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LAD vs. GM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LAD and GM is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

LAD vs. GM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lithia Motors, Inc. (LAD) and General Motors Company (GM). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%JulyAugustSeptemberOctoberNovemberDecember
2,830.26%
101.17%
LAD
GM

Key characteristics

Sharpe Ratio

LAD:

0.49

GM:

1.52

Sortino Ratio

LAD:

0.98

GM:

2.10

Omega Ratio

LAD:

1.11

GM:

1.30

Calmar Ratio

LAD:

0.43

GM:

1.02

Martin Ratio

LAD:

1.22

GM:

7.93

Ulcer Index

LAD:

14.22%

GM:

6.00%

Daily Std Dev

LAD:

35.33%

GM:

31.29%

Max Drawdown

LAD:

-95.17%

GM:

-59.95%

Current Drawdown

LAD:

-11.00%

GM:

-19.15%

Fundamentals

Market Cap

LAD:

$9.88B

GM:

$56.24B

EPS

LAD:

$29.29

GM:

$9.37

PE Ratio

LAD:

12.66

GM:

5.46

PEG Ratio

LAD:

1.26

GM:

8.13

Total Revenue (TTM)

LAD:

$34.69B

GM:

$182.72B

Gross Profit (TTM)

LAD:

$5.28B

GM:

$21.86B

EBITDA (TTM)

LAD:

$1.90B

GM:

$25.22B

Returns By Period

In the year-to-date period, LAD achieves a 10.10% return, which is significantly lower than GM's 45.74% return. Over the past 10 years, LAD has outperformed GM with an annualized return of 15.99%, while GM has yielded a comparatively lower 7.08% annualized return.


LAD

YTD

10.10%

1M

-3.01%

6M

45.22%

1Y

12.89%

5Y*

18.66%

10Y*

15.99%

GM

YTD

45.74%

1M

-5.36%

6M

9.09%

1Y

44.41%

5Y*

7.65%

10Y*

7.08%

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Risk-Adjusted Performance

LAD vs. GM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lithia Motors, Inc. (LAD) and General Motors Company (GM). 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 LAD, currently valued at 0.49, compared to the broader market-4.00-2.000.002.000.491.52
The chart of Sortino ratio for LAD, currently valued at 0.98, compared to the broader market-4.00-2.000.002.004.000.982.10
The chart of Omega ratio for LAD, currently valued at 1.11, compared to the broader market0.501.001.502.001.111.30
The chart of Calmar ratio for LAD, currently valued at 0.43, compared to the broader market0.002.004.006.000.431.02
The chart of Martin ratio for LAD, currently valued at 1.22, compared to the broader market-5.000.005.0010.0015.0020.0025.001.227.93
LAD
GM

The current LAD Sharpe Ratio is 0.49, which is lower than the GM Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of LAD and GM, 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 Ratio-1.000.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.49
1.52
LAD
GM

Dividends

LAD vs. GM - Dividend Comparison

LAD's dividend yield for the trailing twelve months is around 0.58%, less than GM's 0.93% yield.


TTM20232022202120202019201820172016201520142013
LAD
Lithia Motors, Inc.
0.58%0.58%0.79%0.46%0.42%0.81%1.49%0.93%0.98%0.71%0.70%0.56%
GM
General Motors Company
0.93%1.00%0.54%0.00%0.91%4.15%4.54%3.71%4.36%4.06%3.44%0.00%

Drawdowns

LAD vs. GM - Drawdown Comparison

The maximum LAD drawdown since its inception was -95.17%, which is greater than GM's maximum drawdown of -59.95%. Use the drawdown chart below to compare losses from any high point for LAD and GM. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.00%
-19.15%
LAD
GM

Volatility

LAD vs. GM - Volatility Comparison

The current volatility for Lithia Motors, Inc. (LAD) is 6.74%, while General Motors Company (GM) has a volatility of 12.74%. This indicates that LAD experiences smaller price fluctuations and is considered to be less risky than GM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
6.74%
12.74%
LAD
GM

Financials

LAD vs. GM - Financials Comparison

This section allows you to compare key financial metrics between Lithia Motors, Inc. and General Motors Company. 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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