PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
PETS vs. LYG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PETS and LYG is 0.18, 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.


-0.50.00.51.00.2

Performance

PETS vs. LYG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PetMed Express, Inc. (PETS) and Lloyds Banking Group plc (LYG). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
12.70%
-0.98%
PETS
LYG

Key characteristics

Sharpe Ratio

PETS:

-0.49

LYG:

0.77

Sortino Ratio

PETS:

-0.46

LYG:

1.18

Omega Ratio

PETS:

0.95

LYG:

1.15

Calmar Ratio

PETS:

-0.34

LYG:

0.24

Martin Ratio

PETS:

-0.77

LYG:

2.68

Ulcer Index

PETS:

41.70%

LYG:

7.84%

Daily Std Dev

PETS:

66.34%

LYG:

27.23%

Max Drawdown

PETS:

-98.29%

LYG:

-94.81%

Current Drawdown

PETS:

-88.83%

LYG:

-82.53%

Fundamentals

Market Cap

PETS:

$115.30M

LYG:

$41.98B

EPS

PETS:

-$0.06

LYG:

$0.35

PEG Ratio

PETS:

2.58

LYG:

1.67

Total Revenue (TTM)

PETS:

$259.34M

LYG:

$24.58B

Gross Profit (TTM)

PETS:

$67.73M

LYG:

$24.58B

EBITDA (TTM)

PETS:

$6.73M

LYG:

-$850.00M

Returns By Period

In the year-to-date period, PETS achieves a -34.26% return, which is significantly lower than LYG's 18.97% return. Over the past 10 years, PETS has underperformed LYG with an annualized return of -6.48%, while LYG has yielded a comparatively higher -0.85% annualized return.


PETS

YTD

-34.26%

1M

8.52%

6M

12.70%

1Y

-34.26%

5Y*

-23.94%

10Y*

-6.48%

LYG

YTD

18.97%

1M

-3.93%

6M

-0.99%

1Y

19.48%

5Y*

1.68%

10Y*

-0.85%

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

PETS vs. LYG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PetMed Express, Inc. (PETS) and Lloyds Banking Group plc (LYG). 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.


Sharpe ratio
The chart of Sharpe ratio for PETS, currently valued at -0.49, compared to the broader market-4.00-2.000.002.00-0.490.77
The chart of Sortino ratio for PETS, currently valued at -0.46, compared to the broader market-4.00-2.000.002.004.00-0.461.18
The chart of Omega ratio for PETS, currently valued at 0.95, compared to the broader market0.501.001.502.000.951.15
The chart of Calmar ratio for PETS, currently valued at -0.34, compared to the broader market0.002.004.006.00-0.340.24
The chart of Martin ratio for PETS, currently valued at -0.77, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.772.68
PETS
LYG

The current PETS Sharpe Ratio is -0.49, which is lower than the LYG Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of PETS and LYG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.49
0.77
PETS
LYG

Dividends

PETS vs. LYG - Dividend Comparison

PETS has not paid dividends to shareholders, while LYG's dividend yield for the trailing twelve months is around 5.50%.


TTM20232022202120202019201820172016201520142013
PETS
PetMed Express, Inc.
0.00%11.90%6.78%4.67%3.46%4.59%4.47%1.74%3.25%4.14%4.73%3.85%
LYG
Lloyds Banking Group plc
5.50%5.27%4.95%2.71%5.35%5.05%6.64%4.29%5.03%2.13%0.00%0.00%

Drawdowns

PETS vs. LYG - Drawdown Comparison

The maximum PETS drawdown since its inception was -98.29%, roughly equal to the maximum LYG drawdown of -94.81%. Use the drawdown chart below to compare losses from any high point for PETS and LYG. For additional features, visit the drawdowns tool.


-90.00%-85.00%-80.00%JulyAugustSeptemberOctoberNovemberDecember
-88.83%
-82.53%
PETS
LYG

Volatility

PETS vs. LYG - Volatility Comparison

PetMed Express, Inc. (PETS) has a higher volatility of 24.95% compared to Lloyds Banking Group plc (LYG) at 6.37%. This indicates that PETS's price experiences larger fluctuations and is considered to be riskier than LYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
24.95%
6.37%
PETS
LYG

Financials

PETS vs. LYG - Financials Comparison

This section allows you to compare key financial metrics between PetMed Express, Inc. and Lloyds Banking Group plc. 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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab