COMP <GO>
ULTA vs AMZN // 10Y YIELD & FRED MACRO BETA
Ulta Beauty Inc. (NASDAQ) VS. Amazon.com, Inc. (NASDAQ) • 15-METRIC TALLY: ULTA 7
— AMZN 3
▲ 10Y YIELD & FRED MACRO BETA LEADER: AMZN
LAST: $640.43 (-1.21%) • MKT CAP: $27.72B
macro-sensitivity
1.10
LAST: $240.35 (-1.41%) • MKT CAP: $2.59T
macro-sensitivity
1.46
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ULTA VS. AMZN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ULTA | AMZN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 39.10% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.20% | 17.61% | +11.59 | ULTA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.3x | 15.8x | -0.45 | ULTA | /valuation <GO> |
| Free Cash Flow Yield | 3.85% | -1.81% | +5.66 | ULTA | /fcf-yield <GO> |
| Operating Margin | 12.40% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 9.30% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 9.70% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.96 | 3.32 | +3.64 | ULTA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | ULTA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.73% | +0.47 | AMZN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.4 | 38.3 | +30.13 | ULTA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.10 | 1.46 | -0.36 | AMZN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.3x | 22.8x | -0.45 | ULTA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $27.72B | $2.59T | -$2.56T | AMZN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ULTA REV | AMZN REV | ULTA GROSS % | AMZN GROSS % | ULTA FCF | AMZN FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $0 | — | — | — | -$46.89B |
| FY 2025 | $12.39B | $0 | 39.1% | — | $1.07B | $10.56B |
| FY 2024 | $11.30B | $0 | 38.8% | — | $964.1M | $42.95B |
| FY 2023 | $11.21B | $0 | 44.0% | — | $971.9M | $16.92B |
| FY 2022 | — | $0 | — | — | — | -$26.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ULTA // BETA 1.10
AMZN // BETA 1.46