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AVAH vs. ESPR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AVAH vs. ESPR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aveanna Healthcare Holdings Inc. (AVAH) and Esperion Therapeutics, Inc. (ESPR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AVAH achieves a -13.22% return, which is significantly higher than ESPR's -14.86% return.


AVAH

1D
1.29%
1M
4.73%
YTD
-13.22%
6M
-21.40%
1Y
39.57%
3Y*
72.97%
5Y*
-10.99%
10Y*

ESPR

1D
0.00%
1M
0.96%
YTD
-14.86%
6M
-18.18%
1Y
162.50%
3Y*
35.36%
5Y*
-34.62%
10Y*
-14.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AVAH vs. ESPR - Yearly Performance Comparison


2026 (YTD)20252024202320222021
AVAH
Aveanna Healthcare Holdings Inc.
-13.22%78.77%70.52%243.59%-89.46%-38.33%
ESPR
Esperion Therapeutics, Inc.
-14.86%68.18%-26.42%-52.01%24.60%-81.79%

Correlation

The correlation between AVAH and ESPR is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Apr 28, 2021

0.22

Fundamentals

Market Cap

AVAH:

$1.57B

ESPR:

$791.76M

EPS

AVAH:

$1.20

ESPR:

-$0.03

PS Ratio

AVAH:

0.61

ESPR:

1.75

Total Revenue (TTM)

AVAH:

$2.52B

ESPR:

$418.24M

Gross Profit (TTM)

AVAH:

$823.98M

ESPR:

$226.32M

EBITDA (TTM)

AVAH:

$306.37M

ESPR:

$77.18M

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Return for Risk

AVAH vs. ESPR — Risk / Return Rank

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

AVAH
AVAH Risk / Return Rank: 6565
Overall Rank
AVAH Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
AVAH Sortino Ratio Rank: 7070
Sortino Ratio Rank
AVAH Omega Ratio Rank: 6868
Omega Ratio Rank
AVAH Calmar Ratio Rank: 6464
Calmar Ratio Rank
AVAH Martin Ratio Rank: 6161
Martin Ratio Rank

ESPR
ESPR Risk / Return Rank: 8686
Overall Rank
ESPR Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
ESPR Sortino Ratio Rank: 8888
Sortino Ratio Rank
ESPR Omega Ratio Rank: 8787
Omega Ratio Rank
ESPR Calmar Ratio Rank: 8484
Calmar Ratio Rank
ESPR Martin Ratio Rank: 8484
Martin Ratio Rank
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.

AVAH vs. ESPR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aveanna Healthcare Holdings Inc. (AVAH) and Esperion Therapeutics, Inc. (ESPR). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AVAHESPRDifference
Sharpe ratioReturn per unit of total volatility

-1.18

Sortino ratioReturn per unit of downside risk

-1.23

Omega ratioGain probability vs. loss probability

1.20

1.36

-0.16

Calmar ratioReturn relative to maximum drawdown

1.01

3.07

-2.07

Martin ratioReturn relative to average drawdown

1.81

7.68

-5.87

AVAH vs. ESPR - Sharpe Ratio Comparison

The current AVAH Sharpe Ratio is 0.58, which is lower than the ESPR Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of AVAH and ESPR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AVAH vs. ESPR - Drawdown Comparison

The maximum AVAH drawdown since its inception was -94.76%, roughly equal to the maximum ESPR drawdown of -99.37%. Use the drawdown chart below to compare losses from any high point for AVAH and ESPR.


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Drawdown Indicators


AVAHESPRDifference

Max Drawdown

Largest peak-to-trough decline

-94.76%

-99.37%

+4.61%

Max Drawdown (1Y)

Largest decline over 1 year

-39.44%

-53.19%

+13.75%

Max Drawdown (3Y)

Largest decline over 3 years

-41.40%

-80.94%

+39.54%

Max Drawdown (5Y)

Largest decline over 5 years

-94.76%

-97.16%

+2.40%

Max Drawdown (10Y)

Largest decline over 10 years

-99.10%

Current Drawdown

Current decline from peak

-45.00%

-97.27%

+52.27%

Average Drawdown

Average peak-to-trough decline

-63.57%

-69.99%

+6.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.95%

21.30%

+0.65%

Volatility

AVAH vs. ESPR - Volatility Comparison

Aveanna Healthcare Holdings Inc. (AVAH) has a higher volatility of 15.70% compared to Esperion Therapeutics, Inc. (ESPR) at 1.06%. This indicates that AVAH's price experiences larger fluctuations and is considered to be riskier than ESPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AVAHESPRDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.70%

1.06%

+14.64%

Volatility (6M)

Calculated over the trailing 6-month period

32.16%

61.44%

-29.28%

Volatility (1Y)

Calculated over the trailing 1-year period

68.16%

92.66%

-24.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

78.16%

91.79%

-13.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

77.42%

84.61%

-7.19%

Dividends

AVAH vs. ESPR - Dividend Comparison

Neither AVAH nor ESPR has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

AVAH vs. ESPR - Financials Comparison

This section allows you to compare key financial metrics between Aveanna Healthcare Holdings Inc. and Esperion Therapeutics, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00M600.00M700.00M20222023202420252026
647.92M
80.10M
(AVAH) Total Revenue
(ESPR) Total Revenue
Values in USD except per share items

AVAH vs. ESPR - Profitability Comparison

The chart below illustrates the profitability comparison between Aveanna Healthcare Holdings Inc. and Esperion Therapeutics, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
31.2%
0
Portfolio components
AVAH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aveanna Healthcare Holdings Inc. reported a gross profit of 202.38M and revenue of 647.92M. Therefore, the gross margin over that period was 31.2%.

ESPR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Esperion Therapeutics, Inc. reported a gross profit of 0.00 and revenue of 80.10M. Therefore, the gross margin over that period was 0.0%.

AVAH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aveanna Healthcare Holdings Inc. reported an operating income of 75.94M and revenue of 647.92M, resulting in an operating margin of 11.7%.

ESPR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Esperion Therapeutics, Inc. reported an operating income of -6.58M and revenue of 80.10M, resulting in an operating margin of -8.2%.

AVAH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aveanna Healthcare Holdings Inc. reported a net income of 41.65M and revenue of 647.92M, resulting in a net margin of 6.4%.

ESPR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Esperion Therapeutics, Inc. reported a net income of -25.20M and revenue of 80.10M, resulting in a net margin of -31.5%.


Frequently Asked Questions


AVAH and ESPR have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AVAH has higher volatility (15.70%) compared to ESPR (1.06%). In terms of maximum drawdown, AVAH dropped -94.76% vs ESPR's -99.37%.

ESPR currently has the higher Sharpe Ratio (1.76 vs 0.58), 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.

Portfolio Optimizer

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