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NGVC vs. CCB
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

NGVC vs. CCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Natural Grocers by Vitamin Cottage, Inc. (NGVC) and Coastal Financial Corporation (CCB). The values are adjusted to include any dividend payments, if applicable.

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NGVC vs. CCB - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
NGVC
Natural Grocers by Vitamin Cottage, Inc.
3.77%-36.07%152.51%91.83%-34.02%6.24%62.34%-35.12%-0.90%
CCB
Coastal Financial Corporation
-33.59%34.95%91.20%-6.54%-6.12%141.05%27.50%8.14%-7.13%

Fundamentals

EPS

NGVC:

$2.05

CCB:

$4.56

PE Ratio

NGVC:

12.58

CCB:

16.68

PEG Ratio

NGVC:

0.54

CCB:

0.54

PS Ratio

NGVC:

0.45

CCB:

2.01

Total Revenue (TTM)

NGVC:

$1.34B

CCB:

$389.92M

Gross Profit (TTM)

NGVC:

$397.91M

CCB:

$154.30M

EBITDA (TTM)

NGVC:

$87.15M

CCB:

$48.89M

Returns By Period

In the year-to-date period, NGVC achieves a 3.77% return, which is significantly higher than CCB's -33.59% return.


NGVC

1D
-2.16%
1M
-3.83%
YTD
3.77%
6M
-34.66%
1Y
-34.63%
3Y*
35.31%
5Y*
11.86%
10Y*
5.59%

CCB

1D
2.52%
1M
2.57%
YTD
-33.59%
6M
-29.65%
1Y
-15.83%
3Y*
28.33%
5Y*
23.34%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

NGVC vs. CCB — Risk / Return Rank

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

NGVC
NGVC Risk / Return Rank: 1919
Overall Rank
NGVC Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
NGVC Sortino Ratio Rank: 1313
Sortino Ratio Rank
NGVC Omega Ratio Rank: 1414
Omega Ratio Rank
NGVC Calmar Ratio Rank: 2525
Calmar Ratio Rank
NGVC Martin Ratio Rank: 2929
Martin Ratio Rank

CCB
CCB Risk / Return Rank: 2525
Overall Rank
CCB Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
CCB Sortino Ratio Rank: 2424
Sortino Ratio Rank
CCB Omega Ratio Rank: 2424
Omega Ratio Rank
CCB Calmar Ratio Rank: 2929
Calmar Ratio Rank
CCB Martin Ratio Rank: 2222
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.

NGVC vs. CCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Natural Grocers by Vitamin Cottage, Inc. (NGVC) and Coastal Financial Corporation (CCB). 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.


NGVCCCBDifference

Sharpe ratio

Return per unit of total volatility

-0.66

-0.38

-0.28

Sortino ratio

Return per unit of downside risk

-0.87

-0.26

-0.60

Omega ratio

Gain probability vs. loss probability

0.90

0.97

-0.07

Calmar ratio

Return relative to maximum drawdown

-0.52

-0.41

-0.11

Martin ratio

Return relative to average drawdown

-0.75

-1.07

+0.33

NGVC vs. CCB - Sharpe Ratio Comparison

The current NGVC Sharpe Ratio is -0.66, which is lower than the CCB Sharpe Ratio of -0.38. The chart below compares the historical Sharpe Ratios of NGVC and CCB, 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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Sharpe Ratios by Period


NGVCCCBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.66

-0.38

-0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.61

-0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.46

-0.36

Correlation

The correlation between NGVC and CCB is 0.24, 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.


Dividends

NGVC vs. CCB - Dividend Comparison

NGVC's dividend yield for the trailing twelve months is around 2.09%, while CCB has not paid dividends to shareholders.


TTM2025202420232022202120202019
NGVC
Natural Grocers by Vitamin Cottage, Inc.
2.09%2.04%1.06%8.75%4.38%2.18%16.59%0.71%
CCB
Coastal Financial Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

NGVC vs. CCB - Drawdown Comparison

The maximum NGVC drawdown since its inception was -89.04%, which is greater than CCB's maximum drawdown of -50.22%. Use the drawdown chart below to compare losses from any high point for NGVC and CCB.


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Drawdown Indicators


NGVCCCBDifference

Max Drawdown

Largest peak-to-trough decline

-89.04%

-50.22%

-38.82%

Max Drawdown (1Y)

Largest decline over 1 year

-59.87%

-38.31%

-21.56%

Max Drawdown (5Y)

Largest decline over 5 years

-63.34%

-39.02%

-24.32%

Max Drawdown (10Y)

Largest decline over 10 years

-77.13%

Current Drawdown

Current decline from peak

-56.01%

-36.03%

-19.98%

Average Drawdown

Average peak-to-trough decline

-52.58%

-14.12%

-38.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

41.55%

14.71%

+26.84%

Volatility

NGVC vs. CCB - Volatility Comparison

The current volatility for Natural Grocers by Vitamin Cottage, Inc. (NGVC) is 7.99%, while Coastal Financial Corporation (CCB) has a volatility of 9.58%. This indicates that NGVC experiences smaller price fluctuations and is considered to be less risky than CCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NGVCCCBDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.99%

9.58%

-1.59%

Volatility (6M)

Calculated over the trailing 6-month period

28.69%

31.29%

-2.60%

Volatility (1Y)

Calculated over the trailing 1-year period

52.86%

42.02%

+10.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.88%

38.26%

+10.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.53%

48.08%

+8.45%

Financials

NGVC vs. CCB - Financials Comparison

This section allows you to compare key financial metrics between Natural Grocers by Vitamin Cottage, Inc. and Coastal Financial Corporation. 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


0.0050.00M100.00M150.00M200.00M250.00M300.00M350.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
335.58M
0
(NGVC) Total Revenue
(CCB) Total Revenue
Values in USD except per share items