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Correlation Analysis

Alphabet Inc. Class C Capital Stock vs Ulta Beauty, Inc. Common Stock

GOOG vs ULTA

+0.563

Moderate positive

When one moves up, the other tends to follow.

GOOG logo

Alphabet Inc. Class C Capital Stock

GOOG

Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming from Google's subscription services (YouTube TV and YouTube Music, among others), platforms (sales and in-app purchases on Play Store), and devices (Chromebooks, Pixel smartphones, and smart home products such as Chromecast). Google's cloud computing platform accounts for roughly 10% of Alphabet's revenue. The firm's investments in up-and-coming technologies such as self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) make up the rest.

Market cap 3.6T · 190,820 employees

ULTA logo

Ulta Beauty, Inc. Common Stock

ULTA

Ulta Beauty is the largest specialized beauty retailer in the US with more than 1,500 freestanding stores. The firm offers cosmetics (38% of 2025 sales), fragrances (13%), skin care (24%), and hair care products (19%). It also has salon services, including hair, makeup, skin, and brow, that account for 4% of its revenue and drive customer traffic. Outside of the US, Ulta operates premium beauty retailer Space NK (86 stores at year-end 2025 in the UK and Ireland) and has franchised stores in Mexico, and a joint venture in the Middle East. In addition, Ulta collects royalties through its Target partnership (ending in summer 2026) and credit card revenue. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.

Market cap 23.7B · 65,000 employees

Apr 9, 2021 — Apr 7, 2026Daily1,254 data pointsStockStockTechnology

Time Series

Relative Performance

Green: GOOGGray: ULTA36 of 1,254 points (sampled)

Who Moves First

in sync

GOOG and ULTA tend to move at the same time.

After testing 13 timing shifts, the strongest relationship was +0.563 (they moved in the same direction).

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

+0.124

16 periods · Return correlation when both series rose

Both Falling

-0.734

8 periods · Return correlation when both series fell

Diverging

-0.457

11 periods · Return correlation when series moved apart

R-Squared

31.7%

Share of variance in one series explained by the other.

Trend Agreement

57.8%

How often both series moved in the same direction period-to-period.

Overlap Quality

1,254

Deep shared window — 1,254 usable pairs.

Significance

p < 0.001

95% CI: [0.524, 0.600]

Scatter

XY Regression

72.7100150200250300326.9295300400500600695Alphabet Inc. Class C Capital StockUlta Beauty, Inc. Common StockData pointsFit (r = 0.563)

Pipeline

Data quality details

Pipeline Summary

1,254 paired data points survived the daily window.

Raw input

1,254

1,254

Normalized

1,254

1,254

Prepared

1,254

1,254

Aligned

1,254

1,254

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

0

A: 0 / B: 0

Series A

GOOG logo

Alphabet Inc. Class C Capital Stock

GOOG

Market cap 3.6T · 190,820 employees

Stock · 1,254 raw → 1,254 prepared

Series B

ULTA logo

Ulta Beauty, Inc. Common Stock

ULTA

Market cap 23.7B · 65,000 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

38

Estimated crossover points between normalized spreads.

Slope

0.7869

Linear regression slope.

Intercept

311.8984

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 5 hours ago · ID: stock-goog-vs-stock-ulta-daily-20260408-lh9uqc