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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.


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.

50.00%100.00%150.00%200.00%250.00%300.00%December2025FebruaryMarchAprilMay
114.50%
46.02%
CAVA
SG

Key characteristics

Sharpe Ratio

CAVA:

0.43

SG:

-0.42

Sortino Ratio

CAVA:

1.01

SG:

-0.16

Omega Ratio

CAVA:

1.14

SG:

0.98

Calmar Ratio

CAVA:

0.52

SG:

-0.48

Martin Ratio

CAVA:

1.21

SG:

-1.19

Ulcer Index

CAVA:

21.82%

SG:

28.94%

Daily Std Dev

CAVA:

57.92%

SG:

84.54%

Max Drawdown

CAVA:

-50.91%

SG:

-88.09%

Current Drawdown

CAVA:

-37.76%

SG:

-71.26%

Fundamentals

Market Cap

CAVA:

$11.18B

SG:

$2.45B

EPS

CAVA:

$1.10

SG:

-$0.79

PS Ratio

CAVA:

11.50

SG:

3.62

PB Ratio

CAVA:

15.94

SG:

5.50

Total Revenue (TTM)

CAVA:

$704.71M

SG:

$518.98M

Gross Profit (TTM)

CAVA:

$236.25M

SG:

$87.68M

EBITDA (TTM)

CAVA:

$89.46M

SG:

-$14.54M

Returns By Period

In the year-to-date period, CAVA achieves a -16.75% return, which is significantly higher than SG's -52.50% return.


CAVA

YTD

-16.75%

1M

2.13%

6M

-36.20%

1Y

24.58%

5Y*

N/A

10Y*

N/A

SG

YTD

-52.50%

1M

-33.03%

6M

-61.63%

1Y

-35.36%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

CAVA vs. SG — Risk-Adjusted Performance Rank

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

CAVA
The Risk-Adjusted Performance Rank of CAVA is 6868
Overall Rank
The Sharpe Ratio Rank of CAVA is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of CAVA is 6666
Sortino Ratio Rank
The Omega Ratio Rank of CAVA is 6666
Omega Ratio Rank
The Calmar Ratio Rank of CAVA is 7474
Calmar Ratio Rank
The Martin Ratio Rank of CAVA is 6767
Martin Ratio Rank

SG
The Risk-Adjusted Performance Rank of SG is 2727
Overall Rank
The Sharpe Ratio Rank of SG is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of SG is 3232
Sortino Ratio Rank
The Omega Ratio Rank of SG is 3333
Omega Ratio Rank
The Calmar Ratio Rank of SG is 2121
Calmar Ratio Rank
The Martin Ratio Rank of SG is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current CAVA Sharpe Ratio is 0.43, which is higher than the SG Sharpe Ratio of -0.42. 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 Ratio0.002.004.006.00December2025FebruaryMarchAprilMay
0.43
-0.42
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 -50.91%, 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.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-37.76%
-65.36%
CAVA
SG

Volatility

CAVA vs. SG - Volatility Comparison

The current volatility for CAVA Group Inc. (CAVA) is 13.54%, while Sweetgreen, Inc. (SG) has a volatility of 25.68%. 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.


10.00%15.00%20.00%25.00%30.00%December2025FebruaryMarchAprilMay
13.54%
25.68%
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


50.00M100.00M150.00M200.00M250.00M300.00M350.00M400.00MJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
227.40M
160.90M
(CAVA) Total Revenue
(SG) Total Revenue
Values in USD except per share items

CAVA vs. SG - Profitability Comparison

The chart below illustrates the profitability comparison between CAVA Group Inc. and Sweetgreen, 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%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
22.6%
17.4%
(CAVA) Gross Margin
(SG) Gross Margin
CAVA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CAVA Group Inc. reported a gross profit of 51.43M and revenue of 227.40M. Therefore, the gross margin over that period was 22.6%.

SG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Sweetgreen, Inc. reported a gross profit of 27.95M and revenue of 160.90M. Therefore, the gross margin over that period was 17.4%.

CAVA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CAVA Group Inc. reported an operating income of 3.95M and revenue of 227.40M, resulting in an operating margin of 1.7%.

SG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Sweetgreen, Inc. reported an operating income of -31.43M and revenue of 160.90M, resulting in an operating margin of -19.5%.

CAVA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CAVA Group Inc. reported a net income of 78.62M and revenue of 227.40M, resulting in a net margin of 34.6%.

SG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Sweetgreen, Inc. reported a net income of -29.03M and revenue of 160.90M, resulting in a net margin of -18.0%.