PTLO vs. CAVA

Last updated Apr 2, 2026

Compare and contrast key facts about Portillo's Inc (PTLO) and CAVA Group Inc. (CAVA).

Performance

PTLO vs. CAVA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Portillo's Inc (PTLO) and CAVA Group Inc. (CAVA). The values are adjusted to include any dividend payments, if applicable.

PTLO vs. CAVA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
PTLO Portillo's Inc	18.94%	-51.70%	-40.99%	-25.53%
CAVA CAVA Group Inc.	36.55%	-47.97%	162.45%	-1.83%

Fundamentals

Market Cap PTLO : $383.87M CAVA : $9.46B
EPS PTLO : $0.27 CAVA : $0.54
PE Ratio PTLO : 20.00 CAVA : 148.69
PEG Ratio PTLO : 2.87 CAVA : 0.86
PS Ratio PTLO : 0.53 CAVA : 11.18
PB Ratio PTLO : 0.82 CAVA : 12.13
Total Revenue (TTM) PTLO : $732.07M CAVA : $847.84M
Gross Profit (TTM) PTLO : $499.74M CAVA : $571.37M
EBITDA (TTM) PTLO : $74.26M CAVA : $148.08M

Returns By Period

In the year-to-date period, PTLO achieves a 18.94% return, which is significantly lower than CAVA's 36.55% return.

PTLO

• 1D: 2.08%
• 1M: 3.25%
• YTD: 18.94%
• 6M: -16.15%
• 1Y: -55.56%
• 3Y*: -36.78%
• 5Y*: —
• 10Y*: —

CAVA

• 1D: -0.94%
• 1M: 2.10%
• YTD: 36.55%
• 6M: 29.95%
• 1Y: -8.10%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

PTLO vs. CAVA — Risk / Return Rank

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

PTLO

PTLO Risk / Return Rank: 8
PTLO Sharpe Ratio Rank: 3
PTLO Sortino Ratio Rank: 4
PTLO Omega Ratio Rank: 5
PTLO Calmar Ratio Rank: 11
PTLO Martin Ratio Rank: 19

CAVA

CAVA Risk / Return Rank: 36
CAVA Sharpe Ratio Rank: 34
CAVA Sortino Ratio Rank: 35
CAVA Omega Ratio Rank: 34
CAVA Calmar Ratio Rank: 37
CAVA Martin Ratio Rank: 37

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.

PTLO vs. CAVA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Portillo's Inc (PTLO) and CAVA Group Inc. (CAVA). 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.

	PTLO	CAVA	Difference
Sharpe ratio Return per unit of total volatility	-1.06	-0.13	-0.93
Sortino ratio Return per unit of downside risk	-1.63	0.25	-1.88
Omega ratio Gain probability vs. loss probability	0.79	1.03	-0.24
Calmar ratio Return relative to maximum drawdown	-0.82	-0.13	-0.69
Martin ratio Return relative to average drawdown	-1.15	-0.24	-0.91
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PTLO vs. CAVA - Sharpe Ratio Comparison

The current PTLO Sharpe Ratio is -1.06, which is lower than the CAVA Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of PTLO and CAVA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PTLO	CAVA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.06	-0.13	-0.93
Sharpe Ratio (All Time) Calculated using the full available price history	-0.56	0.41	-0.97

Correlation

The correlation between PTLO and CAVA is 0.33, 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

PTLO vs. CAVA - Dividend Comparison

Neither PTLO nor CAVA has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

PTLO vs. CAVA - Drawdown Comparison

The maximum PTLO drawdown since its inception was -91.70%, which is greater than CAVA's maximum drawdown of -71.11%. Use the drawdown chart below to compare losses from any high point for PTLO and CAVA.

Drawdown Indicators

	PTLO	CAVA	Difference
Max Drawdown Largest peak-to-trough decline	-91.70%	-71.11%	-20.59%
Max Drawdown (1Y) Largest decline over 1 year	-66.29%	-56.28%	-10.01%
Current Drawdown Current decline from peak	-90.04%	-46.88%	-43.16%
Average Drawdown Average peak-to-trough decline	-70.01%	-29.14%	-40.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	47.46%	30.49%	+16.97%

Volatility

PTLO vs. CAVA - Volatility Comparison

The current volatility for Portillo's Inc (PTLO) is 12.19%, while CAVA Group Inc. (CAVA) has a volatility of 14.75%. This indicates that PTLO experiences smaller price fluctuations and is considered to be less risky than CAVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PTLO	CAVA	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.19%	14.75%	-2.56%
Volatility (6M) Calculated over the trailing 6-month period	32.87%	43.96%	-11.09%
Volatility (1Y) Calculated over the trailing 1-year period	52.64%	60.92%	-8.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	56.13%	59.91%	-3.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	56.13%	59.91%	-3.78%

Financials