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FOXF vs. MBUU
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

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.

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Returns By Period

In the year-to-date period, FOXF achieves a 8.18% return, which is significantly higher than MBUU's -2.91% return. Over the past 10 years, FOXF has underperformed MBUU with an annualized return of 0.72%, while MBUU has yielded a comparatively higher 8.41% annualized return.


FOXF

1D
5.47%
1M
13.70%
YTD
8.18%
6M
4.87%
1Y
-25.63%
3Y*
-42.53%
5Y*
-34.53%
10Y*
0.72%

MBUU

1D
4.86%
1M
-0.65%
YTD
-2.91%
6M
-5.81%
1Y
-16.39%
3Y*
-21.33%
5Y*
-18.08%
10Y*
8.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FOXF vs. MBUU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FOXF
Fox Factory Holding Corp.
8.18%-43.48%-55.14%-26.03%-46.37%60.91%51.95%18.18%51.53%40.00%
MBUU
Malibu Boats, Inc.
-2.91%-24.95%-31.43%2.85%-22.45%10.07%52.48%17.67%17.05%55.82%

Correlation

The correlation between FOXF and MBUU is 0.56, 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

0.56

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.56

Correlation (10Y)
Calculated over the trailing 10-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Jan 31, 2014

0.46

The correlation between FOXF and MBUU shifts across timeframes, from 0.46 (all time) to 0.56 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FOXF:

$774.87M

MBUU:

$524.95M

EPS

FOXF:

-$7.17

MBUU:

-$0.05

PS Ratio

FOXF:

0.52

MBUU:

0.64

PB Ratio

FOXF:

1.18

MBUU:

1.01

Total Revenue (TTM)

FOXF:

$1.48B

MBUU:

$826.09M

Gross Profit (TTM)

FOXF:

$439.96M

MBUU:

$127.07M

EBITDA (TTM)

FOXF:

-$196.18M

MBUU:

$7.24M

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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: 2525
Overall Rank
FOXF Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
FOXF Sortino Ratio Rank: 2424
Sortino Ratio Rank
FOXF Omega Ratio Rank: 2424
Omega Ratio Rank
FOXF Calmar Ratio Rank: 2727
Calmar Ratio Rank
FOXF Martin Ratio Rank: 2929
Martin Ratio Rank

MBUU
MBUU Risk / Return Rank: 3030
Overall Rank
MBUU Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
MBUU Sortino Ratio Rank: 3030
Sortino Ratio Rank
MBUU Omega Ratio Rank: 3030
Omega Ratio Rank
MBUU Calmar Ratio Rank: 2929
Calmar Ratio Rank
MBUU Martin Ratio Rank: 3131
Martin Ratio Rank
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.

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.


FOXFMBUUDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.26

Omega ratioGain probability vs. loss probability

0.95

0.99

-0.04

Calmar ratioReturn relative to maximum drawdown

-0.45

-0.42

-0.04

Martin ratioReturn relative to average drawdown

-0.73

-0.65

-0.08

FOXF vs. MBUU - Sharpe Ratio Comparison

The current FOXF Sharpe Ratio is -0.49, which is lower than the MBUU Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of FOXF and MBUU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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 -73.94%. Use the drawdown chart below to compare losses from any high point for FOXF and MBUU.


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Drawdown Indicators


FOXFMBUUDifference

Max Drawdown

Largest peak-to-trough decline

-92.98%

-73.94%

-19.04%

Max Drawdown (1Y)

Largest decline over 1 year

-56.63%

-39.37%

-17.26%

Max Drawdown (3Y)

Largest decline over 3 years

-88.55%

-60.27%

-28.28%

Max Drawdown (5Y)

Largest decline over 5 years

-92.98%

-71.77%

-21.21%

Max Drawdown (10Y)

Largest decline over 10 years

-92.98%

-73.94%

-19.04%

Current Drawdown

Current decline from peak

-90.15%

-70.21%

-19.94%

Average Drawdown

Average peak-to-trough decline

-31.79%

-31.49%

-0.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.20%

25.18%

+10.02%

Volatility

FOXF vs. MBUU - Volatility Comparison

Fox Factory Holding Corp. (FOXF) has a higher volatility of 15.48% compared to Malibu Boats, Inc. (MBUU) at 12.38%. 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.


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Volatility by Period


FOXFMBUUDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.48%

12.38%

+3.10%

Volatility (6M)

Calculated over the trailing 6-month period

32.66%

36.38%

-3.72%

Volatility (1Y)

Calculated over the trailing 1-year period

53.02%

52.84%

+0.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

51.03%

45.12%

+5.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.62%

46.99%

+1.63%

Dividends

FOXF vs. MBUU - Dividend Comparison

Neither FOXF nor MBUU has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

FOXF vs. MBUU - Financials Comparison

This section allows you to compare key financial metrics between Fox Factory Holding Corp. and Malibu Boats, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


150.00M200.00M250.00M300.00M350.00M400.00M20222023202420252026
368.66M
235.70M
(FOXF) Total Revenue
(MBUU) Total Revenue
Values in USD except per share items

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.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%15.0%20.0%25.0%30.0%35.0%20222023202420252026
28.9%
19.0%
Portfolio components
FOXF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fox Factory Holding Corp. reported a gross profit of 106.39M and revenue of 368.66M. Therefore, the gross margin over that period was 28.9%.

MBUU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported a gross profit of 44.70M and revenue of 235.70M. Therefore, the gross margin over that period was 19.0%.

FOXF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fox Factory Holding Corp. reported an operating income of 5.95M and revenue of 368.66M, resulting in an operating margin of 1.6%.

MBUU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported an operating income of -1.91M and revenue of 235.70M, resulting in an operating margin of -0.8%.

FOXF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fox Factory Holding Corp. reported a net income of -15.00M and revenue of 368.66M, resulting in a net margin of -4.1%.

MBUU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported a net income of -2.44M and revenue of 235.70M, resulting in a net margin of -1.0%.


Frequently Asked Questions


FOXF and MBUU have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FOXF has higher volatility (15.48%) compared to MBUU (12.38%). In terms of maximum drawdown, FOXF dropped -92.98% vs MBUU's -73.94%.

MBUU currently has the higher Sharpe Ratio (-0.31 vs -0.49), 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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