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

Performance

DAVE vs. LQDA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dave Inc. (DAVE) and Liquidia Corporation (LQDA). 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 lower than LQDA's 106.52% return.


DAVE

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

LQDA

1D
-0.55%
1M
23.68%
YTD
106.52%
6M
113.39%
1Y
392.94%
3Y*
105.40%
5Y*
92.14%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DAVE vs. LQDA - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DAVE
Dave Inc.
29.52%154.73%936.61%-9.64%-97.17%4.59%
LQDA
Liquidia Corporation
106.52%193.28%-2.24%88.85%30.80%71.48%

Correlation

The correlation between DAVE and LQDA is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.08

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

0.17

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

0.16

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

0.15

Fundamentals

Market Cap

DAVE:

$4.13B

LQDA:

$7.20B

EPS

DAVE:

$15.54

LQDA:

$0.24

PE Ratio

DAVE:

18.45

LQDA:

297.86

PS Ratio

DAVE:

7.53

LQDA:

23.06

PB Ratio

DAVE:

20.26

LQDA:

66.33

Total Revenue (TTM)

DAVE:

$551.52M

LQDA:

$288.07M

Gross Profit (TTM)

DAVE:

$427.68M

LQDA:

$275.77M

EBITDA (TTM)

DAVE:

$165.95M

LQDA:

$51.53M

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Return for Risk

DAVE vs. LQDA — 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

LQDA
LQDA Risk / Return Rank: 9898
Overall Rank
LQDA Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
LQDA Sortino Ratio Rank: 9898
Sortino Ratio Rank
LQDA Omega Ratio Rank: 9696
Omega Ratio Rank
LQDA Calmar Ratio Rank: 9898
Calmar Ratio Rank
LQDA Martin Ratio Rank: 9898
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. LQDA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dave Inc. (DAVE) and Liquidia Corporation (LQDA). 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.


DAVELQDADifference
Sharpe ratioReturn per unit of total volatility

-5.73

Sortino ratioReturn per unit of downside risk

-4.20

Omega ratioGain probability vs. loss probability

1.11

1.61

-0.50

Calmar ratioReturn relative to maximum drawdown

0.46

11.11

-10.65

Martin ratioReturn relative to average drawdown

0.82

28.59

-27.77

DAVE vs. LQDA - Sharpe Ratio Comparison

The current DAVE Sharpe Ratio is 0.28, which is lower than the LQDA Sharpe Ratio of 6.01. The chart below compares the historical Sharpe Ratios of DAVE and LQDA, 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. LQDA - Drawdown Comparison

The maximum DAVE drawdown since its inception was -99.01%, which is greater than LQDA's maximum drawdown of -93.87%. Use the drawdown chart below to compare losses from any high point for DAVE and LQDA.


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Drawdown Indicators


DAVELQDADifference

Max Drawdown

Largest peak-to-trough decline

-99.01%

-93.87%

-5.14%

Max Drawdown (1Y)

Largest decline over 1 year

-44.67%

-35.66%

-9.01%

Max Drawdown (3Y)

Largest decline over 3 years

-44.67%

-46.80%

+2.13%

Max Drawdown (5Y)

Largest decline over 5 years

-99.01%

-55.36%

-43.65%

Current Drawdown

Current decline from peak

-37.33%

-0.55%

-36.78%

Average Drawdown

Average peak-to-trough decline

-68.91%

-69.53%

+0.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.93%

13.91%

+11.02%

Volatility

DAVE vs. LQDA - Volatility Comparison

Dave Inc. (DAVE) and Liquidia Corporation (LQDA) have volatilities of 18.61% and 19.43%, 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


DAVELQDADifference

Volatility (1M)

Calculated over the trailing 1-month period

18.61%

19.43%

-0.82%

Volatility (6M)

Calculated over the trailing 6-month period

48.97%

48.44%

+0.53%

Volatility (1Y)

Calculated over the trailing 1-year period

74.00%

65.96%

+8.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

98.44%

73.71%

+24.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

97.16%

85.80%

+11.36%

Dividends

DAVE vs. LQDA - Dividend Comparison

Neither DAVE nor LQDA has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

DAVE vs. LQDA - Financials Comparison

This section allows you to compare key financial metrics between Dave Inc. and Liquidia Corporation. 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


0.0050.00M100.00M150.00M20222023202420252026
147.59M
132.87M
(DAVE) Total Revenue
(LQDA) Total Revenue
Values in USD except per share items

DAVE vs. LQDA - Profitability Comparison

The chart below illustrates the profitability comparison between Dave Inc. and Liquidia Corporation 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%
99.4%
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%.

LQDA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Liquidia Corporation reported a gross profit of 132.09M and revenue of 132.87M. Therefore, the gross margin over that period was 99.4%.

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%.

LQDA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Liquidia Corporation reported an operating income of 61.50M and revenue of 132.87M, resulting in an operating margin of 46.3%.

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%.

LQDA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Liquidia Corporation reported a net income of 52.86M and revenue of 132.87M, resulting in a net margin of 39.8%.


Frequently Asked Questions


DAVE and LQDA have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LQDA has higher volatility (19.43%) compared to DAVE (18.61%). In terms of maximum drawdown, DAVE dropped -99.01% vs LQDA's -93.87%.

LQDA currently has the higher Sharpe Ratio (6.01 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.

Portfolio Optimizer

Find the right allocation for DAVE and LQDA

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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