Ulta Beauty holds the cleaner structural position, with profitability as the main driver and growth adding further support. Tractor Supply Company still has the edge on stability, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.
The comparison is based on similar long-term financial trajectories, not sector labels.
The clearest separation starts in profitability, but growth adds another real layer to the result. Ulta Beauty, Inc. leads by 13 points on the overall comparison score.
Both operate in: Specialty Retail
This comparison is based on industry proximity, not on functional trajectory similarity. TSCO and ULTA share the same industry classification.
For a similarity-based comparison, see how Tractor Supply Company and Ulta Beauty each position within their functional peer groups in AssetNext.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
Score differences across key dimensions.
Left means cheaper relative valuation. Higher means stronger structure.
The setup remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Capital efficiency adds support, with a 13.1-point ROIC advantage.
Stability still leans toward Tractor Supply Company, so the lead is real without reading as one-way.
Profitability is the clearest driver of the lead, with growth adding further support — though stability still provides a real counterweight.
Break down the TSCO vs ULTA comparison across all dimensions with the full interactive tool.
Explore how TSCO and ULTA each compare against other companies in their peer groups.
Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.