PAGSEG Inc vs Ulta Beauty Inc — how do they compare? PAGSEG Inc trades at $9.6 (market cap $2.65B), while Ulta Beauty Inc trades at $542.26 (market cap $23.17B). The key difference: Ulta Beauty Inc is far larger — about 8.7× PAGSEG Inc's market cap, and PAGSEG Inc pays a 11.65% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals.
| PAGS | ULTA | |
|---|---|---|
Market Cap | $2.65B | $23.17B |
Sector | Technology | Consumer Cyclical |
52-Week High | $12.00 | $706.82 |
52-Week Low | $8.44 | $450.75 |
Enterprise Value | $10.62B | $25.48B |
Dividend Yield | 11.65% | — |
Signals from Pluang's Aura AI — not financial advice
PAGS trades at $9.75, up 0.21% with a bullish technical outlook. The stock shows strong fundamentals with a P/E of 6.57 and net income margin of 10.45%. Recent Q2 2026 earnings beat expectations, and a dividend of $0.28 is scheduled for September 2026. Analyst consensus is bullish with a $11.45 price target.
The outlook is positive given undervaluation and earnings momentum, but risks include macroeconomic pressures in Brazil and elevated credit losses. Upside potential exists if the company maintains growth targets and improves credit quality amid challenging conditions.
ULTA Beauty trades at $549.23, down 2.64% today, but maintains strong technical support near $539-$530. The company reported solid Q2 2026 earnings with EPS of $6.55 beating expectations of $6.22, while raising full-year guidance. Revenue growth continues at 8.9% year-over-year, though profit margins show slight compression from 12.17% in 2023 to 10.63% in 2025. Analyst consensus remains bullish with a $644 price target representing 17% upside potential.
ULTA presents a compelling growth story with consistent earnings beats and strong institutional support, but faces margin pressure and competitive retail headwinds. The stock's current valuation at 20.54 P/E appears reasonable given its 46.12% ROE and market leadership position. Key risks include consumer spending sensitivity and execution challenges in maintaining growth momentum.
Trailing returns across standard periods
Latest headlines on both assets
PagSeguro Digital Ltd. is a leading provider of financial technology solutions in Brazil, primarily focused on e-commerce, face-to-face transactions, and financial services. The company's main offerings include PagBank, a digital banking platform, and PagSeguro, a suite of payment processing solutions that includes point-of-sale devices and online payment gateways. PAGS targets micro-merchants, small and medium-sized enterprises (SMEs), and consumers, aiming to democratize access to financial services in the country.
Read more on PAGS →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 →