PTLO vs. CAVA

Last updated Jun 4, 2026

PTLO (Portillo's Inc) and CAVA (CAVA Group Inc.) are both stocks. Both operate in the Restaurants industry within the Consumer Cyclical sector. Over the past year, PTLO returned -66.86% vs -12.00% for CAVA. At a 0.33 correlation, their price movements are largely independent.

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.

Returns By Period

In the year-to-date period, PTLO achieves a -12.78% return, which is significantly lower than CAVA's 21.54% return.

PTLO

• 1D: -1.49%
• 1M: -30.77%
• YTD: -12.78%
• 6M: -20.32%
• 1Y: -66.86%
• 3Y*: -42.46%
• 5Y*: —
• 10Y*: —

CAVA

• 1D: -1.53%
• 1M: -20.02%
• YTD: 21.54%
• 6M: 30.90%
• 1Y: -12.00%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PTLO vs. CAVA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
PTLO Portillo's Inc	-12.78%	-51.70%	-40.99%	-25.53%
CAVA CAVA Group Inc.	21.54%	-47.97%	162.45%	-1.83%

Correlation

The correlation between PTLO and CAVA is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.40
Correlation (All Time) Calculated using the full available price history since Jun 16, 2023	0.33

Fundamentals

EPS PTLO : $0.22 CAVA : $0.54
PE Ratio PTLO : 18.18 CAVA : 132.28
PEG Ratio PTLO : 2.60 CAVA : 0.72
PS Ratio PTLO : 0.38 CAVA : 7.15
Total Revenue (TTM) PTLO : $738.25M CAVA : $1.18B
Gross Profit (TTM) PTLO : $553.52M CAVA : $216.81M
EBITDA (TTM) PTLO : $70.87M CAVA : $150.65M

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: 4
PTLO Sharpe Ratio Rank: 2
PTLO Sortino Ratio Rank: 2
PTLO Omega Ratio Rank: 2
PTLO Calmar Ratio Rank: 2
PTLO Martin Ratio Rank: 10

CAVA

CAVA Risk / Return Rank: 32
CAVA Sharpe Ratio Rank: 32
CAVA Sortino Ratio Rank: 31
CAVA Omega Ratio Rank: 31
CAVA Calmar Ratio Rank: 33
CAVA Martin Ratio Rank: 32

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	-1.23	-0.21	-1.02
Sortino ratio Return per unit of downside risk	-2.11	0.09	-2.20
Omega ratio Gain probability vs. loss probability	0.73	1.01	-0.28
Calmar ratio Return relative to maximum drawdown	-0.98	-0.23	-0.75
Martin ratio Return relative to average drawdown	-1.32	-0.46	-0.87
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 -1.23, which is lower than the CAVA Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of PTLO and CAVA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	PTLO	CAVA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.23	-0.21	-1.02
Sharpe Ratio (All Time) Calculated using the full available price history	-0.62	0.30	-0.93

Drawdowns

PTLO vs. CAVA - Drawdown Comparison

The maximum PTLO drawdown since its inception was -92.81%, 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	-92.81%	-71.11%	-21.70%
Max Drawdown (1Y) Largest decline over 1 year	-68.34%	-52.65%	-15.69%
Max Drawdown (3Y) Largest decline over 3 years	-83.59%	—	—
Current Drawdown Current decline from peak	-92.70%	-52.72%	-39.98%
Average Drawdown Average peak-to-trough decline	-70.78%	-29.99%	-40.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	50.50%	26.20%	+24.30%

Volatility

PTLO vs. CAVA - Volatility Comparison

Portillo's Inc (PTLO) has a higher volatility of 20.81% compared to CAVA Group Inc. (CAVA) at 15.29%. This indicates that PTLO's price experiences larger fluctuations and is considered to be riskier 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	20.81%	15.29%	+5.52%
Volatility (6M) Calculated over the trailing 6-month period	39.34%	41.52%	-2.18%
Volatility (1Y) Calculated over the trailing 1-year period	54.66%	57.28%	-2.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	56.68%	59.24%	-2.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	56.68%	59.24%	-2.56%

Dividends

PTLO vs. CAVA - Dividend Comparison

Neither PTLO nor CAVA has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

PTLO vs. CAVA - Profitability Comparison

The chart below illustrates the profitability comparison between Portillo's Inc and CAVA Group Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

PTLO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Portillo's Inc reported a gross profit of 122.24M and revenue of 182.62M. Therefore, the gross margin over that period was 66.9%.

CAVA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CAVA Group Inc. reported a gross profit of 40.95M and revenue of 274.99M. Therefore, the gross margin over that period was 14.9%.

PTLO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Portillo's Inc reported an operating income of 4.49M and revenue of 182.62M, resulting in an operating margin of 2.5%.

CAVA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CAVA Group Inc. reported an operating income of 8.43M and revenue of 274.99M, resulting in an operating margin of 3.1%.

PTLO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Portillo's Inc reported a net income of -402.00K and revenue of 182.62M, resulting in a net margin of -0.2%.

CAVA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CAVA Group Inc. reported a net income of 4.92M and revenue of 274.99M, resulting in a net margin of 1.8%.

Frequently Asked Questions

Can I hold both PTLO and CAVA in my portfolio?

PTLO and CAVA have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PTLO or CAVA?

PTLO has higher volatility (20.81%) compared to CAVA (15.29%). In terms of maximum drawdown, PTLO dropped -92.81% vs CAVA's -71.11%.

Which has better risk-adjusted returns?

CAVA currently has the higher Sharpe Ratio (-0.21 vs -1.23), 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.