TransMedics Group Inc vs Ulta Beauty Inc — how do they compare? TransMedics Group Inc trades at $77.87 (market cap $2.74B), while Ulta Beauty Inc trades at $570.37 (market cap $24.12B). The key difference: Ulta Beauty Inc is far larger — about 8.8× TransMedics Group Inc's market cap, and Ulta Beauty Inc is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold TransMedics Group Inc for 24 Days and Ulta Beauty Inc for 92 Days on average.
| TMDX | ULTA | |
|---|---|---|
Market Cap | $2.74B | $24.12B |
Volume | 949,331 | 457,598 |
Sector | Health | Consumer Cyclical |
52-Week High | $150.42 | $706.82 |
52-Week Low | $61.99 | $450.75 |
Typical Hold Time | 24 Days | 92 Days |
Enterprise Value | $3.13B | $26.43B |
Signals from Pluang's Aura AI — not financial advice
TransMedics Group (TMDX) trades at $79.00, down 2.55% amid bearish technical signals and mixed earnings performance. The stock shows strong fundamentals with 58.69% gross margins and 22.69% net income margins, though profitability declined year-over-year. Recent news highlights insider buying, CFO appointment, and ongoing legal investigations into fiduciary duties, creating conflicting sentiment signals.
While analyst consensus remains bullish with a $99.75 price target, near-term risks include margin pressure from heavy investments and legal uncertainties. The stock's current valuation at 20.47 P/E offers potential upside if execution improves, but investors face volatility from earnings misses and regulatory scrutiny.
ULTA stock trades at $564.21, up 3.43% today, with a bullish technical signal and strong analyst support. Recent Q2 2026 earnings beat expectations, and the company raised its 2026 outlook, driven by e-commerce momentum. Valuation metrics like a P/E of 20.55 and P/S of 1.92 appear reasonable relative to high profitability, including a 46.12% ROE. The stock is near its pivot point of $563, with resistance at $568.
The outlook is positive, with growth opportunities in private label, wellness categories, and international expansion. Risks include margin pressure from promotions and flat store traffic. With 59.57% of analysts rating it Buy and a consensus price target of $624.93, the stock offers upside potential, but execution on guidance is critical for sustained gains.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →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 →