Lennar Corporation (LEN) vs Ulta Beauty, Inc. (ULTA)

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 August 10, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnLEN vs ULTA

growth of $100 · dividends reinvested · last 10y
LEN +109.6% (+7.7%/yr)ULTA +100.3% (+7.2%/yr)LEN compounded faster over this window
100200300400Start $10020182020202220242026$210$200
LEN ULTA

LEN vs ULTA: by the numbers

  • ULTA is the larger company ($23.59B vs $21.25B market cap).
  • LEN trades at the lower trailing earnings multiple (13.80 vs 20.56 P/E), one valuation lens rather than an overall verdict.
  • 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 (2.27% yield), while ULTA is a former payer with no current dividend run rate.

Metrics side by side

Valuation

MetricLENULTA
P/E ratio13.8020.56
Forward P/E16.0221.35
P/S ratio0.651.90
P/B ratio0.999.35
EV / EBITDA12.2313.79
FCF yield3.84%4.35%

Profitability

MetricLENULTA
Gross margin7.95%39.33%
Operating margin6.02%12.54%
Net margin4.94%9.36%
ROE7.49%46.06%
ROIC6.62%22.76%

Dividends

MetricLENULTA
Dividend yield2.27%N/A
Payout ratio25.06%N/A

Growth (annualized)

MetricLENULTA
Revenue CAGR (5Y)6.01%12.93%
EPS CAGR (5Y)0.25%52.49%
FCF CAGR (5Y)-25.28%10.16%
Total return CAGR (5Y)-1.72%8.69%

Frequently asked

Which has the lower trailing P/E, LEN or ULTA?
LEN has the lower trailing P/E: LEN trades at 13.80 and ULTA at 20.56. P/E is one valuation measure and does not by itself establish which business is cheaper.
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 (2.27% yield), while ULTA is a former payer with no current dividend run rate.
Is LEN or ULTA more profitable?
ULTA runs the higher net margin — LEN at 4.94% versus ULTA at 9.36%.

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 August 10, 2026.