Head to head · SEC data as of July 18, 2026

Estée Lauder vs Ulta Beauty: which has the stronger fundamentals?

Estée Lauder

42

Quality score · out of 100

Ulta Beauty

84

Quality score · out of 100

Ulta Beauty comes in ahead: a quality score of 84 versus 42 for Estée Lauder. Ulta Beauty wins on net margin (9.4% vs -1.7%), ROE (46.1% vs -6.2%) and revenue growth (14.8% vs 0.6%). Estée Lauder answers with gross margin (74.7% vs 39.3%).

The metrics, head to head

MetricEstée LauderUlta Beauty
Quality score (0-100)4284
Net margin-1.7%9.4%
Gross margin74.7%39.3%
ROE-6.2%46.1%
Net debt/EBITDA3.74×0.34×
FCF margin8.7%8.9%
Revenue growth (annualized)0.6%14.8%
Earnings growth (annualized)50.6%

TTM metrics with official SEC data, refreshed daily. Bold green marks the winner of each metric. A dash means the metric doesn't apply or isn't reliable.

What each one does

Estée Lauder. Estée Lauder is the premium beauty group: its brands (La Mer, Clinique, MAC, Estée Lauder itself) live off high-end skincare. Years of dependence on the Chinese consumer and Asian duty-free hurt badly when that engine stalled.

Ulta Beauty. Ulta Beauty is America's beauty department store: luxury and drugstore makeup, skincare and hair salons under one roof, plus a loyalty program a large share of the country's women belong to.

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What this comparison doesn't tell you

The score measures business quality, not whether the stock is cheap or expensive: the better company can be the worse investment if you overpay. For the valuation verdict, enter each one's current price in the analyzer:

Analyze Estée Lauder →Analyze Ulta Beauty →

Frequently asked questions

Who has the stronger fundamentals today, Estée Lauder or Ulta Beauty?

By the StockSemáforo model (profitability, growth and financial strength, built on official SEC data), Ulta Beauty scores higher: 84 versus 42 out of 100. The score is recomputed nightly with the latest filings.

Does that make Ulta Beauty the better investment?

No. The score measures business quality, not valuation: an excellent company can trade at an excessive price and be a poor investment at that price. To find out whether it's cheap or expensive, enter its current quote in the StockSemáforo analyzer.

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