LZB vs. SGI
LZB (La-Z-Boy Incorporated) and SGI (Somnigroup International Inc.) are both stocks. Both operate in the Furnishings, Fixtures & Appliances industry within the Consumer Cyclical sector. Over the past 10 years, LZB returned 5.89%/yr vs 18.69%/yr for SGI. At a 0.50 correlation, their price movements are largely independent.
Performance
LZB vs. SGI - Performance Comparison
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Returns By Period
In the year-to-date period, LZB achieves a 8.74% return, which is significantly higher than SGI's -17.90% return. Over the past 10 years, LZB has underperformed SGI with an annualized return of 5.89%, while SGI has yielded a comparatively higher 18.69% annualized return.
LZB
- 1D
- 0.83%
- 1M
- 9.82%
- YTD
- 8.74%
- 6M
- 6.42%
- 1Y
- 7.60%
- 3Y*
- 15.89%
- 5Y*
- 3.44%
- 10Y*
- 5.89%
SGI
- 1D
- -2.85%
- 1M
- 9.07%
- YTD
- -17.90%
- 6M
- -18.56%
- 1Y
- 12.65%
- 3Y*
- 25.84%
- 5Y*
- 15.46%
- 10Y*
- 18.69%
LZB vs. SGI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LZB La-Z-Boy Incorporated | 8.74% | -12.49% | 20.43% | 65.68% | -35.50% | -7.35% | 27.93% | 15.50% | -9.75% | 2.15% |
SGI Somnigroup International Inc. | -17.90% | 58.81% | 12.34% | 50.08% | -25.99% | 75.59% | 24.05% | 110.29% | -33.96% | -8.19% |
Correlation
The correlation between LZB and SGI is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2003 | 0.50 |
The correlation between LZB and SGI shifts across timeframes, from 0.50 (all time) to 0.62 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
LZB:
$1.64B
SGI:
$15.51B
LZB:
$2.47
SGI:
$2.45
LZB:
16.20
SGI:
29.75
LZB:
0.78
SGI:
2.02
LZB:
1.56
SGI:
4.93
LZB:
$2.13B
SGI:
$7.67B
LZB:
$936.60M
SGI:
$3.40B
LZB:
$235.28M
SGI:
$1.14B
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Return for Risk
LZB vs. SGI — Risk / Return Rank
LZB
SGI
LZB vs. SGI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for La-Z-Boy Incorporated (LZB) and Somnigroup International Inc. (SGI). 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.
| LZB | SGI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.09 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.29 | 0.34 | -0.05 |
| Martin ratioReturn relative to average drawdown | 0.66 | 0.89 | -0.23 |
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Drawdowns
LZB vs. SGI - Drawdown Comparison
The maximum LZB drawdown since its inception was -97.65%, which is greater than SGI's maximum drawdown of -89.24%. Use the drawdown chart below to compare losses from any high point for LZB and SGI.
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Drawdown Indicators
| LZB | SGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.65% | -89.24% | -8.41% |
Max Drawdown (1Y)Largest decline over 1 year | -26.25% | -37.12% | +10.87% |
Max Drawdown (3Y)Largest decline over 3 years | -37.87% | -37.12% | -0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -40.55% | -58.53% | +17.98% |
Max Drawdown (10Y)Largest decline over 10 years | -55.01% | -74.91% | +19.90% |
Current DrawdownCurrent decline from peak | -13.67% | -25.20% | +11.53% |
Average DrawdownAverage peak-to-trough decline | -27.19% | -27.78% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.49% | 14.23% | -2.74% |
Volatility
LZB vs. SGI - Volatility Comparison
La-Z-Boy Incorporated (LZB) has a higher volatility of 17.69% compared to Somnigroup International Inc. (SGI) at 11.87%. This indicates that LZB's price experiences larger fluctuations and is considered to be riskier than SGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LZB | SGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.69% | 11.87% | +5.82% |
Volatility (6M)Calculated over the trailing 6-month period | 26.76% | 31.66% | -4.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.28% | 38.03% | +3.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.39% | 39.56% | -2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.66% | 46.77% | -7.11% |
Dividends
LZB vs. SGI - Dividend Comparison
LZB's dividend yield for the trailing twelve months is around 2.37%, more than SGI's 0.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LZB La-Z-Boy Incorporated | 2.37% | 2.42% | 1.88% | 2.02% | 2.96% | 1.69% | 0.88% | 1.68% | 1.77% | 1.44% | 1.32% | 1.39% |
SGI Somnigroup International Inc. | 0.88% | 0.67% | 0.92% | 0.86% | 1.17% | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
LZB vs. SGI - Financials Comparison
This section allows you to compare key financial metrics between La-Z-Boy Incorporated and Somnigroup International 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.
Total Revenue: Total amount of money received from sales and other business activities
LZB vs. SGI - Profitability Comparison
LZB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, La-Z-Boy Incorporated reported a gross profit of 262.76M and revenue of 570.34M. Therefore, the gross margin over that period was 46.1%.
SGI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Somnigroup International Inc. reported a gross profit of 776.90M and revenue of 1.80B. Therefore, the gross margin over that period was 43.1%.
LZB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, La-Z-Boy Incorporated reported an operating income of 41.23M and revenue of 570.34M, resulting in an operating margin of 7.2%.
SGI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Somnigroup International Inc. reported an operating income of 187.10M and revenue of 1.80B, resulting in an operating margin of 10.4%.
LZB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, La-Z-Boy Incorporated reported a net income of 33.27M and revenue of 570.34M, resulting in a net margin of 5.8%.
SGI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Somnigroup International Inc. reported a net income of 104.20M and revenue of 1.80B, resulting in a net margin of 5.8%.
Frequently Asked Questions
LZB and SGI have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LZB has higher volatility (17.69%) compared to SGI (11.87%). In terms of maximum drawdown, LZB dropped -97.65% vs SGI's -89.24%.
SGI currently has the higher Sharpe Ratio (0.33 vs 0.19), 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.
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