ROST vs. VRTS
Compare and contrast key facts about Ross Stores, Inc. (ROST) and Virtus Investment Partners, Inc. (VRTS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROST or VRTS.
Correlation
The correlation between ROST and VRTS is 0.54, 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. VRTS - Performance Comparison
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Key characteristics
ROST:
0.60
VRTS:
-0.63
ROST:
1.19
VRTS:
-0.70
ROST:
1.14
VRTS:
0.92
ROST:
0.77
VRTS:
-0.39
ROST:
2.00
VRTS:
-1.04
ROST:
8.15%
VRTS:
19.41%
ROST:
25.09%
VRTS:
33.63%
ROST:
-82.24%
VRTS:
-74.36%
ROST:
-1.81%
VRTS:
-39.52%
Fundamentals
ROST:
$49.95B
VRTS:
$1.22B
ROST:
$6.31
VRTS:
$16.85
ROST:
24.07
VRTS:
10.47
ROST:
2.85
VRTS:
0.62
ROST:
2.36
VRTS:
1.35
ROST:
8.99
VRTS:
1.36
ROST:
$16.27B
VRTS:
$900.74M
ROST:
$4.50B
VRTS:
$658.04M
ROST:
$2.43B
VRTS:
$386.24M
Returns By Period
In the year-to-date period, ROST achieves a 1.42% return, which is significantly higher than VRTS's -17.42% return. Over the past 10 years, ROST has outperformed VRTS with an annualized return of 12.63%, while VRTS has yielded a comparatively lower 6.89% annualized return.
ROST
1.42%
10.27%
9.30%
15.04%
13.50%
12.63%
VRTS
-17.42%
21.72%
-23.47%
-21.19%
20.63%
6.89%
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Risk-Adjusted Performance
ROST vs. VRTS — Risk-Adjusted Performance Rank
ROST
VRTS
ROST vs. VRTS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ross Stores, Inc. (ROST) and Virtus Investment Partners, Inc. (VRTS). 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.
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Dividends
ROST vs. VRTS - Dividend Comparison
ROST's dividend yield for the trailing twelve months is around 0.99%, less than VRTS's 4.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROST Ross Stores, Inc. | 0.99% | 0.97% | 0.97% | 1.07% | 1.00% | 0.23% | 0.88% | 1.08% | 0.80% | 0.82% | 0.88% | 0.85% |
VRTS Virtus Investment Partners, Inc. | 4.87% | 3.60% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% | 0.53% |
Drawdowns
ROST vs. VRTS - Drawdown Comparison
The maximum ROST drawdown since its inception was -82.24%, which is greater than VRTS's maximum drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for ROST and VRTS. For additional features, visit the drawdowns tool.
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Volatility
ROST vs. VRTS - Volatility Comparison
The current volatility for Ross Stores, Inc. (ROST) is 6.53%, while Virtus Investment Partners, Inc. (VRTS) has a volatility of 9.44%. This indicates that ROST experiences smaller price fluctuations and is considered to be less risky than VRTS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
ROST vs. VRTS - Financials Comparison
This section allows you to compare key financial metrics between Ross Stores, Inc. and Virtus Investment Partners, 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
ROST vs. VRTS - Profitability Comparison
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%.
VRTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a gross profit of 217.93M and revenue of 217.93M. Therefore, the gross margin over that period was 100.0%.
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%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported an operating income of 36.60M and revenue of 217.93M, resulting in an operating margin of 16.8%.
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%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a net income of 28.65M and revenue of 217.93M, resulting in a net margin of 13.1%.