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LWAY vs. VITL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

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.

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Returns By Period

In the year-to-date period, LWAY achieves a 9.08% return, which is significantly higher than VITL's -68.44% return.


LWAY

1D
3.93%
1M
5.01%
YTD
9.08%
6M
8.90%
1Y
7.79%
3Y*
55.90%
5Y*
37.49%
10Y*
11.34%

VITL

1D
-3.17%
1M
-0.49%
YTD
-68.44%
6M
-69.15%
1Y
-72.18%
3Y*
-8.55%
5Y*
-14.02%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LWAY vs. VITL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
LWAY
Lifeway Foods, Inc.
9.08%-2.30%84.94%141.62%20.65%-14.97%88.17%
VITL
Vital Farms, Inc.
-68.44%-15.26%140.22%5.16%-17.39%-28.64%-27.69%

Correlation

The correlation between LWAY and VITL is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.18

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2020

0.15

Fundamentals

EPS

LWAY:

$1.29

VITL:

$1.05

PE Ratio

LWAY:

20.44

VITL:

9.62

PEG Ratio

LWAY:

0.07

VITL:

0.02

PS Ratio

LWAY:

1.34

VITL:

0.59

Total Revenue (TTM)

LWAY:

$229.42M

VITL:

$784.41M

Gross Profit (TTM)

LWAY:

$65.44M

VITL:

$276.18M

EBITDA (TTM)

LWAY:

$24.15M

VITL:

$82.41M

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Return for Risk

LWAY vs. VITL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LWAY
LWAY Risk / Return Rank: 4646
Overall Rank
LWAY Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
LWAY Sortino Ratio Rank: 4545
Sortino Ratio Rank
LWAY Omega Ratio Rank: 4646
Omega Ratio Rank
LWAY Calmar Ratio Rank: 4646
Calmar Ratio Rank
LWAY Martin Ratio Rank: 4545
Martin Ratio Rank

VITL
VITL Risk / Return Rank: 44
Overall Rank
VITL Sharpe Ratio Rank: 22
Sharpe Ratio Rank
VITL Sortino Ratio Rank: 11
Sortino Ratio Rank
VITL Omega Ratio Rank: 22
Omega Ratio Rank
VITL Calmar Ratio Rank: 99
Calmar Ratio Rank
VITL Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LWAY vs. VITL - Risk-Adjusted Trends 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.

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.


LWAYVITLDifference
Sharpe ratioReturn per unit of total volatility

+1.36

Sortino ratioReturn per unit of downside risk

+2.96

Omega ratioGain probability vs. loss probability

1.08

0.72

+0.36

Calmar ratioReturn relative to maximum drawdown

0.17

-0.86

+1.02

Martin ratioReturn relative to average drawdown

0.29

-1.46

+1.75

LWAY vs. VITL - Sharpe Ratio Comparison

The current LWAY Sharpe Ratio is 0.18, which is higher than the VITL Sharpe Ratio of -1.18. The chart below compares the historical Sharpe Ratios of LWAY and VITL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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 -84.20%. Use the drawdown chart below to compare losses from any high point for LWAY and VITL.


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Drawdown Indicators


LWAYVITLDifference

Max Drawdown

Largest peak-to-trough decline

-93.15%

-84.20%

-8.95%

Max Drawdown (1Y)

Largest decline over 1 year

-47.37%

-84.20%

+36.83%

Max Drawdown (3Y)

Largest decline over 3 years

-60.45%

-84.20%

+23.75%

Max Drawdown (5Y)

Largest decline over 5 years

-60.45%

-84.20%

+23.75%

Max Drawdown (10Y)

Largest decline over 10 years

-91.85%

Current Drawdown

Current decline from peak

-21.85%

-80.77%

+58.92%

Average Drawdown

Average peak-to-trough decline

-44.08%

-47.45%

+3.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.60%

49.47%

-22.87%

Volatility

LWAY vs. VITL - Volatility Comparison

The current volatility for Lifeway Foods, Inc. (LWAY) is 9.51%, while Vital Farms, Inc. (VITL) has a volatility of 15.22%. 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.


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Volatility by Period


LWAYVITLDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.51%

15.22%

-5.71%

Volatility (6M)

Calculated over the trailing 6-month period

30.60%

48.01%

-17.41%

Volatility (1Y)

Calculated over the trailing 1-year period

44.51%

61.32%

-16.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

66.84%

54.18%

+12.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

68.56%

53.68%

+14.88%

Dividends

LWAY vs. VITL - Dividend Comparison

Neither LWAY nor VITL has paid dividends to shareholders.


Tickers have no history of dividend payments

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


50.00M100.00M150.00M200.00M20222023202420252026
63.01M
187.16M
(LWAY) Total Revenue
(VITL) Total Revenue
Values in USD except per share items

LWAY vs. VITL - Profitability Comparison

The chart below illustrates the profitability comparison between Lifeway Foods, Inc. and Vital Farms, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%20222023202420252026
27.5%
28.3%
Portfolio components
LWAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lifeway Foods, Inc. reported a gross profit of 17.35M and revenue of 63.01M. Therefore, the gross margin over that period was 27.5%.

VITL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vital Farms, Inc. reported a gross profit of 53.01M and revenue of 187.16M. Therefore, the gross margin over that period was 28.3%.

LWAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lifeway Foods, Inc. reported an operating income of 6.33M and revenue of 63.01M, resulting in an operating margin of 10.0%.

VITL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vital Farms, Inc. reported an operating income of -2.33M and revenue of 187.16M, resulting in an operating margin of -1.3%.

LWAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lifeway Foods, Inc. reported a net income of 4.67M and revenue of 63.01M, resulting in a net margin of 7.4%.

VITL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vital Farms, Inc. reported a net income of -1.52M and revenue of 187.16M, resulting in a net margin of -0.8%.


Frequently Asked Questions


LWAY and VITL have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VITL has higher volatility (15.22%) compared to LWAY (9.51%). In terms of maximum drawdown, LWAY dropped -93.15% vs VITL's -84.20%.

LWAY currently has the higher Sharpe Ratio (0.18 vs -1.18), 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.

Portfolio Optimizer

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