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CVGW vs. OTLY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between CVGW and OTLY is 0.21, 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.


-0.50.00.51.00.2

Performance

CVGW vs. OTLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calavo Growers, Inc. (CVGW) and Oatly Group AB (OTLY). The values are adjusted to include any dividend payments, if applicable.

-100.00%-90.00%-80.00%-70.00%-60.00%SeptemberOctoberNovemberDecember2025February
-64.54%
-97.55%
CVGW
OTLY

Key characteristics

Sharpe Ratio

CVGW:

-0.28

OTLY:

-0.75

Sortino Ratio

CVGW:

-0.17

OTLY:

-1.07

Omega Ratio

CVGW:

0.98

OTLY:

0.86

Calmar Ratio

CVGW:

-0.14

OTLY:

-0.63

Martin Ratio

CVGW:

-0.78

OTLY:

-1.72

Ulcer Index

CVGW:

13.76%

OTLY:

36.03%

Daily Std Dev

CVGW:

38.49%

OTLY:

82.27%

Max Drawdown

CVGW:

-78.91%

OTLY:

-98.66%

Current Drawdown

CVGW:

-74.70%

OTLY:

-98.28%

Fundamentals

Market Cap

CVGW:

$431.84M

OTLY:

$295.50M

EPS

CVGW:

$0.38

OTLY:

-$6.80

Total Revenue (TTM)

CVGW:

$533.94M

OTLY:

$608.22M

Gross Profit (TTM)

CVGW:

$57.04M

OTLY:

$174.57M

EBITDA (TTM)

CVGW:

$19.80M

OTLY:

-$60.60M

Returns By Period

In the year-to-date period, CVGW achieves a -4.24% return, which is significantly higher than OTLY's -25.32% return.


CVGW

YTD

-4.24%

1M

-1.94%

6M

-0.69%

1Y

-14.46%

5Y*

-19.07%

10Y*

-4.17%

OTLY

YTD

-25.32%

1M

-28.47%

6M

-47.11%

1Y

-59.59%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

CVGW vs. OTLY — Risk-Adjusted Performance Rank

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

CVGW
The Risk-Adjusted Performance Rank of CVGW is 3030
Overall Rank
The Sharpe Ratio Rank of CVGW is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of CVGW is 2727
Sortino Ratio Rank
The Omega Ratio Rank of CVGW is 2727
Omega Ratio Rank
The Calmar Ratio Rank of CVGW is 3636
Calmar Ratio Rank
The Martin Ratio Rank of CVGW is 2828
Martin Ratio Rank

OTLY
The Risk-Adjusted Performance Rank of OTLY is 88
Overall Rank
The Sharpe Ratio Rank of OTLY is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of OTLY is 99
Sortino Ratio Rank
The Omega Ratio Rank of OTLY is 99
Omega Ratio Rank
The Calmar Ratio Rank of OTLY is 1010
Calmar Ratio Rank
The Martin Ratio Rank of OTLY is 22
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.

CVGW vs. OTLY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Calavo Growers, Inc. (CVGW) and Oatly Group AB (OTLY). 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 CVGW, currently valued at -0.28, compared to the broader market-2.000.002.004.00-0.28-0.75
The chart of Sortino ratio for CVGW, currently valued at -0.17, compared to the broader market-6.00-4.00-2.000.002.004.006.00-0.17-1.07
The chart of Omega ratio for CVGW, currently valued at 0.98, compared to the broader market0.501.001.502.000.980.86
The chart of Calmar ratio for CVGW, currently valued at -0.15, compared to the broader market0.002.004.006.00-0.15-0.63
The chart of Martin ratio for CVGW, currently valued at -0.78, compared to the broader market-10.000.0010.0020.0030.00-0.78-1.72
CVGW
OTLY

The current CVGW Sharpe Ratio is -0.28, which is higher than the OTLY Sharpe Ratio of -0.75. The chart below compares the historical Sharpe Ratios of CVGW and OTLY, 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-1.00-0.500.000.501.00SeptemberOctoberNovemberDecember2025February
-0.28
-0.75
CVGW
OTLY

Dividends

CVGW vs. OTLY - Dividend Comparison

CVGW's dividend yield for the trailing twelve months is around 2.48%, while OTLY has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
CVGW
Calavo Growers, Inc.
2.48%1.96%1.02%0.98%2.71%1.66%1.21%1.37%1.13%1.47%1.63%1.59%
OTLY
Oatly Group AB
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CVGW vs. OTLY - Drawdown Comparison

The maximum CVGW drawdown since its inception was -78.91%, smaller than the maximum OTLY drawdown of -98.66%. Use the drawdown chart below to compare losses from any high point for CVGW and OTLY. For additional features, visit the drawdowns tool.


-100.00%-90.00%-80.00%-70.00%-60.00%SeptemberOctoberNovemberDecember2025February
-64.77%
-98.28%
CVGW
OTLY

Volatility

CVGW vs. OTLY - Volatility Comparison

The current volatility for Calavo Growers, Inc. (CVGW) is 12.25%, while Oatly Group AB (OTLY) has a volatility of 56.38%. This indicates that CVGW experiences smaller price fluctuations and is considered to be less risky than OTLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%60.00%SeptemberOctoberNovemberDecember2025February
12.25%
56.38%
CVGW
OTLY

Financials

CVGW vs. OTLY - Financials Comparison

This section allows you to compare key financial metrics between Calavo Growers, Inc. and Oatly Group AB. 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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