FOXF vs. MBUU

Last updated Apr 1, 2026

Compare and contrast key facts about Fox Factory Holding Corp. (FOXF) and Malibu Boats, Inc. (MBUU).

Performance

FOXF vs. MBUU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fox Factory Holding Corp. (FOXF) and Malibu Boats, Inc. (MBUU). The values are adjusted to include any dividend payments, if applicable.

FOXF vs. MBUU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FOXF Fox Factory Holding Corp.	-3.80%	-43.48%	-55.14%	-26.03%	-46.37%	60.91%	51.95%	18.18%	51.53%	40.00%
MBUU Malibu Boats, Inc.	-8.12%	-24.95%	-31.43%	2.85%	-22.45%	10.07%	52.48%	17.67%	17.05%	55.82%

Fundamentals

Market Cap FOXF : $688.31M MBUU : $495.54M
EPS FOXF : -$13.03 MBUU : $0.76
PS Ratio FOXF : 0.47 MBUU : 0.61
PB Ratio FOXF : 1.03 MBUU : 1.00
Total Revenue (TTM) FOXF : $1.47B MBUU : $819.06M
Gross Profit (TTM) FOXF : $443.25M MBUU : $131.52M
EBITDA (TTM) FOXF : -$451.80M MBUU : $50.91M

Returns By Period

In the year-to-date period, FOXF achieves a -3.80% return, which is significantly higher than MBUU's -8.12% return. Over the past 10 years, FOXF has underperformed MBUU with an annualized return of 0.37%, while MBUU has yielded a comparatively higher 4.86% annualized return.

FOXF

• 1D: -0.42%
• 1M: -2.26%
• YTD: -3.80%
• 6M: -32.24%
• 1Y: -29.48%
• 3Y*: -48.62%
• 5Y*: -33.92%
• 10Y*: 0.37%

MBUU

• 1D: -0.31%
• 1M: -10.81%
• YTD: -8.12%
• 6M: -20.12%
• 1Y: -15.51%
• 3Y*: -22.85%
• 5Y*: -20.46%
• 10Y*: 4.86%

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

Return for Risk

FOXF vs. MBUU — Risk / Return Rank

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

FOXF

FOXF Risk / Return Rank: 21
FOXF Sharpe Ratio Rank: 19
FOXF Sortino Ratio Rank: 21
FOXF Omega Ratio Rank: 21
FOXF Calmar Ratio Rank: 23
FOXF Martin Ratio Rank: 21

MBUU

MBUU Risk / Return Rank: 30
MBUU Sharpe Ratio Rank: 28
MBUU Sortino Ratio Rank: 28
MBUU Omega Ratio Rank: 28
MBUU Calmar Ratio Rank: 32
MBUU Martin Ratio Rank: 32

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.

FOXF vs. MBUU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fox Factory Holding Corp. (FOXF) and Malibu Boats, Inc. (MBUU). 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.

	FOXF	MBUU	Difference
Sharpe ratio Return per unit of total volatility	-0.50	-0.30	-0.20
Sortino ratio Return per unit of downside risk	-0.38	-0.09	-0.29
Omega ratio Gain probability vs. loss probability	0.95	0.99	-0.04
Calmar ratio Return relative to maximum drawdown	-0.57	-0.32	-0.25
Martin ratio Return relative to average drawdown	-1.10	-0.62	-0.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FOXF vs. MBUU - Sharpe Ratio Comparison

The current FOXF Sharpe Ratio is -0.50, which is lower than the MBUU Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of FOXF and MBUU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FOXF	MBUU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.50	-0.30	-0.20
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.68	-0.47	-0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.01	0.10	-0.10
Sharpe Ratio (All Time) Calculated using the full available price history	-0.02	0.07	-0.09

Correlation

The correlation between FOXF and MBUU is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

FOXF vs. MBUU - Dividend Comparison

Neither FOXF nor MBUU has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

FOXF vs. MBUU - Drawdown Comparison

The maximum FOXF drawdown since its inception was -92.98%, which is greater than MBUU's maximum drawdown of -73.67%. Use the drawdown chart below to compare losses from any high point for FOXF and MBUU.

Drawdown Indicators

	FOXF	MBUU	Difference
Max Drawdown Largest peak-to-trough decline	-92.98%	-73.67%	-19.31%
Max Drawdown (1Y) Largest decline over 1 year	-56.63%	-38.74%	-17.89%
Max Drawdown (5Y) Largest decline over 5 years	-92.98%	-72.36%	-20.62%
Max Drawdown (10Y) Largest decline over 10 years	-92.98%	-73.67%	-19.31%
Current Drawdown Current decline from peak	-91.24%	-71.81%	-19.43%
Average Drawdown Average peak-to-trough decline	-30.71%	-30.74%	+0.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	29.19%	19.96%	+9.23%

Volatility

FOXF vs. MBUU - Volatility Comparison

Fox Factory Holding Corp. (FOXF) has a higher volatility of 14.52% compared to Malibu Boats, Inc. (MBUU) at 11.33%. This indicates that FOXF's price experiences larger fluctuations and is considered to be riskier than MBUU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FOXF	MBUU	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.52%	11.33%	+3.19%
Volatility (6M) Calculated over the trailing 6-month period	43.24%	32.83%	+10.41%
Volatility (1Y) Calculated over the trailing 1-year period	59.29%	52.06%	+7.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	50.28%	43.98%	+6.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	48.14%	46.72%	+1.42%

Financials

FOXF vs. MBUU - Profitability Comparison

The chart below illustrates the profitability comparison between Fox Factory Holding Corp. and Malibu Boats, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

FOXF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fox Factory Holding Corp. reported a gross profit of 102.13M and revenue of 361.07M. Therefore, the gross margin over that period was 28.3%.

MBUU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Malibu Boats, Inc. reported a gross profit of 25.12M and revenue of 188.62M. Therefore, the gross margin over that period was 13.3%.

FOXF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fox Factory Holding Corp. reported an operating income of -305.98M and revenue of 361.07M, resulting in an operating margin of -84.7%.

MBUU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Malibu Boats, Inc. reported an operating income of -3.50M and revenue of 188.62M, resulting in an operating margin of -1.9%.

FOXF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fox Factory Holding Corp. reported a net income of -287.00M and revenue of 361.07M, resulting in a net margin of -79.5%.

MBUU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Malibu Boats, Inc. reported a net income of -2.15M and revenue of 188.62M, resulting in a net margin of -1.1%.