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The Buckle, Inc. (BKE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US1184401065

CUSIP

118440106

Sector

Consumer Cyclical

IPO Date

May 6, 1992

Highlights

Market Cap

$2.42B

EPS (TTM)

$4.10

PE Ratio

11.61

PEG Ratio

48.30

Total Revenue (TTM)

$927.26M

Gross Profit (TTM)

$453.41M

EBITDA (TTM)

$204.22M

Year Range

$31.52 - $48.08

Target Price

$31.00

Short %

10.12%

Short Ratio

7.18

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BKE vs. IMKTA BKE vs. WEYS BKE vs. RDIV BKE vs. SCHD BKE vs. VOO BKE vs. SPY BKE vs. VDY.TO
Popular comparisons:
BKE vs. IMKTA BKE vs. WEYS BKE vs. RDIV BKE vs. SCHD BKE vs. VOO BKE vs. SPY BKE vs. VDY.TO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The Buckle, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%JuneJulyAugustSeptemberOctoberNovember
13,326.73%
1,311.04%
BKE (The Buckle, Inc.)
Benchmark (^GSPC)

Returns By Period

The Buckle, Inc. had a return of 10.81% year-to-date (YTD) and 39.67% in the last 12 months. Over the past 10 years, The Buckle, Inc. had an annualized return of 9.77%, while the S&P 500 had an annualized return of 11.11%, indicating that The Buckle, Inc. did not perform as well as the benchmark.


BKE

YTD

10.81%

1M

7.56%

6M

31.88%

1Y

39.67%

5Y (annualized)

28.96%

10Y (annualized)

9.77%

^GSPC (Benchmark)

YTD

23.08%

1M

0.10%

6M

10.70%

1Y

30.05%

5Y (annualized)

13.52%

10Y (annualized)

11.11%

Monthly Returns

The table below presents the monthly returns of BKE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-16.28%10.08%-1.64%-6.29%3.08%-4.15%17.98%-2.99%4.94%-2.38%10.81%
20233.25%-7.30%-12.50%-5.07%-8.41%12.67%6.74%-0.05%-8.62%2.20%14.18%23.24%15.02%
2022-11.04%-4.36%-8.22%-4.95%5.80%-15.73%10.46%6.89%-1.92%25.53%11.75%3.19%10.91%
202134.66%-2.24%2.19%7.61%0.43%18.11%-14.82%-7.96%2.22%6.00%13.02%3.09%69.97%
2020-4.13%-7.29%-39.42%11.67%-8.03%11.36%2.23%16.91%8.80%19.02%11.94%17.17%25.01%
2019-4.34%10.48%-2.45%0.06%-18.56%15.02%19.31%-3.69%5.10%2.88%32.98%-2.80%55.19%
2018-7.26%4.99%5.23%5.17%9.54%6.53%-9.71%7.07%-10.48%-10.46%-6.37%1.26%-7.63%
2017-3.09%-6.15%-6.30%1.96%-9.09%4.71%-2.47%-17.25%19.08%-0.84%35.26%6.74%13.81%
2016-3.42%11.89%6.51%-13.80%-14.55%5.09%6.36%-5.91%-6.75%-12.21%21.34%-9.88%-20.17%
20152.17%-0.96%1.57%-11.90%-4.96%7.49%-2.88%-4.59%-12.39%-3.52%-10.41%-3.06%-37.07%
2014-13.26%2.37%0.95%3.10%-4.55%-1.09%0.80%10.52%-7.71%9.21%3.77%2.60%4.30%
20134.79%-4.21%4.11%4.50%10.15%-2.73%8.00%-7.50%4.38%-9.11%8.42%-0.94%19.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of BKE is 79, placing it in the top 21% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of BKE is 7979
Combined Rank
The Sharpe Ratio Rank of BKE is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of BKE is 7777
Sortino Ratio Rank
The Omega Ratio Rank of BKE is 7474
Omega Ratio Rank
The Calmar Ratio Rank of BKE is 8989
Calmar Ratio Rank
The Martin Ratio Rank of BKE is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for The Buckle, Inc. (BKE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BKE, currently valued at 1.44, compared to the broader market-4.00-2.000.002.001.442.48
The chart of Sortino ratio for BKE, currently valued at 2.04, compared to the broader market-4.00-2.000.002.004.002.043.33
The chart of Omega ratio for BKE, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.46
The chart of Calmar ratio for BKE, currently valued at 2.03, compared to the broader market0.002.004.006.002.033.58
The chart of Martin ratio for BKE, currently valued at 4.01, compared to the broader market0.0010.0020.0030.004.0115.96
BKE
^GSPC

The current The Buckle, Inc. Sharpe ratio is 1.44. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of The Buckle, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.44
2.48
BKE (The Buckle, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

The Buckle, Inc. provided a 8.14% dividend yield over the last twelve months, with an annual payout of $3.90 per share.


0.00%5.00%10.00%15.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.00$7.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.90$4.05$1.05$6.99$4.15$2.00$2.75$1.75$2.00$3.69$2.08$0.59

Dividend yield

8.14%8.52%2.32%16.52%14.21%7.40%14.22%7.37%8.77%11.99%3.96%1.11%

Monthly Dividends

The table displays the monthly dividend distributions for The Buckle, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$2.85$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$3.90
2023$3.00$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$4.05
2022$0.00$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$1.05
2021$0.00$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$6.00$6.99
2020$1.55$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.00$2.30$4.15
2019$1.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$2.00
2018$2.00$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$2.75
2017$1.00$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$1.75
2016$1.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$2.00
2015$3.00$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$3.69
2014$1.42$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$2.08
2013$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.59

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%8.1%
The Buckle, Inc. has a dividend yield of 8.14%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%95.1%
The Buckle, Inc. has a payout ratio of 95.12%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.80%
-2.18%
BKE (The Buckle, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the The Buckle, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Buckle, Inc. was 71.08%, occurring on May 15, 2000. Recovery took 1254 trading sessions.

The current The Buckle, Inc. drawdown is 1.80%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.08%Jun 10, 1998488May 15, 20001254May 12, 20051742
-69.59%Jan 13, 2015653Aug 15, 2017840Dec 15, 20201493
-63.36%Jan 8, 1993488Dec 20, 1994335Apr 30, 1996823
-62.56%Sep 19, 200845Nov 20, 2008111May 4, 2009156
-41.85%Nov 19, 2021156Jul 6, 2022108Dec 7, 2022264

Volatility

Volatility Chart

The current The Buckle, Inc. volatility is 8.65%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
8.65%
4.06%
BKE (The Buckle, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Buckle, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of The Buckle, Inc. compared to its peers in the Apparel Retail industry.


PE Ratio
50.0100.0150.011.6
The chart displays the price to earnings (P/E) ratio for BKE in comparison to other companies of the Apparel Retail industry. Currently, BKE has a PE value of 11.6. This PE ratio falls in the average range for the industry.
PEG Ratio
-20.0-10.00.010.020.030.040.048.3
The chart displays the price to earnings to growth (PEG) ratio for BKE in comparison to other companies of the Apparel Retail industry. Currently, BKE has a PEG value of 48.3. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The Buckle, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items