Compare Applovin Corporation (APP) vs Ulta Beauty Inc (ULTA) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applovin Corporation vs Ulta Beauty Inc — how do they compare? Applovin Corporation trades at $447.26 (market cap $170.31B), while Ulta Beauty Inc trades at $475 (market cap $20.17B). The key difference: Applovin Corporation is far larger — about 8.4× Ulta Beauty Inc's market cap, and Applovin Corporation is trading nearer its 52-week high, Ulta Beauty Inc nearer its low. Which is the better fit depends on your goals.
| APP | ULTA | |
|---|---|---|
Market Cap | $170.31B | $20.17B |
Sector | Technology | Consumer Cyclical |
52-Week High | $733.60 | $706.82 |
52-Week Low | $335.10 | $450.75 |
Enterprise Value | $171.07B | $22.25B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
AppLovin trades at $506.98, down 2.58% today, with a bullish technical setup near pivot point support at $504. The company shows exceptional fundamentals with 59% revenue growth in Q1 2026 and net margins exceeding 64%. Analyst consensus remains strongly bullish with an $644.09 price target, supported by expanding e-commerce advertising share and AI-driven platform growth noted in recent Jefferies research.
The outlook remains positive given consistent earnings beats and projected revenue growth to $6.2B in 2026. Primary risks include premium valuation multiples (P/E 44.09) and competitive pressure in mobile advertising. The stock offers growth exposure but requires monitoring of execution against high expectations.
ULTA Beauty trades at $469.20, up 1.95% on the day, with a bearish technical signal but strong fundamentals including a 9.36% net income margin and 47.45% ROE. Recent Q1 2026 earnings beat expectations at $7.74 EPS versus $6.89. The stock is near its pivot point of $457, with resistance at $470. Positive news highlights international expansion and a robust loyalty program driving 95% of sales.
The outlook is mixed: analyst consensus is bullish with a $623.73 price target, but technicals and recent net cash flow negativity pose risks. Investment opportunity lies in market share gains and AI-driven personalization, while headwinds include competitive pressures and margin compression from 11.42% in 2022 to 9.35% projected for 2026.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Applovin Corporation
AppLovin provides a software platform for mobile app developers to market, monetize, and analyze their apps. Its AI-powered tools help developers grow their business by connecting them with global advertising networks.
Read more on APP →About Ulta Beauty Inc
With more than 1,300 stores and a partnership with Target, Ulta Beauty is the largest specialized beauty retailer in the U.S. The firm offers makeup (43% of 2021 sales), fragrances, skin care, and hair care products (20% of 2021 sales), and bath and body items. Ulta offers private-label products and merchandise from more than 500 vendors. It also offers salon services, including hair, makeup, skin, and brow services, in all stores. Most Ulta stores are approximately 10,000 square feet and are in suburban strip centers. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
Read more on ULTA →
