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

Performance

NUS vs. LWAY - Performance Comparison

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

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Returns By Period

In the year-to-date period, NUS achieves a -43.75% return, which is significantly lower than LWAY's -3.96% return. Over the past 10 years, NUS has underperformed LWAY with an annualized return of -15.93%, while LWAY has yielded a comparatively higher 9.25% annualized return.


NUS

1D
0.76%
1M
-26.69%
YTD
-43.75%
6M
-44.84%
1Y
-30.58%
3Y*
-44.03%
5Y*
-36.38%
10Y*
-15.93%

LWAY

1D
1.00%
1M
-12.68%
YTD
-3.96%
6M
-3.36%
1Y
-1.94%
3Y*
57.11%
5Y*
34.08%
10Y*
9.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NUS vs. LWAY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NUS
Nu Skin Enterprises, Inc.
-43.75%43.29%-63.67%-51.07%-13.92%-4.32%38.67%-30.98%-8.32%46.55%
LWAY
Lifeway Foods, Inc.
-3.96%-2.30%84.94%141.62%20.65%-14.97%171.86%5.85%-76.50%-30.50%

Correlation

The correlation between NUS and LWAY is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

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

0.10

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

0.11

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Nov 25, 1996

0.13

Fundamentals

EPS

NUS:

$1.10

LWAY:

$1.29

PE Ratio

NUS:

4.86

LWAY:

18.00

PEG Ratio

NUS:

0.01

LWAY:

0.06

PS Ratio

NUS:

0.18

LWAY:

1.18

Total Revenue (TTM)

NUS:

$1.44B

LWAY:

$229.42M

Gross Profit (TTM)

NUS:

$998.90M

LWAY:

$65.44M

EBITDA (TTM)

NUS:

$115.40M

LWAY:

$24.15M

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Return for Risk

NUS vs. LWAY — Risk / Return Rank

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

NUS
NUS Risk / Return Rank: 1919
Overall Rank
NUS Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
NUS Sortino Ratio Rank: 1818
Sortino Ratio Rank
NUS Omega Ratio Rank: 1818
Omega Ratio Rank
NUS Calmar Ratio Rank: 2323
Calmar Ratio Rank
NUS Martin Ratio Rank: 1717
Martin Ratio Rank

LWAY
LWAY Risk / Return Rank: 3939
Overall Rank
LWAY Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
LWAY Sortino Ratio Rank: 3636
Sortino Ratio Rank
LWAY Omega Ratio Rank: 3737
Omega Ratio Rank
LWAY Calmar Ratio Rank: 4040
Calmar Ratio Rank
LWAY Martin Ratio Rank: 4040
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.

NUS vs. LWAY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nu Skin Enterprises, Inc. (NUS) and Lifeway Foods, Inc. (LWAY). 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.


NUSLWAYDifference
Sharpe ratioReturn per unit of total volatility

-0.53

Sortino ratioReturn per unit of downside risk

-0.83

Omega ratioGain probability vs. loss probability

0.92

1.04

-0.11

Calmar ratioReturn relative to maximum drawdown

-0.53

-0.04

-0.49

Martin ratioReturn relative to average drawdown

-1.13

-0.07

-1.06

NUS vs. LWAY - Sharpe Ratio Comparison

The current NUS Sharpe Ratio is -0.58, which is lower than the LWAY Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of NUS and LWAY, 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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Sharpe Ratios by Period


NUSLWAYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.58

-0.04

-0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.78

0.51

-1.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.33

0.14

-0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.07

0.17

-0.24

Drawdowns

NUS vs. LWAY - Drawdown Comparison

The maximum NUS drawdown since its inception was -94.30%, roughly equal to the maximum LWAY drawdown of -93.15%. Use the drawdown chart below to compare losses from any high point for NUS and LWAY.


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Drawdown Indicators


NUSLWAYDifference

Max Drawdown

Largest peak-to-trough decline

-94.30%

-93.15%

-1.15%

Max Drawdown (1Y)

Largest decline over 1 year

-57.93%

-47.37%

-10.56%

Max Drawdown (3Y)

Largest decline over 3 years

-83.43%

-60.45%

-22.98%

Max Drawdown (5Y)

Largest decline over 5 years

-89.89%

-60.45%

-29.44%

Max Drawdown (10Y)

Largest decline over 10 years

-91.91%

-91.85%

-0.06%

Current Drawdown

Current decline from peak

-94.26%

-31.19%

-63.07%

Average Drawdown

Average peak-to-trough decline

-48.07%

-44.11%

-3.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.10%

25.99%

+1.11%

Volatility

NUS vs. LWAY - Volatility Comparison

The current volatility for Nu Skin Enterprises, Inc. (NUS) is 12.63%, while Lifeway Foods, Inc. (LWAY) has a volatility of 15.09%. This indicates that NUS experiences smaller price fluctuations and is considered to be less risky than LWAY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NUSLWAYDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.63%

15.09%

-2.46%

Volatility (6M)

Calculated over the trailing 6-month period

33.53%

30.07%

+3.46%

Volatility (1Y)

Calculated over the trailing 1-year period

53.23%

44.12%

+9.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.01%

66.88%

-19.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.14%

68.54%

-19.40%

Dividends

NUS vs. LWAY - Dividend Comparison

NUS's dividend yield for the trailing twelve months is around 4.51%, while LWAY has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%
NUS
Nu Skin Enterprises, Inc.
4.51%2.49%3.48%8.03%3.65%3.00%2.75%3.61%2.38%2.11%2.97%3.69%

Financials

NUS vs. LWAY - Financials Comparison

This section allows you to compare key financial metrics between Nu Skin Enterprises, Inc. and Lifeway Foods, 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


0.00200.00M400.00M600.00M800.00M20222023202420252026
320.61M
63.01M
(NUS) Total Revenue
(LWAY) Total Revenue
Values in USD except per share items

NUS vs. LWAY - Profitability Comparison

The chart below illustrates the profitability comparison between Nu Skin Enterprises, Inc. and Lifeway Foods, 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%30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
66.9%
27.5%
Portfolio components
NUS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nu Skin Enterprises, Inc. reported a gross profit of 214.46M and revenue of 320.61M. Therefore, the gross margin over that period was 66.9%.

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%.

NUS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nu Skin Enterprises, Inc. reported an operating income of 4.03M and revenue of 320.61M, resulting in an operating margin of 1.3%.

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%.

NUS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nu Skin Enterprises, Inc. reported a net income of 1.84M and revenue of 320.61M, resulting in a net margin of 0.6%.

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%.


Frequently Asked Questions


NUS and LWAY have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LWAY has higher volatility (15.09%) compared to NUS (12.63%). In terms of maximum drawdown, NUS dropped -94.30% vs LWAY's -93.15%.

LWAY currently has the higher Sharpe Ratio (-0.04 vs -0.58), 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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