Ross Stores (ROST) Aperçu de l'action
Ross Stores, Inc. et ses filiales exploitent aux États-Unis des magasins de vêtements et de mode d'intérieur à prix réduits sous les marques Ross Dress for Less et dd's DISCOUNTS. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 2/6 |
| Performances passées | 4/6 |
| Santé financière | 6/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour ROST à partir de nos contrôles de risques.
ROST Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$74.69
FV
232.4% surévalué décote intrinsèque-15.04%
Revenue growth p.a.
44
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Ross Stores, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$248.25 |
| Plus haut sur 52 semaines | US$257.00 |
| Plus bas sur 52 semaines | US$143.39 |
| Bêta | 0.88 |
| Variation sur 1 mois | 13.12% |
| Variation sur 3 mois | 16.40% |
| Variation sur 1 an | 65.19% |
| Variation sur 3 ans | 115.44% |
| Variation sur 5 ans | 100.12% |
| Évolution depuis l'introduction en bourse | 44,342.02% |
Nouvelles et mises à jour récentes
Nouveau récit • Jul 20
ROST offers strong downside protection with cash-rich balance sheet, dependable but modest compounding despite losing relative scale to TJX
2,282-store US off-price retailer that converts other people's inventory mistakes into an 18% return on invested capital, and it does so most reliably when the economy is worst — recessions simultaneously push shoppers toward value and flood the closeout market with distressed branded goods, which is why the business generated record free cash flow in the COVID year on collapsed earnings. The investment case is not growth; it is protected compounding at a modest rate.
Mise à jour du récit • Jul 07
ROST: Strong Q1 Momentum And Value Model Will Face Tough Comparisons
The updated fair value estimate for Ross Stores moves higher by about $25 to $205, as analysts factor in a slightly lower discount rate, modestly softer revenue growth assumptions, and somewhat stronger profitability and future P/E expectations following a series of price target increases and supportive research commentary. Analyst Commentary Recent Street research on Ross Stores has been largely constructive, with several firms lifting price targets following a Q1 report that featured 17% comp sales growth versus an 8.6% consensus figure and stronger traffic trends.Seeking Alpha • Jun 24
Ross Stores Is Changing The Retail Growth Playbook
Summary Ross Stores delivered a standout Q1 2026, with total sales up 21% and EPS growth of 37%. ROST’s broad-based growth is driven by strong customer acquisition across demographics, including younger shoppers, defying prior concerns. Operating margins improved by 120 basis points YoY to 13.4%, signaling enhanced profitability and effective execution. Management raised guidance for Q2 2026, projecting 6–7% comp sales growth and EPS of $1.85–$1.93, reflecting continued momentum. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 23
ROST: Record Comps And Store Expansion May Support Future Balanced Returns
Ross Stores' analyst price targets have moved higher into a $256 to $290 range as analysts point to stronger than expected Q1 comp growth of 17%, broad based customer traffic gains, and confidence that the company's updated fiscal 2026 outlook still leaves room for upside execution. Analyst Commentary Recent research on Ross Stores clusters around a constructive view on execution, traffic driven comp trends, and the updated fiscal 2026 outlook, with some analysts highlighting valuation and expectations risk as areas to watch.Recent updates
Nouveau récit • Jul 20
ROST offers strong downside protection with cash-rich balance sheet, dependable but modest compounding despite losing relative scale to TJX
2,282-store US off-price retailer that converts other people's inventory mistakes into an 18% return on invested capital, and it does so most reliably when the economy is worst — recessions simultaneously push shoppers toward value and flood the closeout market with distressed branded goods, which is why the business generated record free cash flow in the COVID year on collapsed earnings. The investment case is not growth; it is protected compounding at a modest rate.Mise à jour du récit • Jul 07
ROST: Strong Q1 Momentum And Value Model Will Face Tough Comparisons
The updated fair value estimate for Ross Stores moves higher by about $25 to $205, as analysts factor in a slightly lower discount rate, modestly softer revenue growth assumptions, and somewhat stronger profitability and future P/E expectations following a series of price target increases and supportive research commentary. Analyst Commentary Recent Street research on Ross Stores has been largely constructive, with several firms lifting price targets following a Q1 report that featured 17% comp sales growth versus an 8.6% consensus figure and stronger traffic trends.Seeking Alpha • Jun 24
Ross Stores Is Changing The Retail Growth Playbook
Summary Ross Stores delivered a standout Q1 2026, with total sales up 21% and EPS growth of 37%. ROST’s broad-based growth is driven by strong customer acquisition across demographics, including younger shoppers, defying prior concerns. Operating margins improved by 120 basis points YoY to 13.4%, signaling enhanced profitability and effective execution. Management raised guidance for Q2 2026, projecting 6–7% comp sales growth and EPS of $1.85–$1.93, reflecting continued momentum. Read the full article on Seeking AlphaMise à jour du récit • Jun 23
ROST: Record Comps And Store Expansion May Support Future Balanced Returns
Ross Stores' analyst price targets have moved higher into a $256 to $290 range as analysts point to stronger than expected Q1 comp growth of 17%, broad based customer traffic gains, and confidence that the company's updated fiscal 2026 outlook still leaves room for upside execution. Analyst Commentary Recent research on Ross Stores clusters around a constructive view on execution, traffic driven comp trends, and the updated fiscal 2026 outlook, with some analysts highlighting valuation and expectations risk as areas to watch.Mise à jour du récit • Jun 04
ROST: Record Comps And Execution Gains May Support Future Balanced Returns
Ross Stores' fair value estimate has been raised from $229.81 to $256.18, as analysts point to strong Q1 comp sales, broad-based customer growth, and improved margin assumptions reflected in higher Street price targets across multiple firms. Analyst Commentary Recent Street research around Ross Stores has been broadly constructive, with multiple firms lifting price targets after what they describe as a strong Q1 print and a higher fiscal 2026 outlook.Article d’analyse • May 24
Ross Stores, Inc. Just Beat EPS By 17%: Here's What Analysts Think Will Happen Next
Ross Stores, Inc. ( NASDAQ:ROST ) just released its quarterly report and things are looking bullish. Ross Stores beat...Nouveau récit • May 17
Aggressive Store Expansion And Capital Spending Will Pressure Margins Over The Next Decade
Catalysts About Ross Stores Ross Stores operates off price apparel and home fashion retail chains in the United States under the Ross Dress for Less and dd's DISCOUNTS banners. What are the underlying business or industry changes driving this perspective?
Nouveau récit • Apr 28
Off Price Expansion And Traffic Growth Will Support Long Term Earnings Power
Catalysts About Ross Stores Ross Stores operates off price apparel and home fashion retail chains in the United States under the Ross Dress for Less and dd's DISCOUNTS banners. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Apr 26
ROST: Holiday Beat And Execution Gains May Support Future Balanced Returns
Analyst price targets for Ross Stores have moved higher into a $226 to $248 range, as analysts point to a healthy Q4 earnings beat, broad-based strength across marketing, merchandising and operations, and continued demand from value focused shoppers. Analyst Commentary Recent research notes cluster around a similar message, with bullish analysts lifting price targets into the mid US$220s to high US$240s after the Q4 report.Mise à jour du récit • Apr 09
ROST: Holiday Beat And Off Price Momentum May Support Future Balanced Returns
Narrative Update Analysts have lifted Ross Stores' average price target by roughly $10 to the low $240s, citing a series of post earnings target hikes that point to broad based strength in recent results, stronger merchandise margins, and growing confidence in the off price model as value focused shoppers seek lower prices. Analyst Commentary Recent research activity around Ross Stores centers on a consistent message from Wall Street, stronger recent execution, a supportive backdrop for off price retail, and an earnings print that several firms describe as a clean or healthy beat.Mise à jour du récit • Mar 25
ROST: Holiday Beat And Execution Momentum May Support Future Balanced Returns
Analysts have nudged the Ross Stores price target higher by a few dollars to reflect a cluster of target increases into the $234 to $248 range, citing broad-based strength following a "healthy" Q4 beat, solid comp performance, and improving merchandising, marketing, and store productivity. Analyst Commentary Recent research points to a broadly positive reassessment of Ross Stores, with multiple firms lifting price targets into the low to mid US$200s after the Q4 update.Mise à jour du récit • Mar 10
ROST: Holiday Beat And Store Expansion May Support Future Balanced Returns
Our analyst price target for Ross Stores increases from $205.13 to $229.81, as analysts highlight a solid Q4 earnings beat, stronger assortments, and broad-based momentum that has led to a series of Street target hikes into the mid-$220s to mid-$240s. Analyst Commentary Street research around Ross Stores has turned broadly constructive following the Q4 report, with multiple firms lifting price targets into a tight US$220 to mid US$240 range and, in some cases, upgrading ratings.Mise à jour du récit • Feb 24
ROST: Holiday Foot Traffic And Off Price Execution Will Support Future Balanced Returns
Analysts have lifted their blended price target on Ross Stores to $205.13 from $195.13, citing strong holiday foot traffic data, solid card spending trends, and a series of recent target hikes across the Street as support for a slightly higher fair value and P/E outlook. Analyst Commentary Recent research on Ross Stores clusters around a more constructive view on the off price space, with several firms revisiting their models ahead of upcoming earnings updates and into 2026.Mise à jour du récit • Feb 09
ROST: Off Price Execution And Buybacks Will Support Future Balanced Returns
Analysts have lifted their price target for Ross Stores by about $2 to $195, citing recent research that points to stronger same store sales expectations, solid execution, and continued interest in off price retail compared with peers. Analyst Commentary Recent research on Ross Stores points to a mix of optimism around execution and growth, alongside some caution about the consumer backdrop and demand visibility.Mise à jour du récit • Jan 25
ROST: Off Price Execution And Share Repurchases Will Support Balanced Returns
Analysts have nudged their fair value target for Ross Stores slightly higher to US$192.69, reflecting a series of raised Street price targets in the US$170 to US$221 range and optimism around recent same store sales trends and execution. Analyst Commentary Recent research updates on Ross Stores point to generally constructive sentiment, with a cluster of raised price targets and a focus on execution in same store sales and margins.Mise à jour du récit • Jan 10
ROST: Off Price Execution And Clean Comps Will Support Balanced Returns
Analysts lifted their Ross Stores fair value estimate to about $192 per share from roughly $183, citing higher Street price targets, resilient same-store-sales trends in recent quarters, and ongoing interest in the off price model across several recent research updates. Analyst Commentary Recent research on Ross Stores shows a cluster of higher price targets and generally constructive views on the off price model, but also flags several risks that investors should keep in mind.Mise à jour du récit • Dec 14
ROST: Off Price Momentum And Margin Discipline Will Support Balanced Returns Ahead
Analysts have modestly raised their fair value estimate for Ross Stores to about $183 from roughly $178, citing solid Q3 beat and raise performance, improving revenue growth and margins, and a richer anticipated future P/E multiple within an increasingly favored off price retail backdrop. Analyst Commentary Street research following the Q3 print reflects a largely constructive stance on Ross Stores, with several firms lifting price targets into the high $170s to low $180s range and at least one major bank moving above $200, supporting the modest increase in fair value.Mise à jour du récit • Nov 27
ROST: Margin Strength And Expanding Footprint Will Drive Consistent Performance Ahead
Analysts have raised their fair value estimate for Ross Stores to $178.24 from $166.24 following strong third-quarter results and improved profit margins. Recent research cites broad-based sales strength and solid execution as support for the higher price target.Mise à jour du récit • Nov 11
ROST: Easing Tariff Pressures Should Support Steady Performance in Coming Quarters
Analysts have raised their price targets for Ross Stores, boosting the consensual fair value from $164.59 to $166.24. They cite stronger Q2 results, easing tariff pressures, and improved visibility into future earnings.Mise à jour du récit • Oct 28
Retail Expansion And Tariff Relief Will Drive Opportunity For Fiscal 2025
Ross Stores' analyst price target was increased by $2.29 to $164.59. Analysts cited solid performance, easing tariff pressures, and improved future guidance as drivers for the modest upward revision.Mise à jour du récit • Oct 13
New York Metro And Puerto Rico Will Strengthen Retail Footprint
Ross Stores’ average analyst price target rose by approximately $2.82 to $162.29. Analysts cited improved quarterly results, easing tariff pressures, and management’s updated guidance as reasons for their upward revisions.Mise à jour du récit • Aug 27
Dd's DISCOUNTS Expansion And Supply Chain Investments Will Boost Future Success
Ross Stores’ analyst price target was raised to $158.88, reflecting increased confidence from strong Q2 results, easing tariff pressures, improved earnings visibility, and expectations for margin expansion, particularly as consumer demand strengthens. Analyst Commentary Solid Q2 results, with comps accelerating and demand ramping up, leading to increased confidence in near-term performance.Seeking Alpha • Mar 18
Ross Stores: Limited Upside As Macro Environment Stays Uncertain
Summary I maintain a hold rating on Ross Stores stock due to a challenging consumer spending environment impacting near-term growth. Despite solid 4Q24 results, including EPS of $1.79 and 3% CSS growth, the outlook is clouded by weak consumer spending and macroeconomic conditions. ROST's heavy reliance on discretionary spending and underperformance in key categories like apparel and footwear pose significant risks. ROST stock's valuation at ~19x NTM P/E is justified by the soft consumer backdrop and weak 1Q25 guidance; catalysts for re-rating are limited. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Ross Stores: Softer Comps Is A Distraction, Many Reasons To Be Bullish
Summary Ross Stores is a resilient retailer, thriving in both good and bad markets by catering to lower-income consumers with off-price brand-name and designer clothing. Despite underperforming the S&P over the last year, Ross has shown improved margins and EPS, with management confident in Q4'24 performance. Ross continues to expand its footprint, adding 89 new locations in 2024, demonstrating confidence in long-term growth and market share gains. Valuation is attractive at 14.3x EV/EBITDA and 21.9x P/E, offering a margin of safety with expected EPS growth of 10.5% CAGR. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
Ross Stores: SSS Growth Should Accelerate, But Share Price Upside Is Still Limited
Summary Ross Stores' 3Q24 earnings showed modest net sales growth and a gross margin expansion, but same-store sales growth decelerated significantly due to weather impacts. Management's FY24 EPS guidance was raised, and SSS growth is expected to accelerate in 4Q24. Despite a positive outlook and a new CEO with strong retail experience, the current valuation does not justify a higher rating. I maintain a hold rating on ROST. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
Ross Stores : A Hidden Gem, But Wait
Summary Ross Stores has strong financial fundamentals, a low-cost operating model, and a high return on invested capital, making it a solid investment. The company's growth strategy focuses on increasing store count, with a potential ceiling of 3,600 stores, and maintaining revenue per store. ROST's competitive advantage lies in its efficient supply chain, low margins, and strong alignment between its value proposition and market position. Current valuation suggests ROST is fairly priced; long-term holders should HOLD, while traders should wait for a lower entry point before BUYING. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
High Quality Dividend Stock Universe: Ross Stores Growing But Expensive
Summary ROST has a market-beating history with a CAGR of 19.3% since inception. The company has steady revenue growth, strong gross profit margins, and a healthy ROIC. ROST has a strong history of above-average dividend growth that was unfortunately disrupted by the pandemic. Our Valuation Model suggests the company is trading for a premium today and does not present an attractive rate of return at today's price. Read the full article on Seeking Alpha
Nouveau récit • Aug 29
Expanding Product Lines And Critical Expansions Fuel Optimistic Growth Projections
Expansion and enhancement of vendor partnerships alongside aggressive store expansion plans are key strategies for boosting revenues and market share.Rendement pour les actionnaires
| ROST | US Specialty Retail | US Marché | |
|---|---|---|---|
| 7D | -2.0% | -2.0% | 1.0% |
| 1Y | 65.2% | -2.0% | 18.4% |
Rendement vs Industrie: ROST a dépassé le secteur US Specialty Retail qui a rapporté -2 % au cours de l'année écoulée.
Rendement vs marché: ROST a dépassé le marché US qui a rapporté 18.4 % au cours de l'année écoulée.
Volatilité des prix
| ROST volatility | |
|---|---|
| ROST Average Weekly Movement | 4.5% |
| Specialty Retail Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: ROST n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ROST ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1957 | 111,000 | Jim Conroy | www.rossstores.com |
Ross Stores, Inc. et ses filiales exploitent aux États-Unis des magasins de vêtements et de mode intérieure à prix cassés sous les marques Ross Dress for Less et dd's DISCOUNTS. L'entreprise propose des vêtements, des accessoires, des chaussures et des articles de décoration pour toute la famille. Elle vend ses produits aux ménages à revenus moyens et aux ménages à revenus faibles ou modérés.
Ross Stores, Inc. Résumé des fondamentaux
| ROST statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$80.78b |
| Bénéfices(TTM) | US$2.32b |
| Recettes(TTM) | US$23.78b |
34.4x
Ratio P/E3.3x
Ratio P/SLe site ROST est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ROST compte de résultat (TTM) | |
|---|---|
| Recettes | US$23.78b |
| Coût des recettes | US$15.99b |
| Marge brute | US$7.78b |
| Autres dépenses | US$5.47b |
| Les revenus | US$2.32b |
Derniers bénéfices déclarés
May 02, 2026
Prochaine date de publication des résultats
Aug 20, 2026
| Résultat par action (EPS) | 7.22 |
| Marge brute | 32.74% |
| Marge bénéficiaire nette | 9.74% |
| Ratio dettes/capitaux propres | 16.1% |
Quelles ont été les performances à long terme de ROST?
Voir les performances historiques et les comparaisonsDividendes
0.7%
Rendement actuel des dividendes23%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/12 21:08 |
| Cours de l'action en fin de journée | 2026/08/12 00:00 |
| Les revenus | 2026/05/02 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Ross Stores, Inc. est couverte par 42 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Mark Altschwager | Baird |
| Robert Drbul | Barclays |
| Adrienne Yih-Tennant | Barclays |