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BG vs. LW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BG and LW is 0.27, 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.


-0.50.00.51.00.3

Performance

BG vs. LW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bunge Limited (BG) and Lamb Weston Holdings, Inc. (LW). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%200.00%JulyAugustSeptemberOctoberNovemberDecember
47.22%
130.14%
BG
LW

Key characteristics

Sharpe Ratio

BG:

-0.97

LW:

-0.81

Sortino Ratio

BG:

-1.22

LW:

-0.85

Omega Ratio

BG:

0.85

LW:

0.82

Calmar Ratio

BG:

-0.70

LW:

-0.75

Martin Ratio

BG:

-1.83

LW:

-1.46

Ulcer Index

BG:

13.03%

LW:

27.29%

Daily Std Dev

BG:

24.64%

LW:

49.10%

Max Drawdown

BG:

-77.34%

LW:

-53.32%

Current Drawdown

BG:

-34.00%

LW:

-44.36%

Fundamentals

Market Cap

BG:

$11.35B

LW:

$11.72B

EPS

BG:

$7.89

LW:

$4.26

PE Ratio

BG:

10.30

LW:

19.30

PEG Ratio

BG:

1.71

LW:

2.77

Total Revenue (TTM)

BG:

$54.50B

LW:

$4.72B

Gross Profit (TTM)

BG:

$3.60B

LW:

$1.17B

EBITDA (TTM)

BG:

$2.56B

LW:

$852.70M

Returns By Period

In the year-to-date period, BG achieves a -20.58% return, which is significantly higher than LW's -41.09% return.


BG

YTD

-20.58%

1M

-12.93%

6M

-23.49%

1Y

-21.07%

5Y*

9.36%

10Y*

1.13%

LW

YTD

-41.09%

1M

-16.74%

6M

-23.42%

1Y

-38.42%

5Y*

-4.83%

10Y*

N/A

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Risk-Adjusted Performance

BG vs. LW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bunge Limited (BG) and Lamb Weston Holdings, Inc. (LW). 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 ratio
The chart of Sharpe ratio for BG, currently valued at -0.97, compared to the broader market-4.00-2.000.002.00-0.97-0.81
The chart of Sortino ratio for BG, currently valued at -1.22, compared to the broader market-4.00-2.000.002.004.00-1.22-0.85
The chart of Omega ratio for BG, currently valued at 0.85, compared to the broader market0.501.001.502.000.850.82
The chart of Calmar ratio for BG, currently valued at -0.70, compared to the broader market0.002.004.006.00-0.70-0.75
The chart of Martin ratio for BG, currently valued at -1.83, compared to the broader market0.0010.0020.00-1.83-1.46
BG
LW

The current BG Sharpe Ratio is -0.97, which is comparable to the LW Sharpe Ratio of -0.81. The chart below compares the historical Sharpe Ratios of BG and LW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.97
-0.81
BG
LW

Dividends

BG vs. LW - Dividend Comparison

BG's dividend yield for the trailing twelve months is around 3.47%, more than LW's 2.30% yield.


TTM20232022202120202019201820172016201520142013
BG
Bunge Limited
3.47%2.55%2.31%2.20%3.05%3.48%3.59%2.62%2.21%2.11%1.41%1.39%
LW
Lamb Weston Holdings, Inc.
2.30%1.04%1.10%1.48%1.17%0.93%1.04%1.33%0.00%0.00%0.00%0.00%

Drawdowns

BG vs. LW - Drawdown Comparison

The maximum BG drawdown since its inception was -77.34%, which is greater than LW's maximum drawdown of -53.32%. Use the drawdown chart below to compare losses from any high point for BG and LW. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-34.00%
-44.36%
BG
LW

Volatility

BG vs. LW - Volatility Comparison

The current volatility for Bunge Limited (BG) is 5.83%, while Lamb Weston Holdings, Inc. (LW) has a volatility of 24.92%. This indicates that BG experiences smaller price fluctuations and is considered to be less risky than LW 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%JulyAugustSeptemberOctoberNovemberDecember
5.83%
24.92%
BG
LW

Financials

BG vs. LW - Financials Comparison

This section allows you to compare key financial metrics between Bunge Limited and Lamb Weston Holdings, 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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