VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Sunday, January 11, 2026
Stock Comparison
The Estee Lauder Companies Inc. vs Ulta Beauty, Inc.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
The Estee Lauder Companies Inc.
EL · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into The Estee Lauder Companies Inc.'s moat claims, evidence, and risks.
View EL analysisUlta Beauty, Inc.
ULTA · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Ulta Beauty, Inc.'s moat claims, evidence, and risks.
View ULTA analysisComparison highlights
- Moat score gap: The Estee Lauder Companies Inc. leads (70 / 100 vs 58 / 100 for Ulta Beauty, Inc.).
- Segment focus: The Estee Lauder Companies Inc. has 5 segments (48.6% in Skin Care); Ulta Beauty, Inc. has 3 segments (94% in Beauty Products Retail).
- Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
- Moat breadth: The Estee Lauder Companies Inc. has 4 moat types across 2 domains; Ulta Beauty, Inc. has 8 across 5.
Primary market context
The Estee Lauder Companies Inc.
Skin Care
Prestige skin care products
Global
Consumers
Branded manufacturer/marketer
48.6%
Ulta Beauty, Inc.
Beauty Products Retail
U.S. beauty products retail (specialty omnichannel beauty retailer)
United States
Consumers (end-users) shopping in-store and online
Specialty retailer / distributor
94%
Side-by-side metrics
Moat coverage
Shared moat types
No overlap yet.
The Estee Lauder Companies Inc. strengths
Ulta Beauty, Inc. strengths
Segment mix
The Estee Lauder Companies Inc. segments
Full profile >Skin Care
Oligopoly
Makeup
Oligopoly
Fragrance
Oligopoly
Hair Care
Competitive
Other
Competitive
Ulta Beauty, Inc. segments
Full profile >Beauty Products Retail
Competitive
Beauty Services
Competitive
Platform Monetization (Retail Media, Credit Cards, Partner Royalties, Deferred Revenue)
Competitive
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View expansion-stage stocksCuration & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.