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DAVE vs. ML
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between DAVE and ML is 0.30, 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.


-0.50.00.51.00.3

Performance

DAVE vs. ML - Performance Comparison

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

-100.00%0.00%100.00%200.00%300.00%AugustSeptemberOctoberNovemberDecember2025
195.16%
21.81%
DAVE
ML

Key characteristics

Sharpe Ratio

DAVE:

7.97

ML:

0.46

Sortino Ratio

DAVE:

5.44

ML:

1.32

Omega Ratio

DAVE:

1.69

ML:

1.16

Calmar Ratio

DAVE:

9.88

ML:

0.46

Martin Ratio

DAVE:

45.89

ML:

1.24

Ulcer Index

DAVE:

21.14%

ML:

33.40%

Daily Std Dev

DAVE:

121.77%

ML:

90.65%

Max Drawdown

DAVE:

-99.01%

ML:

-97.57%

Current Drawdown

DAVE:

-80.36%

ML:

-76.61%

Fundamentals

Market Cap

DAVE:

$1.10B

ML:

$965.46M

EPS

DAVE:

$3.05

ML:

$0.29

PE Ratio

DAVE:

28.50

ML:

296.59

Total Revenue (TTM)

DAVE:

$246.24M

ML:

$387.32M

Gross Profit (TTM)

DAVE:

$173.08M

ML:

$197.11M

EBITDA (TTM)

DAVE:

$19.21M

ML:

$42.86M

Returns By Period

In the year-to-date period, DAVE achieves a 3.39% return, which is significantly higher than ML's 0.91% return.


DAVE

YTD

3.39%

1M

2.44%

6M

195.04%

1Y

984.08%

5Y*

N/A

10Y*

N/A

ML

YTD

0.91%

1M

-2.56%

6M

21.81%

1Y

36.89%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

DAVE vs. ML - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Dave Inc. (DAVE) and MoneyLion Inc. (ML). 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.


Sharpe ratio
The chart of Sharpe ratio for DAVE, currently valued at 7.96, compared to the broader market-4.00-2.000.002.007.970.46
The chart of Sortino ratio for DAVE, currently valued at 5.44, compared to the broader market-4.00-2.000.002.004.005.441.32
The chart of Omega ratio for DAVE, currently valued at 1.69, compared to the broader market0.501.001.502.001.691.16
The chart of Calmar ratio for DAVE, currently valued at 9.88, compared to the broader market0.002.004.006.009.880.47
The chart of Martin ratio for DAVE, currently valued at 45.89, compared to the broader market0.005.0010.0015.0020.0025.0045.891.24
DAVE
ML

The current DAVE Sharpe Ratio is 7.97, which is higher than the ML Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of DAVE and ML, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.002.004.006.008.0010.0012.0014.00AugustSeptemberOctoberNovemberDecember2025
7.97
0.46
DAVE
ML

Dividends

DAVE vs. ML - Dividend Comparison

Neither DAVE nor ML has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

DAVE vs. ML - Drawdown Comparison

The maximum DAVE drawdown since its inception was -99.01%, roughly equal to the maximum ML drawdown of -97.57%. Use the drawdown chart below to compare losses from any high point for DAVE and ML. For additional features, visit the drawdowns tool.


-90.00%-85.00%-80.00%-75.00%-70.00%AugustSeptemberOctoberNovemberDecember2025
-80.36%
-73.11%
DAVE
ML

Volatility

DAVE vs. ML - Volatility Comparison

Dave Inc. (DAVE) has a higher volatility of 27.54% compared to MoneyLion Inc. (ML) at 19.21%. This indicates that DAVE's price experiences larger fluctuations and is considered to be riskier than ML based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%AugustSeptemberOctoberNovemberDecember2025
27.54%
19.21%
DAVE
ML

Financials

DAVE vs. ML - Financials Comparison

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


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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