BURL vs. ROST
BURL (Burlington Stores, Inc.) and ROST (Ross Stores, Inc.) are both stocks. Both operate in the Apparel Retail industry within the Consumer Cyclical sector. Over the past 10 years, BURL returned 17.99%/yr vs 16.62%/yr for ROST. A 0.64 correlation means they provide meaningful diversification when combined.
Performance
BURL vs. ROST - Performance Comparison
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Returns By Period
In the year-to-date period, BURL achieves a 15.03% return, which is significantly lower than ROST's 27.67% return. Over the past 10 years, BURL has outperformed ROST with an annualized return of 17.99%, while ROST has yielded a comparatively lower 16.62% annualized return.
BURL
- 1D
- -2.36%
- 1M
- 2.39%
- YTD
- 15.03%
- 6M
- 17.00%
- 1Y
- 49.09%
- 3Y*
- 28.12%
- 5Y*
- 0.59%
- 10Y*
- 17.99%
ROST
- 1D
- -3.34%
- 1M
- -2.26%
- YTD
- 27.67%
- 6M
- 27.34%
- 1Y
- 80.75%
- 3Y*
- 29.52%
- 5Y*
- 14.47%
- 10Y*
- 16.62%
BURL vs. ROST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BURL Burlington Stores, Inc. | 15.03% | 1.33% | 46.58% | -4.08% | -30.44% | 11.45% | 14.70% | 40.18% | 32.22% | 45.17% |
ROST Ross Stores, Inc. | 27.67% | 20.41% | 10.39% | 20.64% | 2.94% | -6.03% | 5.81% | 41.72% | 4.78% | 23.53% |
Correlation
The correlation between BURL and ROST is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2013 | 0.64 |
The correlation between BURL and ROST has been stable across timeframes, ranging from 0.58 to 0.67 - a consistent structural relationship.
Fundamentals
BURL:
$21.31B
ROST:
$73.58B
BURL:
$9.74
ROST:
$7.15
BURL:
34.11
ROST:
32.02
BURL:
1.76
ROST:
3.63
BURL:
1.79
ROST:
3.12
BURL:
5.60
ROST:
11.15
BURL:
$11.92B
ROST:
$23.78B
BURL:
$5.24B
ROST:
$4.95B
BURL:
$1.33B
ROST:
$3.62B
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Return for Risk
BURL vs. ROST — Risk / Return Rank
BURL
ROST
BURL vs. ROST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Burlington Stores, Inc. (BURL) and Ross Stores, Inc. (ROST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BURL | ROST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.98 | ||
| Sortino ratioReturn per unit of downside risk | -2.91 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.62 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 10.42 | -7.90 |
| Martin ratioReturn relative to average drawdown | 6.37 | 38.71 | -32.34 |
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Drawdowns
BURL vs. ROST - Drawdown Comparison
The maximum BURL drawdown since its inception was -68.87%, smaller than the maximum ROST drawdown of -82.23%. Use the drawdown chart below to compare losses from any high point for BURL and ROST.
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Drawdown Indicators
| BURL | ROST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.87% | -82.23% | +13.36% |
Max Drawdown (1Y)Largest decline over 1 year | -19.55% | -7.79% | -11.76% |
Max Drawdown (3Y)Largest decline over 3 years | -35.38% | -21.08% | -14.30% |
Max Drawdown (5Y)Largest decline over 5 years | -68.87% | -44.13% | -24.74% |
Max Drawdown (10Y)Largest decline over 10 years | -68.87% | -51.41% | -17.46% |
Current DrawdownCurrent decline from peak | -5.78% | -4.61% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -18.50% | -17.93% | -0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.72% | 2.09% | +5.63% |
Volatility
BURL vs. ROST - Volatility Comparison
Burlington Stores, Inc. (BURL) has a higher volatility of 14.58% compared to Ross Stores, Inc. (ROST) at 11.68%. This indicates that BURL's price experiences larger fluctuations and is considered to be riskier than ROST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BURL | ROST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.58% | 11.68% | +2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 26.41% | 18.96% | +7.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.97% | 24.77% | +13.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.18% | 29.57% | +14.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.83% | 31.66% | +10.17% |
Dividends
BURL vs. ROST - Dividend Comparison
BURL has not paid dividends to shareholders, while ROST's dividend yield for the trailing twelve months is around 0.74%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BURL Burlington Stores, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ROST Ross Stores, Inc. | 0.74% | 0.90% | 0.97% | 0.97% | 1.07% | 1.00% | 0.23% | 1.10% | 1.08% | 0.80% | 0.82% | 4.59% |
Financials
BURL vs. ROST - Financials Comparison
This section allows you to compare key financial metrics between Burlington Stores, Inc. and Ross Stores, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BURL vs. ROST - Profitability Comparison
BURL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Burlington Stores, Inc. reported a gross profit of 1.26B and revenue of 2.86B. Therefore, the gross margin over that period was 44.2%.
ROST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ross Stores, Inc. reported a gross profit of 0.00 and revenue of 6.01B. Therefore, the gross margin over that period was 0.0%.
BURL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Burlington Stores, Inc. reported an operating income of 142.67M and revenue of 2.86B, resulting in an operating margin of 5.0%.
ROST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ross Stores, Inc. reported an operating income of 804.03M and revenue of 6.01B, resulting in an operating margin of 13.4%.
BURL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Burlington Stores, Inc. reported a net income of 114.74M and revenue of 2.86B, resulting in a net margin of 4.0%.
ROST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ross Stores, Inc. reported a net income of 649.96M and revenue of 6.01B, resulting in a net margin of 10.8%.
Frequently Asked Questions
BURL and ROST have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BURL has higher volatility (14.58%) compared to ROST (11.68%). In terms of maximum drawdown, BURL dropped -68.87% vs ROST's -82.23%.
ROST currently has the higher Sharpe Ratio (3.28 vs 1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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