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DAVE vs. CMCL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DAVE vs. CMCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dave Inc. (DAVE) and Caledonia Mining Corporation Plc (CMCL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DAVE achieves a 29.52% return, which is significantly higher than CMCL's -21.95% return.


DAVE

1D
0.47%
1M
19.46%
YTD
29.52%
6M
45.12%
1Y
20.37%
3Y*
269.82%
5Y*
-2.05%
10Y*

CMCL

1D
3.65%
1M
-17.97%
YTD
-21.95%
6M
-20.06%
1Y
3.33%
3Y*
20.06%
5Y*
12.13%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DAVE vs. CMCL - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DAVE
Dave Inc.
29.52%154.73%936.61%-9.64%-97.17%4.59%
CMCL
Caledonia Mining Corporation Plc
-21.95%186.75%-18.90%2.65%11.39%-17.13%

Correlation

The correlation between DAVE and CMCL is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.12

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.10

Correlation (All Time)
Calculated using the full available price history since Apr 26, 2021

0.10

Fundamentals

Market Cap

DAVE:

$4.13B

CMCL:

$399.89M

EPS

DAVE:

$15.54

CMCL:

$3.15

PE Ratio

DAVE:

18.45

CMCL:

6.41

PEG Ratio

DAVE:

0.08

CMCL:

0.17

PS Ratio

DAVE:

7.53

CMCL:

1.45

PB Ratio

DAVE:

20.26

CMCL:

1.47

Total Revenue (TTM)

DAVE:

$551.52M

CMCL:

$274.16M

Gross Profit (TTM)

DAVE:

$427.68M

CMCL:

$142.30M

EBITDA (TTM)

DAVE:

$165.95M

CMCL:

$137.13M

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Return for Risk

DAVE vs. CMCL — Risk / Return Rank

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

DAVE
DAVE Risk / Return Rank: 5353
Overall Rank
DAVE Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
DAVE Sortino Ratio Rank: 5454
Sortino Ratio Rank
DAVE Omega Ratio Rank: 5252
Omega Ratio Rank
DAVE Calmar Ratio Rank: 5454
Calmar Ratio Rank
DAVE Martin Ratio Rank: 5353
Martin Ratio Rank

CMCL
CMCL Risk / Return Rank: 4444
Overall Rank
CMCL Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
CMCL Sortino Ratio Rank: 4444
Sortino Ratio Rank
CMCL Omega Ratio Rank: 4444
Omega Ratio Rank
CMCL Calmar Ratio Rank: 4444
Calmar Ratio Rank
CMCL Martin Ratio Rank: 4444
Martin Ratio Rank
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.

DAVE vs. CMCL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dave Inc. (DAVE) and Caledonia Mining Corporation Plc (CMCL). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DAVECMCLDifference
Sharpe ratioReturn per unit of total volatility

+0.23

Sortino ratioReturn per unit of downside risk

+0.38

Omega ratioGain probability vs. loss probability

1.11

1.06

+0.04

Calmar ratioReturn relative to maximum drawdown

0.46

0.07

+0.39

Martin ratioReturn relative to average drawdown

0.82

0.13

+0.69

DAVE vs. CMCL - Sharpe Ratio Comparison

The current DAVE Sharpe Ratio is 0.28, which is higher than the CMCL Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of DAVE and CMCL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DAVE vs. CMCL - Drawdown Comparison

The maximum DAVE drawdown since its inception was -99.01%, which is greater than CMCL's maximum drawdown of -65.77%. Use the drawdown chart below to compare losses from any high point for DAVE and CMCL.


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Drawdown Indicators


DAVECMCLDifference

Max Drawdown

Largest peak-to-trough decline

-99.01%

-65.77%

-33.24%

Max Drawdown (1Y)

Largest decline over 1 year

-44.67%

-49.43%

+4.76%

Max Drawdown (3Y)

Largest decline over 3 years

-44.67%

-49.43%

+4.76%

Max Drawdown (5Y)

Largest decline over 5 years

-99.01%

-50.00%

-49.01%

Current Drawdown

Current decline from peak

-37.33%

-45.57%

+8.24%

Average Drawdown

Average peak-to-trough decline

-68.91%

-35.78%

-33.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.93%

25.12%

-0.19%

Volatility

DAVE vs. CMCL - Volatility Comparison

Dave Inc. (DAVE) has a higher volatility of 18.61% compared to Caledonia Mining Corporation Plc (CMCL) at 14.52%. This indicates that DAVE's price experiences larger fluctuations and is considered to be riskier than CMCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DAVECMCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.61%

14.52%

+4.09%

Volatility (6M)

Calculated over the trailing 6-month period

48.97%

47.45%

+1.52%

Volatility (1Y)

Calculated over the trailing 1-year period

74.00%

65.21%

+8.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

98.44%

52.74%

+45.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

97.16%

54.57%

+42.59%

Dividends

DAVE vs. CMCL - Dividend Comparison

DAVE has not paid dividends to shareholders, while CMCL's dividend yield for the trailing twelve months is around 2.78%.


PositionTTM202520242023202220212020201920182017
CMCL
Caledonia Mining Corporation Plc
2.78%2.14%5.95%4.59%4.52%4.29%2.11%3.27%5.23%1.86%
DAVE
Dave Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

DAVE vs. CMCL - Financials Comparison

This section allows you to compare key financial metrics between Dave Inc. and Caledonia Mining Corporation Plc. 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


20.00M40.00M60.00M80.00M100.00M120.00M140.00M160.00M20222023202420252026
147.59M
66.43M
(DAVE) Total Revenue
(CMCL) Total Revenue
Values in USD except per share items

DAVE vs. CMCL - Profitability Comparison

The chart below illustrates the profitability comparison between Dave Inc. and Caledonia Mining Corporation Plc 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%20222023202420252026
81.3%
48.3%
Portfolio components
DAVE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dave Inc. reported a gross profit of 120.00M and revenue of 147.59M. Therefore, the gross margin over that period was 81.3%.

CMCL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caledonia Mining Corporation Plc reported a gross profit of 32.10M and revenue of 66.43M. Therefore, the gross margin over that period was 48.3%.

DAVE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dave Inc. reported an operating income of 21.15M and revenue of 147.59M, resulting in an operating margin of 14.3%.

CMCL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caledonia Mining Corporation Plc reported an operating income of 26.87M and revenue of 66.43M, resulting in an operating margin of 40.4%.

DAVE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dave Inc. reported a net income of 57.94M and revenue of 147.59M, resulting in a net margin of 39.3%.

CMCL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caledonia Mining Corporation Plc reported a net income of 15.85M and revenue of 66.43M, resulting in a net margin of 23.9%.


Frequently Asked Questions


DAVE and CMCL have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DAVE has higher volatility (18.61%) compared to CMCL (14.52%). In terms of maximum drawdown, DAVE dropped -99.01% vs CMCL's -65.77%.

DAVE currently has the higher Sharpe Ratio (0.28 vs 0.05), 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.

Portfolio Optimizer

Find the right allocation for DAVE and CMCL

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