CVGW vs. OTLY
CVGW (Calavo Growers, Inc.) and OTLY (Oatly Group AB) are both stocks. Both are in the Consumer Defensive sector — CVGW in Packaged Foods, OTLY in Beverages - Non-Alcoholic. Over the past 5 years, CVGW returned -16.31%/yr vs -55.22%/yr for OTLY. At a 0.19 correlation, their price movements are largely independent.
Performance
CVGW vs. OTLY - Performance Comparison
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Returns By Period
In the year-to-date period, CVGW achieves a 21.92% return, which is significantly higher than OTLY's -19.74% return.
CVGW
- 1D
- 0.00%
- 1M
- -6.92%
- YTD
- 21.92%
- 6M
- 27.92%
- 1Y
- 0.87%
- 3Y*
- -5.31%
- 5Y*
- -16.31%
- 10Y*
- -5.84%
OTLY
- 1D
- -0.35%
- 1M
- -22.14%
- YTD
- -19.74%
- 6M
- -31.03%
- 1Y
- -21.64%
- 3Y*
- -36.68%
- 5Y*
- -55.22%
- 10Y*
- —
CVGW vs. OTLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CVGW Calavo Growers, Inc. | 21.92% | -11.93% | -11.65% | 1.14% | -30.09% | -40.73% |
OTLY Oatly Group AB | -19.74% | -19.36% | -43.83% | -32.18% | -78.14% | -60.59% |
Correlation
The correlation between CVGW and OTLY is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since May 21, 2021 | 0.19 |
Fundamentals
CVGW:
$466.85M
OTLY:
$267.91M
CVGW:
$0.99
OTLY:
-$4.97
CVGW:
0.76
OTLY:
0.29
CVGW:
2.27
OTLY:
75.83
CVGW:
$616.25M
OTLY:
$893.25M
CVGW:
$63.12M
OTLY:
$291.07M
CVGW:
$24.71M
OTLY:
-$70.91M
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Return for Risk
CVGW vs. OTLY — Risk / Return Rank
CVGW
OTLY
CVGW vs. OTLY - Risk-Adjusted Trends 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.
| CVGW | OTLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.98 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.04 | -0.40 | +0.44 |
| Martin ratioReturn relative to average drawdown | 0.11 | -0.71 | +0.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CVGW | OTLY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | -0.37 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.38 | -0.70 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | -0.68 | +0.87 |
Drawdowns
CVGW vs. OTLY - Drawdown Comparison
The maximum CVGW drawdown since its inception was -80.16%, smaller than the maximum OTLY drawdown of -98.81%. Use the drawdown chart below to compare losses from any high point for CVGW and OTLY.
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Drawdown Indicators
| CVGW | OTLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.16% | -98.81% | +18.65% |
Max Drawdown (1Y)Largest decline over 1 year | -32.89% | -54.58% | +21.69% |
Max Drawdown (3Y)Largest decline over 3 years | -48.82% | -84.87% | +36.05% |
Max Drawdown (5Y)Largest decline over 5 years | -72.30% | -98.81% | +26.51% |
Max Drawdown (10Y)Largest decline over 10 years | -80.16% | — | — |
Current DrawdownCurrent decline from peak | -71.63% | -98.51% | +26.88% |
Average DrawdownAverage peak-to-trough decline | -26.23% | -87.64% | +61.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.02% | 30.62% | -18.60% |
Volatility
CVGW vs. OTLY - Volatility Comparison
The current volatility for Calavo Growers, Inc. (CVGW) is 3.87%, while Oatly Group AB (OTLY) has a volatility of 18.03%. 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.
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Volatility by Period
| CVGW | OTLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.87% | 18.03% | -14.16% |
Volatility (6M)Calculated over the trailing 6-month period | 21.74% | 43.94% | -22.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.08% | 59.15% | -22.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.20% | 78.89% | -35.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.28% | 78.99% | -39.71% |
Dividends
CVGW vs. OTLY - Dividend Comparison
CVGW's dividend yield for the trailing twelve months is around 3.07%, while OTLY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVGW Calavo Growers, Inc. | 3.07% | 3.68% | 1.96% | 1.02% | 0.98% | 2.71% | 1.66% | 1.21% | 1.37% | 1.13% | 1.47% | 1.63% |
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% |
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.
Total Revenue: Total amount of money received from sales and other business activities
CVGW vs. OTLY - Profitability Comparison
CVGW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Calavo Growers, Inc. reported a gross profit of 15.18M and revenue of 122.20M. Therefore, the gross margin over that period was 12.4%.
OTLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Oatly Group AB reported a gross profit of 76.34M and revenue of 228.33M. Therefore, the gross margin over that period was 33.4%.
CVGW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Calavo Growers, Inc. reported an operating income of -1.45M and revenue of 122.20M, resulting in an operating margin of -1.2%.
OTLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Oatly Group AB reported an operating income of -11.35M and revenue of 228.33M, resulting in an operating margin of -5.0%.
CVGW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Calavo Growers, Inc. reported a net income of 2.29M and revenue of 122.20M, resulting in a net margin of 1.9%.
OTLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Oatly Group AB reported a net income of -12.01M and revenue of 228.33M, resulting in a net margin of -5.3%.
Frequently Asked Questions
CVGW and OTLY have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTLY has higher volatility (18.03%) compared to CVGW (3.87%). In terms of maximum drawdown, CVGW dropped -80.16% vs OTLY's -98.81%.
CVGW currently has the higher Sharpe Ratio (0.04 vs -0.37), 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.
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