Live Report · Updated February 6, 2026

PulteGroup vs Ulta Beauty

PulteGroup and Ulta Beauty are compared on this page to provide a neutral overview of their business models, financial performance, and market context. The aim is to present clear information about how each company operates, performs, and positions itself within its industry, without advocacy or speculation. Educational content, not financial advice.

PulteGroup and Ulta Beauty are compared on this page to provide a neutral overview of their business models, financial performance, and market context. The aim is to present clear information about ho...

Comparison Snapshot

Key Financial Metrics

PHM

Metric

ULTA

$25.98B

Market Cap

$30.63B

1.71%

Potential Profit

-6.37%

Buy

Analyst Rating

Buy

Why It's Moving

PulteGroup's Q4 Earnings and Solid 2026 Guidance Spark Analyst Optimism Amid Housing Rebound Signals.

Q4 revenue of $4.6B topped consensus by nearly 7%, with EPS beating estimates too, highlighting PulteGroup's ability to navigate declining closings while positioning for spring demand.
2026 guidance projects 28,500-29,000 home closings as affordability rises, drawing praise from CEO Ryan Marshall and boosting investor confidence in homebuilder recovery.
Recent analyst moves include JP Morgan and Citigroup adjusting targets on Feb 3 but keeping Overweight/Buy stances, reflecting broader Wall Street tilt toward Outperform amid Fannie/Freddie's $200B bond repurchase easing mortgage liquidity.

Sentiment:

🐃Bullish

ULTA Stock Warning: Why Analysts See -5% Downside Risk

Ulta crossed above its 20-day moving average on February 3, signaling short-term bullish momentum after a 5.5% rise over four weeks, bolstered by Zacks Rank #1 (Strong Buy) status.
Q3 2025 results showed net sales up 12.9% to $2.9B with 6.3% comparable sales growth from higher transactions and average tickets, though operating margin dipped to 10.8%.
On February 4, Ulta launched its first-ever Roster, its largest investment in women's sports, aiming to boost brand loyalty and capture more wallet share in a competitive beauty market.

Sentiment:

🌋Volatile

PulteGroup's Q4 Earnings and Solid 2026 Guidance Spark Analyst Optimism Amid Housing Rebound Signals.

Q4 revenue of $4.6B topped consensus by nearly 7%, with EPS beating estimates too, highlighting PulteGroup's ability to navigate declining closings while positioning for spring demand.
2026 guidance projects 28,500-29,000 home closings as affordability rises, drawing praise from CEO Ryan Marshall and boosting investor confidence in homebuilder recovery.
Recent analyst moves include JP Morgan and Citigroup adjusting targets on Feb 3 but keeping Overweight/Buy stances, reflecting broader Wall Street tilt toward Outperform amid Fannie/Freddie's $200B bond repurchase easing mortgage liquidity.

Sentiment:

🐃Bullish

ULTA Stock Warning: Why Analysts See -5% Downside Risk

Ulta crossed above its 20-day moving average on February 3, signaling short-term bullish momentum after a 5.5% rise over four weeks, bolstered by Zacks Rank #1 (Strong Buy) status.
Q3 2025 results showed net sales up 12.9% to $2.9B with 6.3% comparable sales growth from higher transactions and average tickets, though operating margin dipped to 10.8%.
On February 4, Ulta launched its first-ever Roster, its largest investment in women's sports, aiming to boost brand loyalty and capture more wallet share in a competitive beauty market.

Sentiment:

🌋Volatile

Investment Analysis

PulteGroup

PHM

Pros

PulteGroup's Q3 2025 earnings per share exceeded analyst expectations, demonstrating strong profitability resilience.
The company maintains a conservative debt-to-equity ratio of 0.18 and a strong current ratio of 6.41, indicating solid financial flexibility.
PulteGroup successfully increased its average sales price by 3%, showing pricing power despite softer home sales volumes.

Considerations

Home sales revenues decreased by 2% year-over-year, reflecting weakening demand in certain key markets like Texas and the West.
The number of homes closed fell by 5% compared to the prior year quarter, highlighting potential challenges in sales volume growth.
Recent stock price shows bearish sentiment and investor caution amid broader market volatility, limiting near-term upside.

Ulta Beauty

ULTA

Pros

Ulta Beauty exhibits a high return on equity of 48.78%, significantly above its historical average, reflecting strong profitability.
The company operates over 1,300 retail stores across the US with a diversified product offering including cosmetics, fragrances, skincare, and salon services.
Ulta’s broad product and service mix, including proprietary private label brands, supports sustained market leadership in specialty beauty retail.

Considerations

Ulta Beauty faces exposure to consumer discretionary spending, which can be sensitive to economic slowdowns or changes in consumer confidence.
Rapid expansion and operational scale increase complexity, posing execution risks related to inventory management and store productivity.
Competitive pressures from e-commerce and other beauty retailers may constrain pricing power and margin expansion in the future.

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