ROST vs. LULU
Compare and contrast key facts about Ross Stores, Inc. (ROST) and Lululemon Athletica Inc. (LULU).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROST or LULU.
Key characteristics
| ROST | LULU | |
|---|---|---|
| YTD Return | -7.51% | -31.39% |
| 1Y Return | 24.14% | -8.44% |
| 3Y Return (Ann) | 0.03% | 1.51% |
| 5Y Return (Ann) | 6.64% | 14.47% |
| 10Y Return (Ann) | 15.27% | 22.68% |
| Sharpe Ratio | 1.19 | -0.24 |
| Daily Std Dev | 19.52% | 32.92% |
| Max Drawdown | -82.23% | -92.24% |
| Current Drawdown | -14.92% | -31.39% |
Fundamentals
| ROST | LULU | |
|---|---|---|
| Market Cap | $44.80B | $45.96B |
| EPS | $5.56 | $12.22 |
| PE Ratio | 24.03 | 29.84 |
| PEG Ratio | 2.29 | 1.27 |
| Revenue (TTM) | $20.38B | $9.62B |
| Gross Profit (TTM) | $5.68B | $4.49B |
| EBITDA (TTM) | $2.73B | $2.59B |
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.
Performance
ROST vs. LULU - Performance Comparison
In the year-to-date period, ROST achieves a -7.51% return, which is significantly higher than LULU's -31.39% return. Over the past 10 years, ROST has underperformed LULU with an annualized return of 15.27%, while LULU has yielded a comparatively higher 22.68% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
ROST vs. LULU - Risk-Adjusted Performance 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.
Dividends
ROST vs. LULU - Dividend Comparison
ROST's dividend yield for the trailing twelve months is around 1.07%, while LULU has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROST Ross Stores, Inc. | 1.07% | 0.97% | 1.07% | 1.00% | 0.23% | 0.88% | 1.08% | 0.80% | 0.82% | 0.87% | 0.85% | 0.91% |
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 -92.24%. Use the drawdown chart below to compare losses from any high point for ROST and LULU. For additional features, visit the drawdowns tool.
Volatility
ROST vs. LULU - Volatility Comparison
The current volatility for Ross Stores, Inc. (ROST) is 4.83%, while Lululemon Athletica Inc. (LULU) has a volatility of 8.23%. 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.
Financials
ROST vs. LULU - Financials Comparison
This section allows you to compare key financial metrics between Ross Stores, Inc. and Lululemon Athletica 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.
Total Revenue: Total amount of money received from sales and other business activities