NSIT vs ULTA
Insight Enterprises Inc. and Ulta Beauty, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | NSIT | ULTA |
|---|---|---|
| Revenue | $8.2B | $12.4B |
| Net income | $157.3M | $1.2B |
| Gross margin | 21.4% | 39.1% |
| Net margin | 1.9% | 9.3% |
| Return on equity | 9.2% | 43.6% |
| Diluted EPS | $4.86 | $25.64 |
| Dividend / share | · | · |
| Payout ratio | · | · |
| Free cash flow | $279.3M | $1.1B |
| Equity | $1.6B | $2.8B |
| Net debt / equity | 0.61× | −0.13× |
| Current ratio | 1.25× | 1.41× |
| Revenue CAGR 5y | −0.2% | 15.0% |
| Profit CAGR 5y | −1.8% | 45.7% |
ULTA bills 1.5× the revenue of NSIT, and keeps more of each dollar of revenue as profit (9.3% against 1.9%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | NSIT | ULTA |
|---|---|---|
| FY2025 | $8.2B | $12.4B |
| FY2024 | $8.7B | $11.3B |
| FY2023 | $9.2B | $11.2B |
| FY2022 | $10.4B | $10.2B |
| FY2021 | $9.4B | $8.6B |
| FY2020 | $8.3B | $6.2B |
| FY2019 | $7.7B | $7.4B |
| FY2018 | $7.1B | $6.7B |
| FY2017 | $6.7B | $5.9B |
| FY2016 | $5.5B | $4.9B |
Bottom line
| Fiscal year | NSIT | ULTA |
|---|---|---|
| FY2025 | $157.3M | $1.2B |
| FY2024 | $249.7M | $1.2B |
| FY2023 | $281.3M | $1.3B |
| FY2022 | $280.6M | $1.2B |
| FY2021 | $219.3M | $985.8M |
| FY2020 | $172.6M | $175.8M |
| FY2019 | $159.4M | $705.9M |
| FY2018 | $163.7M | $658.6M |
| FY2017 | $90.7M | $555.2M |
| FY2016 | $84.7M | $409.8M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$4,145,640,000 | ULTA |
| FY2024 | −$2,593,956,000 | ULTA |
| FY2023 | −$2,031,463,000 | ULTA |
| FY2022 | +$222,611,000 | NSIT |
| FY2021 | +$805,224,000 | NSIT |
| FY2020 | +$2,188,626,000 | NSIT |
| FY2019 | +$333,122,000 | NSIT |
| FY2018 | +$363,521,000 | NSIT |
| FY2017 | +$819,117,000 | NSIT |
| FY2016 | +$630,778,000 | NSIT |
| FY2015 | +$1,448,974,000 | NSIT |
| FY2014 | +$2,074,860,000 | NSIT |
| FY2013 | +$2,473,774,000 | NSIT |
| FY2012 | +$3,081,185,000 | NSIT |
| FY2011 | +$3,511,077,000 | NSIT |
| FY2010 | +$3,355,092,000 | NSIT |
| FY2009 | +$2,914,134,000 | NSIT |
The higher-revenue side has changed between NSIT and ULTA over this period. The gap has widened since the earliest year compared.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −7.4 pp | ULTA |
| FY2024 | −7.8 pp | ULTA |
| FY2023 | −8.5 pp | ULTA |
| FY2022 | −9.5 pp | ULTA |
| FY2021 | −9.1 pp | ULTA |
| FY2020 | −0.8 pp | ULTA |
| FY2019 | −7.5 pp | ULTA |
| FY2018 | −7.5 pp | ULTA |
| FY2017 | −8.1 pp | ULTA |
| FY2016 | −6.9 pp | ULTA |
| FY2015 | −6.7 pp | ULTA |
| FY2014 | −6.5 pp | ULTA |
| FY2013 | −6.2 pp | ULTA |
| FY2012 | −6.0 pp | ULTA |
| FY2011 | −4.9 pp | ULTA |
| FY2010 | −3.3 pp | ULTA |
| FY2009 | −2.4 pp | ULTA |
ULTA has kept the higher net margin in every one of these 17 fiscal years.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ULTA's net margin has been more volatile than NSIT's over the 17 comparable fiscal years — 2.6 percentage points of standard deviation against 0.6.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ULTA led in net margin in every one of the 17 comparable fiscal years — a structural lead, not a recent swing.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ULTA's return on equity has been more volatile than NSIT's over the 17 comparable fiscal years — 16.7 percentage points of standard deviation against 3.1.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between NSIT and ULTA over these 17 fiscal years — NSIT led in 1 and ULTA in 16.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.