Twist Bioscience Corp vs Ulta Beauty Inc — how do they compare? Twist Bioscience Corp trades at $159.78 (market cap $10.08B), while Ulta Beauty Inc trades at $570.37 (market cap $24.12B). The key difference: Ulta Beauty Inc is far larger — about 2.4× Twist Bioscience Corp's market cap, and Twist Bioscience Corp is trading nearer its 52-week high, Ulta Beauty Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Twist Bioscience Corp for 27 Days and Ulta Beauty Inc for 92 Days on average.
| TWST | ULTA | |
|---|---|---|
Market Cap | $10.08B | $24.12B |
Volume | 4,229,037 | 457,598 |
Sector | Health | Consumer Cyclical |
52-Week High | $205.00 | $706.82 |
52-Week Low | $25.45 | $450.75 |
Typical Hold Time | 27 Days | 92 Days |
Enterprise Value | $10.01B | $26.43B |
Signals from Pluang's Aura AI — not financial advice
Twist Bioscience (TWST) trades at $159.78, up 2.65% today, showing strong momentum despite mixed technical signals. The company continues to demonstrate robust revenue growth, with 2025 revenue reaching $377 million, though profitability remains elusive with a -31.66% net income margin. Recent positive developments include a strategic partnership with Eli Lilly's TuneLab AI platform announced September 16, 2026, driving investor optimism about the company's AI-driven drug discovery capabilities.
While analyst consensus remains bullish with 73% buy ratings, the stock faces significant fundamental challenges including persistent cash burn and negative earnings. The current price exceeds the $145.20 consensus target, suggesting limited near-term upside. Key risks include execution challenges in achieving profitability and dependence on AI partnerships for growth catalysts.
ULTA trades at $564.21, up 3.43% today, with a bullish technical outlook and strong institutional support. Recent Q2 2026 earnings beat expectations, and the company raised its 2026 guidance, driven by e-commerce momentum. Valuation metrics show a P/E of 20.55 and P/S of 1.92, while profitability remains robust with a 9.34% net income margin and 46.12% ROE.
The stock offers growth potential with a consensus price target of $624.93, but faces risks from margin pressure and flat store traffic. Execution on raised guidance and expansion into wellness categories are key catalysts, though consumer spending volatility and promotional intensity could limit upside.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Twist Bioscience Corp is a synthetic biology company. It develops a disruptive DNA synthesis platform to industrialize the engineering of biology. The company's DNA synthesis platform utilizes a proprietary semiconductor-based synthetic DNA manufacturing process that synthesizes DNA on silicon instead of on traditional well plastic plates to enable the production of high-quality synthetic DNA faster and affordable as well as overcomes inefficiencies. Powering cost-effective, rapid high-throughput synthesis, it enables researchers to rapidly realize opportunities ahead. Geographically, it derives a majority of revenue from the United States.
Read more on TWST →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 →