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LMNR vs. FDP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


LMNRFDP
YTD Return39.31%35.48%
1Y Return101.28%52.11%
3Y Return (Ann)22.39%9.12%
5Y Return (Ann)10.70%3.99%
10Y Return (Ann)2.54%1.94%
Sharpe Ratio2.711.91
Sortino Ratio4.003.00
Omega Ratio1.491.38
Calmar Ratio1.950.81
Martin Ratio13.525.39
Ulcer Index7.63%9.53%
Daily Std Dev38.17%26.96%
Max Drawdown-66.40%-84.24%
Current Drawdown-4.41%-39.95%

Fundamentals


LMNRFDP
Market Cap$513.40M$1.65B
EPS$0.31$0.32
PE Ratio91.74107.88
PEG Ratio5.921.73
Total Revenue (TTM)$147.64M$4.28B
Gross Profit (TTM)$18.17M$351.70M
EBITDA (TTM)$3.88M$186.80M

Correlation

-0.50.00.51.00.2

The correlation between LMNR and FDP is 0.22, 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.

Performance

LMNR vs. FDP - Performance Comparison

In the year-to-date period, LMNR achieves a 39.31% return, which is significantly higher than FDP's 35.48% return. Over the past 10 years, LMNR has outperformed FDP with an annualized return of 2.54%, while FDP has yielded a comparatively lower 1.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
34.27%
43.77%
LMNR
FDP

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Risk-Adjusted Performance

LMNR vs. FDP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Limoneira Company (LMNR) and Fresh Del Monte Produce Inc. (FDP). 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.


LMNR
Sharpe ratio
The chart of Sharpe ratio for LMNR, currently valued at 2.71, compared to the broader market-4.00-2.000.002.004.002.71
Sortino ratio
The chart of Sortino ratio for LMNR, currently valued at 4.00, compared to the broader market-4.00-2.000.002.004.006.004.00
Omega ratio
The chart of Omega ratio for LMNR, currently valued at 1.49, compared to the broader market0.501.001.502.001.49
Calmar ratio
The chart of Calmar ratio for LMNR, currently valued at 1.95, compared to the broader market0.002.004.006.001.95
Martin ratio
The chart of Martin ratio for LMNR, currently valued at 13.52, compared to the broader market0.0010.0020.0030.0013.52
FDP
Sharpe ratio
The chart of Sharpe ratio for FDP, currently valued at 1.91, compared to the broader market-4.00-2.000.002.004.001.91
Sortino ratio
The chart of Sortino ratio for FDP, currently valued at 3.00, compared to the broader market-4.00-2.000.002.004.006.003.00
Omega ratio
The chart of Omega ratio for FDP, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for FDP, currently valued at 0.81, compared to the broader market0.002.004.006.000.81
Martin ratio
The chart of Martin ratio for FDP, currently valued at 5.39, compared to the broader market0.0010.0020.0030.005.39

LMNR vs. FDP - Sharpe Ratio Comparison

The current LMNR Sharpe Ratio is 2.71, which is higher than the FDP Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of LMNR and FDP, 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-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
2.71
1.91
LMNR
FDP

Dividends

LMNR vs. FDP - Dividend Comparison

LMNR's dividend yield for the trailing twelve months is around 1.05%, less than FDP's 2.75% yield.


TTM20232022202120202019201820172016201520142013
LMNR
Limoneira Company
1.05%1.45%2.46%2.00%1.80%1.56%1.34%1.02%0.95%1.24%0.69%0.56%
FDP
Fresh Del Monte Produce Inc.
2.75%2.86%2.29%1.81%1.25%0.40%2.12%1.26%0.91%1.29%1.49%1.77%

Drawdowns

LMNR vs. FDP - Drawdown Comparison

The maximum LMNR drawdown since its inception was -66.40%, smaller than the maximum FDP drawdown of -84.24%. Use the drawdown chart below to compare losses from any high point for LMNR and FDP. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-4.41%
-39.95%
LMNR
FDP

Volatility

LMNR vs. FDP - Volatility Comparison

The current volatility for Limoneira Company (LMNR) is 10.30%, while Fresh Del Monte Produce Inc. (FDP) has a volatility of 11.60%. This indicates that LMNR experiences smaller price fluctuations and is considered to be less risky than FDP 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%JuneJulyAugustSeptemberOctoberNovember
10.30%
11.60%
LMNR
FDP

Financials

LMNR vs. FDP - Financials Comparison

This section allows you to compare key financial metrics between Limoneira Company and Fresh Del Monte Produce 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