PortfoliosLab logoPortfoliosLab logo
OFRM vs. SMPNY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

OFRM vs. SMPNY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Once Upon A Farm, PBC (OFRM) and Sompo Holdings Inc ADR (SMPNY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


OFRM

1D
-10.18%
1M
-15.79%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

SMPNY

1D
0.49%
1M
4.46%
6M
14.76%
YTD
21.82%
1Y
42.56%
3Y*
42.04%
5Y*
25.77%
10Y*
ALL TIME*
16.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OFRM vs. SMPNY - Yearly Performance Comparison


2026 (YTD)
OFRM
Once Upon A Farm, PBC
-22.29%
SMPNY
Sompo Holdings Inc ADR
13.50%

Correlation

The correlation between OFRM and SMPNY is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 6, 2026

0.11

Fundamentals

Market Cap

OFRM:

$112.20M

SMPNY:

$78.67B

EPS

OFRM:

-$0.33

SMPNY:

¥358.46

PS Ratio

OFRM:

2.53

SMPNY:

0.98

PB Ratio

OFRM:

4.33

SMPNY:

1.15

Total Revenue (TTM)

OFRM:

$262.80M

SMPNY:

¥6.18T

Gross Profit (TTM)

OFRM:

$112.47M

SMPNY:

¥6.18T

EBITDA (TTM)

OFRM:

$7.56M

SMPNY:

¥724.05B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

OFRM vs. SMPNY — Risk / Return Rank

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

OFRM

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


SMPNY
SMPNY Risk / Return Rank: 8585
Overall Rank
SMPNY Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
SMPNY Sortino Ratio Rank: 8181
Sortino Ratio Rank
SMPNY Omega Ratio Rank: 8080
Omega Ratio Rank
SMPNY Calmar Ratio Rank: 8989
Calmar Ratio Rank
SMPNY Martin Ratio Rank: 8888
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.

OFRM vs. SMPNY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Once Upon A Farm, PBC (OFRM) and Sompo Holdings Inc ADR (SMPNY). 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.


OFRMSMPNYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.26

Calmar ratioReturn relative to maximum drawdown

3.34

Martin ratioReturn relative to average drawdown

8.47

OFRM vs. SMPNY - Sharpe Ratio Comparison


Loading charts...

Drawdowns

OFRM vs. SMPNY - Drawdown Comparison

The maximum OFRM drawdown since its inception was -44.14%, roughly equal to the maximum SMPNY drawdown of -43.80%. Use the drawdown chart below to compare losses from any high point for OFRM and SMPNY.


Loading charts...

Drawdown Indicators


OFRMSMPNYDifference

Max Drawdown

Largest peak-to-trough decline

-44.14%

-43.80%

-0.34%

Max Drawdown (1Y)

Largest decline over 1 year

-12.82%

Max Drawdown (3Y)

Largest decline over 3 years

-17.52%

Max Drawdown (5Y)

Largest decline over 5 years

-22.06%

Current Drawdown

Current decline from peak

-37.04%

-2.00%

-35.04%

Average Drawdown

Average peak-to-trough decline

-29.40%

-8.89%

-20.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.04%

Volatility

OFRM vs. SMPNY - Volatility Comparison


Loading charts...

Volatility by Period


OFRMSMPNYDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.10%

Volatility (6M)

Calculated over the trailing 6-month period

22.53%

Volatility (1Y)

Calculated over the trailing 1-year period

69.32%

28.19%

+41.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

69.32%

30.97%

+38.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

69.32%

39.18%

+30.14%

Dividends

OFRM vs. SMPNY - Dividend Comparison

Neither OFRM nor SMPNY has paid dividends to shareholders.


PositionTTM202520242023
OFRM
Once Upon A Farm, PBC
0.00%0.00%0.00%0.00%
SMPNY
Sompo Holdings Inc ADR
0.00%1.55%1.41%2.09%

Financials

OFRM vs. SMPNY - Financials Comparison

This section allows you to compare key financial metrics between Once Upon A Farm, PBC and Sompo Holdings Inc ADR. 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


0.00500.00B1.00T1.50TOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
72.72M
1.53T
(OFRM) Total Revenue
(SMPNY) Total Revenue
Please note, different currencies. OFRM values in USD, SMPNY values in JPY

OFRM vs. SMPNY - Profitability Comparison

The chart below illustrates the profitability comparison between Once Upon A Farm, PBC and Sompo Holdings Inc ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%October2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
40.8%
100.0%
Portfolio components
OFRM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Once Upon A Farm, PBC reported a gross profit of 29.68M and revenue of 72.72M. Therefore, the gross margin over that period was 40.8%.

SMPNY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Sompo Holdings Inc ADR reported a gross profit of 1.53T and revenue of 1.53T. Therefore, the gross margin over that period was 100.0%.

OFRM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Once Upon A Farm, PBC reported an operating income of -16.15M and revenue of 72.72M, resulting in an operating margin of -22.2%.

SMPNY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Sompo Holdings Inc ADR reported an operating income of 168.42B and revenue of 1.53T, resulting in an operating margin of 11.0%.

OFRM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Once Upon A Farm, PBC reported a net income of -15.81M and revenue of 72.72M, resulting in a net margin of -21.7%.

SMPNY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Sompo Holdings Inc ADR reported a net income of 123.97B and revenue of 1.53T, resulting in a net margin of 8.1%.


Frequently Asked Questions


OFRM and SMPNY have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for OFRM and SMPNY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer