Stock comparison
Meritage Homes
Ulta Beauty
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
MTH
Meritage Homes
Market cap
$4.29B
Sector
Consumer Discretionary
ULTA
Ulta Beauty
Market cap
$22.53B
Sector
Consumer Discretionary
Overall winner
Ulta Beauty ULTA
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | MTH | ULTA | Winner |
|---|---|---|---|
| Warren Buffett | 32F | 68B | ULTA |
| Benjamin Graham | 44D | 68B | ULTA |
| Philip Fisher | 15F | 47D | ULTA |
| Peter Lynch | 16F | 53C | ULTA |
| Joel Greenblatt | 46D | 47D | ULTA |
| Charlie Munger | 40D | 61C | ULTA |
| Terry Smith | 32F | 60C | ULTA |
Side-by-side metrics
| Metric | MTH | ULTA |
|---|---|---|
| Market cap | $4.29B | $22.53B |
| P/E (TTM) | 10.3x | 19.2x |
| EV/EBIT | 9.3x | 15.1x |
| ROIC (TTM) | 30.21% | 22.75% |
| Gross margin | 18.68% | 39.1% |
| Net margin | 6.86% | 9.31% |
| Revenue CAGR 5y | 3.31% | 9.47% |
| EPS CAGR 5y | -10.13% | 9.2% |
| Debt / Equity | 0.4x | 0.8x |
| Dividend yield | 2.99% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
MTH leads on
- Dividend yield2.99%vs 0.0%+100%
- Debt / Equity0.4xvs 0.8x+54%
- P/E (TTM)10.3xvs 19.2x+46%
- EV/EBIT9.3xvs 15.1x+38%
ULTA leads on
- EPS CAGR 5y9.2%vs -10.13%+191%
- Market cap$22.53Bvs $4.29B+81%
- Revenue CAGR 5y9.47%vs 3.31%+65%
- Gross margin39.1%vs 18.68%+52%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.