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Sweetgreen, Inc. (SG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US87043Q1085

CUSIP

87043Q108

Sector

Consumer Cyclical

Industry

Restaurants

IPO Date

Nov 18, 2021

Highlights

Market Cap

$4.38B

EPS (TTM)

-$0.78

Total Revenue (TTM)

$668.95M

Gross Profit (TTM)

$80.43M

EBITDA (TTM)

-$22.50M

Year Range

$9.21 - $42.77

Target Price

$41.60

Short %

20.65%

Short Ratio

5.86

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:
SG vs. CAVA SG vs. MNSO SG vs. VOO SG vs. SPY SG vs. NIO SG vs. QQQ SG vs. CNM SG vs. WSM SG vs. Z SG vs. FXAIX
Popular comparisons:
SG vs. CAVA SG vs. MNSO SG vs. VOO SG vs. SPY SG vs. NIO SG vs. QQQ SG vs. CNM SG vs. WSM SG vs. Z SG vs. FXAIX

Performance

Performance Chart

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


-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
19.01%
11.49%
SG (Sweetgreen, Inc.)
Benchmark (^GSPC)

Returns By Period

Sweetgreen, Inc. had a return of 235.40% year-to-date (YTD) and 299.79% in the last 12 months.


SG

YTD

235.40%

1M

2.79%

6M

19.00%

1Y

299.79%

5Y (annualized)

N/A

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.49%19.29%98.27%-11.05%36.85%-1.98%-8.83%15.03%12.15%1.83%235.40%
202321.00%-15.91%-10.09%1.28%20.03%34.52%17.55%-4.71%-18.18%-12.09%-8.91%20.09%31.86%
2022-5.47%-16.26%26.29%-15.60%-32.30%-36.27%34.85%7.64%9.40%0.54%-22.96%-40.20%-73.22%
2021-22.87%-16.19%-35.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of SG is 96, placing it in the top 4% 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 SG is 9696
Combined Rank
The Sharpe Ratio Rank of SG is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of SG is 9696
Sortino Ratio Rank
The Omega Ratio Rank of SG is 9393
Omega Ratio Rank
The Calmar Ratio Rank of SG is 9595
Calmar Ratio Rank
The Martin Ratio Rank of SG is 9898
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 Sweetgreen, Inc. (SG) 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 SG, currently valued at 3.36, compared to the broader market-4.00-2.000.002.004.003.362.46
The chart of Sortino ratio for SG, currently valued at 3.95, compared to the broader market-4.00-2.000.002.004.003.953.31
The chart of Omega ratio for SG, currently valued at 1.48, compared to the broader market0.501.001.502.001.481.46
The chart of Calmar ratio for SG, currently valued at 3.44, compared to the broader market0.002.004.006.003.443.55
The chart of Martin ratio for SG, currently valued at 22.97, compared to the broader market-10.000.0010.0020.0030.0022.9715.76
SG
^GSPC

The current Sweetgreen, Inc. Sharpe ratio is 3.36. 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 Sweetgreen, Inc. 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 Ratio1.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
3.36
2.46
SG (Sweetgreen, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Sweetgreen, 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-28.49%
-1.40%
SG (Sweetgreen, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Sweetgreen, 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 Sweetgreen, Inc. was 88.09%, occurring on Mar 27, 2023. The portfolio has not yet recovered.

The current Sweetgreen, Inc. drawdown is 28.49%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.09%Nov 22, 2021337Mar 27, 2023

Volatility

Volatility Chart

The current Sweetgreen, Inc. volatility is 19.61%, 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%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
19.61%
4.07%
SG (Sweetgreen, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Historical P/E Ratio Chart

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


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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