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FOXF vs. MBUU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between FOXF and MBUU is 0.44, 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.


-0.50.00.51.00.4

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.

-40.00%-30.00%-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
-39.23%
-7.41%
FOXF
MBUU

Key characteristics

Sharpe Ratio

FOXF:

-1.02

MBUU:

-0.60

Sortino Ratio

FOXF:

-1.48

MBUU:

-0.61

Omega Ratio

FOXF:

0.79

MBUU:

0.92

Calmar Ratio

FOXF:

-0.65

MBUU:

-0.44

Martin Ratio

FOXF:

-1.41

MBUU:

-1.05

Ulcer Index

FOXF:

39.52%

MBUU:

27.83%

Daily Std Dev

FOXF:

54.84%

MBUU:

48.57%

Max Drawdown

FOXF:

-85.48%

MBUU:

-66.80%

Current Drawdown

FOXF:

-84.77%

MBUU:

-61.39%

Fundamentals

Market Cap

FOXF:

$1.19B

MBUU:

$701.66M

EPS

FOXF:

$0.26

MBUU:

-$3.96

PEG Ratio

FOXF:

1.72

MBUU:

2.26

Total Revenue (TTM)

FOXF:

$1.04B

MBUU:

$533.71M

Gross Profit (TTM)

FOXF:

$304.83M

MBUU:

$77.65M

EBITDA (TTM)

FOXF:

$108.58M

MBUU:

-$78.90M

Returns By Period

The year-to-date returns for both stocks are quite close, with FOXF having a -5.45% return and MBUU slightly lower at -5.56%. Both investments have delivered pretty close results over the past 10 years, with FOXF having a 6.33% annualized return and MBUU not far behind at 6.14%.


FOXF

YTD

-5.45%

1M

-4.18%

6M

-39.24%

1Y

-56.33%

5Y*

-16.45%

10Y*

6.33%

MBUU

YTD

-5.56%

1M

-7.79%

6M

-6.06%

1Y

-30.43%

5Y*

-3.60%

10Y*

6.14%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

FOXF vs. MBUU — Risk-Adjusted Performance Rank

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

FOXF
The Risk-Adjusted Performance Rank of FOXF is 66
Overall Rank
The Sharpe Ratio Rank of FOXF is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of FOXF is 55
Sortino Ratio Rank
The Omega Ratio Rank of FOXF is 55
Omega Ratio Rank
The Calmar Ratio Rank of FOXF is 1010
Calmar Ratio Rank
The Martin Ratio Rank of FOXF is 77
Martin Ratio Rank

MBUU
The Risk-Adjusted Performance Rank of MBUU is 1919
Overall Rank
The Sharpe Ratio Rank of MBUU is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of MBUU is 1818
Sortino Ratio Rank
The Omega Ratio Rank of MBUU is 1818
Omega Ratio Rank
The Calmar Ratio Rank of MBUU is 2020
Calmar Ratio Rank
The Martin Ratio Rank of MBUU is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FOXF vs. MBUU - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for FOXF, currently valued at -1.02, compared to the broader market-2.000.002.004.00-1.02-0.60
The chart of Sortino ratio for FOXF, currently valued at -1.48, compared to the broader market-4.00-2.000.002.004.00-1.48-0.61
The chart of Omega ratio for FOXF, currently valued at 0.79, compared to the broader market0.501.001.502.000.790.92
The chart of Calmar ratio for FOXF, currently valued at -0.65, compared to the broader market0.002.004.006.00-0.65-0.44
The chart of Martin ratio for FOXF, currently valued at -1.41, compared to the broader market-10.000.0010.0020.0030.00-1.41-1.05
FOXF
MBUU

The current FOXF Sharpe Ratio is -1.02, which is lower than the MBUU Sharpe Ratio of -0.60. 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.


Rolling 12-month Sharpe Ratio-1.20-1.00-0.80-0.60-0.40-0.200.00AugustSeptemberOctoberNovemberDecember2025
-1.02
-0.60
FOXF
MBUU

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 -85.48%, which is greater than MBUU's maximum drawdown of -66.80%. Use the drawdown chart below to compare losses from any high point for FOXF and MBUU. For additional features, visit the drawdowns tool.


-90.00%-80.00%-70.00%-60.00%-50.00%AugustSeptemberOctoberNovemberDecember2025
-84.77%
-61.39%
FOXF
MBUU

Volatility

FOXF vs. MBUU - Volatility Comparison

Fox Factory Holding Corp. (FOXF) and Malibu Boats, Inc. (MBUU) have volatilities of 9.16% and 9.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%AugustSeptemberOctoberNovemberDecember2025
9.16%
9.38%
FOXF
MBUU

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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