Stock comparison
Ulta Beauty
The Wendy's
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
ULTA
Ulta Beauty
Market cap
$22.53B
Sector
Consumer Discretionary
WEN
The Wendy's
Market cap
$1.49B
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 | ULTA | WEN | Winner |
|---|---|---|---|
| Warren Buffett | 68B | 54D | ULTA |
| Benjamin Graham | 68B | 72C | WEN |
| Philip Fisher | 47D | 24F | ULTA |
| Peter Lynch | 53C | 31F | ULTA |
| Joel Greenblatt | 47D | 37D | ULTA |
| Charlie Munger | 61C | 43D | ULTA |
| Terry Smith | 60C | 45D | ULTA |
Side-by-side metrics
| Metric | ULTA | WEN |
|---|---|---|
| Market cap | $22.53B | $1.49B |
| P/E (TTM) | 19.2x | 8.1x |
| EV/EBIT | 15.1x | 15.7x |
| ROIC (TTM) | 22.75% | 4.46% |
| Gross margin | 39.1% | 24.9% |
| Net margin | 9.31% | 9.13% |
| Revenue CAGR 5y | 9.47% | 3.5% |
| EPS CAGR 5y | 9.2% | -1.69% |
| Debt / Equity | 0.8x | 35.6x |
| Dividend yield | 0.0% | 7.67% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
ULTA leads on
- EPS CAGR 5y9.2%vs -1.69%+118%
- Debt / Equity0.8xvs 35.6x+98%
- Market cap$22.53Bvs $1.49B+93%
- ROIC (TTM)22.75%vs 4.46%+80%
WEN leads on
- Dividend yield7.67%vs 0.0%+100%
- P/E (TTM)8.1xvs 19.2x+58%
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.