CATO vs. ZUMZ
CATO (The Cato Corporation) and ZUMZ (Zumiez Inc.) are both stocks. Both operate in the Apparel Retail industry within the Consumer Cyclical sector. Over the past 10 years, CATO returned -16.06%/yr vs 1.39%/yr for ZUMZ. Their 0.44 correlation means their historical movements had little consistent relationship.
Performance
CATO vs. ZUMZ - Performance Comparison
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Returns By Period
In the year-to-date period, CATO achieves a 10.68% return, which is significantly higher than ZUMZ's -24.49% return. Over the past 10 years, CATO has underperformed ZUMZ with an annualized return of -16.06%, while ZUMZ has yielded a comparatively higher 1.39% annualized return.
CATO
- 1D
- 2.70%
- 1M
- 2.09%
- 6M
- 12.13%
- YTD
- 10.68%
- 1Y
- 22.58%
- 3Y*
- -22.56%
- 5Y*
- -23.01%
- 10Y*
- -16.06%
- ALL TIME*
- 2.26%
ZUMZ
- 1D
- -0.66%
- 1M
- 12.08%
- 6M
- -20.07%
- YTD
- -24.49%
- 1Y
- 48.12%
- 3Y*
- 1.56%
- 5Y*
- -14.74%
- 10Y*
- 1.39%
- ALL TIME*
- 3.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $372.80K | $393.78K | $303.80K | |
ZUMZ Zumiez Inc. | $4.48M | $4.06M | $4.17M |
CATO vs. ZUMZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CATO The Cato Corporation | 10.68% | -20.77% | -39.83% | -16.51% | -42.20% | 84.02% | -43.53% | 32.97% | -2.99% | -42.89% |
ZUMZ Zumiez Inc. | -24.49% | 35.89% | -5.75% | -6.44% | -54.70% | 30.48% | 6.49% | 80.18% | -7.95% | -4.69% |
Correlation
The correlation between CATO and ZUMZ is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.41 |
Correlation (All Time) Calculated using the full available price history since May 6, 2005 | 0.44 |
Over the past year, the correlation between CATO and ZUMZ has dropped to 0.11 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.
Fundamentals
CATO:
$62.23M
ZUMZ:
$331.88M
CATO:
-$0.01
ZUMZ:
$0.86
CATO:
0.10
ZUMZ:
0.35
CATO:
0.41
ZUMZ:
1.04
CATO:
$654.67M
ZUMZ:
$938.06M
CATO:
$216.44M
ZUMZ:
$338.56M
CATO:
$5.52M
ZUMZ:
$39.31M
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Return for Risk
CATO vs. ZUMZ — Risk / Return Rank
CATO
ZUMZ
CATO vs. ZUMZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Cato Corporation (CATO) and Zumiez Inc. (ZUMZ). 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.
| CATO | ZUMZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.00 | -0.52 |
| Martin ratioReturn relative to average drawdown | 0.74 | 2.05 | -1.32 |
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Drawdowns
CATO vs. ZUMZ - Drawdown Comparison
The maximum CATO drawdown since its inception was -95.29%, which is greater than ZUMZ's maximum drawdown of -88.06%. Use the drawdown chart below to compare losses from any high point for CATO and ZUMZ.
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Drawdown Indicators
| CATO | ZUMZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.29% | -88.06% | -7.23% |
Max Drawdown (1Y)Largest decline over 1 year | -43.64% | -43.47% | -0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -69.43% | -60.22% | -9.21% |
Max Drawdown (5Y)Largest decline over 5 years | -85.17% | -78.80% | -6.37% |
Max Drawdown (10Y)Largest decline over 10 years | -88.94% | -78.80% | -10.14% |
Current DrawdownCurrent decline from peak | -85.91% | -63.99% | -21.92% |
Average DrawdownAverage peak-to-trough decline | -39.86% | -48.92% | +9.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.92% | 21.22% | +7.70% |
Volatility
CATO vs. ZUMZ - Volatility Comparison
The Cato Corporation (CATO) has a higher volatility of 16.17% compared to Zumiez Inc. (ZUMZ) at 9.53%. This indicates that CATO's price experiences larger fluctuations and is considered to be riskier than ZUMZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CATO | ZUMZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.17% | 9.53% | +6.64% |
Volatility (6M)Calculated over the trailing 6-month period | 34.02% | 44.13% | -10.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.22% | 54.46% | +7.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.17% | 52.08% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.92% | 51.69% | -0.77% |
Dividends
CATO vs. ZUMZ - Dividend Comparison
Neither CATO nor ZUMZ has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CATO The Cato Corporation | 0.00% | 0.00% | 13.08% | 9.52% | 7.29% | 2.62% | 3.44% | 7.59% | 9.25% | 8.29% | 4.29% | 3.26% |
ZUMZ Zumiez 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% |
Financials
CATO vs. ZUMZ - Financials Comparison
This section allows you to compare key financial metrics between The Cato Corporation and Zumiez 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
CATO vs. ZUMZ - Profitability Comparison
CATO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Cato Corporation reported a gross profit of 62.53M and revenue of 171.10M. Therefore, the gross margin over that period was 36.5%.
ZUMZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Zumiez Inc. reported a gross profit of 61.34M and revenue of 193.35M. Therefore, the gross margin over that period was 31.7%.
CATO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Cato Corporation reported an operating income of 8.60M and revenue of 171.10M, resulting in an operating margin of 5.0%.
ZUMZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Zumiez Inc. reported an operating income of -15.19M and revenue of 193.35M, resulting in an operating margin of -7.9%.
CATO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Cato Corporation reported a net income of 9.31M and revenue of 171.10M, resulting in a net margin of 5.4%.
ZUMZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Zumiez Inc. reported a net income of -13.27M and revenue of 193.35M, resulting in a net margin of -6.9%.
Frequently Asked Questions
CATO and ZUMZ have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CATO has higher volatility (16.17%) compared to ZUMZ (9.53%). In terms of maximum drawdown, CATO dropped -95.29% vs ZUMZ's -88.06%.
ZUMZ currently has the higher Sharpe Ratio (0.80 vs 0.34), 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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