Lennar Corporation (LEN) vs Ulta Beauty, Inc. (ULTA)
ULTA leads on 13 of 16 compared metrics, though LEN is the cheaper stock.
A side-by-side comparison of Lennar Corporation and Ulta Beauty, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 27, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
LEN
Lennar Corporation
$93.52Consumer Cyclical
ULTA
Ulta Beauty, Inc.
$485.52Consumer Cyclical
Total return — LEN vs ULTA
growth of $100 · last 19yLEN +314.2%ULTA +1544.1%ULTA compounded faster
LEN ULTA
LEN vs ULTA: by the numbers
- •LEN is the larger company ($23.22B vs $21.09B market cap).
- •LEN trades at the lower earnings multiple (14.64 vs 18.20 P/E).
- •ULTA converts more revenue to profit (9.36% vs 4.94% net margin).
- •ULTA grew revenue faster over the past five years (12.93% vs 6.01% CAGR).
- •LEN pays a dividend (2.14% yield) while ULTA does not currently pay one.
Which is better, LEN or ULTA?
Metric tally: LEN 3 · ULTA 13It depends on what you're optimizing for:
ValueLEN(lower P/E)
GrowthULTA(faster 5Y revenue CAGR)
QualityULTA(higher ROIC)
Metrics side by side
Valuation
| Metric | LEN | ULTA |
|---|---|---|
| P/E ratio | 14.64● | 18.20 |
| Forward P/E | 16.59 | 15.20● |
| P/S ratio | 0.69● | 1.68 |
| P/B ratio | 1.05● | 8.27 |
| PEG ratio | 58.54 | 22.87● |
| EV / EBITDA | 13.06 | 12.34● |
| FCF yield | 0.06% | 4.91%● |
Profitability
| Metric | LEN | ULTA |
|---|---|---|
| Gross margin | 7.95% | 39.33%● |
| Operating margin | 6.02% | 12.54%● |
| Net margin | 4.94% | 9.36%● |
| ROE | 7.49% | 46.06%● |
| ROIC | 6.62% | 22.76%● |
Dividends
| Metric | LEN | ULTA |
|---|---|---|
| Dividend yield | 2.14% | — |
| Payout ratio | 25.06% | — |
Growth (annualized)
| Metric | LEN | ULTA |
|---|---|---|
| Revenue CAGR (5Y) | 6.01% | 12.93%● |
| EPS CAGR (5Y) | 0.25% | 52.49%● |
| FCF CAGR (5Y) | -67.59% | 0.55%● |
| Total return CAGR (5Y) | 0.75% | 7.04%● |
Frequently asked
- Which is better, LEN or ULTA?
- It depends on your goal. value: LEN (lower P/E); growth: ULTA (faster 5Y revenue CAGR); quality: ULTA (higher ROIC). Across all compared metrics, ULTA leads 13 to 3.
- Is LEN or ULTA cheaper?
- On trailing earnings, LEN is cheaper: LEN trades at a 14.64 P/E and ULTA at 18.20.
- Which has grown faster, LEN or ULTA?
- Over the past five years, ULTA grew revenue faster — LEN at a 6.01% CAGR versus ULTA at 12.93%.
- Does LEN or ULTA pay a bigger dividend?
- LEN pays a dividend (2.14% yield) while ULTA does not currently pay one.
- Is LEN or ULTA more profitable?
- ULTA runs the higher net margin — LEN at 4.94% versus ULTA at 9.36%.
- Which has been the better investment, LEN or ULTA?
- Over the past 10-year, LEN delivered the higher annualized total return — LEN at 8.74% versus ULTA at 7.44%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Lennar P/E ratioUlta Beauty P/E ratioLennar dividend yieldUlta Beauty dividend yieldLennar ROEUlta Beauty ROELennar operating marginUlta Beauty operating marginLennar revenue growthUlta Beauty revenue growthLennar free cash flowUlta Beauty free cash flow
Lennar & Ulta Beauty appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 27, 2026.