Ulta Beauty Inc vs State Street Real Estate Select Sector SPDR ETF — how do they compare? Ulta Beauty Inc trades at $570.37 (market cap $24.12B), while State Street Real Estate Select Sector SPDR ETF trades at $41.61 (market cap $7.61B). The key difference: Ulta Beauty Inc is far larger — about 3.2× State Street Real Estate Select Sector SPDR ETF's market cap, and Ulta Beauty Inc is trading nearer its 52-week high, State Street Real Estate Select Sector SPDR ETF nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Ulta Beauty Inc for 92 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| ULTA | XLRE | |
|---|---|---|
Market Cap | $24.12B | $7.61B |
Volume | 457,598 | 7,876,569 |
Sector | Consumer Cyclical | Sector/Thematic |
52-Week High | $706.82 | $46.01 |
52-Week Low | $450.75 | $40.01 |
Typical Hold Time | 92 Days | 75 Days |
Enterprise Value | $26.43B | — |
Signals from Pluang's Aura AI — not financial advice
ULTA stock trades at $570.37, up 4.56% today, reflecting strong momentum after recent earnings beats and raised 2026 guidance. The technical outlook is bullish, with the price near resistance at $572, while fundamentals show robust profitability with a 9.34% net margin and 46.12% ROE. Revenue growth is steady, reaching $11.3B in 2025, though margins face slight pressure. Analyst sentiment is positive, with a consensus price target of $624.93 and 59.57% buy ratings.
The stock presents a compelling growth opportunity supported by e-commerce acceleration and expansion into wellness categories, but risks include promotional pressures, flat store traffic, and margin compression. Execution on raised guidance and omnichannel strategy will be critical for sustaining the rally amid competitive and consumer spending headwinds.
XLRE, the State Street Real Estate Select Sector SPDR ETF, trades at $41.61, up 2.56% on the day, but technical indicators signal a bearish trend with moving averages and overall momentum favoring sellers. The ETF offers a low expense ratio of 0.08% and focuses on 30 U.S. large-cap real estate holdings, providing concentrated exposure to the domestic market. Recent news highlights comparisons with global real estate ETFs and discussions on value amid rising bond yields.
The outlook for XLRE is cautious due to bearish technicals and sensitivity to interest rate fluctuations, though its low cost and U.S. focus present a streamlined real estate investment option. Key risks include macroeconomic pressures from potential rate hikes and sector underperformance relative to digital infrastructure themes, requiring careful monitoring of Fed policy and real estate market dynamics.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →XLRE tracks the Real Estate Select Sector Index, providing exposure to S&P 500 real estate companies. It focuses on equity REITs across residential, industrial, and healthcare sub-sectors, with top holdings like Welltower, Prologis, and American Tower.
Read more on XLRE →