PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
AGFY vs. DIS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


AGFYDIS
YTD Return-69.34%33.99%
1Y Return-88.26%28.00%
3Y Return (Ann)-94.53%-13.27%
Sharpe Ratio-0.510.98
Daily Std Dev172.22%27.52%
Max Drawdown-99.99%-85.66%
Current Drawdown-99.99%-39.89%

Fundamentals


AGFYDIS
Market Cap$4.17M$212.54B
EPS$87.43$1.63
PE Ratio0.0071.09
Revenue (TTM)$19.90M$88.93B
Gross Profit (TTM)$5.23M$29.70B
EBITDA (TTM)-$74.50M$15.59B

Correlation

0.20
-1.001.00

The correlation between AGFY and DIS is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

AGFY vs. DIS - Performance Comparison

In the year-to-date period, AGFY achieves a -69.34% return, which is significantly lower than DIS's 33.99% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-100.00%-80.00%-60.00%-40.00%-20.00%OctoberNovemberDecember2024FebruaryMarch
-99.98%
-29.38%
AGFY
DIS

Compare stocks, funds, or ETFs


Agrify Corporation

The Walt Disney Company

Risk-Adjusted Performance

AGFY vs. DIS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Agrify Corporation (AGFY) and The Walt Disney Company (DIS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AGFY
Agrify Corporation
-0.51
DIS
The Walt Disney Company
0.98

AGFY vs. DIS - Sharpe Ratio Comparison

The current AGFY Sharpe Ratio is -0.51, which is lower than the DIS Sharpe Ratio of 0.98. The chart below compares the 12-month rolling Sharpe Ratio of AGFY and DIS.


Rolling 12-month Sharpe Ratio-0.500.000.501.00OctoberNovemberDecember2024FebruaryMarch
-0.51
0.98
AGFY
DIS

Dividends

AGFY vs. DIS - Dividend Comparison

AGFY has not paid dividends to shareholders, while DIS's dividend yield for the trailing twelve months is around 0.25%.


TTM20232022202120202019201820172016201520142013
AGFY
Agrify Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DIS
The Walt Disney Company
0.25%0.33%0.00%0.00%0.00%1.22%1.57%1.51%1.43%1.30%1.22%1.13%

Drawdowns

AGFY vs. DIS - Drawdown Comparison

The maximum AGFY drawdown since its inception was -99.99%, which is greater than DIS's maximum drawdown of -85.66%. The drawdown chart below compares losses from any high point along the way for AGFY and DIS


-100.00%-90.00%-80.00%-70.00%-60.00%-50.00%-40.00%OctoberNovemberDecember2024FebruaryMarch
-99.99%
-39.89%
AGFY
DIS

Volatility

AGFY vs. DIS - Volatility Comparison

Agrify Corporation (AGFY) has a higher volatility of 38.73% compared to The Walt Disney Company (DIS) at 5.26%. This indicates that AGFY's price experiences larger fluctuations and is considered to be riskier than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%OctoberNovemberDecember2024FebruaryMarch
38.73%
5.26%
AGFY
DIS