

Scoring well: sector / regulatory at 1.0/5.

Not yet researched: leverage / financial, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(1.8/5)60% rated

How these ratings work

Market / Volatility3.3/5 · weight 20%
  • Annualised volatility (3yr)3/534.8
  • Max drawdown from ATH4/583.6
  • Beta vs S&P 5003/51.3
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5363.7m
  • Float % of shares outstandingnot yet researched
Leverage / Financialunrated · weight 20%
  • Debt / equitynot yet researched
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality1.0/5 · weight 15%
  • 3yr EPS volatility1/52.7
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory1.0/5 · weight 10%
  • Sector regulatory exposure1/5low

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.