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

Correlation

The correlation between LWAY and VITL is 0.30, 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

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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Key characteristics

Sharpe Ratio

LWAY:

-0.16

VITL:

-0.22

Sortino Ratio

LWAY:

0.46

VITL:

0.81

Omega Ratio

LWAY:

1.06

VITL:

1.10

Calmar Ratio

LWAY:

-0.10

VITL:

0.40

Martin Ratio

LWAY:

-0.21

VITL:

0.65

Ulcer Index

LWAY:

29.53%

VITL:

24.21%

Daily Std Dev

LWAY:

73.89%

VITL:

56.91%

Max Drawdown

LWAY:

-93.15%

VITL:

-80.31%

Current Drawdown

LWAY:

-11.57%

VITL:

-27.69%

Fundamentals

Market Cap

LWAY:

$367.16M

VITL:

$1.51B

EPS

LWAY:

$0.60

VITL:

$1.12

PE Ratio

LWAY:

40.25

VITL:

30.20

PS Ratio

LWAY:

1.97

VITL:

2.49

PB Ratio

LWAY:

5.08

VITL:

5.94

Total Revenue (TTM)

LWAY:

$189.12M

VITL:

$458.38M

Gross Profit (TTM)

LWAY:

$48.80M

VITL:

$171.03M

EBITDA (TTM)

LWAY:

$14.78M

VITL:

$31.80M

Returns By Period

In the year-to-date period, LWAY achieves a -2.62% return, which is significantly higher than VITL's -10.27% return.


LWAY

YTD

-2.62%

1M

3.25%

6M

4.73%

1Y

-10.22%

5Y*

56.39%

10Y*

2.20%

VITL

YTD

-10.27%

1M

2.21%

6M

9.41%

1Y

-7.11%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

LWAY vs. VITL — Risk-Adjusted Performance Rank

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

LWAY
The Risk-Adjusted Performance Rank of LWAY is 4747
Overall Rank
The Sharpe Ratio Rank of LWAY is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of LWAY is 5151
Sortino Ratio Rank
The Omega Ratio Rank of LWAY is 5050
Omega Ratio Rank
The Calmar Ratio Rank of LWAY is 4545
Calmar Ratio Rank
The Martin Ratio Rank of LWAY is 4747
Martin Ratio Rank

VITL
The Risk-Adjusted Performance Rank of VITL is 5858
Overall Rank
The Sharpe Ratio Rank of VITL is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of VITL is 6161
Sortino Ratio Rank
The Omega Ratio Rank of VITL is 5959
Omega Ratio Rank
The Calmar Ratio Rank of VITL is 6969
Calmar Ratio Rank
The Martin Ratio Rank of VITL is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current LWAY Sharpe Ratio is -0.16, which is comparable to the VITL Sharpe Ratio of -0.22. 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.


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Dividends

LWAY vs. VITL - Dividend Comparison

Neither LWAY nor VITL has paid dividends to shareholders.


Tickers have no history of dividend payments

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.


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Volatility

LWAY vs. VITL - Volatility Comparison

The current volatility for Lifeway Foods, Inc. (LWAY) is 6.49%, while Vital Farms, Inc. (VITL) has a volatility of 12.35%. 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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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


50.00M100.00M150.00M20212022202320242025
46.93M
165.99M
(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%20212022202320242025
25.4%
36.1%
(LWAY) Gross Margin
(VITL) Gross Margin
LWAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Lifeway Foods, Inc. reported a gross profit of 11.90M and revenue of 46.93M. Therefore, the gross margin over that period was 25.4%.

VITL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Vital Farms, Inc. reported a gross profit of 59.88M and revenue of 165.99M. Therefore, the gross margin over that period was 36.1%.

LWAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Lifeway Foods, Inc. reported an operating income of 713.00K and revenue of 46.93M, resulting in an operating margin of 1.5%.

VITL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Vital Farms, Inc. reported an operating income of 13.00M and revenue of 165.99M, resulting in an operating margin of 7.8%.

LWAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Lifeway Foods, Inc. reported a net income of -160.00K and revenue of 46.93M, resulting in a net margin of -0.3%.

VITL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Vital Farms, Inc. reported a net income of 10.58M and revenue of 165.99M, resulting in a net margin of 6.4%.