Lifeway Foods, Inc. (LWAY)
Company Info
| ISIN | US5319141090 |
|---|---|
| CUSIP | 531914109 |
| Sector | Consumer Defensive |
| Industry | Packaged Foods |
| IPO Date | Sep 29, 1987 |
Highlights
| Market Cap | $357.20M |
|---|---|
| EPS (TTM) | $0.90 |
| PE Ratio | 26.83 |
| PEG Ratio | 7.54 |
| Total Revenue (TTM) | $135.88M |
| Gross Profit (TTM) | $36.20M |
| EBITDA (TTM) | $17.14M |
| Year Range | $9.93 - $28.61 |
| Target Price | $26.50 |
| Short % | 2.77% |
| Short Ratio | 1.05 |
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.
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lifeway Foods, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Lifeway Foods, Inc. had a return of 66.96% year-to-date (YTD) and 53.36% in the last 12 months. Over the past 10 years, Lifeway Foods, Inc. had an annualized return of 2.99%, while the S&P 500 had an annualized return of 11.31%, indicating that Lifeway Foods, Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 66.96% | 24.72% |
| 1 month | -15.16% | 2.30% |
| 6 months | 16.55% | 12.31% |
| 1 year | 53.36% | 32.12% |
| 5 years (annualized) | 61.81% | 13.81% |
| 10 years (annualized) | 2.99% | 11.31% |
Monthly Returns
The table below presents the monthly returns of LWAY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -7.16% | -2.89% | 42.43% | 18.76% | -24.89% | -16.86% | -3.45% | 55.56% | 35.14% | 2.66% | 66.96% | ||
| 2023 | -3.78% | 12.73% | 0.33% | -0.50% | -0.17% | 9.17% | -0.46% | 64.88% | -3.81% | 3.19% | 31.77% | -4.62% | 141.62% |
| 2022 | 11.52% | 22.61% | 14.79% | -20.78% | -3.50% | -9.96% | 7.04% | 17.48% | -8.48% | 2.27% | 14.19% | -16.92% | 20.65% |
| 2021 | 11.28% | -5.32% | -5.26% | -7.78% | 14.66% | -9.28% | 22.59% | -13.39% | 1.82% | -2.86% | -4.96% | -11.03% | -14.97% |
| 2020 | 13.07% | -8.89% | -6.34% | 38.54% | -10.90% | -4.00% | 27.02% | 60.21% | 8.64% | -8.35% | 52.06% | -22.82% | 171.86% |
| 2019 | 46.28% | -14.55% | 2.98% | -13.02% | 1.19% | 70.89% | -6.32% | -14.37% | -25.00% | -8.22% | 1.49% | -2.45% | 5.85% |
| 2018 | -0.75% | -14.86% | -11.39% | -11.35% | -3.95% | -1.37% | -26.04% | -3.23% | -26.11% | 9.02% | -8.62% | -29.06% | -76.50% |
| 2017 | -6.43% | -2.41% | 2.09% | -10.53% | 2.29% | -4.89% | -1.82% | -5.13% | 2.30% | 13.03% | 1.19% | -21.41% | -30.50% |
| 2016 | 15.50% | -11.93% | -4.07% | -10.43% | -2.37% | 2.11% | 3.31% | 24.12% | 36.61% | 5.55% | -34.96% | -1.03% | 3.69% |
| 2015 | -1.24% | 2.35% | 14.20% | -5.52% | -11.63% | 7.45% | -23.29% | -2.11% | -27.27% | 8.30% | -3.08% | 0.91% | -40.10% |
| 2014 | -12.14% | 2.28% | 2.37% | 2.11% | -12.46% | 6.39% | -10.66% | 10.81% | 0.22% | 19.32% | 11.90% | 0.05% | 15.96% |
| 2013 | 18.42% | 12.56% | 19.31% | -8.78% | 38.74% | -0.86% | 1.84% | -19.85% | -4.66% | 8.29% | 3.35% | 5.69% | 83.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LWAY is 70, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lifeway Foods, Inc. (LWAY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Lifeway Foods, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.50% |
Monthly Dividends
The table displays the monthly dividend distributions for Lifeway Foods, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2013 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Lifeway Foods, 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 Lifeway Foods, Inc. was 93.15%, occurring on Mar 18, 2020. Recovery took 1034 trading sessions.
The current Lifeway Foods, Inc. drawdown is 18.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -93.15% | Mar 31, 2015 | 1251 | Mar 18, 2020 | 1034 | Apr 26, 2024 | 2285 |
| -80.26% | Apr 16, 1992 | 382 | Dec 21, 1994 | 566 | Jul 11, 1997 | 948 |
| -73.26% | Apr 14, 2004 | 227 | Mar 8, 2005 | 585 | Jul 5, 2007 | 812 |
| -69.7% | Oct 2, 2007 | 292 | Nov 25, 2008 | 1557 | Feb 4, 2015 | 1849 |
| -64.1% | Nov 4, 1997 | 284 | Mar 1, 1999 | 880 | Aug 15, 2003 | 1164 |
Volatility
Volatility Chart
The current Lifeway Foods, Inc. volatility is 13.04%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Lifeway Foods, Inc. compared to its peers in the Packaged Foods industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for LWAY in comparison to other companies of the Packaged Foods industry. Currently, LWAY has a PE value of 26.8. 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
The chart displays the price to earnings to growth (PEG) ratio for LWAY in comparison to other companies of the Packaged Foods industry. Currently, LWAY has a PEG value of 7.5. 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 Lifeway Foods, Inc..
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Income Statement
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