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LWAY vs. VITL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LWAY and VITL is 0.15, 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.


-0.50.00.51.00.1

Performance

LWAY vs. VITL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lifeway Foods, Inc. (LWAY) and Vital Farms, Inc. (VITL). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%800.00%JulyAugustSeptemberOctoberNovemberDecember
692.04%
12.56%
LWAY
VITL

Key characteristics

Sharpe Ratio

LWAY:

0.93

VITL:

3.23

Sortino Ratio

LWAY:

2.07

VITL:

3.62

Omega Ratio

LWAY:

1.27

VITL:

1.49

Calmar Ratio

LWAY:

1.38

VITL:

2.59

Martin Ratio

LWAY:

2.90

VITL:

9.20

Ulcer Index

LWAY:

28.91%

VITL:

18.37%

Daily Std Dev

LWAY:

90.13%

VITL:

52.35%

Max Drawdown

LWAY:

-93.15%

VITL:

-80.31%

Current Drawdown

LWAY:

-16.18%

VITL:

-15.14%

Fundamentals

Market Cap

LWAY:

$354.86M

VITL:

$1.70B

EPS

LWAY:

$0.86

VITL:

$1.12

PE Ratio

LWAY:

27.85

VITL:

34.66

Total Revenue (TTM)

LWAY:

$181.98M

VITL:

$576.13M

Gross Profit (TTM)

LWAY:

$48.06M

VITL:

$215.25M

EBITDA (TTM)

LWAY:

$22.35M

VITL:

$72.70M

Returns By Period

In the year-to-date period, LWAY achieves a 70.69% return, which is significantly lower than VITL's 152.96% return.


LWAY

YTD

70.69%

1M

-4.66%

6M

85.04%

1Y

79.39%

5Y*

59.87%

10Y*

2.25%

VITL

YTD

152.96%

1M

27.91%

6M

-6.24%

1Y

163.55%

5Y*

N/A

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

LWAY vs. VITL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lifeway Foods, Inc. (LWAY) and Vital Farms, Inc. (VITL). 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 LWAY, currently valued at 0.93, compared to the broader market-4.00-2.000.002.000.933.23
The chart of Sortino ratio for LWAY, currently valued at 2.07, compared to the broader market-4.00-2.000.002.004.002.073.62
The chart of Omega ratio for LWAY, currently valued at 1.27, compared to the broader market0.501.001.502.001.271.49
The chart of Calmar ratio for LWAY, currently valued at 1.38, compared to the broader market0.002.004.006.001.382.59
The chart of Martin ratio for LWAY, currently valued at 2.90, compared to the broader market-5.000.005.0010.0015.0020.0025.002.909.20
LWAY
VITL

The current LWAY Sharpe Ratio is 0.93, which is lower than the VITL Sharpe Ratio of 3.23. The chart below compares the historical Sharpe Ratios of LWAY and VITL, 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 Ratio0.001.002.003.004.005.006.00JulyAugustSeptemberOctoberNovemberDecember
0.93
3.23
LWAY
VITL

Dividends

LWAY vs. VITL - Dividend Comparison

Neither LWAY nor VITL has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
LWAY
Lifeway Foods, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.50%
VITL
Vital Farms, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LWAY vs. VITL - Drawdown Comparison

The maximum LWAY drawdown since its inception was -93.15%, which is greater than VITL's maximum drawdown of -80.31%. Use the drawdown chart below to compare losses from any high point for LWAY and VITL. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-16.18%
-15.14%
LWAY
VITL

Volatility

LWAY vs. VITL - Volatility Comparison

The current volatility for Lifeway Foods, Inc. (LWAY) is 8.86%, while Vital Farms, Inc. (VITL) has a volatility of 11.86%. This indicates that LWAY experiences smaller price fluctuations and is considered to be less risky than VITL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
8.86%
11.86%
LWAY
VITL

Financials

LWAY vs. VITL - Financials Comparison

This section allows you to compare key financial metrics between Lifeway Foods, Inc. and Vital Farms, 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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