FIVE vs. DAVE
FIVE (Five Below, Inc.) and DAVE (Dave Inc.) are both stocks. FIVE operates in Specialty Retail (Consumer Cyclical), while DAVE operates in Software - Application (Technology). Over the past 5 years, FIVE returned 2.23%/yr vs 3.39%/yr for DAVE. Their 0.20 correlation means their historical movements had little consistent relationship.
Performance
FIVE vs. DAVE - Performance Comparison
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Returns By Period
In the year-to-date period, FIVE achieves a 15.27% return, which is significantly lower than DAVE's 68.33% return.
FIVE
- 1D
- -0.93%
- 1M
- 18.88%
- 6M
- 13.30%
- YTD
- 15.27%
- 1Y
- 59.05%
- 3Y*
- 1.59%
- 5Y*
- 2.23%
- 10Y*
- 16.19%
- ALL TIME*
- 16.31%
DAVE
- 1D
- -1.31%
- 1M
- -2.72%
- 6M
- 127.68%
- YTD
- 68.33%
- 1Y
- 58.05%
- 3Y*
- 285.61%
- 5Y*
- 3.39%
- 10Y*
- —
- ALL TIME*
- 3.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
DAVE Dave Inc. | $172.88M | $187.81M | $183.81M |
FIVE Five Below, Inc. | $216.87M | $218.85M | $257.87M |
FIVE vs. DAVE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FIVE Five Below, Inc. | 15.27% | 79.46% | -50.76% | 20.52% | -14.51% | 5.75% |
DAVE Dave Inc. | 68.33% | 154.73% | 936.61% | -9.64% | -97.17% | 4.59% |
Correlation
The correlation between FIVE and DAVE is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.17 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2021 | 0.20 |
Fundamentals
FIVE:
$12.01B
DAVE:
$5.01B
FIVE:
$7.93
DAVE:
$15.57
FIVE:
27.37
DAVE:
23.94
FIVE:
3.04
DAVE:
0.11
FIVE:
2.37
DAVE:
9.77
FIVE:
5.22
DAVE:
26.34
FIVE:
$5.08B
DAVE:
$551.52M
FIVE:
$1.77B
DAVE:
$427.68M
FIVE:
$757.48M
DAVE:
$165.95M
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Return for Risk
FIVE vs. DAVE — Risk / Return Rank
FIVE
DAVE
FIVE vs. DAVE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Five Below, Inc. (FIVE) and Dave Inc. (DAVE). 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.
| FIVE | DAVE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.49 | +0.57 |
| Martin ratioReturn relative to average drawdown | 5.93 | 3.26 | +2.67 |
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Drawdowns
FIVE vs. DAVE - Drawdown Comparison
The maximum FIVE drawdown since its inception was -76.40%, smaller than the maximum DAVE drawdown of -99.01%. Use the drawdown chart below to compare losses from any high point for FIVE and DAVE.
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Drawdown Indicators
| FIVE | DAVE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.40% | -99.01% | +22.61% |
Max Drawdown (1Y)Largest decline over 1 year | -28.85% | -39.11% | +10.26% |
Max Drawdown (3Y)Largest decline over 3 years | -74.13% | -44.67% | -29.46% |
Max Drawdown (5Y)Largest decline over 5 years | -76.40% | -99.01% | +22.61% |
Max Drawdown (10Y)Largest decline over 10 years | -76.40% | — | — |
Current DrawdownCurrent decline from peak | -12.35% | -18.56% | +6.21% |
Average DrawdownAverage peak-to-trough decline | -23.18% | -67.63% | +44.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.00% | 17.88% | -7.88% |
Volatility
FIVE vs. DAVE - Volatility Comparison
The current volatility for Five Below, Inc. (FIVE) is 7.87%, while Dave Inc. (DAVE) has a volatility of 14.54%. This indicates that FIVE experiences smaller price fluctuations and is considered to be less risky than DAVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIVE | DAVE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.87% | 14.54% | -6.67% |
Volatility (6M)Calculated over the trailing 6-month period | 30.41% | 48.39% | -17.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.58% | 69.38% | -29.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.04% | 99.00% | -50.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.20% | 96.44% | -50.24% |
Dividends
FIVE vs. DAVE - Dividend Comparison
Neither FIVE nor DAVE has paid dividends to shareholders.
Financials
FIVE vs. DAVE - Financials Comparison
This section allows you to compare key financial metrics between Five Below, Inc. and Dave 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
FIVE vs. DAVE - Profitability Comparison
FIVE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Dave Inc. reported an operating income of 21.15M and revenue of 147.59M, resulting in an operating margin of 14.3%.
FIVE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Five Below, Inc. reported a net income of 123.06M and revenue of 1.29B, resulting in a net margin of 9.6%.
DAVE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Dave Inc. reported a net income of 57.94M and revenue of 147.59M, resulting in a net margin of 39.3%.
Frequently Asked Questions
FIVE and DAVE have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DAVE has higher volatility (14.54%) compared to FIVE (7.87%). In terms of maximum drawdown, FIVE dropped -76.40% vs DAVE's -99.01%.
FIVE currently has the higher Sharpe Ratio (1.50 vs 0.84), 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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