Sirius XM Holdings Inc vs Ulta Beauty Inc — how do they compare? Sirius XM Holdings Inc trades at $30.24 (market cap $10.30B), while Ulta Beauty Inc trades at $489.47 (market cap $20.98B). The key difference: Ulta Beauty Inc is far larger — about 2× Sirius XM Holdings Inc's market cap, and Sirius XM Holdings Inc pays a 3.53% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals.
| SIRI | ULTA | |
|---|---|---|
Market Cap | $10.30B | $20.98B |
Sector | Media | Consumer Cyclical |
52-Week High | $31.22 | $706.82 |
52-Week Low | $19.92 | $450.75 |
Enterprise Value | $19.97B | $23.06B |
Dividend Yield | 3.53% | — |
Signals from Pluang's Aura AI — not financial advice
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ULTA Beauty trades at $489.47, up 2.06% with a bullish technical signal despite mixed moving averages. The company maintains strong profitability with 39.33% gross margins and 47.45% ROE, though net margins have declined from 12.17% in 2023 to 10.63% in 2025. Recent Q1 2026 earnings beat expectations at $7.74 EPS versus $6.89 expected, while Q4 2025 missed. Analyst consensus remains strongly positive with 26 buy ratings and a $618.29 price target, representing 26% upside potential.
ULTA presents a compelling growth story with international expansion and digital engagement driving long-term potential. However, investors face risks from margin compression, competitive pressures in beauty retail, and volatile cash flow patterns. The stock's current valuation at 18.29x P/E appears reasonable given growth prospects, but requires monitoring of consumer spending trends and execution on strategic initiatives.
Trailing returns across standard periods
SiriusXM Holdings is now composed of two businesses: SiriusXM and Pandora. SiriusXM transmits music, talk shows, sports, and news via its two satellite radio networks, primarily to consumers in vehicles who pay a subscription fee. The firm's radios come preinstalled on a wide range of light vehicles in the U.S. and Canada. The firm acquired Pandora Media in February 2019 via an all-stock transaction. Pandora is a streaming music platform that offers an ad-supported radio option and a paid on-demand service. Liberty Media owns 80% of SiriusXM, traded through its Liberty SiriusXM Group tracking stock.
Read more on SIRI →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 →