Comfortable leader
7 companies value 45 bn revenue 33 bn margin 7.9% free cash flow 3.2 bn avg. score 5.1
ULTA holds 56.6% of the group's value, 3.5x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ULTA | Ulta Beauty United States · score 6.6 | 57% | 25 bn | 13 bn | 9.3% | 1.1 bn | 4.5% | — | Cosmetics retail and beauty services · Largest US beauty specialty chain, combining mass and prestige | |
| 2 | VSXY | Victoria's Secret United States · score 6.5 | 16% | 7.2 bn | 6.9 bn | 5.5% | 0.6 bn | 7.7% | — | Victoria's Secret and Pink lingerie and personal care · Largest US lingerie chain, repositioning its brand | |
| 3 | ELF | e.l.f. Beauty United States · score 5.6 | 15% | 6.7 bn | 1.8 bn | 3.4% | 0.3 bn | 4.2% | — | e.l.f. affordable cosmetics · The cosmetics brand that gained the most market share this decade | |
| 4 | BBWI | Bath & Body Works United States · score 6.5 | 9% | 4.0 bn | 7.2 bn | 10.8% | 1.0 bn | 25.8% | 4.0% | Personal care and home fragrance · Fragrance and body care under its own brand, with high margins | |
| 5 | SBH | Sally Beauty Holdings, Inc. United States · score 6.6 | 3% | 1.5 bn | 3.7 bn | 5.2% | 0.2 bn | 15.7% | — | Retail and distribution of professional beauty products · Texas — revenue of $3.7bn | |
| 6 | TKLF | Tokyo Lifestyle Co., Ltd. Japan · score 2.7 | — | — | 0.4 bn | 0.2% | -0.0 bn | — | — | Japanese beauty and health products · Japan — revenue of $373m | |
| 7 | ABLV | Able View Global Inc. China · score 1.3 | — | — | 0.1 bn | -1.4% | -0.0 bn | — | — | Distribution of global beauty brands to Chinese consumers · China — revenue of $118m |
Other industries in the same sector
- Sector overview
- Online retail and marketplaces 36 companies
- Automakers 6 companies
- Restaurants 35 companies
- Home improvement retail 4 companies
- Online travel and booking 14 companies
- Apparel and off-price retail 23 companies
- Hotels and cruises 16 companies
- Consumer electronics 15 companies
- Cruise lines 5 companies
- Auto parts retail 7 companies
- Homebuilders 16 companies
- Athletic apparel and brands 12 companies
and 36 industries more
- Branded apparel and accessories 30 companies
- Used car retail 5 companies
- Luxury goods 2 companies
- Casinos and resorts 15 companies
- Private education 39 companies
- Resale and handmade marketplaces 7 companies
- Electric vehicles (new entrants) 19 companies
- Casual dining restaurants 13 companies
- Home and decor retail 9 companies
- Auto dealerships 9 companies
- Online sports betting 10 companies
- Electronics retail 3 companies
- Home appliances 10 companies
- Online classifieds 10 companies
- Car rental 5 companies
- Home and pool distribution 4 companies
- Recreational vehicles and boating 16 companies
- Toys and board games 8 companies
- Gyms and fitness 6 companies
- Sporting goods retail 4 companies
- Outdoor gear and apparel 12 companies
- Pizza and fast delivery 4 companies
- Mattresses and bedding 3 companies
- Grocery delivery 2 companies
- Leisure and entertainment 11 companies
- Movie theaters 5 companies
- Flooring and surfaces 3 companies
- Manufactured housing 4 companies
- Department stores 2 companies
- Automotive services 6 companies
- Education and consumer services 9 companies
- Jewelry retail 5 companies
- Residential furniture 8 companies
- Specialty retail (diversified) 12 companies
- Theme parks 3 companies
- EV charging 10 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.