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

Correlation

The correlation between MBUU and FOXF is 0.42, 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.


Performance

MBUU vs. FOXF - Performance Comparison

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

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Key characteristics

Sharpe Ratio

MBUU:

-0.13

FOXF:

-0.79

Sortino Ratio

MBUU:

0.02

FOXF:

-1.10

Omega Ratio

MBUU:

1.00

FOXF:

0.86

Calmar Ratio

MBUU:

-0.15

FOXF:

-0.50

Martin Ratio

MBUU:

-0.55

FOXF:

-1.17

Ulcer Index

MBUU:

19.17%

FOXF:

38.77%

Daily Std Dev

MBUU:

48.66%

FOXF:

56.60%

Max Drawdown

MBUU:

-72.62%

FOXF:

-90.23%

Current Drawdown

MBUU:

-64.97%

FOXF:

-86.14%

Fundamentals

Market Cap

MBUU:

$618.14M

FOXF:

$1.09B

EPS

MBUU:

-$0.43

FOXF:

-$5.99

PEG Ratio

MBUU:

2.26

FOXF:

1.72

PS Ratio

MBUU:

0.81

FOXF:

0.77

PB Ratio

MBUU:

1.20

FOXF:

1.14

Total Revenue (TTM)

MBUU:

$759.23M

FOXF:

$1.42B

Gross Profit (TTM)

MBUU:

$122.15M

FOXF:

$424.56M

EBITDA (TTM)

MBUU:

$27.73M

FOXF:

-$140.23M

Returns By Period

The year-to-date returns for both investments are quite close, with MBUU having a -14.31% return and FOXF slightly higher at -13.97%. Both investments have delivered pretty close results over the past 10 years, with MBUU having a 4.57% annualized return and FOXF not far ahead at 4.71%.


MBUU

YTD

-14.31%

1M

19.25%

6M

-21.86%

1Y

-7.95%

5Y*

-7.09%

10Y*

4.57%

FOXF

YTD

-13.97%

1M

32.45%

6M

-19.06%

1Y

-44.56%

5Y*

-16.42%

10Y*

4.71%

*Annualized

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Risk-Adjusted Performance

MBUU vs. FOXF — Risk-Adjusted Performance Rank

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

MBUU
The Risk-Adjusted Performance Rank of MBUU is 3939
Overall Rank
The Sharpe Ratio Rank of MBUU is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of MBUU is 3636
Sortino Ratio Rank
The Omega Ratio Rank of MBUU is 3535
Omega Ratio Rank
The Calmar Ratio Rank of MBUU is 4242
Calmar Ratio Rank
The Martin Ratio Rank of MBUU is 3838
Martin Ratio Rank

FOXF
The Risk-Adjusted Performance Rank of FOXF is 1414
Overall Rank
The Sharpe Ratio Rank of FOXF is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of FOXF is 1111
Sortino Ratio Rank
The Omega Ratio Rank of FOXF is 1111
Omega Ratio Rank
The Calmar Ratio Rank of FOXF is 1818
Calmar Ratio Rank
The Martin Ratio Rank of FOXF is 1818
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.

MBUU vs. FOXF - Risk-Adjusted Performance Comparison

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


The current MBUU Sharpe Ratio is -0.13, which is higher than the FOXF Sharpe Ratio of -0.79. The chart below compares the historical Sharpe Ratios of MBUU and FOXF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

MBUU vs. FOXF - Dividend Comparison

Neither MBUU nor FOXF has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

MBUU vs. FOXF - Drawdown Comparison

The maximum MBUU drawdown since its inception was -72.62%, smaller than the maximum FOXF drawdown of -90.23%. Use the drawdown chart below to compare losses from any high point for MBUU and FOXF. For additional features, visit the drawdowns tool.


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Volatility

MBUU vs. FOXF - Volatility Comparison

The current volatility for Malibu Boats, Inc. (MBUU) is 13.62%, while Fox Factory Holding Corp. (FOXF) has a volatility of 15.91%. This indicates that MBUU experiences smaller price fluctuations and is considered to be less risky than FOXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

MBUU vs. FOXF - Financials Comparison

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


100.00M150.00M200.00M250.00M300.00M350.00M400.00M450.00M20212022202320242025
228.66M
355.03M
(MBUU) Total Revenue
(FOXF) Total Revenue
Values in USD except per share items

MBUU vs. FOXF - Profitability Comparison

The chart below illustrates the profitability comparison between Malibu Boats, Inc. and Fox Factory Holding Corp. 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%20212022202320242025
20.0%
30.9%
(MBUU) Gross Margin
(FOXF) Gross Margin
MBUU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Malibu Boats, Inc. reported a gross profit of 45.72M and revenue of 228.66M. Therefore, the gross margin over that period was 20.0%.

FOXF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Fox Factory Holding Corp. reported a gross profit of 109.68M and revenue of 355.03M. Therefore, the gross margin over that period was 30.9%.

MBUU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Malibu Boats, Inc. reported an operating income of 17.37M and revenue of 228.66M, resulting in an operating margin of 7.6%.

FOXF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Fox Factory Holding Corp. reported an operating income of -250.59M and revenue of 355.03M, resulting in an operating margin of -70.6%.

MBUU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Malibu Boats, Inc. reported a net income of 12.89M and revenue of 228.66M, resulting in a net margin of 5.6%.

FOXF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Fox Factory Holding Corp. reported a net income of -259.69M and revenue of 355.03M, resulting in a net margin of -73.2%.