Lifeway Foods, Inc. (LWAY)

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Lifeway Foods, Inc. (LWAY) is down 4.9% since the beginning of the year. At $23 per share, LWAY is trading 32.6% below its 52-week high of $34. Investors who bought $1,000 worth of LWAY shares 5 years ago would now be looking at an investment worth $4,290.

Lifeway Foods, Inc. (LWAY) has returned -4.91% so far this year and -1.75% over the past 12 months. Over the last ten years, LWAY has returned 9.53% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Aug 18, 1995, LWAY's average daily return is +0.13%, while the average monthly return is +2.17%. At this rate, an investment would double in approximately 2.7 years.

Historically, 49% of months were positive and 51% were negative. The best month was Feb 2004 with a return of +76.8%, while the worst month was Aug 1995 at -36.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 10 months.

On a daily basis, LWAY closed higher 44% of trading days. The best single day was Aug 13, 2024 with a return of +48.6%, while the worst single day was Jun 10, 2002 at -27.1%.

Lifeway Foods, Inc. has an annualized alpha of 31.06%, beta of 0.59, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since August 21, 1995.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (47.88%) than losses (16.41%) - typical of diversified or defensive assets.
• Beta of 0.59 may look defensive, but with R2 of 0.03 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.03 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.

LWAY ranks 39 for risk / return — below 39% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Lifeway Foods, Inc. (LWAY) and compare them to S&P 500 Index.

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.

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 31.87%.

The chart below shows the rolling one-month volatility.

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

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