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ROST vs SPG

Comparison between Ross Stores Inc (ROST, Company) and Simon Property Group Inc (SPG, Company).

ROST is from the Consumer Cyclical sector, while SPG is from the Real Estate sector.

5-Year PerformanceSPG has outperformed ROST, delivering a return of +18.3% compared to +15.4%

ROST vs SPG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ROST
$72B
SPG
$72B
Max Drawdown
Winner
ROST
51.56%
SPG
80.66%
Sharpe Ratio
Winner
ROST
2.33
SPG
1.85
5Y Beta
Winner
ROST
0.66
SPG
0.75
Industry
ROST
Apparel Retail
SPG
Reit - Retail
P/E Ratio
ROST
31.49
Winner
SPG
30.25
Forward P/E
Winner
ROST
30.40
SPG
34.48
PEG Ratio
Winner
ROST
2.33
SPG
8.74
Dividend Yield
ROST
0.71%
Winner
SPG
3.78%
5Y Dividends CAGR
Winner
ROST
29.86%
SPG
15.95%
5Y EPS CAGR
Winner
ROST
24.14%
SPG
9.93%
Debt to Equity
Winner
ROST
16.15%
SPG
581.38%
Free Cash Flow Yield
ROST
3.63%
Winner
SPG
5.74%
P/S Ratio
Winner
ROST
3.05
SPG
12.65
P/B Ratio
Winner
ROST
11.24
SPG
14.77

ROST vs SPG - Historical Returns

Returns include dividend reinvestment.

1M
ROST
-0.49%
Winner
SPG
+5.70%
3M
ROST
+4.73%
Winner
SPG
+11.94%
6M
ROST
+23.12%
Winner
SPG
+25.19%
1Y
Winner
ROST
+77.56%
SPG
+44.99%
5Y(CAGR)
ROST
+15.43%
Winner
SPG
+18.28%
10Y(CAGR)
Winner
ROST
+15.99%
SPG
+5.42%
Max(CAGR)
Winner
ROST
+19.71%
SPG
+14.68%

ROST vs SPG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearROSTSPG
2026+29.57%+26.01%
2025+19.37%+12.10%
2024+10.96%+26.58%
2023+20.89%+29.22%
2022+3.98%-22.17%
2021-1.44%+101.61%
2020+5.52%-36.97%
2019+40.74%-5.06%
2018+4.46%+2.14%
2017+23.51%-1.77%
2016+21.75%-4.49%
2015+20.66%+8.31%
2014+28.26%+33.16%
2013+39.07%-1.99%
2012+15.47%+25.59%
2011+50.31%+31.66%
2010+49.94%+29.85%
2009+40.21%+63.03%
2008+20.26%-34.45%
2007-15.28%-11.70%
2006+0.40%+33.83%
2005+5.06%+24.69%
2004+11.21%+47.10%
2003+23.06%+42.19%
2002+30.37%+23.82%
2001+92.11%+30.04%
2000-1.54%+15.11%
1999-12.90%+3.36%

ROST vs SPG Drawdown Comparison

The maximum drawdown for ROST was -51.38%, occurring on Mar 18, 2020. Recovery took 255 trading sessions.

The maximum drawdown for SPG was -77.02%, occurring on Apr 2, 2020. Recovery took 1916 trading sessions.

The current ROST drawdown is -1.80%. The current SPG drawdown is -0.84%.

RankROSTSPG
#1-51.38%
Feb 20, 2020 - Feb 24, 2021
-77.02%
Aug 1, 2016 - Mar 13, 2024
#2-46.50%
Sep 8, 2008 - Jul 9, 2009
-76.32%
Feb 7, 2007 - Nov 5, 2010
#3-46.39%
May 7, 2021 - Nov 20, 2023
-24.30%
Mar 3, 2025 - Sep 11, 2025
#4-45.71%
Mar 31, 2000 - May 16, 2001
-22.35%
Apr 1, 2004 - Oct 18, 2004
#5-41.57%
Nov 3, 1999 - Mar 16, 2000
-20.32%
May 21, 2013 - May 1, 2014
#6-37.89%
Apr 17, 2007 - May 8, 2008
-18.51%
Jul 26, 2011 - Oct 24, 2011
#7-35.38%
Mar 1, 2004 - Jan 12, 2007
-17.54%
Aug 21, 2001 - Feb 6, 2002
#8-29.55%
Jan 13, 2003 - Aug 14, 2003
-17.35%
Aug 1, 2000 - Jan 22, 2001
#9-25.96%
Nov 8, 2018 - Jun 18, 2019
-16.56%
Aug 3, 2005 - Dec 14, 2005
#10-25.02%
Jun 17, 2002 - Oct 22, 2002
-16.31%
Jun 28, 2002 - Sep 26, 2002
#11-24.95%
Aug 29, 2012 - Aug 23, 2013
-16.26%
May 5, 2000 - Jul 27, 2000
#12-23.36%
Dec 16, 2016 - Nov 17, 2017
-15.35%
Jan 26, 2015 - Oct 19, 2015
#13-23.26%
Nov 15, 2013 - Oct 30, 2014
-13.83%
Sep 26, 2002 - Mar 17, 2003
#14-21.08%
Dec 5, 2024 - Oct 2, 2025
-13.65%
Dec 3, 1999 - Jan 10, 2000
#15-20.54%
Aug 18, 2015 - Feb 1, 2016
-12.49%
Oct 27, 2015 - Mar 17, 2016

Correlation

Correlation between ROST and SPG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

ROST vs SPG dividend yield comparison.

YearROSTSPG
20260.38%1.96%
20250.90%4.62%
20240.97%4.70%
20230.97%5.22%
20221.07%5.87%
20211.00%3.66%
20200.23%7.04%
20191.10%5.57%
20181.08%4.70%
20170.80%4.16%
20160.82%3.66%
20154.59%3.11%
20140.85%9.97%
20130.91%3.06%
20121.04%2.59%
20110.81%2.71%
20101.01%2.61%
20091.03%3.38%
20081.28%8.75%
20071.18%3.87%
20060.82%3.00%
20050.73%3.65%
20040.59%4.02%
20030.44%5.18%
20020.45%6.38%
20010.53%7.09%
20000.89%8.42%
19990.18%2.20%

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