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PSMT vs. SPTN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PSMT and SPTN is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.4

Performance

PSMT vs. SPTN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PriceSmart, Inc. (PSMT) and SpartanNash Company (SPTN). The values are adjusted to include any dividend payments, if applicable.

160.00%180.00%200.00%220.00%240.00%NovemberDecember2025FebruaryMarchApril
237.92%
191.27%
PSMT
SPTN

Key characteristics

Sharpe Ratio

PSMT:

0.87

SPTN:

0.23

Sortino Ratio

PSMT:

1.39

SPTN:

0.52

Omega Ratio

PSMT:

1.17

SPTN:

1.07

Calmar Ratio

PSMT:

0.81

SPTN:

0.14

Martin Ratio

PSMT:

4.02

SPTN:

0.64

Ulcer Index

PSMT:

6.04%

SPTN:

10.81%

Daily Std Dev

PSMT:

27.82%

SPTN:

30.19%

Max Drawdown

PSMT:

-89.11%

SPTN:

-92.38%

Current Drawdown

PSMT:

-9.12%

SPTN:

-40.20%

Fundamentals

Market Cap

PSMT:

$3.13B

SPTN:

$675.57M

EPS

PSMT:

$4.69

SPTN:

$0.01

PE Ratio

PSMT:

21.69

SPTN:

2.00K

PEG Ratio

PSMT:

1.94

SPTN:

3.08

PS Ratio

PSMT:

0.62

SPTN:

0.07

PB Ratio

PSMT:

2.63

SPTN:

0.93

Total Revenue (TTM)

PSMT:

$5.08B

SPTN:

$6.74B

Gross Profit (TTM)

PSMT:

$3.04B

SPTN:

$1.07B

EBITDA (TTM)

PSMT:

$277.72M

SPTN:

$104.77M

Returns By Period

In the year-to-date period, PSMT achieves a 9.23% return, which is significantly lower than SPTN's 10.16% return. Over the past 10 years, PSMT has outperformed SPTN with an annualized return of 3.01%, while SPTN has yielded a comparatively lower -1.21% annualized return.


PSMT

YTD

9.23%

1M

16.36%

6M

9.79%

1Y

26.46%

5Y*

11.23%

10Y*

3.01%

SPTN

YTD

10.16%

1M

0.25%

6M

-3.46%

1Y

8.11%

5Y*

7.56%

10Y*

-1.21%

*Annualized

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Risk-Adjusted Performance

PSMT vs. SPTN — Risk-Adjusted Performance Rank

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

PSMT
The Risk-Adjusted Performance Rank of PSMT is 7979
Overall Rank
The Sharpe Ratio Rank of PSMT is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of PSMT is 7676
Sortino Ratio Rank
The Omega Ratio Rank of PSMT is 7373
Omega Ratio Rank
The Calmar Ratio Rank of PSMT is 8181
Calmar Ratio Rank
The Martin Ratio Rank of PSMT is 8484
Martin Ratio Rank

SPTN
The Risk-Adjusted Performance Rank of SPTN is 5858
Overall Rank
The Sharpe Ratio Rank of SPTN is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of SPTN is 5353
Sortino Ratio Rank
The Omega Ratio Rank of SPTN is 5353
Omega Ratio Rank
The Calmar Ratio Rank of SPTN is 5959
Calmar Ratio Rank
The Martin Ratio Rank of SPTN is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PSMT vs. SPTN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PriceSmart, Inc. (PSMT) and SpartanNash Company (SPTN). 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.


The chart of Sharpe ratio for PSMT, currently valued at 0.87, compared to the broader market-2.00-1.000.001.002.003.00
PSMT: 0.87
SPTN: 0.23
The chart of Sortino ratio for PSMT, currently valued at 1.39, compared to the broader market-6.00-4.00-2.000.002.004.00
PSMT: 1.39
SPTN: 0.52
The chart of Omega ratio for PSMT, currently valued at 1.17, compared to the broader market0.501.001.502.00
PSMT: 1.17
SPTN: 1.07
The chart of Calmar ratio for PSMT, currently valued at 0.81, compared to the broader market0.001.002.003.004.005.00
PSMT: 0.81
SPTN: 0.14
The chart of Martin ratio for PSMT, currently valued at 4.02, compared to the broader market-5.000.005.0010.0015.0020.00
PSMT: 4.02
SPTN: 0.64

The current PSMT Sharpe Ratio is 0.87, which is higher than the SPTN Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of PSMT and SPTN, 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-0.500.000.501.001.50NovemberDecember2025FebruaryMarchApril
0.87
0.23
PSMT
SPTN

Dividends

PSMT vs. SPTN - Dividend Comparison

PSMT's dividend yield for the trailing twelve months is around 1.21%, less than SPTN's 4.37% yield.


TTM20242023202220212020201920182017201620152014
PSMT
PriceSmart, Inc.
1.21%2.34%1.21%1.41%0.96%0.77%0.99%1.18%0.81%0.84%0.84%0.77%
SPTN
SpartanNash Company
4.37%4.75%3.75%2.78%3.11%4.42%5.34%4.19%2.47%1.52%2.50%1.84%

Drawdowns

PSMT vs. SPTN - Drawdown Comparison

The maximum PSMT drawdown since its inception was -89.11%, roughly equal to the maximum SPTN drawdown of -92.38%. Use the drawdown chart below to compare losses from any high point for PSMT and SPTN. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2025FebruaryMarchApril
-9.12%
-40.20%
PSMT
SPTN

Volatility

PSMT vs. SPTN - Volatility Comparison

PriceSmart, Inc. (PSMT) has a higher volatility of 11.48% compared to SpartanNash Company (SPTN) at 8.44%. This indicates that PSMT's price experiences larger fluctuations and is considered to be riskier than SPTN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
11.48%
8.44%
PSMT
SPTN

Financials

PSMT vs. SPTN - Financials Comparison

This section allows you to compare key financial metrics between PriceSmart, Inc. and SpartanNash Company. 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