Ross' first-quarter results included 21% sales growth and adjusted EPS of $2.02, up 38%. Operating margin expanded by 120 basis points to 13.4%, driven by merchandise margin gains, occupancy leverage, and lower distribution costs, but partly offset by higher compensation expense.
A permanent shift in consumption habits could see higher-income households trade down, favoring off-price channels. This could drive average comparable sales growth above our 3.6% estimate.
Dependence on vendors sourcing from China (about 50% of merchandise) creates a structural vulnerability to tariffs, posing a long-term threat to the low-cost procurement model essential for off-price leadership.
|
Metric
|
ROST
|
M
|
TJX
|
|---|---|---|---|
Price/Earnings (Normalized) | 33.31 | 11.25 | 33.68 |
Price/Book Value | 12.27 | 1.38 | 17.90 |
Price/Sales | 3.26 | 0.31 | 3.08 |
Price/Cash Flow | 24.83 | 3.60 | 26.26 |
|
Metric
|
ROST
|
M
|
TJX
|
|---|---|---|---|
Quick Ratio | 0.88 | 0.34 | 0.49 |
Current Ratio | 1.54 | 1.48 | 1.14 |
Interest Coverage | 87.80 | 7.29 | 102.00 |
|
Metric
|
ROST
|
M
|
TJX
|
|---|---|---|---|
Return on Assets (Normalized) | 16.36% | 5.50% | 17.38% |
Return on Equity (Normalized) | 41.51% | 19.48% | 63.13% |
Return on Invested Capital (Normalized) | 21.52% | 10.07% | 25.71% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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CBKCQ
| — | — | — | |||
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IDEXY
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IDEXF
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TJX
| Ytljbxkl | Smvg | $186B | |||
| Fast Retailing Co Ltd ADR
FRCOY
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| Fast Retailing Co Ltd
FRCOF
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LULU
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GAP
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URBN
| Snxrnrrv | Dfyf | $7B |
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United States