EPR Properties vs Ulta Beauty Inc — how do they compare? EPR Properties trades at $61.93 (market cap $4.60B), while Ulta Beauty Inc trades at $477.32 (market cap $20.04B). The key difference: Ulta Beauty Inc is far larger — about 4.4× EPR Properties's market cap, and EPR Properties pays a 6.19% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals.
| EPR | ULTA | |
|---|---|---|
Market Cap | $4.60B | $20.04B |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $60.81 | $706.82 |
52-Week Low | $48.71 | $450.75 |
Enterprise Value | $7.66B | $22.12B |
Dividend Yield | 6.19% | — |
Signals from Pluang's Aura AI — not financial advice
EPR Properties (EPR) trades at $61.80, up 3.8% over 24 hours, with a bullish technical signal from moving averages and a consensus analyst price target of $63.25. The REIT maintains strong profitability with a 39.93% net income margin and 10.68% ROE, supported by recent earnings beats and a strategic shift toward experiential assets like the $315 million Six Flags acquisition. Monthly dividends of $0.31 provide a steady income stream, with Q2 2026 earnings results due July 29, 2026.
Outlook remains positive due to high occupancy, dividend yield, and portfolio diversification, but risks include reliance on consumer spending and potential interest rate impacts. Analyst sentiment is mixed with a hold-heavy consensus, suggesting cautious optimism for income-focused investors amid stable fundamentals.
ULTA Beauty trades at $469.12, down 0.89% on the day, with a neutral technical signal and mixed earnings history. The stock shows strong profitability with a 39.33% gross margin and 47.45% ROE, though revenue growth has moderated. Recent news highlights international expansion and a new CTO appointment, while analyst consensus remains bullish with a $623.73 price target.
Outlook: ULTA presents a value opportunity with solid fundamentals and market share gains, but faces risks from consumer demand volatility and competitive pressures. Wall Street's strong buy ratings suggest upside potential, though investors should monitor margin trends and execution of growth initiatives.
Trailing returns across standard periods
EPR Properties is a REIT specializing in experiential real estate, including movie theaters and leisure destinations like ski resorts and water parks across the US and Canada.
Read more on EPR →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 →