COMP <GO>
ULTA vs MA // 10Y YIELD & FRED MACRO BETA
Ulta Beauty Inc. (NASDAQ) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: ULTA 4
— MA 10
▲ 10Y YIELD & FRED MACRO BETA LEADER: ULTA
LAST: $640.43 (-1.21%) • MKT CAP: $27.72B
macro-sensitivity
1.10
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
macro-sensitivity
0.90
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ULTA VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ULTA | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 39.10% | 41.00% | -1.90 | MA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 29.20% | 33.50% | -4.30 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.3x | 29.2x | -13.90 | ULTA | /valuation <GO> |
| Free Cash Flow Yield | 3.85% | 3.08% | +0.77 | ULTA | /fcf-yield <GO> |
| Operating Margin | 12.40% | 57.60% | -45.20 | MA | /operating-margins <GO> |
| Net Profit Margin | 9.30% | 45.60% | -36.30 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 9.70% | 16.40% | -6.70 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | MA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.96 | 11.17 | -4.21 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.60% | +0.60 | MA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.4 | 70.6 | -2.25 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.10 | 0.90 | +0.20 | ULTA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.3x | 31.2x | -8.90 | ULTA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $27.72B | $556.88B | -$529.16B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ULTA REV | MA REV | ULTA GROSS % | MA GROSS % | ULTA FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.39B | $32.79B | 39.1% | 44.0% | $1.07B | $17.16B |
| FY 2024 | $11.30B | $28.17B | 38.8% | 44.0% | $964.1M | $14.31B |
| FY 2023 | $11.21B | $25.10B | 44.0% | 44.0% | $971.9M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ULTA // BETA 1.10
MA // BETA 0.90