ULTA vs. WSM: Ulta Beauty vs. Williams-Sonoma Stock Comparison
How do Ulta Beauty (ULTA) and Williams-Sonoma (WSM) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Ulta Beauty (ULTA) and Williams-Sonoma (WSM) both belong to the Specialty Retail industry, though ULTA is classified under Other Specialty Retail while WSM falls under Homefurnishing Retail.
| Profile Item | ULTA | WSM |
|---|---|---|
| Name | Ulta Beauty, Inc. | Williams-Sonoma, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Consumer Discretionary | Consumer Discretionary |
| GICS Industry Group | Consumer Discretionary Distribution & Retail | Consumer Discretionary Distribution & Retail |
| GICS Industry | Specialty Retail | Specialty Retail |
| GICS Sub-Industry | Other Specialty Retail | Homefurnishing Retail |
| Market Capitalization | 27.57 billion USD | 29.92 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | October 25, 2007 | July 7, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ULTA | WSM |
|---|---|---|
| Total Return (1Y) | 29.08% | 34.84% |
| Total Return (3Y, Annualized) | 19.79% | 54.88% |
| Total Return (5Y, Annualized) | 11.09% | 22.98% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | ULTA | WSM |
|---|---|---|
| Volatility (1Y, Annualized) | 36.05% | 34.01% |
| Beta (5Y) | 0.82 | 1.48 |
| Max Drawdown (5Y) | -44.56% | -51.92% |
| Avg. Volume (3M) | 548.94K | 1.10M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ULTA | WSM |
|---|---|---|
| Sharpe Ratio (1Y) | 0.69 | 0.90 |
| Sortino Ratio (1Y) | 1.01 | 1.45 |
Profitability
ROE (TTM)
Both Ulta Beauty (ULTA) at 46.12% and Williams-Sonoma (WSM) at 54.96% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
ULTA
Consumer Discretionary Distribution & Retail industry group
46.12%
- Max
- 62.17%
- ULTA
- 46.12%
- Q3
- 29.44%
- Median
- 15.69%
- Q1
- 6.73%
- Min
- -12.16%
WSM
Consumer Discretionary Distribution & Retail industry group
54.96%
- Max
- 62.17%
- WSM
- 54.96%
- Q3
- 29.44%
- Median
- 15.69%
- Q1
- 6.73%
- Min
- -12.16%
Net Margin (TTM)
For every dollar of sales, both Ulta Beauty (ULTA) at 9.34% and Williams-Sonoma (WSM) at 14.73% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
ULTA
Consumer Discretionary Distribution & Retail industry group
9.34%
- Max
- 16.94%
- ULTA
- 9.34%
- Q3
- 8.69%
- Median
- 3.55%
- Q1
- 1.14%
- Min
- -9.41%
WSM
Consumer Discretionary Distribution & Retail industry group
14.73%
- Max
- 16.94%
- WSM
- 14.73%
- Q3
- 8.69%
- Median
- 3.55%
- Q1
- 1.14%
- Min
- -9.41%
Operating Margin (TTM)
Both Ulta Beauty (ULTA) at 12.51% and Williams-Sonoma (WSM) at 17.27% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
ULTA
Consumer Discretionary Distribution & Retail industry group
12.51%
- Max
- 21.45%
- ULTA
- 12.51%
- Q3
- 10.89%
- Median
- 5.57%
- Q1
- 2.28%
- Min
- -7.12%
WSM
Consumer Discretionary Distribution & Retail industry group
17.27%
- Max
- 21.45%
- WSM
- 17.27%
- Q3
- 10.89%
- Median
- 5.57%
- Q1
- 2.28%
- Min
- -7.12%
Profitability Metrics
| Metric | ULTA | WSM |
|---|---|---|
| ROE (TTM) | 46.12% | 54.96% |
| ROA (TTM) | 14.84% | 16.64% |
| Net Margin (TTM) | 9.34% | 14.73% |
| Operating Margin (TTM) | 12.51% | 17.27% |
| Gross Margin (TTM) | 43.10% | 45.69% |
Growth
Revenue Growth
Both Ulta Beauty (ULTA) at 9.71% and Williams-Sonoma (WSM) at 1.24% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Ulta Beauty (ULTA) at 1.18% and Williams-Sonoma (WSM) at 0.57% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | ULTA | WSM |
|---|---|---|
| Revenue Growth (YoY) | 9.71% | 1.24% |
| Revenue Growth (3Y CAGR) | 6.68% | -3.45% |
| EPS Growth (YoY) | 1.18% | 0.57% |
| EPS Growth (3Y CAGR) | 2.21% | 2.70% |
Financial Strength
Current Ratio (MRQ)
Both Ulta Beauty (ULTA) at 1.35 and Williams-Sonoma (WSM) at 1.45 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
ULTA
Consumer Discretionary Distribution & Retail industry group
1.35
- Max
- 2.62
- Q3
- 1.75
- Median
- 1.35
- ULTA
- 1.35
- Q1
- 1.00
- Min
- 0.48
WSM
Consumer Discretionary Distribution & Retail industry group
1.45
- Max
- 2.62
- Q3
- 1.75
- WSM
- 1.45
- Median
- 1.35
- Q1
- 1.00
- Min
- 0.48
Debt / Equity (MRQ)
Williams-Sonoma (WSM) at 0.71 keeps leverage in the lower industry quartile, while Ulta Beauty (ULTA) at 0.95 runs a more typical debt-to-equity mix.
ULTA
Consumer Discretionary Distribution & Retail industry group
0.95
- Max
- 3.93
- Q3
- 2.14
- Median
- 1.25
- ULTA
- 0.95
- Q1
- 0.73
- Min
- 0.01
WSM
Consumer Discretionary Distribution & Retail industry group
0.71
- Max
- 3.93
- Q3
- 2.14
- Median
- 1.25
- Q1
- 0.73
- WSM
- 0.71
- Min
- 0.01
Financial Strength Metrics
| Metric | ULTA | WSM |
|---|---|---|
| Current Ratio (MRQ) | 1.35 | 1.45 |
| Debt / Equity (MRQ) | 0.95 | 0.71 |
| Net Debt / EBITDA | 1.19 | 0.30 |
Dividends
Dividend Yield (TTM)
Ulta Beauty (ULTA) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Williams-Sonoma (WSM) reports a yield of 1.10%, ranking against industry peers normally.
ULTA
Consumer Discretionary Distribution & Retail industry group
0.00%
- Max
- 5.84%
- Q3
- 2.50%
- ULTA
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
WSM
Consumer Discretionary Distribution & Retail industry group
1.10%
- Max
- 5.84%
- Q3
- 2.50%
- WSM
- 1.10%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Ulta Beauty (ULTA) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Williams-Sonoma (WSM) reports a payout of 29.13%, ranking against industry peers normally.
ULTA
Consumer Discretionary Distribution & Retail industry group
0.00%
- Max
- 72.73%
- Q3
- 32.44%
- ULTA
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
WSM
Consumer Discretionary Distribution & Retail industry group
29.13%
- Max
- 72.73%
- Q3
- 32.44%
- WSM
- 29.13%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ULTA | WSM |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 1.10% |
| Dividend Payout Ratio (TTM) | 0.00% | 29.13% |
Valuation
P/E Ratio (TTM)
Ulta Beauty (ULTA) at 23.50 is near its industry’s usual P/E ratio, while Williams-Sonoma (WSM) at 26.06 sits in the richer quartile — WSM needs stronger growth or earnings quality to justify the premium.
ULTA
Consumer Discretionary Distribution & Retail industry group
23.50
- Max
- 40.50
- Q3
- 24.26
- ULTA
- 23.50
- Median
- 19.23
- Q1
- 12.64
- Min
- 4.67
WSM
Consumer Discretionary Distribution & Retail industry group
26.06
- Max
- 40.50
- WSM
- 26.06
- Q3
- 24.26
- Median
- 19.23
- Q1
- 12.64
- Min
- 4.67
P/S Ratio (TTM)
Both Ulta Beauty (ULTA) at 2.13 and Williams-Sonoma (WSM) at 3.74 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
ULTA
Consumer Discretionary Distribution & Retail industry group
2.13
- Max
- 4.32
- ULTA
- 2.13
- Q3
- 1.99
- Median
- 0.70
- Q1
- 0.26
- Min
- 0.03
WSM
Consumer Discretionary Distribution & Retail industry group
3.74
- Max
- 4.32
- WSM
- 3.74
- Q3
- 1.99
- Median
- 0.70
- Q1
- 0.26
- Min
- 0.03
P/B Ratio (MRQ)
Both look rich against book: Ulta Beauty (ULTA) at 10.44 sits in the upper P/B ratio quartile, and Williams-Sonoma (WSM) at 13.98 prices even higher, above its industry range.
ULTA
Consumer Discretionary Distribution & Retail industry group
10.44
- Max
- 10.96
- ULTA
- 10.44
- Q3
- 5.26
- Median
- 2.16
- Q1
- 1.08
- Min
- -4.45
WSM
Consumer Discretionary Distribution & Retail industry group
13.98
- WSM
- 13.98
- Max
- 10.96
- Q3
- 5.26
- Median
- 2.16
- Q1
- 1.08
- Min
- -4.45
Valuation Metrics
| Metric | ULTA | WSM |
|---|---|---|
| P/E Ratio (TTM) | 23.50 | 26.06 |
| P/S Ratio (TTM) | 2.13 | 3.74 |
| P/B Ratio (MRQ) | 10.44 | 13.98 |
| Free Cash Flow Yield (TTM) | 3.32% | 3.57% |