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CAVA vs. SG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CAVA and SG is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

CAVA vs. SG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CAVA Group Inc. (CAVA) and Sweetgreen, Inc. (SG). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
171.93%
236.53%
CAVA
SG

Key characteristics

Sharpe Ratio

CAVA:

3.64

SG:

2.64

Sortino Ratio

CAVA:

3.70

SG:

3.43

Omega Ratio

CAVA:

1.52

SG:

1.41

Calmar Ratio

CAVA:

6.14

SG:

2.78

Martin Ratio

CAVA:

27.23

SG:

17.62

Ulcer Index

CAVA:

6.97%

SG:

12.75%

Daily Std Dev

CAVA:

52.17%

SG:

85.09%

Max Drawdown

CAVA:

-47.50%

SG:

-88.09%

Current Drawdown

CAVA:

-21.10%

SG:

-33.77%

Fundamentals

Market Cap

CAVA:

$14.53B

SG:

$4.06B

EPS

CAVA:

$0.41

SG:

-$0.78

Total Revenue (TTM)

CAVA:

$913.49M

SG:

$668.95M

Gross Profit (TTM)

CAVA:

$260.38M

SG:

$80.43M

EBITDA (TTM)

CAVA:

$107.01M

SG:

-$22.50M

Returns By Period

In the year-to-date period, CAVA achieves a 176.99% return, which is significantly lower than SG's 210.62% return.


CAVA

YTD

176.99%

1M

-14.78%

6M

28.79%

1Y

178.41%

5Y*

N/A

10Y*

N/A

SG

YTD

210.62%

1M

-14.91%

6M

20.58%

1Y

204.69%

5Y*

N/A

10Y*

N/A

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Risk-Adjusted Performance

CAVA vs. SG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CAVA Group Inc. (CAVA) and Sweetgreen, Inc. (SG). 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 CAVA, currently valued at 3.64, compared to the broader market-4.00-2.000.002.003.642.64
The chart of Sortino ratio for CAVA, currently valued at 3.70, compared to the broader market-4.00-2.000.002.004.003.703.43
The chart of Omega ratio for CAVA, currently valued at 1.52, compared to the broader market0.501.001.502.001.521.41
The chart of Calmar ratio for CAVA, currently valued at 6.14, compared to the broader market0.002.004.006.006.145.89
The chart of Martin ratio for CAVA, currently valued at 27.23, compared to the broader market-5.000.005.0010.0015.0020.0025.0027.2317.62
CAVA
SG

The current CAVA Sharpe Ratio is 3.64, which is higher than the SG Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of CAVA and SG, 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 Ratio1.002.003.004.005.006.007.00JulyAugustSeptemberOctoberNovemberDecember
3.64
2.64
CAVA
SG

Dividends

CAVA vs. SG - Dividend Comparison

Neither CAVA nor SG has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

CAVA vs. SG - Drawdown Comparison

The maximum CAVA drawdown since its inception was -47.50%, smaller than the maximum SG drawdown of -88.09%. Use the drawdown chart below to compare losses from any high point for CAVA and SG. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-21.10%
-20.17%
CAVA
SG

Volatility

CAVA vs. SG - Volatility Comparison

The current volatility for CAVA Group Inc. (CAVA) is 16.39%, while Sweetgreen, Inc. (SG) has a volatility of 22.97%. This indicates that CAVA experiences smaller price fluctuations and is considered to be less risky than SG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
16.39%
22.97%
CAVA
SG

Financials

CAVA vs. SG - Financials Comparison

This section allows you to compare key financial metrics between CAVA Group Inc. and Sweetgreen, 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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