PayPal Holdings, Inc. vs Ulta Beauty Inc — how do they compare? PayPal Holdings, Inc. trades at $52.19 (market cap $45.49B), while Ulta Beauty Inc trades at $542.26 (market cap $24.12B). The key difference: PayPal Holdings, Inc. is the larger of the two by market cap, and PayPal Holdings, Inc. pays a 1.05% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals.
| PYPL | ULTA | |
|---|---|---|
Market Cap | $45.49B | $24.12B |
Sector | Financials | Consumer Cyclical |
52-Week High | $76.13 | $706.82 |
52-Week Low | $39.08 | $450.75 |
Enterprise Value | $47.64B | $26.43B |
Dividend Yield | 1.05% | — |
Signals from Pluang's Aura AI — not financial advice
PayPal (PYPL) trades at $53.18, down 3.24% on the day, reflecting recent volatility amid takeover speculation collapse and restructuring efforts. The stock shows bearish technical signals with key support at $51, while fundamentals remain solid with a P/E of 10.05, net income margin of 14.36%, and consistent revenue growth to $33.17B in 2025. Recent news highlights a strategic shift under new CEO Enrique Lores, targeting $1.5B in savings and expanding beyond branded checkout.
The outlook is mixed; valuation appears attractive with a consensus price target of $59.61, but near-term risks include execution of the turnaround plan and competitive pressures. Investor sentiment is cautious with 60% analyst hold ratings, though strong cash flow and dividend initiation provide stability. Upside depends on successful cost savings and new growth initiatives offsetting market skepticism.
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
PayPal Holdings, Inc. operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants. The Company offers online payment solutions. PayPal Holdings serves customers worldwide.
Read more on PYPL →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 →