Okta, Inc. vs Ulta Beauty Inc — how do they compare? Okta, Inc. trades at $172.99 (market cap $29.30B), while Ulta Beauty Inc trades at $542.26 (market cap $24.12B). The key difference: Okta, Inc. is the larger of the two by market cap, and Okta, Inc. is trading nearer its 52-week high, Ulta Beauty Inc nearer its low. Which is the better fit depends on your goals.
| OKTA | ULTA | |
|---|---|---|
Market Cap | $29.30B | $24.12B |
Sector | Technology | Consumer Cyclical |
52-Week High | $173.04 | $706.82 |
52-Week Low | $62.93 | $450.75 |
Enterprise Value | $27.05B | $26.43B |
Signals from Pluang's Aura AI — not financial advice
Okta (OKTA) trades at $167.60, down 1.76% on the day, but remains up 94% year-to-date driven by strong earnings beats and AI-driven demand for cybersecurity. The stock exhibits a bullish technical trend, with moving averages signaling strength and key support at $166. Fundamentally, revenue grew to $2.61 billion in 2025 with a net income margin turning positive at 1.07%, while valuation ratios like P/E of 100.96 reflect high growth expectations. Recent news highlights AI security offerings boosting investor confidence.
Outlook is positive with a consensus price target of $181.61, indicating 8% upside, supported by 75% analyst buy ratings. Opportunities include expanding AI identity governance and enterprise adoption, but risks involve intense competition from CrowdStrike and Microsoft, high valuation multiples, and integration challenges. Net cash flow turned positive in 2025, though debt-to-asset ratio improved to 9.09%.
ULTA Beauty trades at $549.23, down 2.64% today, amid mixed signals. The stock shows a bullish technical trend with strong moving averages, while fundamentals reveal steady revenue growth to $11.30B in 2025, though net income margin has softened to 9.34%. Recent Q2 2026 earnings beat expectations, and the company raised full-year guidance, yet some segments like cosmetics showed flat performance.
The outlook is cautiously optimistic, with a consensus price target of $653.14 implying significant upside. Key opportunities include digital growth and AI integration potential, but risks involve competitive pressures and reliance on discretionary consumer spending. Analyst sentiment remains predominantly bullish, supporting a favorable risk-reward profile for long-term investors.
Trailing returns across standard periods
Latest headlines on both assets
Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →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 →