Ross Stores, founded in 1982, is a US-focused off-price apparel and home fashion retailer operating more than 2,100 stores across 43 states, primarily under the Ross Dress for Less banner, with a smaller footprint through DD's Discounts. In fiscal 2024, the company generated over $21 billion in sales. Ross offers branded apparel, footwear, accessories, and home goods at a 20%-60% discount to department and specialty store prices, sourcing closeouts and excess inventory from vendors worldwide.
The chart shows the growth of an initial investment of $10,000 in Ross Stores Inc, comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Ross Stores Inc (ROST) has returned 21.81% so far this year and 70.70% over the past 12 months. Looking at the last ten years, ROST has achieved an annualized return of 14.09%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
ROST
1M4.01%
6M44.50%
YTD21.81%
1Y70.70%
5Y11.41%
10Y14.09%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Ross Stores Inc (ROST) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
4.46%
9.01%
6.67%
1.03%
2025
-1.29%
-5.81%
-9.05%
8.70%
1.23%
-8.79%
7.17%
8.21%
4.11%
4.62%
10.46%
2.65%
2024
2.03%
5.80%
-1.32%
-11.53%
8.41%
4.19%
-1.74%
4.80%
0.30%
-6.71%
10.84%
-2.51%
2023
1.34%
-7.12%
-0.79%
0.71%
-2.71%
8.45%
3.14%
6.41%
-7.42%
2.67%
12.24%
5.75%
2022
-13.69%
-6.99%
-0.59%
9.23%
-15.32%
-17.76%
15.85%
6.52%
-1.77%
11.96%
21.99%
-1.68%
2021
-9.18%
3.55%
1.40%
7.90%
-3.75%
-1.61%
-1.06%
-4.02%
-8.24%
3.31%
-3.50%
2.97%
2020
-3.68%
-3.36%
-20.37%
11.01%
9.87%
-12.20%
5.14%
2.11%
2.54%
-9.50%
23.73%
13.05%
2019
12.62%
2.57%
-2.80%
4.15%
-4.63%
6.66%
5.47%
-0.64%
4.45%
-0.63%
5.41%
-0.20%
2018
1.89%
-4.43%
0.06%
4.16%
-1.91%
6.79%
3.80%
10.04%
3.06%
-0.99%
-11.72%
-5.81%
2017
0.14%
3.88%
-3.16%
-1.59%
-2.11%
-9.63%
-4.60%
5.39%
10.09%
-1.32%
19.28%
6.09%
2016
-1.92%
-6.43%
6.02%
9.34%
0.84%
2.95%
-2.24%
8.32%
-2.76%
Performance Indicators
The charts below present risk-adjusted performance metrics for Ross Stores Inc (ROST) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of ROST compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Ross Stores Inc volatility is 1.28%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Liabilities And Equity (USD)
15.55B
14.91B
14.30B
13.42B
13.64B
12.72B
9.35B
6.07B
5.72B
5.31B
4.87B
4.70B
3.90B
3.67B
3.30B
3.12B
Equity Attributable To Parent (USD)
6.19B
5.51B
4.87B
4.29B
4.06B
3.29B
3.36B
3.31B
3.05B
2.75B
2.47B
2.28B
2.01B
1.77B
1.49B
1.33B
Equity Attributable To Noncontrolling Interest (USD)
The article compares two high-yield covered call ETFs: JEPI (low-volatility S&P 500 stocks) and JEPQ (Nasdaq-100 stocks). Given current macroeconomic challenges including slowing GDP growth, negative payroll trends, and inflation concerns, JEPI is recommended as the better choice due to its defensive stock portfolio, while JEPQ's tech-heavy exposure faces headwinds from valuation concerns and economic slowdown.
The Motley Fool•David Dierking
AI Insight
Part of JEPI's defensive portfolio, representing a company with resilience during challenging economic conditions.
Despite near-term retail sector challenges from inflation, weakening job markets, and geopolitical concerns, Ross Stores and Five Below present buying opportunities with stocks down 4.9% and 8.2% from 52-week highs respectively. Both discount retailers appeal to price-conscious consumers and demonstrate strong sales growth with expansion plans.
The Motley Fool•Lawrence Rothman, Cfa
AI Insight
Strong fiscal Q4 same-store sales growth of 9%, management guidance for 3-4% comps increase and 6-11% EPS growth, successful business model with two complementary brands, and ongoing store expansion (1,904 Ross stores and 363 dd's locations) position the company well for long-term growth despite near-term headwinds.
An Iran war-driven oil shock is pushing gasoline prices above $100/barrel, with fuel costs surging 27-34%. This is expected to accelerate a 'trade down' trend where higher-income consumers shift to value retailers like Walmart and Dollar Tree, though lower-income core customers may spend more cautiously. Walmart has already demonstrated strong positioning with Q4 revenue of $190.7B and 4.6% comparable sales growth, while Dollar Tree reports accelerated trade-down from six-figure earners. However, risks remain from potential stock market declines affecting higher-income consumer sentiment.
Benzinga•Namrata Sen
AI Insight
Similar off-price retail model to TJX, well-positioned to attract foot traffic during periods of consumer cost-consciousness driven by inflation and fuel price shocks.
Ross Stores stock surged 7.98% after reporting strong holiday season results with 12% year-over-year sales growth to $6.6 billion and 21% earnings growth to $2.00 per share, beating Wall Street estimates. The company increased its quarterly dividend by 10% and authorized a $2.55 billion buyback program, projecting 3-4% same-store sales growth and EPS of $7.02-$7.36 for fiscal 2026.
The Motley Fool•Joe Tenebruso
AI Insight
Strong holiday quarter results with 12% sales growth and 21% earnings growth exceeding expectations, combined with management's optimistic 2026 guidance, dividend increase of 10%, and new $2.55 billion buyback authorization demonstrate solid business momentum and shareholder-friendly capital allocation decisions.
U.S. stock futures rose modestly on Wednesday as oil price gains slowed following Trump's announcement of Navy escort services through the Strait of Hormuz. Markets await the ADP employment report and earnings from Broadcom, Abercrombie & Fitch, and Okta. Asian markets suffered steep losses, with South Korea's Kospi plunging 12%. The VIX jumped to 23.96, reflecting elevated market volatility amid inflation concerns.
Benzinga•Eva Mathew
AI Insight
Stock up 6%+ premarket after beating Q4 results with $6.64B revenue vs $6.41B estimate and $2 EPS vs $1.89 estimate; favorable price trends and solid Momentum score
A preview of upcoming retail earnings for major retailers including Costco, Best Buy, Pepper Combi, AutoZone, Ross Stores, and Target. Costco shows strong momentum with projected 8.7% sales growth and 12.6% earnings growth, while Best Buy has beaten expectations for four consecutive quarters. Target faces headwinds with projected sales decline of 1.4% and earnings fall of 10.6%. Ross Stores shows positive momentum with 15.3% projected earnings growth.
Investing.com•Louis Navellier
AI Insight
Benefits from value-oriented consumers with projected 8.9% sales growth and 15.3% earnings growth reflecting margin expansion, analyst estimates revised higher, and company has surprised positively in each of past four quarters.
TJX Companies delivered strong Q3 results with 5% comparable-store sales growth and expanding margins across all concepts. The off-price retail model thrives on industry turbulence and excess inventory. While the company has significant growth potential with plans to expand from 5,191 to 7,000 stores, the stock trades at a premium valuation (forward P/E of 31) that leaves little room for error. The author suggests patient investors may find better entry points if the stock pulls back.
The Motley Fool•Bryan White
AI Insight
Mentioned as a peer comparison with 28% annual return, but no specific analysis or commentary provided in the article.
Ross Stores is experiencing strong momentum, with stock performance up 150% since mid-2022. Analysts believe the stock could reach $200 by Christmas due to robust quarterly earnings, positive guidance, and strong market positioning in the discount retail sector.
Investing.com•Sam Quirke
AI Insight
Strong Q3 2026 earnings beating analyst expectations, 10% year-over-year revenue growth, raised full-year guidance, multiple analyst buy ratings with price targets of $200-$205, and consistent upward stock trend since mid-2022
Fenimore Asset Management completely sold its entire 243,780 shares of Waters Corporation, valued at $85.09 million, representing a full exit from the position during Q3 2025. The sale reflects a strategic portfolio shift amid challenging market conditions for laboratory instrumentation stocks.
The Motley Fool•Adam Palasciano
AI Insight
Listed as a top holding with $244.6 million allocation, no specific performance details provided
U.S. stock futures were slightly lower as the Jackson Hole Economic Symposium begins, with focus on Federal Reserve Chair Jerome Powell's upcoming speech and key corporate earnings reports from Walmart, Intuit, and Ross Stores.
Benzinga•Rishabh Mishra
AI Insight
Marginally above flatline, with expected earnings of $1.53 per share