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Industry
Restaurants
IPO Date
Jun 15, 2023

Highlights

EPS (TTM)
$0.54
PE Ratio
165.38
PEG Ratio
0.90
Total Revenue (TTM)
$1.18B
Gross Profit (TTM)
$216.81M
EBITDA (TTM)
$150.65M
Year Range
$43.41 - $98.79
Target Price
$88.43
ROA (TTM)
4.48%
ROE (TTM)
7.87%

Share Price Chart


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Performance

CAVA Performance Chart

CAVA Group Inc. (CAVA) is up 52.0% since the beginning of the year. At $89 per share, CAVA is trading 9.7% below its 52-week high of $99.


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S&P 500 Index

Returns By Period

CAVA Group Inc. (CAVA) has returned 51.95% so far this year and 19.79% over the past 12 months.


CAVA Group Inc.

1D
1.28%
1M
14.16%
YTD
51.95%
6M
59.14%
1Y
19.79%
3Y*
32.72%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
1.08%
1M
2.00%
YTD
9.57%
6M
10.71%
1Y
25.41%
3Y*
19.37%
5Y*
12.48%
10Y*
13.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CAVA Monthly Returns History

Based on dividend-adjusted daily data since Jun 15, 2023, CAVA's average daily return is +0.17%, while the average monthly return is +3.66%. At this rate, an investment would double in approximately 1.6 years.

Historically, 62% of months were positive and 38% were negative. The best month was Jul 2023 with a return of +39.5%, while the worst month was Sep 2023 at -31.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CAVA closed higher 51% of trading days. The best single day was Feb 25, 2026 with a return of +26.4%, while the worst single day was Aug 13, 2025 at -16.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.29%36.04%-1.90%15.46%-16.86%14.83%51.95%
202519.73%-29.63%-9.07%6.97%-12.07%3.64%4.49%-23.25%-10.57%-11.06%-9.01%20.04%-47.97%
20248.89%24.81%19.93%2.70%28.65%0.22%-9.20%35.41%8.60%7.84%5.50%-19.94%162.45%
2023-2.50%39.46%-22.24%-31.03%3.13%7.66%26.37%2.33%

Benchmark Metrics

CAVA Group Inc. has an annualized alpha of 8.58%, beta of 1.79, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since June 15, 2023.

  • This stock captured 158.85% of S&P 500 Index gains and 140.01% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.20 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
8.58%
Beta
1.79
0.20
Upside Capture
158.85%
Downside Capture
140.01%

Return for Risk

Risk / Return Rank

CAVA ranks 52 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


CAVA Risk / Return Rank: 5252
Overall Rank
CAVA Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
CAVA Sortino Ratio Rank: 5353
Sortino Ratio Rank
CAVA Omega Ratio Rank: 5353
Omega Ratio Rank
CAVA Calmar Ratio Rank: 5151
Calmar Ratio Rank
CAVA Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for CAVA Group Inc. (CAVA) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CAVABenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.70

Sortino ratioReturn per unit of downside risk

-1.83

Omega ratioGain probability vs. loss probability

1.11

1.37

-0.26

Calmar ratioReturn relative to maximum drawdown

0.38

2.81

-2.43

Martin ratioReturn relative to average drawdown

0.75

12.55

-11.80

Dividends

Dividend History


CAVA Group Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the CAVA Group 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 CAVA Group Inc. was 71.11%, occurring on Nov 20, 2025. The portfolio has not yet recovered.

The current CAVA Group Inc. drawdown is 40.89%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 bear market2025
-71.11%Nov 2025
11mo 16d
1y 6moDec 2024 - now
2023 bear market2023
-47.50%Oct 2023
2mo 3d4mo 29d
7mo 2dAug 2023 - Feb 2024
2024 correction2024
-18.31%Jul 2024
1mo 4d21d
1mo 25dJun 2024 - Aug 2024
2023 correction2023
-16.49%Jul 2023
7d7d
14dJun 2023 - Jul 2023
2024 correction2024
-14.90%Apr 2024
21d7d
28dApr 2024 - Apr 2024

Drawdown Indicators


CAVABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-71.11%

-56.78%

-14.33%

Max Drawdown (1Y)

Largest decline over 1 year

-52.65%

-9.10%

-43.55%

Max Drawdown (3Y)

Largest decline over 3 years

-71.11%

-18.90%

-52.21%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-40.89%

-1.43%

-39.46%

Average Drawdown

Average peak-to-trough decline

-30.17%

-10.71%

-19.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.37%

2.03%

+24.34%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

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


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how CAVA Group Inc. is priced in the market compared to other companies in the Restaurants industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for CAVA, comparing it with other companies in the Restaurants industry. Currently, CAVA has a P/E ratio of 165.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for CAVA compared to other companies in the Restaurants industry. CAVA currently has a PEG ratio of 0.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for CAVA relative to other companies in the Restaurants industry. Currently, CAVA has a P/S ratio of 8.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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