ALCO vs. LMNR

Last updated Jun 4, 2026

ALCO (Alico, Inc.) and LMNR (Limoneira Company) are both stocks. Both operate in the Farm Products industry within the Consumer Defensive sector. Over the past 10 years, ALCO returned 5.04%/yr vs -0.91%/yr for LMNR. At a 0.23 correlation, their price movements are largely independent.

Performance

ALCO vs. LMNR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alico, Inc. (ALCO) and Limoneira Company (LMNR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ALCO achieves a 10.15% return, which is significantly higher than LMNR's 2.18% return. Over the past 10 years, ALCO has outperformed LMNR with an annualized return of 5.04%, while LMNR has yielded a comparatively lower -0.91% annualized return.

ALCO

• 1D: -1.38%
• 1M: -1.89%
• YTD: 10.15%
• 6M: 7.09%
• 1Y: 24.14%
• 3Y*: 18.36%
• 5Y*: 6.44%
• 10Y*: 5.04%

LMNR

• 1D: 0.58%
• 1M: 0.86%
• YTD: 2.18%
• 6M: -8.41%
• 1Y: -17.12%
• 3Y*: -6.16%
• 5Y*: -6.19%
• 10Y*: -0.91%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ALCO vs. LMNR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ALCO Alico, Inc.	10.15%	40.97%	-10.17%	22.77%	-32.56%	25.30%	-12.12%	22.51%	0.79%	9.52%
LMNR Limoneira Company	2.18%	-47.35%	20.18%	72.03%	-16.74%	-8.26%	-11.60%	-0.15%	-11.71%	5.20%

Correlation

The correlation between ALCO and LMNR is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.32
Correlation (3Y) Calculated over the trailing 3-year period	0.37
Correlation (5Y) Calculated over the trailing 5-year period	0.30
Correlation (10Y) Calculated over the trailing 10-year period	0.29
Correlation (All Time) Calculated using the full available price history since Nov 9, 2001	0.23

The correlation between ALCO and LMNR shifts across timeframes, from 0.23 (all time) to 0.37 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap ALCO : $305.57M LMNR : $231.03M
EPS ALCO : -$2.48 LMNR : -$1.25
PS Ratio ALCO : 18.61 LMNR : 1.61
PB Ratio ALCO : 2.98 LMNR : 1.54
Total Revenue (TTM) ALCO : $16.42M LMNR : $143.62M
Gross Profit (TTM) ALCO : -$34.26M LMNR : -$5.56M
EBITDA (TTM) ALCO : $11.86M LMNR : -$15.83M

Return for Risk

ALCO vs. LMNR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALCO

ALCO Risk / Return Rank: 70
ALCO Sharpe Ratio Rank: 73
ALCO Sortino Ratio Rank: 66
ALCO Omega Ratio Rank: 65
ALCO Calmar Ratio Rank: 74
ALCO Martin Ratio Rank: 75

LMNR

LMNR Risk / Return Rank: 15
LMNR Sharpe Ratio Rank: 15
LMNR Sortino Ratio Rank: 16
LMNR Omega Ratio Rank: 17
LMNR Calmar Ratio Rank: 15
LMNR Martin Ratio Rank: 14

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALCO vs. LMNR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alico, Inc. (ALCO) and Limoneira Company (LMNR). 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.

	ALCO	LMNR	Difference
Sharpe ratio Return per unit of total volatility	1.04	-0.60	+1.64
Sortino ratio Return per unit of downside risk	1.54	-0.71	+2.25
Omega ratio Gain probability vs. loss probability	1.19	0.92	+0.27
Calmar ratio Return relative to maximum drawdown	1.95	-0.70	+2.65
Martin ratio Return relative to average drawdown	5.02	-1.20	+6.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ALCO vs. LMNR - Sharpe Ratio Comparison

The current ALCO Sharpe Ratio is 1.04, which is higher than the LMNR Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of ALCO and LMNR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ALCO	LMNR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.04	-0.60	+1.64
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.21	-0.17	+0.39
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.16	-0.02	+0.18
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	0.14	+0.01

Drawdowns

ALCO vs. LMNR - Drawdown Comparison

The maximum ALCO drawdown since its inception was -70.57%, which is greater than LMNR's maximum drawdown of -66.40%. Use the drawdown chart below to compare losses from any high point for ALCO and LMNR.

Drawdown Indicators

	ALCO	LMNR	Difference
Max Drawdown Largest peak-to-trough decline	-70.57%	-66.40%	-4.17%
Max Drawdown (1Y) Largest decline over 1 year	-12.43%	-24.44%	+12.01%
Max Drawdown (3Y) Largest decline over 3 years	-19.62%	-56.31%	+36.69%
Max Drawdown (5Y) Largest decline over 5 years	-45.64%	-56.31%	+10.67%
Max Drawdown (10Y) Largest decline over 10 years	-45.64%	-65.82%	+20.18%
Current Drawdown Current decline from peak	-20.05%	-55.63%	+35.58%
Average Drawdown Average peak-to-trough decline	-32.25%	-33.65%	+1.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.88%	14.29%	-9.41%

Volatility

ALCO vs. LMNR - Volatility Comparison

Alico, Inc. (ALCO) has a higher volatility of 5.37% compared to Limoneira Company (LMNR) at 4.91%. This indicates that ALCO's price experiences larger fluctuations and is considered to be riskier than LMNR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ALCO	LMNR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.37%	4.91%	+0.46%
Volatility (6M) Calculated over the trailing 6-month period	17.13%	18.60%	-1.47%
Volatility (1Y) Calculated over the trailing 1-year period	23.31%	28.71%	-5.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.45%	35.72%	-5.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.15%	38.99%	-6.84%

Dividends

ALCO vs. LMNR - Dividend Comparison

ALCO's dividend yield for the trailing twelve months is around 0.50%, less than LMNR's 1.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ALCO Alico, Inc.	0.50%	0.41%	0.77%	0.69%	6.49%	4.54%	1.45%	0.75%	0.81%	0.81%	0.88%	0.62%
LMNR Limoneira Company	1.74%	2.38%	1.23%	1.45%	2.46%	2.00%	1.80%	1.56%	1.34%	1.02%	0.95%	1.24%

Financials

Frequently Asked Questions

Can I hold both ALCO and LMNR in my portfolio?

ALCO and LMNR have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ALCO or LMNR?

ALCO has higher volatility (5.37%) compared to LMNR (4.91%). In terms of maximum drawdown, ALCO dropped -70.57% vs LMNR's -66.40%.

Which has better risk-adjusted returns?

ALCO currently has the higher Sharpe Ratio (1.04 vs -0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.