A Look At Ross Stores (ROST) Valuation After Fenimore Top Performer Recognition

Simply Wall St.01-19

Ross Stores (ROST) is back in focus after Fenimore Asset Management cited the retailer as its top performer in two strategies, linking that showing to strong same store sales and the influence of a ...

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Its 1 year total shareholder return of 30.4% and 3 year total shareholder return of 71.7% point to momentum that has been...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"ROST":"罗斯百货有限公司","BK4094":"服装零售","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"translate_title":"费尼莫尔最佳表现者认可后罗斯商店(ROST)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ROST":1.5},"content_text":"Ross Stores (ROST) is back in focus after Fenimore Asset Management cited the retailer as its top performer in two strategies, linking that showing to strong same store sales and the influence of a new CEO. See our latest analysis for Ross Stores. At a share price of US$192.36, Ross Stores has logged a 5.5% 30 day share price return and a 22.2% 90 day share price return. Its 1 year total shareholder return of 30.4% and 3 year total shareholder return of 71.7% point to momentum that has been building rather than fading. If Ross’s recent recognition has you thinking about where else capital might be working hard, it could be a good time to look through fast growing stocks with high insider ownership. With Ross Stores trading close to analyst price targets and showing solid recent returns, the key question for you is whether the current strength still leaves room for upside or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: Fairly Valued With Ross Stores trading at US$192.36 and the most followed fair value estimate sitting around US$192.38, the narrative sees current pricing as closely aligned. Investments in supply chain infrastructure and operational initiatives (e.g., new distribution center, store refreshes, rollout of self-checkout) are establishing a foundation for greater operating leverage and cost discipline, which should benefit net margins as these investments scale. Read the complete narrative. Curious how steady mid single digit revenue growth, firm margins and a richer future P/E multiple come together in this fair value story? The narrative leans heavily on earnings and buybacks to support that outcome. Want to see exactly which assumptions have to hold up for this price to make sense? Read on for the full breakdown behind the model. Result: Fair Value of $192.38 (ABOUT RIGHT) Have a read of the narrative in full and understand what's behind the forecasts. However, this fair value story can wobble if ongoing tariff and distribution cost pressures keep weighing on margins, or if aggressive store growth starts to cannibalize existing locations. Find out about the key risks to this Ross Stores narrative. Another View: Market Price Versus Earnings Power While the fair value narrative lands almost exactly on today’s US$192.36 share price, the earnings multiples tell a different story. Ross Stores trades on a P/E of 29.8x, compared with a fair ratio of 19.2x, the US Specialty Retail industry at 20.7x, and a peer average of 23.1x. That is a clear premium, which could mean investors are paying up for quality and consistency, or simply stretching too far for recent momentum. If the market drifts closer to the fair ratio over time, how comfortable are you with the valuation risk that gap implies? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:ROST P/E Ratio as at Jan 2026 Build Your Own Ross Stores Narrative If you see the numbers differently or would rather test your own assumptions against the data, you can build a personalized Ross Stores story in just a few minutes with Do it your way. A good starting point is our analysis highlighting 1 key reward investors are optimistic about regarding Ross Stores. Looking for more investment ideas? If Ross Stores has sharpened your focus on where capital can work harder, do not stop here. Broaden your watchlist with a few targeted stock ideas.  Spot potential mispricings by scanning these 873 undervalued stocks based on cash flows that the market may be overlooking based on their cash flow profiles. Tap into fast moving themes by checking out these 80 cryptocurrency and blockchain stocks tied to blockchain, digital payments and token infrastructure. Zero in on steady income potential through these 12 dividend stocks with yields > 3% that offer yields above 3% and may suit a cash flow focused approach.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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