Ross Stores, Inc.

NasdaqGS:ROST 주식 리포트

시가총액: US$73.7b

Ross Stores 과거 순이익 실적

과거 기준 점검 4/6

Ross Stores은 연평균 15.7%의 비율로 수입이 증가해 온 반면, Specialty Retail 산업은 수입이 2.8% 감소했습니다. 매출은 연평균 7.1%의 비율로 증가했습니다. Ross Stores의 자기자본이익률은 34.7%이고 순이익률은 9.4%입니다.

핵심 정보

15.73%

순이익 성장률

17.58%

주당순이익(EPS) 성장률

Specialty Retail 산업 성장률26.64%
매출 성장률7.12%
자기자본이익률34.67%
순이익률9.43%
다음 순이익 업데이트21 May 2026

최근 과거 실적 업데이트

Recent updates

새 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha Mar 27

Ross Stores: Earnings Should Continue To Grow At A Healthy Clip

Summary Ross Stores earns a reiterated buy rating as demand strengthens, merchandise performance broadens, and fixed cost leverage improves. ROST delivered 12% sales growth in Q4 with a 9% comp, driven by increased transactions and customer volume, signaling robust underlying demand. Management plans to open 110 new stores in 2025, supporting a dual growth engine of comps and store expansion for sustained earnings growth. With adj. EPS is projected to compound in the low teens and a $256 price target (~20% upside), ROST offers compelling valuation and upside potential. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 May 11

Ross Stores (NASDAQ:ROST) Will Be Hoping To Turn Its Returns On Capital Around

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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새 내러티브 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.
Seeking Alpha Aug 12

Ross Stores: Key Talking Points Ahead Of Q2 Results

Summary Ross Stores has outperformed the market and its retail peers over the past year. ROST plans to release its Q2 results on the 22nd of August post market hours. We touch upon the various sub-plots that could impact earnings. We examine the forward outlook and valuation. We close with some thoughts on the technicals and key stakeholder positoning. Read the full article on Seeking Alpha
Seeking Alpha May 28

Ross Stores: Insights From Q1 2024 Earnings (Rating Upgrade)

Summary Ross Stores' valuation has improved, prompting an upgrade from hold to buy, with an expected upside of 10%. The company reported strong 1Q24 earnings, beating consensus estimates, driven by same-store-sales growth and margin expansion. ROST continues to benefit from strong demand momentum and its merchandising strategy, which has been successful in raising prices. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Ross Stores가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:ROST 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Jan 2622,7512,1454,7010
01 Nov 2522,0272,0864,5550
02 Aug 2521,4982,0634,4380
03 May 2521,2562,0824,3680
01 Feb 2521,1292,0914,3300
02 Nov 2421,2392,1145,2710
03 Aug 2421,0932,0724,9310
04 May 2420,7401,9914,5880
03 Feb 2420,3771,8754,2470
28 Oct 2319,5691,7124,0220
29 Jul 2319,2091,6073,9040
29 Apr 2318,8571,5453,7640
28 Jan 2318,6961,5123,6870
29 Oct 2218,5021,4323,4270
30 Jul 2218,5111,4753,4590
30 Apr 2218,7331,5853,5100
29 Jan 2218,9161,7233,7560
30 Oct 2118,1451,5943,4110
31 Jul 2117,3251,3403,5630
01 May 2115,2058683,3640
30 Jan 2112,532853,3450
31 Oct 2012,6953043,2290
01 Aug 2012,7905432,9550
02 May 2014,0859343,0280
01 Feb 2016,0391,6613,1710
02 Nov 1915,7331,6462,9010
03 Aug 1915,4341,6142,8580
04 May 1915,1921,5902,8200
02 Feb 1914,9841,5872,7860
03 Nov 1814,9441,5972,7260
04 Aug 1814,7231,5332,6820
05 May 1814,4171,4602,6260
03 Feb 1814,1351,3632,5760
28 Oct 1713,5771,2132,4890
29 Jul 1713,3351,1832,4620
29 Apr 1713,0841,1482,4340
28 Jan 1712,8671,1182,3960
29 Oct 1612,6071,0812,3210
30 Jul 1612,3031,0522,2740
30 Apr 1612,0911,0292,2400
30 Jan 1611,9401,0212,2120
31 Oct 1511,7221,0052,1700
01 Aug 1511,5389822,1370

양질의 수익: ROST는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: ROST의 현재 순 이익률 (9.4%)은 지난해 (9.9%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ROST의 수익은 지난 5년 동안 연평균 15.7% 증가했습니다.

성장 가속화: 지난 1년간 ROST 의 수익 증가율(2.6%)은 5년 평균(연간 15.7%)보다 낮습니다.

수익 대 산업: ROST의 지난 1년 수익 증가율(2.6%)은 Specialty Retail 업계의 -2.1%를 상회했습니다.


자기자본이익률

높은 ROE: ROST의 자본 수익률(34.7%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 12:06
종가2026/05/07 00:00
수익2026/01/31
연간 수익2026/01/31

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분석가 소스

Ross Stores, Inc.는 41명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mark AltschwagerBaird
Robert DrbulBarclays
Adrienne Yih-TennantBarclays