CVGW vs. OTLY

Last updated Apr 3, 2026

Compare and contrast key facts about Calavo Growers, Inc. (CVGW) and Oatly Group AB (OTLY).

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.

CVGW vs. OTLY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
CVGW Calavo Growers, Inc.	24.57%	-11.93%	-11.65%	1.14%	-30.09%	-40.73%
OTLY Oatly Group AB	-3.93%	-19.36%	-43.83%	-32.18%	-78.14%	-60.59%

Fundamentals

Market Cap CVGW : $480.45M OTLY : $320.30M
EPS CVGW : $0.99 OTLY : -$5.02
PS Ratio CVGW : 0.78 OTLY : 0.36
PB Ratio CVGW : 2.34 OTLY : 17.26
Total Revenue (TTM) CVGW : $616.25M OTLY : $862.46M
Gross Profit (TTM) CVGW : $63.12M OTLY : $277.06M
EBITDA (TTM) CVGW : $24.71M OTLY : -$70.26M

Returns By Period

In the year-to-date period, CVGW achieves a 24.57% return, which is significantly higher than OTLY's -3.93% return.

CVGW

• 1D: 2.56%
• 1M: 1.74%
• YTD: 24.57%
• 6M: 4.33%
• 1Y: 17.01%
• 3Y*: 0.04%
• 5Y*: -17.30%
• 10Y*: -5.63%

OTLY

• 1D: 0.69%
• 1M: -9.83%
• YTD: -3.93%
• 6M: -33.87%
• 1Y: 3.22%
• 3Y*: -41.46%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CVGW vs. OTLY — Risk / Return Rank

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

CVGW

CVGW Risk / Return Rank: 53
CVGW Sharpe Ratio Rank: 55
CVGW Sortino Ratio Rank: 52
CVGW Omega Ratio Rank: 54
CVGW Calmar Ratio Rank: 50
CVGW Martin Ratio Rank: 51

OTLY

OTLY Risk / Return Rank: 41
OTLY Sharpe Ratio Rank: 41
OTLY Sortino Ratio Rank: 41
OTLY Omega Ratio Rank: 39
OTLY Calmar Ratio Rank: 42
OTLY Martin Ratio Rank: 41

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	0.44	0.06	+0.38
Sortino ratio Return per unit of downside risk	0.94	0.52	+0.42
Omega ratio Gain probability vs. loss probability	1.14	1.06	+0.08
Calmar ratio Return relative to maximum drawdown	0.42	0.12	+0.29
Martin ratio Return relative to average drawdown	1.11	0.23	+0.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CVGW vs. OTLY - Sharpe Ratio Comparison

The current CVGW Sharpe Ratio is 0.44, which is higher than the OTLY Sharpe Ratio of 0.06. 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.

Sharpe Ratios by Period

	CVGW	OTLY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.44	0.06	+0.38
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.40	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.14	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.20	-0.67	+0.87

Correlation

The correlation between CVGW and OTLY is 0.19, 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.

Dividends

CVGW vs. OTLY - Dividend Comparison

CVGW's dividend yield for the trailing twelve months is around 2.23%, while OTLY has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CVGW Calavo Growers, Inc.	2.23%	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%

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.

Drawdown Indicators

	CVGW	OTLY	Difference
Max Drawdown Largest peak-to-trough decline	-80.16%	-98.81%	+18.65%
Max Drawdown (1Y) Largest decline over 1 year	-33.20%	-48.11%	+14.91%
Max Drawdown (5Y) Largest decline over 5 years	-74.52%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-80.16%	—	—
Current Drawdown Current decline from peak	-71.01%	-98.21%	+27.20%
Average Drawdown Average peak-to-trough decline	-25.94%	-87.27%	+61.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.40%	25.70%	-13.30%

Volatility

CVGW vs. OTLY - Volatility Comparison

The current volatility for Calavo Growers, Inc. (CVGW) is 10.06%, while Oatly Group AB (OTLY) has a volatility of 13.21%. 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.

Volatility by Period

	CVGW	OTLY	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.06%	13.21%	-3.15%
Volatility (6M) Calculated over the trailing 6-month period	23.93%	42.54%	-18.61%
Volatility (1Y) Calculated over the trailing 1-year period	39.17%	58.77%	-19.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	43.25%	79.52%	-36.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.27%	79.52%	-40.25%

Financials

CVGW vs. OTLY - Profitability Comparison

The chart below illustrates the profitability comparison between Calavo Growers, Inc. and Oatly Group AB over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CVGW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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 Apr 2026, Oatly Group AB reported a gross profit of 80.76M and revenue of 233.78M. Therefore, the gross margin over that period was 34.5%.

CVGW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 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 Apr 2026, Oatly Group AB reported an operating income of -10.10M and revenue of 233.78M, resulting in an operating margin of -4.3%.

CVGW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 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 Apr 2026, Oatly Group AB reported a net income of -19.14M and revenue of 233.78M, resulting in a net margin of -8.2%.