ROST vs. DG
Compare and contrast key facts about Ross Stores, Inc. (ROST) and Dollar General Corporation (DG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROST or DG.
Key characteristics
| ROST | DG | |
|---|---|---|
| YTD Return | -5.22% | 1.95% |
| 1Y Return | 28.65% | -35.42% |
| 3Y Return (Ann) | 0.88% | -13.02% |
| 5Y Return (Ann) | 7.16% | 3.01% |
| 10Y Return (Ann) | 15.63% | 10.36% |
| Sharpe Ratio | 1.39 | -0.95 |
| Daily Std Dev | 19.65% | 37.35% |
| Max Drawdown | -82.23% | -60.35% |
| Current Drawdown | -12.82% | -46.03% |
Fundamentals
| ROST | DG | |
|---|---|---|
| Market Cap | $44.80B | $30.20B |
| EPS | $5.56 | $7.55 |
| PE Ratio | 24.03 | 18.21 |
| PEG Ratio | 2.29 | 2.52 |
| Revenue (TTM) | $20.38B | $38.69B |
| Gross Profit (TTM) | $5.68B | $11.82B |
| EBITDA (TTM) | $2.73B | $3.30B |
Correlation
The correlation between ROST and DG is 0.40, 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.
Performance
ROST vs. DG - Performance Comparison
In the year-to-date period, ROST achieves a -5.22% return, which is significantly lower than DG's 1.95% return. Over the past 10 years, ROST has outperformed DG with an annualized return of 15.63%, while DG has yielded a comparatively lower 10.36% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ROST vs. DG - Risk-Adjusted Performance 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.
Dividends
ROST vs. DG - Dividend Comparison
ROST's dividend yield for the trailing twelve months is around 1.05%, less than DG's 1.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROST Ross Stores, Inc. | 1.05% | 0.97% | 1.07% | 1.00% | 0.23% | 0.88% | 1.08% | 0.80% | 0.82% | 0.87% | 0.85% | 0.91% |
DG Dollar General Corporation | 1.72% | 1.30% | 1.06% | 0.69% | 0.67% | 0.80% | 1.05% | 0.84% | 1.35% | 1.22% | 0.00% | 0.00% |
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 -60.35%. Use the drawdown chart below to compare losses from any high point for ROST and DG. For additional features, visit the drawdowns tool.
Volatility
ROST vs. DG - Volatility Comparison
Ross Stores, Inc. (ROST) and Dollar General Corporation (DG) have volatilities of 5.57% and 5.49%, 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.
Financials
ROST vs. DG - Financials Comparison
This section allows you to compare key financial metrics between Ross Stores, Inc. and Dollar General Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities