Highlights
- Market Cap
- $626.74M
- Enterprise Value
- $601.42M
- EPS (TTM)
- $0.09
- PE Ratio
- 57.29
- PEG Ratio
- 1.32
- Total Revenue (TTM)
- $545.91M
- Gross Profit (TTM)
- $182.09M
- EBITDA (TTM)
- $73.50M
- Year Range
- $4.56 - $8.97
- Target Price
- $7.88
- ROA (TTM)
- 1.35%
- ROE (TTM)
- 2.74%
Share Price Chart
Loading graphics...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Latham Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Loading graphics...
Returns By Period
Latham Group, Inc. (SWIM) has returned -15.43% so far this year and -16.49% over the past 12 months.
Latham Group, Inc.
- 1D
- 3.87%
- 1M
- -19.97%
- YTD
- -15.43%
- 6M
- -29.43%
- 1Y
- -16.49%
- 3Y*
- 23.37%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Apr 23, 2021, SWIM's average daily return is -0.01%, while the average monthly return is -0.39%.
Historically, 43% of months were positive and 57% were negative. The best month was Aug 2024 with a return of +71.7%, while the worst month was Sep 2022 at -37.1%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SWIM closed higher 47% of trading days. The best single day was Aug 7, 2024 with a return of +41.5%, while the worst single day was Aug 5, 2021 at -18.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.94% | 6.68% | -19.97% | -15.43% | |||||||||
| 2025 | 4.89% | -19.04% | 8.80% | -15.01% | 3.39% | 12.92% | 6.27% | 18.44% | -5.23% | -4.73% | -1.38% | -11.19% | -8.76% |
| 2024 | -3.80% | 33.99% | 16.81% | -29.29% | 37.86% | -21.50% | 20.13% | 71.70% | 8.80% | -4.41% | 2.00% | 4.98% | 164.64% |
| 2023 | 36.65% | -27.73% | -10.06% | -15.73% | 49.38% | 3.06% | 6.20% | -6.09% | -24.32% | -18.21% | -1.31% | 16.37% | -18.32% |
| 2022 | -33.36% | 4.86% | -24.30% | -9.37% | -20.75% | -27.13% | -20.78% | 4.01% | -37.13% | 23.12% | -21.95% | -6.67% | -87.14% |
| 2021 | -4.59% | 19.46% | 2.90% | -14.64% | -19.46% | -25.35% | -6.10% | 67.34% | -2.87% | -8.15% |
Benchmark Metrics
Latham Group, Inc. has an annualized alpha of -20.30%, beta of 1.87, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since April 26, 2021.
- This stock participated in 209.39% of S&P 500 Index downside but only 89.86% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.16 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
- -20.30%
- Beta
- 1.87
- R²
- 0.16
- Upside Capture
- 89.86%
- Downside Capture
- 209.39%
Return for Risk
Risk / Return Rank
SWIM ranks 26 for risk / return — below 26% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Latham Group, Inc. (SWIM) and compare them to a chosen benchmark (S&P 500 Index).
| SWIM | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.30 | 0.90 | -1.19 |
Sortino ratioReturn per unit of downside risk | -0.06 | 1.39 | -1.45 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.21 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.44 | 1.40 | -1.84 |
Martin ratioReturn relative to average drawdown | -1.01 | 6.61 | -7.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SWIM risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
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.
Loading graphics...
Worst Drawdowns
The table below displays the maximum drawdowns of the Latham 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 Latham Group, Inc. was 93.55%, occurring on Oct 27, 2023. The portfolio has not yet recovered.
The current Latham Group, Inc. drawdown is 83.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -93.55% | May 18, 2021 | 617 | Oct 27, 2023 | — | — | — |
| -11.2% | Apr 29, 2021 | 4 | May 4, 2021 | 3 | May 7, 2021 | 7 |
| -4.31% | May 12, 2021 | 1 | May 12, 2021 | 2 | May 14, 2021 | 3 |
| -0.36% | Apr 27, 2021 | 1 | Apr 27, 2021 | 1 | Apr 28, 2021 | 2 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Latham Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Latham Group, Inc. is priced in the market compared to other companies in the Building Products & Equipment 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 SWIM, comparing it with other companies in the Building Products & Equipment industry. Currently, SWIM has a P/E ratio of 57.3. 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 SWIM compared to other companies in the Building Products & Equipment industry. SWIM currently has a PEG ratio of 1.3. 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 SWIM relative to other companies in the Building Products & Equipment industry. Currently, SWIM has a P/S ratio of 1.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SWIM in comparison with other companies in the Building Products & Equipment industry. Currently, SWIM has a P/B value of 1.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
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 | — |