BURL vs. ROST

Last updated Jun 4, 2026

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 18.05%/yr vs 17.07%/yr for ROST. A 0.64 correlation means they provide meaningful diversification when combined.

Performance

BURL vs. ROST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Burlington Stores, Inc. (BURL) and Ross Stores, Inc. (ROST). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BURL achieves a 13.80% return, which is significantly lower than ROST's 29.41% return. Over the past 10 years, BURL has outperformed ROST with an annualized return of 18.05%, while ROST has yielded a comparatively lower 17.07% annualized return.

BURL

• 1D: 2.38%
• 1M: 6.28%
• YTD: 13.80%
• 6M: 32.09%
• 1Y: 38.21%
• 3Y*: 29.61%
• 5Y*: 1.55%
• 10Y*: 18.05%

ROST

• 1D: 3.93%
• 1M: 2.92%
• YTD: 29.41%
• 6M: 31.26%
• 1Y: 63.12%
• 3Y*: 32.46%
• 5Y*: 15.53%
• 10Y*: 17.07%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BURL vs. ROST - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BURL Burlington Stores, Inc.	13.80%	1.33%	46.58%	-4.08%	-30.44%	11.45%	14.70%	40.18%	32.22%	45.17%
ROST Ross Stores, Inc.	29.41%	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 0.57, 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	0.57
Correlation (3Y) Calculated over the trailing 3-year period	0.60
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 3, 2013	0.64

The correlation between BURL and ROST shifts across timeframes, from 0.57 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap BURL : $21.08B ROST : $74.72B
EPS BURL : $9.74 ROST : $7.15
PE Ratio BURL : 33.74 ROST : 32.52
PEG Ratio BURL : 1.74 ROST : 3.68
PS Ratio BURL : 1.77 ROST : 3.17
PB Ratio BURL : 5.54 ROST : 11.33
Total Revenue (TTM) BURL : $11.92B ROST : $23.78B
Gross Profit (TTM) BURL : $5.24B ROST : $4.95B
EBITDA (TTM) BURL : $1.33B ROST : $3.62B

Return for Risk

BURL vs. ROST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BURL

BURL Risk / Return Rank: 70
BURL Sharpe Ratio Rank: 71
BURL Sortino Ratio Rank: 65
BURL Omega Ratio Rank: 65
BURL Calmar Ratio Rank: 74
BURL Martin Ratio Rank: 74

ROST

ROST Risk / Return Rank: 93
ROST Sharpe Ratio Rank: 92
ROST Sortino Ratio Rank: 94
ROST Omega Ratio Rank: 92
ROST Calmar Ratio Rank: 92
ROST Martin Ratio Rank: 94

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	BURL	ROST	Difference
Sharpe ratio Return per unit of total volatility	1.01	2.57	-1.56
Sortino ratio Return per unit of downside risk	1.55	3.95	-2.40
Omega ratio Gain probability vs. loss probability	1.19	1.49	-0.30
Calmar ratio Return relative to maximum drawdown	1.96	5.42	-3.46
Martin ratio Return relative to average drawdown	4.92	16.93	-12.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BURL vs. ROST - Sharpe Ratio Comparison

The current BURL Sharpe Ratio is 1.01, which is lower than the ROST Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of BURL and ROST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BURL	ROST	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.01	2.57	-1.56
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.04	0.53	-0.49
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.43	0.54	-0.11
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.45	+0.11

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.

Drawdown Indicators

	BURL	ROST	Difference
Max Drawdown Largest peak-to-trough decline	-68.87%	-82.23%	+13.36%
Max Drawdown (1Y) Largest decline over 1 year	-19.55%	-11.70%	-7.85%
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 Drawdown Current decline from peak	-6.79%	-0.93%	-5.86%
Average Drawdown Average peak-to-trough decline	-18.56%	-17.95%	-0.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.79%	3.79%	+4.00%

Volatility

BURL vs. ROST - Volatility Comparison

Burlington Stores, Inc. (BURL) has a higher volatility of 16.49% compared to Ross Stores, Inc. (ROST) at 12.40%. 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.

Volatility by Period

	BURL	ROST	Difference
Volatility (1M) Calculated over the trailing 1-month period	16.49%	12.40%	+4.09%
Volatility (6M) Calculated over the trailing 6-month period	26.87%	18.33%	+8.54%
Volatility (1Y) Calculated over the trailing 1-year period	37.94%	24.66%	+13.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	44.11%	29.54%	+14.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	41.76%	31.62%	+10.14%

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 0.71%.

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.	0.71%	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 - Profitability Comparison

The chart below illustrates the profitability comparison between Burlington Stores, Inc. and Ross Stores, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

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

Can I hold both BURL and ROST in my portfolio?

BURL and ROST have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BURL or ROST?

BURL has higher volatility (16.49%) compared to ROST (12.40%). In terms of maximum drawdown, BURL dropped -68.87% vs ROST's -82.23%.

Which has better risk-adjusted returns?

ROST currently has the higher Sharpe Ratio (2.57 vs 1.01), 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.