LOW vs. SJT
Compare and contrast key facts about Lowe's Companies, Inc. (LOW) and San Juan Basin Royalty Trust (SJT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LOW or SJT.
Performance
LOW vs. SJT - Performance Comparison
Returns By Period
In the year-to-date period, LOW achieves a 24.44% return, which is significantly higher than SJT's -23.32% return. Over the past 10 years, LOW has outperformed SJT with an annualized return of 17.84%, while SJT has yielded a comparatively lower -7.23% annualized return.
LOW
24.44%
-3.10%
19.67%
35.96%
20.40%
17.84%
SJT
-23.32%
-4.99%
-11.60%
-44.32%
22.88%
-7.23%
Fundamentals
| LOW | SJT | |
|---|---|---|
| Market Cap | $153.11B | $187.37M |
| EPS | $12.11 | $0.27 |
| PE Ratio | 22.29 | 14.89 |
| PEG Ratio | 4.23 | 0.00 |
| Total Revenue (TTM) | $63.55B | $10.98M |
| Gross Profit (TTM) | $19.72B | $4.58M |
| EBITDA (TTM) | $9.33B | $5.23M |
Key characteristics
| LOW | SJT | |
|---|---|---|
| Sharpe Ratio | 1.69 | -1.13 |
| Sortino Ratio | 2.40 | -1.77 |
| Omega Ratio | 1.30 | 0.81 |
| Calmar Ratio | 1.74 | -0.60 |
| Martin Ratio | 4.69 | -1.24 |
| Ulcer Index | 7.87% | 37.18% |
| Daily Std Dev | 21.87% | 40.76% |
| Max Drawdown | -62.28% | -92.83% |
| Current Drawdown | -3.92% | -73.37% |
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Correlation
The correlation between LOW and SJT is 0.09, 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.
Risk-Adjusted Performance
LOW vs. SJT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lowe's Companies, Inc. (LOW) and San Juan Basin Royalty Trust (SJT). 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.
Dividends
LOW vs. SJT - Dividend Comparison
LOW's dividend yield for the trailing twelve months is around 1.66%, less than SJT's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOW Lowe's Companies, Inc. | 1.66% | 1.93% | 1.86% | 1.08% | 1.40% | 1.72% | 1.93% | 1.64% | 1.77% | 1.34% | 1.19% | 1.37% |
SJT San Juan Basin Royalty Trust | 3.67% | 21.81% | 14.58% | 12.67% | 5.96% | 6.83% | 8.03% | 10.19% | 4.51% | 8.81% | 9.01% | 4.68% |
Drawdowns
LOW vs. SJT - Drawdown Comparison
The maximum LOW drawdown since its inception was -62.28%, smaller than the maximum SJT drawdown of -92.83%. Use the drawdown chart below to compare losses from any high point for LOW and SJT. For additional features, visit the drawdowns tool.
Volatility
LOW vs. SJT - Volatility Comparison
The current volatility for Lowe's Companies, Inc. (LOW) is 6.15%, while San Juan Basin Royalty Trust (SJT) has a volatility of 11.45%. This indicates that LOW experiences smaller price fluctuations and is considered to be less risky than SJT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LOW vs. SJT - Financials Comparison
This section allows you to compare key financial metrics between Lowe's Companies, Inc. and San Juan Basin Royalty Trust. 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