ROST vs. LULU

Last updated Apr 2, 2026

Compare and contrast key facts about Ross Stores, Inc. (ROST) and Lululemon Athletica Inc. (LULU).

Performance

ROST vs. LULU - Performance Comparison

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

ROST vs. LULU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ROST Ross Stores, Inc.	22.36%	20.41%	10.39%	20.64%	2.94%	-6.03%	5.81%	41.72%	4.78%	23.53%
LULU Lululemon Athletica Inc.	-23.58%	-45.66%	-25.21%	59.59%	-18.16%	12.48%	50.23%	90.50%	54.74%	20.93%

Fundamentals

EPS ROST : $6.60 LULU : $14.54
PE Ratio ROST : 33.33 LULU : 10.92
PEG Ratio ROST : 3.77 LULU : 0.53
PS Ratio ROST : 3.14 LULU : 1.72
Total Revenue (TTM) ROST : $22.75B LULU : $11.07B
Gross Profit (TTM) ROST : $4.50B LULU : $6.47B
EBITDA (TTM) ROST : $3.45B LULU : $2.95B

Returns By Period

In the year-to-date period, ROST achieves a 22.36% return, which is significantly higher than LULU's -23.58% return. Over the past 10 years, ROST has outperformed LULU with an annualized return of 15.29%, while LULU has yielded a comparatively lower 8.74% annualized return.

ROST

• 1D: 1.53%
• 1M: 8.96%
• YTD: 22.36%
• 6M: 44.20%
• 1Y: 72.06%
• 3Y*: 28.84%
• 5Y*: 14.05%
• 10Y*: 15.29%

LULU

• 1D: 3.73%
• 1M: -9.85%
• YTD: -23.58%
• 6M: -10.56%
• 1Y: -43.21%
• 3Y*: -24.17%
• 5Y*: -12.01%
• 10Y*: 8.74%

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

Return for Risk

ROST vs. LULU — 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: 95
ROST Sortino Ratio Rank: 96
ROST Omega Ratio Rank: 96
ROST Calmar Ratio Rank: 91
ROST Martin Ratio Rank: 91

LULU

LULU Risk / Return Rank: 11
LULU Sharpe Ratio Rank: 6
LULU Sortino Ratio Rank: 9
LULU Omega Ratio Rank: 9
LULU Calmar Ratio Rank: 13
LULU Martin Ratio Rank: 20

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. LULU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ross Stores, Inc. (ROST) and Lululemon Athletica Inc. (LULU). 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	LULU	Difference
Sharpe ratio Return per unit of total volatility	2.80	-0.88	+3.69
Sortino ratio Return per unit of downside risk	3.82	-1.11	+4.93
Omega ratio Gain probability vs. loss probability	1.55	0.85	+0.70
Calmar ratio Return relative to maximum drawdown	4.18	-0.78	+4.95
Martin ratio Return relative to average drawdown	12.02	-1.11	+13.13
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. LULU - Sharpe Ratio Comparison

The current ROST Sharpe Ratio is 2.80, which is higher than the LULU Sharpe Ratio of -0.88. The chart below compares the historical Sharpe Ratios of ROST and LULU, 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	LULU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.80	-0.88	+3.69
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	-0.29	+0.77
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.49	0.22	+0.27
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.28	+0.16

Correlation

The correlation between ROST and LULU is 0.40, 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.

Dividends

ROST vs. LULU - Dividend Comparison

ROST's dividend yield for the trailing twelve months is around 0.75%, while LULU has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROST Ross Stores, Inc.	0.75%	0.90%	0.97%	0.97%	1.07%	1.00%	0.23%	1.10%	1.08%	0.80%	0.82%	4.59%
LULU Lululemon Athletica Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

ROST vs. LULU - Drawdown Comparison

The maximum ROST drawdown since its inception was -82.23%, smaller than the maximum LULU drawdown of -92.26%. Use the drawdown chart below to compare losses from any high point for ROST and LULU.

Drawdown Indicators

	ROST	LULU	Difference
Max Drawdown Largest peak-to-trough decline	-82.23%	-92.26%	+10.03%
Max Drawdown (1Y) Largest decline over 1 year	-17.68%	-56.49%	+38.81%
Max Drawdown (5Y) Largest decline over 5 years	-46.40%	-71.48%	+25.08%
Max Drawdown (10Y) Largest decline over 10 years	-51.41%	-71.48%	+20.07%
Current Drawdown Current decline from peak	0.00%	-68.94%	+68.94%
Average Drawdown Average peak-to-trough decline	-18.02%	-27.13%	+9.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.14%	39.56%	-33.42%

Volatility

ROST vs. LULU - Volatility Comparison

The current volatility for Ross Stores, Inc. (ROST) is 9.61%, while Lululemon Athletica Inc. (LULU) has a volatility of 11.05%. This indicates that ROST experiences smaller price fluctuations and is considered to be less risky than LULU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ROST	LULU	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.61%	11.05%	-1.44%
Volatility (6M) Calculated over the trailing 6-month period	16.56%	28.49%	-11.93%
Volatility (1Y) Calculated over the trailing 1-year period	25.84%	49.09%	-23.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.33%	41.49%	-12.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.51%	40.19%	-8.68%

Financials

ROST vs. LULU - Profitability Comparison

The chart below illustrates the profitability comparison between Ross Stores, Inc. and Lululemon Athletica Inc. 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%.

LULU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Lululemon Athletica Inc. reported a gross profit of 1.43B and revenue of 2.57B. Therefore, the gross margin over that period was 55.6%.

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%.

LULU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Lululemon Athletica Inc. reported an operating income of 444.69M and revenue of 2.57B, resulting in an operating margin of 17.3%.

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%.

LULU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Lululemon Athletica Inc. reported a net income of 306.84M and revenue of 2.57B, resulting in a net margin of 12.0%.