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ROST vs. DG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ROST and DG is 0.34, 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.


-0.50.00.51.0
Correlation: 0.3

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.

200.00%400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%December2025FebruaryMarchAprilMay
1,327.61%
351.69%
ROST
DG

Key characteristics

Sharpe Ratio

ROST:

0.39

DG:

-0.72

Sortino Ratio

ROST:

0.79

DG:

-0.72

Omega Ratio

ROST:

1.09

DG:

0.88

Calmar Ratio

ROST:

0.46

DG:

-0.46

Martin Ratio

ROST:

1.19

DG:

-0.89

Ulcer Index

ROST:

8.05%

DG:

37.40%

Daily Std Dev

ROST:

24.79%

DG:

46.50%

Max Drawdown

ROST:

-82.24%

DG:

-72.61%

Current Drawdown

ROST:

-9.79%

DG:

-63.63%

Fundamentals

Market Cap

ROST:

$45.68B

DG:

$19.86B

EPS

ROST:

$6.32

DG:

$5.11

PE Ratio

ROST:

21.98

DG:

17.67

PEG Ratio

ROST:

2.63

DG:

1.81

PS Ratio

ROST:

2.16

DG:

0.51

PB Ratio

ROST:

8.29

DG:

2.77

Total Revenue (TTM)

ROST:

$16.27B

DG:

$30.70B

Gross Profit (TTM)

ROST:

$4.50B

DG:

$9.03B

EBITDA (TTM)

ROST:

$2.43B

DG:

$1.66B

Returns By Period

In the year-to-date period, ROST achieves a -6.83% return, which is significantly lower than DG's 20.81% return. Over the past 10 years, ROST has outperformed DG with an annualized return of 11.87%, while DG has yielded a comparatively lower 3.38% annualized return.


ROST

YTD

-6.83%

1M

7.07%

6M

0.87%

1Y

8.52%

5Y*

10.80%

10Y*

11.87%

DG

YTD

20.81%

1M

-3.74%

6M

12.03%

1Y

-32.61%

5Y*

-11.28%

10Y*

3.38%

*Annualized

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Risk-Adjusted Performance

ROST vs. DG — Risk-Adjusted Performance Rank

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

ROST
The Risk-Adjusted Performance Rank of ROST is 6363
Overall Rank
The Sharpe Ratio Rank of ROST is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of ROST is 5959
Sortino Ratio Rank
The Omega Ratio Rank of ROST is 5555
Omega Ratio Rank
The Calmar Ratio Rank of ROST is 7070
Calmar Ratio Rank
The Martin Ratio Rank of ROST is 6565
Martin Ratio Rank

DG
The Risk-Adjusted Performance Rank of DG is 1919
Overall Rank
The Sharpe Ratio Rank of DG is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of DG is 1717
Sortino Ratio Rank
The Omega Ratio Rank of DG is 1313
Omega Ratio Rank
The Calmar Ratio Rank of DG is 2121
Calmar Ratio Rank
The Martin Ratio Rank of DG is 3030
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.

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.


The chart of Sharpe ratio for ROST, currently valued at 0.39, compared to the broader market-2.00-1.000.001.002.003.00
ROST: 0.39
DG: -0.72
The chart of Sortino ratio for ROST, currently valued at 0.79, compared to the broader market-6.00-4.00-2.000.002.004.00
ROST: 0.79
DG: -0.72
The chart of Omega ratio for ROST, currently valued at 1.09, compared to the broader market0.501.001.502.00
ROST: 1.09
DG: 0.88
The chart of Calmar ratio for ROST, currently valued at 0.46, compared to the broader market0.001.002.003.004.005.00
ROST: 0.46
DG: -0.46
The chart of Martin ratio for ROST, currently valued at 1.19, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
ROST: 1.19
DG: -0.89

The current ROST Sharpe Ratio is 0.39, which is higher than the DG Sharpe Ratio of -0.72. 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00December2025FebruaryMarchAprilMay
0.39
-0.72
ROST
DG

Dividends

ROST vs. DG - Dividend Comparison

ROST's dividend yield for the trailing twelve months is around 1.07%, less than DG's 2.61% yield.


TTM20242023202220212020201920182017201620152014
ROST
Ross Stores, Inc.
1.07%0.97%0.97%1.07%1.00%0.23%0.88%1.08%0.80%0.82%0.88%0.85%
DG
Dollar General Corporation
2.61%3.11%1.30%1.06%0.69%0.67%0.80%1.05%0.84%1.35%1.22%0.00%

Drawdowns

ROST vs. DG - Drawdown Comparison

The maximum ROST drawdown since its inception was -82.24%, 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. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-9.79%
-63.63%
ROST
DG

Volatility

ROST vs. DG - Volatility Comparison

Ross Stores, Inc. (ROST) and Dollar General Corporation (DG) have volatilities of 9.95% and 10.46%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
9.95%
10.46%
ROST
DG

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B4.00B6.00B8.00B10.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
5.91B
10.30B
(ROST) Total Revenue
(DG) Total Revenue
Values in USD except per share items

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.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
26.5%
29.4%
(ROST) Gross Margin
(DG) Gross Margin
ROST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ross Stores, Inc. reported a gross profit of 1.57B and revenue of 5.91B. Therefore, the gross margin over that period was 26.5%.
DG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Dollar General Corporation reported a gross profit of 3.03B and revenue of 10.30B. Therefore, the gross margin over that period was 29.4%.
ROST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ross Stores, Inc. reported an operating income of 731.02M and revenue of 5.91B, resulting in an operating margin of 12.4%.
DG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Dollar General Corporation reported an operating income of 294.21M and revenue of 10.30B, resulting in an operating margin of 2.9%.
ROST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ross Stores, Inc. reported a net income of 586.78M and revenue of 5.91B, resulting in a net margin of 9.9%.
DG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Dollar General Corporation reported a net income of 191.22M and revenue of 10.30B, resulting in a net margin of 1.9%.