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Limoneira Company (LMNR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5327461043

CUSIP

532746104

Sector

Consumer Defensive

IPO Date

Nov 8, 2001

Highlights

Market Cap

$481.98M

EPS (TTM)

$0.31

PE Ratio

85.61

PEG Ratio

5.92

Total Revenue (TTM)

$147.64M

Gross Profit (TTM)

$18.17M

EBITDA (TTM)

$3.61M

Year Range

$14.94 - $29.22

Target Price

$25.33

Short %

2.19%

Short Ratio

9.92

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
LMNR vs. CHSCO LMNR vs. NTR LMNR vs. FDP LMNR vs. ADM
Popular comparisons:
LMNR vs. CHSCO LMNR vs. NTR LMNR vs. FDP LMNR vs. ADM

Performance

Performance Chart

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


0.00%10.00%20.00%30.00%40.00%50.00%JuneJulyAugustSeptemberOctoberNovember
39.49%
12.92%
LMNR (Limoneira Company)
Benchmark (^GSPC)

Returns By Period

Limoneira Company had a return of 34.80% year-to-date (YTD) and 80.53% in the last 12 months. Over the past 10 years, Limoneira Company had an annualized return of 2.30%, while the S&P 500 had an annualized return of 11.16%, indicating that Limoneira Company did not perform as well as the benchmark.


LMNR

YTD

34.80%

1M

1.70%

6M

39.48%

1Y

80.53%

5Y (annualized)

10.27%

10Y (annualized)

2.30%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of LMNR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-12.07%1.76%6.37%1.12%1.21%3.95%6.31%13.79%5.66%-2.98%34.80%
20237.54%19.80%5.91%0.75%-3.77%-3.23%0.22%-0.71%-0.58%-6.25%6.37%36.22%72.03%
2022-0.93%-1.75%0.55%-18.23%-0.08%18.10%-9.58%-3.24%7.50%-8.96%7.63%-4.33%-16.74%
2021-4.08%-4.01%14.16%3.64%4.04%-6.60%2.48%-8.15%-1.70%0.23%-9.36%3.10%-8.26%
20201.51%-14.45%-21.56%2.55%0.07%8.46%-6.47%7.34%-1.18%-2.82%5.78%14.31%-11.60%
201912.69%6.22%0.56%-2.63%-17.03%5.22%-0.37%-8.24%1.10%3.48%4.36%-2.23%-0.15%
2018-3.79%-0.65%10.84%-1.63%4.04%1.61%11.04%13.17%-15.36%-5.36%-2.07%-18.69%-11.71%
2017-20.97%8.06%13.83%-0.84%-10.88%28.22%-3.45%-1.58%3.44%1.02%8.61%-11.43%5.20%
2016-15.80%10.97%9.24%17.70%-8.05%7.42%0.40%-6.10%14.09%4.18%-8.89%20.23%45.66%
2015-16.73%0.48%4.31%5.45%-5.67%2.73%-7.19%-7.82%-11.85%-4.94%7.38%-11.98%-39.58%
2014-21.89%1.40%7.69%1.45%1.87%-6.11%0.56%9.89%-2.23%8.52%-0.04%-2.44%-5.36%
201312.17%-9.38%-1.98%-3.38%4.29%6.69%8.44%-3.30%18.34%2.72%0.04%1.05%38.04%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of LMNR is 90, placing it in the top 10% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of LMNR is 9090
Combined Rank
The Sharpe Ratio Rank of LMNR is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of LMNR is 9393
Sortino Ratio Rank
The Omega Ratio Rank of LMNR is 9090
Omega Ratio Rank
The Calmar Ratio Rank of LMNR is 8686
Calmar Ratio Rank
The Martin Ratio Rank of LMNR is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Limoneira Company (LMNR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for LMNR, currently valued at 2.19, compared to the broader market-4.00-2.000.002.004.002.192.54
The chart of Sortino ratio for LMNR, currently valued at 3.37, compared to the broader market-4.00-2.000.002.004.003.373.40
The chart of Omega ratio for LMNR, currently valued at 1.41, compared to the broader market0.501.001.502.001.411.47
The chart of Calmar ratio for LMNR, currently valued at 1.69, compared to the broader market0.002.004.006.001.693.66
The chart of Martin ratio for LMNR, currently valued at 10.82, compared to the broader market0.0010.0020.0030.0010.8216.26
LMNR
^GSPC

The current Limoneira Company Sharpe ratio is 2.19. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Limoneira Company with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
2.19
2.54
LMNR (Limoneira Company)
Benchmark (^GSPC)

Dividends

Dividend History

Limoneira Company provided a 1.09% dividend yield over the last twelve months, with an annual payout of $0.30 per share. The company has been increasing its dividends for 14 consecutive years.


0.50%1.00%1.50%2.00%2.50%$0.00$0.05$0.10$0.15$0.20$0.25$0.3020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.30$0.30$0.30$0.30$0.30$0.30$0.26$0.23$0.21$0.19$0.17$0.15

Dividend yield

1.09%1.45%2.46%2.00%1.80%1.56%1.34%1.02%0.95%1.24%0.69%0.56%

Monthly Dividends

The table displays the monthly dividend distributions for Limoneira Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.08$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.23
2023$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.08$0.30
2022$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.08$0.30
2021$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.08$0.30
2020$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.08$0.30
2019$0.00$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.08$0.30
2018$0.00$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.08$0.26
2017$0.00$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.06$0.23
2016$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.06$0.21
2015$0.00$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.05$0.19
2014$0.00$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.05$0.17
2013$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.04$0.15

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.1%
Limoneira Company has a dividend yield of 1.09%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%56.6%
Limoneira Company has a payout ratio of 56.60%, which is quite average when compared to the overall market. This suggests that Limoneira Company strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-7.50%
-0.88%
LMNR (Limoneira Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Limoneira Company. 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 Limoneira Company was 66.40%, occurring on Nov 21, 2008. Recovery took 2373 trading sessions.

The current Limoneira Company drawdown is 7.50%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.4%Aug 7, 2007176Nov 21, 20082373Sep 7, 20182549
-65.82%Sep 11, 2018923May 11, 2022
-41.3%Oct 5, 200590Oct 5, 200651Apr 19, 2007141
-17.51%Apr 26, 20076May 10, 200725Aug 3, 200731
-12.61%Mar 3, 20051Mar 3, 20059Mar 22, 200510

Volatility

Volatility Chart

The current Limoneira Company volatility is 12.08%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%JuneJulyAugustSeptemberOctoberNovember
12.08%
3.96%
LMNR (Limoneira Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Limoneira Company 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 assessment of the market value of Limoneira Company compared to its peers in the Farm Products industry.


PE Ratio
20.040.060.080.0100.085.6
The chart displays the price to earnings (P/E) ratio for LMNR in comparison to other companies of the Farm Products industry. Currently, LMNR has a PE value of 85.6. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
0.05.010.015.05.9
The chart displays the price to earnings to growth (PEG) ratio for LMNR in comparison to other companies of the Farm Products industry. Currently, LMNR has a PEG value of 5.9. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Limoneira Company.


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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