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

Company Info

ISINUS1184401065
CUSIP118440106
SectorConsumer Cyclical
IndustryApparel Retail

Highlights

Market Cap$1.86B
EPS$4.40
PE Ratio8.32
PEG Ratio48.30
Revenue (TTM)$1.26B
Gross Profit (TTM)$799.66M
EBITDA (TTM)$291.89M
Year Range$27.38 - $44.60
Target Price$34.00
Short %13.36%
Short Ratio7.52

Share Price Chart


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The Buckle, Inc.

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

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.


-10.00%0.00%10.00%20.00%30.00%40.00%NovemberDecember2024FebruaryMarchApril
14.56%
18.82%
BKE (The Buckle, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

The Buckle, Inc. had a return of -16.66% year-to-date (YTD) and 18.76% in the last 12 months. Over the past 10 years, The Buckle, Inc. had an annualized return of 8.13%, while the S&P 500 had an annualized return of 10.42%, indicating that The Buckle, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-16.66%5.05%
1 month-3.97%-4.27%
6 months14.56%18.82%
1 year18.76%21.22%
5 years (annualized)28.05%11.38%
10 years (annualized)8.13%10.42%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-16.28%10.08%-1.64%
2023-8.62%2.20%14.18%23.24%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BKE is 69, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of BKE is 6969
The Buckle, Inc.(BKE)
The Sharpe Ratio Rank of BKE is 7171Sharpe Ratio Rank
The Sortino Ratio Rank of BKE is 6464Sortino Ratio Rank
The Omega Ratio Rank of BKE is 6464Omega Ratio Rank
The Calmar Ratio Rank of BKE is 7474Calmar Ratio Rank
The Martin Ratio Rank of BKE is 7070Martin 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.


BKE
Sharpe ratio
The chart of Sharpe ratio for BKE, currently valued at 0.60, compared to the broader market-2.00-1.000.001.002.003.000.60
Sortino ratio
The chart of Sortino ratio for BKE, currently valued at 0.99, compared to the broader market-4.00-2.000.002.004.000.99
Omega ratio
The chart of Omega ratio for BKE, currently valued at 1.13, compared to the broader market0.501.001.501.13
Calmar ratio
The chart of Calmar ratio for BKE, currently valued at 0.54, compared to the broader market0.001.002.003.004.005.000.54
Martin ratio
The chart of Martin ratio for BKE, currently valued at 1.94, compared to the broader market0.0010.0020.0030.001.94
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-2.00-1.000.001.002.003.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-4.00-2.000.002.004.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.001.002.003.004.005.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current The Buckle, Inc. Sharpe ratio is 0.60. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.60
1.81
BKE (The Buckle, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

The Buckle, Inc. granted a 10.63% dividend yield in the last twelve months. The annual payout for that period amounted to $3.90 per share.


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

10.63%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$2.85$0.00$0.00
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
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
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
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
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
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
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
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
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
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
2013$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%10.6%
The Buckle, Inc. has a dividend yield of 10.63%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%88.4%
The Buckle, Inc. has a payout ratio of 88.44%, 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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-17.63%
-4.64%
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 17.63%.


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
-63.37%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 7.50%, 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%NovemberDecember2024FebruaryMarchApril
7.50%
3.30%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items