Yoshitsu Co Ltd ADR (TKLF)vsUlta Beauty Inc (ULTA)
TKLF
Yoshitsu Co Ltd ADR
$2.18
-0.64%
CONSUMER CYCLICAL · Cap: $9.29M
ULTA
Ulta Beauty Inc
$526.14
+2.12%
CONSUMER CYCLICAL · Cap: $23.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Ulta Beauty Inc generates 3996% more annual revenue ($12.39B vs $302.54M). ULTA leads profitability with a 9.3% profit margin vs 1.5%. TKLF trades at a lower P/E of 2.0x. ULTA earns a higher WallStSmart Score of 55/100 (C-).
TKLF
Hold47
out of 100
Grade: D+
ULTA
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.9%
Fair Value
$7.48
Current Price
$2.18
$5.30 discount
Margin of Safety
-291.5%
Fair Value
$174.49
Current Price
$526.14
$351.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 94.3% year-over-year
Every $100 of equity generates 44 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Smaller company, higher risk/reward
1.5% margin — thin
Operating margin of 1.0%
Earnings declined 12.7%
Expensive relative to growth rate
Trading at 8.3x book value
Earnings declined 5.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : TKLF
The strongest argument for TKLF centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 94.3% demonstrates continued momentum.
Bull Case : ULTA
The strongest argument for ULTA centers on Return on Equity, Altman Z-Score. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : TKLF
The primary concerns for TKLF are Market Cap, Profit Margin, Operating Margin. Thin 1.5% margins leave little buffer for downturns.
Bear Case : ULTA
The primary concerns for ULTA are PEG Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
TKLF profiles as a hypergrowth stock while ULTA is a value play — different risk/reward profiles.
ULTA carries more volatility with a beta of 0.85 — expect wider price swings.
TKLF is growing revenue faster at 94.3% — sustainability is the question.
ULTA generates stronger free cash flow (907M), providing more financial flexibility.
Bottom Line
ULTA scores higher overall (55/100 vs 47/100) and 11.8% revenue growth. TKLF offers better value entry with a 61.9% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Yoshitsu Co Ltd ADR
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Yoshitsu Co., Ltd is engaged in the retail and wholesale of beauty, health and other products. The company is headquartered in Tokyo, Japan.
Ulta Beauty Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Ulta Beauty, Inc., formerly known as Ulta Salon, Cosmetics & Fragrance Inc., is an American chain of beauty stores headquartered in Bolingbrook, Illinois. Ulta Beauty carries cosmetics and skincare brands, men's and women's fragrances, nail products, bath and body products, beauty tools and haircare products.
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