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

Performance

MBUU vs. MCFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Malibu Boats, Inc. (MBUU) and MasterCraft Boat Holdings, Inc. (MCFT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MBUU achieves a -2.91% return, which is significantly lower than MCFT's 31.86% return. Both investments have delivered pretty close results over the past 10 years, with MBUU having a 8.41% annualized return and MCFT not far ahead at 8.52%.


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%

MCFT

1D
4.86%
1M
6.38%
YTD
31.86%
6M
28.00%
1Y
35.81%
3Y*
-4.67%
5Y*
-0.82%
10Y*
8.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBUU vs. MCFT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MBUU
Malibu Boats, Inc.
-2.91%-24.95%-31.43%2.85%-22.45%10.07%52.48%17.67%17.05%55.82%
MCFT
MasterCraft Boat Holdings, Inc.
31.86%-0.84%-15.77%-12.49%-8.68%14.05%57.71%-15.78%-15.84%52.40%

Correlation

The correlation between MBUU and MCFT is 0.76, 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

0.76

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

0.73

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

0.76

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

0.73

Correlation (All Time)
Calculated using the full available price history since Jul 17, 2015

0.71

The correlation between MBUU and MCFT has been stable across timeframes, ranging from 0.71 to 0.76 - a consistent structural relationship.

Fundamentals

EPS

MBUU:

-$0.05

MCFT:

$0.90

PS Ratio

MBUU:

0.64

MCFT:

1.04

Total Revenue (TTM)

MBUU:

$826.09M

MCFT:

$298.48M

Gross Profit (TTM)

MBUU:

$127.07M

MCFT:

$68.88M

EBITDA (TTM)

MBUU:

$7.24M

MCFT:

$16.37M

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Return for Risk

MBUU vs. MCFT — Risk / Return Rank

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

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

MCFT
MCFT Risk / Return Rank: 6767
Overall Rank
MCFT Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
MCFT Sortino Ratio Rank: 6868
Sortino Ratio Rank
MCFT Omega Ratio Rank: 6363
Omega Ratio Rank
MCFT Calmar Ratio Rank: 6868
Calmar Ratio Rank
MCFT Martin Ratio Rank: 6868
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.

MBUU vs. MCFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Malibu Boats, Inc. (MBUU) and MasterCraft Boat Holdings, Inc. (MCFT). 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.


MBUUMCFTDifference
Sharpe ratioReturn per unit of total volatility

-1.19

Sortino ratioReturn per unit of downside risk

-1.61

Omega ratioGain probability vs. loss probability

0.99

1.17

-0.18

Calmar ratioReturn relative to maximum drawdown

-0.42

1.30

-1.72

Martin ratioReturn relative to average drawdown

-0.65

2.70

-3.35

MBUU vs. MCFT - Sharpe Ratio Comparison

The current MBUU Sharpe Ratio is -0.31, which is lower than the MCFT Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of MBUU and MCFT, 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

MBUU vs. MCFT - Drawdown Comparison

The maximum MBUU drawdown since its inception was -73.94%, smaller than the maximum MCFT drawdown of -86.38%. Use the drawdown chart below to compare losses from any high point for MBUU and MCFT.


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Drawdown Indicators


MBUUMCFTDifference

Max Drawdown

Largest peak-to-trough decline

-73.94%

-86.38%

+12.44%

Max Drawdown (1Y)

Largest decline over 1 year

-39.37%

-27.69%

-11.68%

Max Drawdown (3Y)

Largest decline over 3 years

-60.27%

-53.30%

-6.97%

Max Drawdown (5Y)

Largest decline over 5 years

-71.77%

-57.61%

-14.16%

Max Drawdown (10Y)

Largest decline over 10 years

-73.94%

-86.38%

+12.44%

Current Drawdown

Current decline from peak

-70.21%

-34.07%

-36.14%

Average Drawdown

Average peak-to-trough decline

-31.49%

-31.53%

+0.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.18%

13.31%

+11.87%

Volatility

MBUU vs. MCFT - Volatility Comparison

Malibu Boats, Inc. (MBUU) has a higher volatility of 12.38% compared to MasterCraft Boat Holdings, Inc. (MCFT) at 11.07%. This indicates that MBUU's price experiences larger fluctuations and is considered to be riskier than MCFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MBUUMCFTDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.38%

11.07%

+1.31%

Volatility (6M)

Calculated over the trailing 6-month period

36.38%

28.71%

+7.67%

Volatility (1Y)

Calculated over the trailing 1-year period

52.84%

41.17%

+11.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.12%

42.49%

+2.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.99%

49.60%

-2.61%

Dividends

MBUU vs. MCFT - Dividend Comparison

Neither MBUU nor MCFT has paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
MBUU
Malibu Boats, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MCFT
MasterCraft Boat Holdings, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%29.49%

Financials

MBUU vs. MCFT - Financials Comparison

This section allows you to compare key financial metrics between Malibu Boats, Inc. and MasterCraft Boat Holdings, 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


50.00M100.00M150.00M200.00M250.00M300.00M350.00M400.00M20222023202420252026
235.70M
78.21M
(MBUU) Total Revenue
(MCFT) Total Revenue
Values in USD except per share items

MBUU vs. MCFT - Profitability Comparison

The chart below illustrates the profitability comparison between Malibu Boats, Inc. and MasterCraft Boat Holdings, 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%20222023202420252026
19.0%
25.6%
Portfolio components
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%.

MCFT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MasterCraft Boat Holdings, Inc. reported a gross profit of 19.99M and revenue of 78.21M. Therefore, the gross margin over that period was 25.6%.

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%.

MCFT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MasterCraft Boat Holdings, Inc. reported an operating income of -1.40M and revenue of 78.21M, resulting in an operating margin of -1.8%.

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%.

MCFT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MasterCraft Boat Holdings, Inc. reported a net income of -742.00K and revenue of 78.21M, resulting in a net margin of -1.0%.


Frequently Asked Questions


MBUU and MCFT have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MBUU has higher volatility (12.38%) compared to MCFT (11.07%). In terms of maximum drawdown, MBUU dropped -73.94% vs MCFT's -86.38%.

MCFT currently has the higher Sharpe Ratio (0.87 vs -0.31), 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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