DAVE vs. FIVE
DAVE (Dave Inc.) and FIVE (Five Below, Inc.) are both stocks. DAVE operates in Software - Application (Technology), while FIVE operates in Specialty Retail (Consumer Cyclical). Over the past 5 years, DAVE returned -2.05%/yr vs 0.91%/yr for FIVE. At a 0.21 correlation, their price movements are largely independent.
Performance
DAVE vs. FIVE - Performance Comparison
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Returns By Period
In the year-to-date period, DAVE achieves a 29.52% return, which is significantly higher than FIVE's 5.38% return.
DAVE
- 1D
- 0.47%
- 1M
- 19.46%
- YTD
- 29.52%
- 6M
- 45.12%
- 1Y
- 20.37%
- 3Y*
- 269.82%
- 5Y*
- -2.05%
- 10Y*
- —
FIVE
- 1D
- -1.72%
- 1M
- -5.48%
- YTD
- 5.38%
- 6M
- 8.22%
- 1Y
- 57.56%
- 3Y*
- 1.17%
- 5Y*
- 0.91%
- 10Y*
- 16.02%
DAVE vs. FIVE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DAVE Dave Inc. | 29.52% | 154.73% | 936.61% | -9.64% | -97.17% | 4.59% |
FIVE Five Below, Inc. | 5.38% | 79.46% | -50.76% | 20.52% | -14.51% | 5.75% |
Correlation
The correlation between DAVE and FIVE is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2021 | 0.21 |
Fundamentals
DAVE:
$4.13B
FIVE:
$11.04B
DAVE:
$15.54
FIVE:
$7.93
DAVE:
18.45
FIVE:
25.02
DAVE:
0.08
FIVE:
2.78
DAVE:
7.53
FIVE:
2.17
DAVE:
20.26
FIVE:
4.77
DAVE:
$551.52M
FIVE:
$5.08B
DAVE:
$427.68M
FIVE:
$1.77B
DAVE:
$165.95M
FIVE:
$757.48M
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Return for Risk
DAVE vs. FIVE — Risk / Return Rank
DAVE
FIVE
DAVE vs. FIVE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dave Inc. (DAVE) and Five Below, Inc. (FIVE). 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.
| DAVE | FIVE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.27 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.46 | 2.34 | -1.88 |
| Martin ratioReturn relative to average drawdown | 0.82 | 9.51 | -8.69 |
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Drawdowns
DAVE vs. FIVE - Drawdown Comparison
The maximum DAVE drawdown since its inception was -99.01%, which is greater than FIVE's maximum drawdown of -76.40%. Use the drawdown chart below to compare losses from any high point for DAVE and FIVE.
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Drawdown Indicators
| DAVE | FIVE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.01% | -76.40% | -22.61% |
Max Drawdown (1Y)Largest decline over 1 year | -44.67% | -24.71% | -19.96% |
Max Drawdown (3Y)Largest decline over 3 years | -44.67% | -74.13% | +29.46% |
Max Drawdown (5Y)Largest decline over 5 years | -99.01% | -76.40% | -22.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -76.40% | — |
Current DrawdownCurrent decline from peak | -37.33% | -19.87% | -17.46% |
Average DrawdownAverage peak-to-trough decline | -68.91% | -23.20% | -45.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.93% | 6.07% | +18.86% |
Volatility
DAVE vs. FIVE - Volatility Comparison
Dave Inc. (DAVE) and Five Below, Inc. (FIVE) have volatilities of 18.61% and 17.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DAVE | FIVE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.61% | 17.76% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 48.97% | 29.68% | +19.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 74.00% | 39.16% | +34.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 98.44% | 47.95% | +50.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 97.16% | 46.14% | +51.02% |
Dividends
DAVE vs. FIVE - Dividend Comparison
Neither DAVE nor FIVE has paid dividends to shareholders.
Financials
DAVE vs. FIVE - Financials Comparison
This section allows you to compare key financial metrics between Dave Inc. and Five Below, 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.
Total Revenue: Total amount of money received from sales and other business activities
DAVE vs. FIVE - Profitability Comparison
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%.
FIVE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Five Below, Inc. reported a gross profit of 427.52M and revenue of 1.29B. Therefore, the gross margin over that period was 33.3%.
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%.
FIVE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Five Below, Inc. reported an operating income of 154.24M and revenue of 1.29B, resulting in an operating margin of 12.0%.
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%.
FIVE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Five Below, Inc. reported a net income of 123.06M and revenue of 1.29B, resulting in a net margin of 9.6%.
Frequently Asked Questions
DAVE and FIVE have a correlation of 0.27, 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 FIVE (17.76%). In terms of maximum drawdown, DAVE dropped -99.01% vs FIVE's -76.40%.
FIVE currently has the higher Sharpe Ratio (1.48 vs 0.28), 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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