ROST vs. DG

Last updated Apr 1, 2026

Compare and contrast key facts about Ross Stores, Inc. (ROST) and Dollar General Corporation (DG).

Performance

ROST vs. DG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ross Stores, Inc. (ROST) and Dollar General Corporation (DG). The values are adjusted to include any dividend payments, if applicable.

ROST vs. DG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ROST Ross Stores, Inc.	20.51%	20.41%	10.39%	20.64%	2.94%	-6.03%	5.81%	41.72%	4.78%	23.53%
DG Dollar General Corporation	-10.19%	79.61%	-43.12%	-44.13%	5.57%	13.01%	35.89%	45.71%	17.55%	26.92%

Fundamentals

Market Cap ROST : $69.80B DG : $26.28B
EPS ROST : $6.60 DG : $6.85
PE Ratio ROST : 32.83 DG : 17.34
PS Ratio ROST : 3.10 DG : 0.61
PB Ratio ROST : 10.78 DG : 3.09
Total Revenue (TTM) ROST : $22.75B DG : $42.72B
Gross Profit (TTM) ROST : $4.50B DG : $13.10B
EBITDA (TTM) ROST : $3.45B DG : $2.98B

Returns By Period

In the year-to-date period, ROST achieves a 20.51% return, which is significantly higher than DG's -10.19% return. Over the past 10 years, ROST has outperformed DG with an annualized return of 15.11%, while DG has yielded a comparatively lower 4.46% annualized return.

ROST

• 1D: 3.75%
• 1M: 5.57%
• YTD: 20.51%
• 6M: 42.78%
• 1Y: 71.21%
• 3Y*: 28.19%
• 5Y*: 13.70%
• 10Y*: 15.11%

DG

• 1D: 0.76%
• 1M: -24.01%
• YTD: -10.19%
• 6M: 16.07%
• 1Y: 38.00%
• 3Y*: -15.67%
• 5Y*: -8.70%
• 10Y*: 4.46%

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

Return for Risk

ROST vs. DG — Risk / Return Rank

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

ROST

ROST Risk / Return Rank: 94
ROST Sharpe Ratio Rank: 96
ROST Sortino Ratio Rank: 96
ROST Omega Ratio Rank: 96
ROST Calmar Ratio Rank: 92
ROST Martin Ratio Rank: 92

DG

DG Risk / Return Rank: 75
DG Sharpe Ratio Rank: 76
DG Sortino Ratio Rank: 76
DG Omega Ratio Rank: 71
DG Calmar Ratio Rank: 74
DG Martin Ratio Rank: 78

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.

ROST vs. DG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ross Stores, Inc. (ROST) and Dollar General Corporation (DG). 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.

	ROST	DG	Difference
Sharpe ratio Return per unit of total volatility	2.77	1.02	+1.75
Sortino ratio Return per unit of downside risk	3.78	1.82	+1.96
Omega ratio Gain probability vs. loss probability	1.54	1.22	+0.32
Calmar ratio Return relative to maximum drawdown	4.21	1.64	+2.57
Martin ratio Return relative to average drawdown	12.12	5.03	+7.09
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ROST vs. DG - Sharpe Ratio Comparison

The current ROST Sharpe Ratio is 2.77, which is higher than the DG Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of ROST and DG, 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

	ROST	DG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.77	1.02	+1.75
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.47	-0.25	+0.72
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.48	0.14	+0.34
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.40	+0.04

Correlation

The correlation between ROST and DG is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ROST vs. DG - Dividend Comparison

ROST's dividend yield for the trailing twelve months is around 0.77%, less than DG's 1.99% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROST Ross Stores, Inc.	0.77%	0.90%	0.97%	0.97%	1.07%	1.00%	0.23%	1.10%	1.08%	0.80%	0.82%	4.59%
DG Dollar General Corporation	1.99%	1.78%	3.11%	1.30%	1.06%	0.69%	0.67%	0.80%	1.05%	0.84%	1.35%	1.22%

Drawdowns

ROST vs. DG - Drawdown Comparison

The maximum ROST drawdown since its inception was -82.23%, which is greater than DG's maximum drawdown of -72.61%. Use the drawdown chart below to compare losses from any high point for ROST and DG.

Drawdown Indicators

	ROST	DG	Difference
Max Drawdown Largest peak-to-trough decline	-82.23%	-72.61%	-9.62%
Max Drawdown (1Y) Largest decline over 1 year	-17.68%	-25.01%	+7.33%
Max Drawdown (5Y) Largest decline over 5 years	-46.40%	-72.61%	+26.21%
Max Drawdown (10Y) Largest decline over 10 years	-51.41%	-72.61%	+21.20%
Current Drawdown Current decline from peak	0.00%	-51.43%	+51.43%
Average Drawdown Average peak-to-trough decline	-18.02%	-15.37%	-2.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.14%	8.14%	-2.00%

Volatility

ROST vs. DG - Volatility Comparison

The current volatility for Ross Stores, Inc. (ROST) is 9.96%, while Dollar General Corporation (DG) has a volatility of 10.59%. This indicates that ROST experiences smaller price fluctuations and is considered to be less risky than DG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ROST	DG	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.96%	10.59%	-0.63%
Volatility (6M) Calculated over the trailing 6-month period	16.51%	26.99%	-10.48%
Volatility (1Y) Calculated over the trailing 1-year period	25.86%	37.50%	-11.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.32%	35.47%	-6.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.51%	31.28%	+0.23%

Financials

ROST vs. DG - Profitability Comparison

The chart below illustrates the profitability comparison between Ross Stores, Inc. and Dollar General Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

ROST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ross Stores, Inc. reported a gross profit of 0.00 and revenue of 6.64B. Therefore, the gross margin over that period was 0.0%.

DG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Dollar General Corporation reported a gross profit of 3.32B and revenue of 10.91B. Therefore, the gross margin over that period was 30.5%.

ROST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ross Stores, Inc. reported an operating income of 814.12M and revenue of 6.64B, resulting in an operating margin of 12.3%.

DG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Dollar General Corporation reported an operating income of 606.28M and revenue of 10.91B, resulting in an operating margin of 5.6%.

ROST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ross Stores, Inc. reported a net income of 645.87M and revenue of 6.64B, resulting in a net margin of 9.7%.

DG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Dollar General Corporation reported a net income of 426.30M and revenue of 10.91B, resulting in a net margin of 3.9%.