Kohl's Corporation vs Ulta Beauty Inc — how do they compare? Kohl's Corporation trades at $19.24 (market cap $2.10B), while Ulta Beauty Inc trades at $531.85 (market cap $23.27B). The key difference: Ulta Beauty Inc is far larger — about 11.1× Kohl's Corporation's market cap, and Kohl's Corporation pays a 2.7% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals.
| KSS | ULTA | |
|---|---|---|
Market Cap | $2.10B | $23.27B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $24.71 | $706.82 |
52-Week Low | $11.72 | $450.75 |
Enterprise Value | $8.20B | $25.35B |
Dividend Yield | 2.7% | — |
Signals from Pluang's Aura AI — not financial advice
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ULTA stock trades at $532.14, down 3.01% today, amid mixed technical signals with a bullish moving average trend but neutral oscillators. The company reported Q1 2026 EPS of $7.74, beating expectations, and maintains strong profitability with a 39.33% gross margin and 47.45% ROE. Recent news highlights Ulta's omnichannel growth strategy and the end of its Target partnership, viewed as a potential revenue opportunity by analysts.
Outlook is positive with a consensus price target of $618.29, representing 16% upside, supported by 56.53% analyst buy ratings. Risks include margin compression, with net income margin projected to drop to 9.35% in 2026, and volatile cash flows, as net cash flow turned negative in 2025. Investors should weigh strong fundamentals against competitive and execution risks in the retail sector.
Trailing returns across standard periods
Kohl's operates 1,165 department stores in 49 states that sell moderately priced private-label and national brand clothing, shoes, accessories, cosmetics, and home furnishings. Most of these stores are in strip centers. Kohl's also operates a large digital sales business. Women's apparel is Kohl's largest category, having generated 27% of its 2021 sales. The retailer, headquartered in Menomonee Falls, Wisconsin, opened its first department store in 1962.
Read more on KSS →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 →