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Dutch Bros Inc. (BROS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS26701L1008
CUSIP26701L100
SectorConsumer Cyclical
IndustryRestaurants

Highlights

Market Cap$5.75B
EPS$0.03
PE Ratio1,119.00
Revenue (TTM)$965.78M
Gross Profit (TTM)$180.92M
EBITDA (TTM)$118.31M
Year Range$22.67 - $36.17
Target Price$35.27
Short %11.12%
Short Ratio3.57

Share Price Chart


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Dutch Bros Inc.

Popular comparisons: BROS vs. SBUX, BROS vs. VOO, BROS vs. VTI, BROS vs. EPD, BROS vs. MAIN, BROS vs. VGT, BROS vs. ^GSPC, BROS vs. SCHD, BROS vs. 1000, BROS vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Dutch Bros Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-40.00%-30.00%-20.00%-10.00%0.00%10.00%20.00%OctoberNovemberDecember2024FebruaryMarch
-10.03%
17.27%
BROS (Dutch Bros Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Dutch Bros Inc. had a return of 4.20% year-to-date (YTD) and 8.13% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date4.20%10.16%
1 month11.00%3.47%
6 months41.75%22.20%
1 year8.13%30.45%
5 years (annualized)N/A13.16%
10 years (annualized)N/A10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-15.22%8.49%
2023-4.51%-21.48%4.69%9.82%18.48%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Dutch Bros Inc. (BROS) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BROS
Dutch Bros Inc.
0.21
^GSPC
S&P 500
2.79

Sharpe Ratio

The current Dutch Bros Inc. Sharpe ratio is 0.21. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
0.21
2.79
BROS (Dutch Bros Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Dutch Bros Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-56.72%
0
BROS (Dutch Bros Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Dutch Bros Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dutch Bros Inc. was 70.09%, occurring on Sep 27, 2023. The portfolio has not yet recovered.

The current Dutch Bros Inc. drawdown is 56.72%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.09%Nov 2, 2021478Sep 27, 2023
-24.05%Sep 22, 202111Oct 6, 20218Oct 18, 202119
-9.27%Sep 17, 20211Sep 17, 20211Sep 20, 20212
-6.41%Oct 20, 20212Oct 21, 20211Oct 22, 20213
-3.61%Oct 27, 20211Oct 27, 20212Oct 29, 20213

Volatility

Volatility Chart

The current Dutch Bros Inc. volatility is 11.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%OctoberNovemberDecember2024FebruaryMarch
11.69%
2.80%
BROS (Dutch Bros Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Dutch Bros Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


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EBIT

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Other Non-Operating Income (Expenses)

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Minority Interest

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Values in undefined except per share items