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.
LEN
Lennar Corporation
$85.60Consumer CyclicalDelayed quote: Aug 10, 2026, 4:00 PM EDT
ULTA
Ulta Beauty, Inc.
$548.66Consumer CyclicalDelayed quote: Aug 10, 2026, 4:00 PM EDT
Total return — LEN vs ULTA
growth of $100 · dividends reinvested · last 10yLEN +109.6% (+7.7%/yr)ULTA +100.3% (+7.2%/yr)LEN compounded faster over this window
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
| Metric | LEN | ULTA |
|---|---|---|
| P/E ratio | 13.80 | 20.56 |
| Forward P/E | 16.02 | 21.35 |
| P/S ratio | 0.65 | 1.90 |
| P/B ratio | 0.99 | 9.35 |
| EV / EBITDA | 12.23 | 13.79 |
| FCF yield | 3.84% | 4.35% |
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 | 2.27% | N/A |
| Payout ratio | 25.06% | N/A |
Growth (annualized)
| Metric | LEN | ULTA |
|---|---|---|
| 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%.
Go deeper
Dig into the metrics
Lennar P/E ratioUlta Beauty P/E ratioLennar 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 August 10, 2026.