Stock comparison
Polaris
Ulta Beauty
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
PII
Polaris
Market cap
$3.86B
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 | PII | ULTA | Winner |
|---|---|---|---|
| Warren Buffett | 28F | 68B | ULTA |
| Benjamin Graham | 59D | 68B | ULTA |
| Philip Fisher | 15F | 47D | ULTA |
| Peter Lynch | 28F | 53C | ULTA |
| Joel Greenblatt | 0F | 47D | ULTA |
| Charlie Munger | 17F | 61C | ULTA |
| Terry Smith | 8F | 60C | ULTA |
Side-by-side metrics
| Metric | PII | ULTA |
|---|---|---|
| Market cap | $3.86B | $22.53B |
| P/E (TTM) | - | 19.2x |
| EV/EBIT | - | 15.1x |
| ROIC (TTM) | -0.94% | 22.75% |
| Gross margin | 19.64% | 39.1% |
| Net margin | -6.13% | 9.31% |
| Revenue CAGR 5y | -0.98% | 9.47% |
| EPS CAGR 5y | - | 9.2% |
| Debt / Equity | 2.9x | 0.8x |
| Dividend yield | 4.2% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
PII leads on
- P/E (TTM)-vs 19.2x+143%
- EV/EBIT-vs 15.1x+108%
- Dividend yield4.2%vs 0.0%+100%
ULTA leads on
- Net margin9.31%vs -6.13%+166%
- Revenue CAGR 5y9.47%vs -0.98%+110%
- ROIC (TTM)22.75%vs -0.94%+104%
- Market cap$22.53Bvs $3.86B+83%
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.