Campbell Soup Co. vs Ulta Beauty Inc — how do they compare? Campbell Soup Co. trades at $19.21 (market cap $5.78B), while Ulta Beauty Inc trades at $570.37 (market cap $24.12B). The key difference: Ulta Beauty Inc is far larger — about 4.2× Campbell Soup Co.'s market cap, and Campbell Soup Co. pays a 5.16% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Campbell Soup Co. for 98 Days and Ulta Beauty Inc for 92 Days on average.
| CPB | ULTA | |
|---|---|---|
Market Cap | $5.78B | $24.12B |
Volume | 11,705,427 | 457,598 |
Sector | Consumer Staples | Consumer Cyclical |
52-Week High | $31.66 | $706.82 |
52-Week Low | $18.90 | $450.75 |
Typical Hold Time | 98 Days | 92 Days |
Enterprise Value | $12.83B | $26.43B |
Dividend Yield | 5.16% | — |
Signals from Pluang's Aura AI — not financial advice
Campbell's stock trades at $19.21, up 1.64% today, as the company navigates a challenging period marked by a recent 36% dividend cut and Q4 earnings miss. Technical indicators show bearish momentum with the stock trading near key support at $19, while fundamentals reveal mixed performance with revenue growth to $10.25B but declining net margins to 4.14%. The company has initiated a $500 million cost savings program and workforce reduction to address profitability concerns.
The outlook remains cautious with analyst consensus leaning heavily toward Hold (58.62%) amid execution risks of the turnaround plan. While the current P/E of 14.79 offers reasonable valuation, investors face headwinds from margin compression and competitive pressures in the packaged foods sector. The stock presents a value opportunity for patient investors but requires careful monitoring of cost-saving initiatives and sales stabilization.
ULTA stock trades at $570.37, up 4.56% today, reflecting strong momentum after recent earnings beats and raised 2026 guidance. The technical outlook is bullish, with the price near resistance at $572, while fundamentals show robust profitability with a 9.34% net margin and 46.12% ROE. Revenue growth is steady, reaching $11.3B in 2025, though margins face slight pressure. Analyst sentiment is positive, with a consensus price target of $624.93 and 59.57% buy ratings.
The stock presents a compelling growth opportunity supported by e-commerce acceleration and expansion into wellness categories, but risks include promotional pressures, flat store traffic, and margin compression. Execution on raised guidance and omnichannel strategy will be critical for sustaining the rally amid competitive and consumer spending headwinds.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
With a history that dates back around 150 years, Campbell Soup is now a leading manufacturer and marketer of branded convenience food products, most notably soup. The firm's product assortment includes well-known brands like Campbell's, Pace, Prego, Swanson, V8, and Pepperidge Farm. Following the sale of its international snacking operations, which wrapped in calendar 2019, the firm derives nearly all of its sales from its home turf. Campbell has made a handful of acquisitions to reshape its product mix the past few years, including the tie-up with Snyder's-Lance (completed in March 2018), which enhances its exposure to the faster-growing on-trend snack food aisle, complementing its Pepperidge Farm lineup.
Read more on CPB →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 →