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PTLO vs. CAVA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PTLO and CAVA is 0.37, 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.

PTLO vs. CAVA

Last updated Jun 1, 2025

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

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTLO or 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.

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Key characteristics

Sharpe Ratio

PTLO:

0.39

CAVA:

-0.22

Sortino Ratio

PTLO:

0.94

CAVA:

0.38

Omega Ratio

PTLO:

1.11

CAVA:

1.05

Calmar Ratio

PTLO:

0.22

CAVA:

-0.03

Martin Ratio

PTLO:

1.10

CAVA:

-0.06

Ulcer Index

PTLO:

16.97%

CAVA:

23.86%

Daily Std Dev

PTLO:

52.15%

CAVA:

57.58%

Max Drawdown

PTLO:

-84.03%

CAVA:

-50.91%

Current Drawdown

PTLO:

-77.87%

CAVA:

-46.14%

Fundamentals

Market Cap

PTLO:

$768.99M

CAVA:

$9.40B

EPS

PTLO:

$0.43

CAVA:

$1.20

PE Ratio

PTLO:

27.91

CAVA:

67.73

PS Ratio

PTLO:

1.07

CAVA:

9.07

PB Ratio

PTLO:

1.89

CAVA:

12.94

Total Revenue (TTM)

PTLO:

$721.16M

CAVA:

$1.04B

Gross Profit (TTM)

PTLO:

$308.37M

CAVA:

$246.77M

EBITDA (TTM)

PTLO:

$93.72M

CAVA:

$131.95M

Returns By Period

In the year-to-date period, PTLO achieves a 27.66% return, which is significantly higher than CAVA's -27.95% return.

PTLO

YTD

27.66%

1M

15.50%

6M

3.90%

1Y

19.76%

3Y*

-13.55%

5Y*

N/A

10Y*

N/A

CAVA

YTD

-27.95%

1M

-14.03%

6M

-42.32%

1Y

-12.19%

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Portillo's Inc

CAVA Group Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

PTLO vs. CAVA — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PTLO
The Risk-Adjusted Performance Rank of PTLO is 6363
Overall Rank
The Sharpe Ratio Rank of PTLO is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of PTLO is 6363
Sortino Ratio Rank
The Omega Ratio Rank of PTLO is 5959
Omega Ratio Rank
The Calmar Ratio Rank of PTLO is 6161
Calmar Ratio Rank
The Martin Ratio Rank of PTLO is 6565
Martin Ratio Rank
CAVA
The Risk-Adjusted Performance Rank of CAVA is 4646
Overall Rank
The Sharpe Ratio Rank of CAVA is 3838
Sharpe Ratio Rank
The Sortino Ratio Rank of CAVA is 4646
Sortino Ratio Rank
The Omega Ratio Rank of CAVA is 4646
Omega Ratio Rank
The Calmar Ratio Rank of CAVA is 4949
Calmar Ratio Rank
The Martin Ratio Rank of CAVA is 4949
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.

PTLO vs. CAVA - Risk-Adjusted Performance 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.

The current PTLO Sharpe Ratio is 0.39, which is higher than the CAVA Sharpe Ratio of -0.22. 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.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

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 -84.03%, which is greater than CAVA's maximum drawdown of -50.91%. Use the drawdown chart below to compare losses from any high point for PTLO and CAVA.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

PTLO vs. CAVA - Volatility Comparison

Portillo's Inc (PTLO) has a higher volatility of 16.02% compared to CAVA Group Inc. (CAVA) at 12.63%. 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.

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Financials

PTLO vs. CAVA - Financials Comparison

This section allows you to compare key financial metrics between Portillo's Inc and CAVA Group Inc.. 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

100.00M150.00M200.00M250.00M300.00M20212022202320242025
176.44M
331.83M
(PTLO) Total Revenue
(CAVA) Total Revenue
Values in USD except per share items

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.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
0.0%20.0%40.0%60.0%80.0%20212022202320242025
38.8%
25.3%
(PTLO) Gross Margin
(CAVA) Gross Margin
PTLO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Portillo's Inc reported a gross profit of 68.47M and revenue of 176.44M. Therefore, the gross margin over that period was 38.8%.

CAVA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, CAVA Group Inc. reported a gross profit of 84.06M and revenue of 331.83M. Therefore, the gross margin over that period was 25.3%.

PTLO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Portillo's Inc reported an operating income of 10.38M and revenue of 176.44M, resulting in an operating margin of 5.9%.

CAVA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, CAVA Group Inc. reported an operating income of 15.71M and revenue of 331.83M, resulting in an operating margin of 4.7%.

PTLO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Portillo's Inc reported a net income of 3.31M and revenue of 176.44M, resulting in a net margin of 1.9%.

CAVA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, CAVA Group Inc. reported a net income of 25.71M and revenue of 331.83M, resulting in a net margin of 7.8%.