ZUMZ vs. CATO
ZUMZ (Zumiez Inc.) and CATO (The Cato Corporation) are both stocks. Both operate in the Apparel Retail industry within the Consumer Cyclical sector. Over the past 10 years, ZUMZ returned 2.08%/yr vs -17.15%/yr for CATO. At a 0.44 correlation, their price movements are largely independent.
Performance
ZUMZ vs. CATO - Performance Comparison
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Returns By Period
In the year-to-date period, ZUMZ achieves a -30.90% return, which is significantly lower than CATO's 4.53% return. Over the past 10 years, ZUMZ has outperformed CATO with an annualized return of 2.08%, while CATO has yielded a comparatively lower -17.15% annualized return.
ZUMZ
- 1D
- -1.10%
- 1M
- -24.84%
- YTD
- -30.90%
- 6M
- -35.02%
- 1Y
- 41.29%
- 3Y*
- 2.18%
- 5Y*
- -17.62%
- 10Y*
- 2.08%
CATO
- 1D
- 0.94%
- 1M
- -1.52%
- YTD
- 4.53%
- 6M
- 1.25%
- 1Y
- 14.13%
- 3Y*
- -23.11%
- 5Y*
- -24.38%
- 10Y*
- -17.15%
ZUMZ vs. CATO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZUMZ Zumiez Inc. | -30.90% | 35.89% | -5.75% | -6.44% | -54.70% | 30.48% | 6.49% | 80.18% | -7.95% | -4.69% |
CATO The Cato Corporation | 4.53% | -20.77% | -39.83% | -16.51% | -42.20% | 84.02% | -43.53% | 32.97% | -2.99% | -42.89% |
Correlation
The correlation between ZUMZ and CATO is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since May 6, 2005 | 0.44 |
Over the past year, the correlation between ZUMZ and CATO has dropped to 0.14 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.
Fundamentals
ZUMZ:
$291.69M
CATO:
$63.97M
ZUMZ:
$0.86
CATO:
-$0.01
ZUMZ:
0.32
CATO:
0.09
ZUMZ:
0.95
CATO:
0.38
ZUMZ:
$938.06M
CATO:
$654.67M
ZUMZ:
$338.56M
CATO:
$216.44M
ZUMZ:
$39.31M
CATO:
$5.52M
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Return for Risk
ZUMZ vs. CATO — Risk / Return Rank
ZUMZ
CATO
ZUMZ vs. CATO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zumiez Inc. (ZUMZ) and The Cato Corporation (CATO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ZUMZ | CATO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.53 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.10 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | 0.33 | +0.63 |
| Martin ratioReturn relative to average drawdown | 2.44 | 0.52 | +1.92 |
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Drawdowns
ZUMZ vs. CATO - Drawdown Comparison
The maximum ZUMZ drawdown since its inception was -88.06%, smaller than the maximum CATO drawdown of -95.29%. Use the drawdown chart below to compare losses from any high point for ZUMZ and CATO.
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Drawdown Indicators
| ZUMZ | CATO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.06% | -95.29% | +7.23% |
Max Drawdown (1Y)Largest decline over 1 year | -43.47% | -43.64% | +0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -60.22% | -69.43% | +9.21% |
Max Drawdown (5Y)Largest decline over 5 years | -78.80% | -85.17% | +6.37% |
Max Drawdown (10Y)Largest decline over 10 years | -78.80% | -89.60% | +10.80% |
Current DrawdownCurrent decline from peak | -67.05% | -86.69% | +19.64% |
Average DrawdownAverage peak-to-trough decline | -48.83% | -39.73% | -9.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.98% | 27.36% | -10.38% |
Volatility
ZUMZ vs. CATO - Volatility Comparison
Zumiez Inc. (ZUMZ) has a higher volatility of 33.32% compared to The Cato Corporation (CATO) at 14.75%. This indicates that ZUMZ's price experiences larger fluctuations and is considered to be riskier than CATO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZUMZ | CATO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 33.32% | 14.75% | +18.57% |
Volatility (6M)Calculated over the trailing 6-month period | 43.83% | 34.30% | +9.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.66% | 61.96% | -7.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.26% | 51.99% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.68% | 50.76% | +0.92% |
Dividends
ZUMZ vs. CATO - Dividend Comparison
Neither ZUMZ nor CATO has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CATO The Cato Corporation | 0.00% | 0.00% | 13.08% | 9.52% | 7.29% | 2.62% | 3.44% | 7.59% | 9.25% | 8.29% | 4.29% | 3.26% |
ZUMZ Zumiez 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% |
Financials
ZUMZ vs. CATO - Financials Comparison
This section allows you to compare key financial metrics between Zumiez Inc. and The Cato 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
ZUMZ vs. CATO - Profitability Comparison
ZUMZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Zumiez Inc. reported a gross profit of 61.34M and revenue of 193.35M. Therefore, the gross margin over that period was 31.7%.
CATO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Cato Corporation reported a gross profit of 62.53M and revenue of 171.10M. Therefore, the gross margin over that period was 36.5%.
ZUMZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Zumiez Inc. reported an operating income of -15.19M and revenue of 193.35M, resulting in an operating margin of -7.9%.
CATO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Cato Corporation reported an operating income of 8.60M and revenue of 171.10M, resulting in an operating margin of 5.0%.
ZUMZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Zumiez Inc. reported a net income of -13.27M and revenue of 193.35M, resulting in a net margin of -6.9%.
CATO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Cato Corporation reported a net income of 9.31M and revenue of 171.10M, resulting in a net margin of 5.4%.
Frequently Asked Questions
ZUMZ and CATO have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ZUMZ has higher volatility (33.32%) compared to CATO (14.75%). In terms of maximum drawdown, ZUMZ dropped -88.06% vs CATO's -95.29%.
ZUMZ currently has the higher Sharpe Ratio (0.76 vs 0.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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