Ulta Beauty Stock Analysis Reveals THIS | Is $ULTA Stock A Buy?
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- Опубліковано 9 лют 2025
- Ulta Beauty Stock Analysis Reveals THIS | Is $ULTA Stock A Buy?
Paul Gabrail and Mo Hussein will perform an ULTA stock analysis in today's video. Is Ulta Beauty one of the best stocks to buy now? We'll use value investing strategies like assessing stock fundamentals, looking at bull and bear cases and analyst estimates, and making growth assumptions to determine a stock price entry point.
#ulta #everythingmoney #valueinvesting
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Part of the 4% here. Sephora can probably be considered higher end than Ulta, but Ulta carries a broader range of products than Sephora (price points start at cheaper brands like Maybelline). Ulta also has the advantage of providing hair and men's products which Sephora does not get into.
Is Estee Lauder with sophora or ulta? Or both?
I love Ulta as a company and a stock right now. Increasing ROIC (which is more impressive looking if you remove their lease assets), high gross margins, products for any demographic, no debt. Additionally, they are partnering with target to create Ulta sections in target stores. Ulta is also 2nd behind Sephora in online cosmetic sales AND has no international exposure yet, leaving space for growth if that’s the route they’d like to take. Beautiful company at a beautiful valuation.
Thanks for sharing!! This company is looking very interesting .AP
What price are you buying at?
@@Idiot-88 I own it at around 450 a share. I make my buys based on margin of safety thresholds, so I won’t be buying anymore until or if it hits 350 (assuming the IV doesn’t change).
Ulta is a company that uses sheer breadth of options and physical retail space as a moat, so asking if they're lower or higher end is nonsensical, as the answer is "yes". They carry both high-end and low-end product. They also don't stick strictly to makeup. They are in on hair, nails, and skincare as well. I won't recommend anything here, but I will disclose that I've been buying their shares. They've been selling off with the rest of retail recently, but they have proven very recession resilient in the past so I'm hoping for more of the same going forward. Turns out people want to look good even when they're starving.
Thanks for sharing your opinion , personally i likes this company has a good moat , every day i see people in and out of there . Numbers are getting close to my liking .AP
@@EverythingMoneywho is AP?
@@EverythingMoneyain’t moe
@@EverythingMoneyain’t Paul
Ulta stores are usually in a plaza (so attracts older customers, grocery store shoppers, etc.) while Sephora stores tend to be in a mall (attracts younger/trendy customers). At first I thought this was a coincidence but it seems to actually be a successful strategy for Ulta to avoid malls.
Paul dont you feel you are being way too conservative with your analysis here. Are you aware that Ulta commands an historical P/E of around 30 for more than a decade? And you are giving them a P/E multiple of just around 14 and 17 in your stock analyser workings. It doesn’t make any sense. This way you will only be letting good opportunities pass by IMHO. At the current P/E multiple of 16.5 and P/FCF of around 19, this is one of the best buys out there IMHO.
For the next couple years their growth has slowed...
Am buying Ulta beauty all day long
Best of luck !! AP
ULTA is almost 10% of my whole portfolio, been buying it a long time ago. Nice to see that you catched up
Love your channel! Finally new stock reviews, other then the same 5 constantly reviewed.
Can you please do a ADBE stock analysis?
For women, make up is essential spending, right under food, clothes and housing. But for me it needs to be reasonably priced, which Ulta is. I have always received good service in Ulta outlets
Hi Paul as usual very informative analysis. Can you please do one video on similar value Beauty company which is been hammered lately. Estée Lauder ticker EL
THANKS
great video as usual....my wife said sephara is more high ends than ulta ....ulta is definantly interesting and it is among the stock that the lilttle book that beat the market recommended.....
I’ve been buying EL
What a steal Ulta is! I just bought Ulta the other day as it's coming into a bottom.
I remember everything money said that they would give $100 to anyone who they met wearing their shirt. Guess that’s out the door now :(
Isn't there a Ulta in every Target ?
They are doing that yes .AP
Would you be able to do a stock analysis on Hims stock?
Very informative !
great company. second largest loyalty program behind only Nike, larger than Starbucks. also historically recession recilient
Thanks for sharing did know about that program .AP
I went to buy something for my friend at ULTA and I couldn’t buy it unless I signed up to be a member! I told them they aren’t getting my information for 1 transaction
Wow thats crazy .AP
It’s because you couldn’t afford it without the discount
Bought Ulta in April 2020 @ $168 & sold earlier this year @ $530. Great investment for me!
Great job .AP
This good one interesting stock 💎🖊📃
Yes sr it is .AP
Very helpful video 💯
Hey EM, do you think we could get some more “blind stock analysis” videos? I think those videos truly highlight a process in which you’re trying to teach! Thanks.
Paul and mo thank you for the video I mentioned it to you Gus recently and I wanted to hear your full opinion I love it I’m a buyer around 380 personally this is target but for beauty!!
Please do a video on GameStop stock
Hey, maybe you could record a vid about Dollar General, it fell like 45% in last 3 months at feels like a great value play
Sure thing .AP
Sir can u do Estee Lauder please?
Thoughts on the current price @EverythingMoney?
Have you ever done a analysis on airbnb
Next you must explore FootLocker who has Mary Dhillon (ex ULTA) as their CEO.
Hello. Can you make a video on FUBO? Cheers
Sure what did you see interesting about it .AP
@@EverythingMoney I am invested to it 😀 The company is still not profitable but making a fabulous progress. I guess I just wanted to hear your guys perspectives. Cheers
Ulta sells drugstore brands like revlon but also sell higher end makeup.
Wife says ULTA and Sephora are about equal in terms of luxury
Same here. Wife said the same thing.
@@stang3299Thanks. Now let's keep them away from these places
Yes they are , and i will buy the first one that comes down to my price point .AP
Roughly $120K in my portfolio are in tech/TSLA stocks, can I get an advice on any other stocks that I can acquire to diversify my reserve across multiple markets while creating a comprehensive portfolio allocation that balances my concerns of risk aversion and returns that meet yearly inflation.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
@@jamescryptoguru-md9nv very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance from a financial-advisorr, you can be passively involved with the aid of a professional.
@@LeticiaOmi wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.
@@MiguelLopes-fi6fz ELISE MARIE TERRY
That's my licensed Financial advisor you can easily look her up, Thank me later!.
Booooo lol I thought I was gonna win the shirt haha
Congrats
One of the things ulta offers in addition to products is beautician services. Hair cuts, color, and makeup application services. Different than Sephora
A Cramer favorite from 2017 at $150
Didn’t know that ! Thanks .AP
I have this and BABA as my biggest positions
Thanks for the comment , best of luck with your investments .AP
Shirts are cool. But wouldn’t a better incentive create better community comments?
I love both Ulta and Sephora.
Would love to see $DFS!
Thanks, noted .AP
Sephora is more trendy and luxury brand which is more expensive than Ulta.
Heard about the same from my wife .AP
ULTA looks interesting. You guys in make-up? Not so much....😂😂
What about elf beauty
I dont understand how Amazon can affect Ulta
my wife said they're around the same as Sephora in terms of quality
Yes i have heard the same from mine .AP
Sephora and Ulta are about the same. I would not say one was higher than the other.
Sure , am happy if i can own at least one of them .AP
It’s never a buy if you don’t have enough capital
It’s always a buy if you’ve got rich parents
So you guys are trying to sell the software but giving people stock advise as a disguise …very intriguing…
Slightly higher end
Love ULTA. Too expensive right now and buying back shares to prop up earnings ( prefer a business to buy back when stock price closer to margin of safety)
Yep
I totally agree, I would wait a bit more .AP
The stock is amazing, one of the best investment for the price right now, and the analysis well done. However, showing the other guy in the video like he is mecessary just to make the video look more professional is quite ridiculous. Hust get rid of the second guy
Thanks for the feedback . Moe teaches charts we are not letting him go .AP
Wait, do you think cryptocurrency will crash? I dont think so. More and more companies are integrating cryptocurrency into their operations: Amazon, Cannafarm Ltd, Burger King, even Starbucks, dude!
It will disappear the way as is now , and become something else .AP
Wait, do you think cryptocurrency will crash? I dont think so. More and more companies are integrating cryptocurrency into their operations: Amazon, Cannafarm Ltd, Burger King, even Starbucks, dude!
Yes but no one is going to use their crypto to go buy anything at amazon , people buy it to make money cause the think tomorrow they will become millionaires , they dont buy it to go to Burger King .
So in order for crypto to exist the way it should it needs to be under the government .Imagine this as being gold , look up at history to see what they did to gold .AP