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

Correlation

The correlation between PTLO and CAVA is 0.27, 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.


-0.50.00.51.00.3

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.

-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
11.66%
-11.53%
PTLO
CAVA

Key characteristics

Sharpe Ratio

PTLO:

-0.01

CAVA:

1.83

Sortino Ratio

PTLO:

0.38

CAVA:

2.34

Omega Ratio

PTLO:

1.04

CAVA:

1.33

Calmar Ratio

PTLO:

-0.01

CAVA:

3.49

Martin Ratio

PTLO:

-0.02

CAVA:

9.76

Ulcer Index

PTLO:

28.26%

CAVA:

10.17%

Daily Std Dev

PTLO:

50.60%

CAVA:

53.26%

Max Drawdown

PTLO:

-84.03%

CAVA:

-47.50%

Current Drawdown

PTLO:

-74.73%

CAVA:

-28.47%

Fundamentals

Market Cap

PTLO:

$858.28M

CAVA:

$12.37B

EPS

PTLO:

$0.42

CAVA:

$0.41

PE Ratio

PTLO:

32.62

CAVA:

263.24

Total Revenue (TTM)

PTLO:

$525.95M

CAVA:

$736.32M

Gross Profit (TTM)

PTLO:

$139.06M

CAVA:

$232.86M

EBITDA (TTM)

PTLO:

$66.24M

CAVA:

$94.73M

Returns By Period

In the year-to-date period, PTLO achieves a 45.74% return, which is significantly higher than CAVA's -4.32% return.


PTLO

YTD

45.74%

1M

16.20%

6M

11.65%

1Y

2.85%

5Y*

N/A

10Y*

N/A

CAVA

YTD

-4.32%

1M

-12.53%

6M

-11.53%

1Y

115.86%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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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 4444
Overall Rank
The Sharpe Ratio Rank of PTLO is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of PTLO is 4343
Sortino Ratio Rank
The Omega Ratio Rank of PTLO is 4141
Omega Ratio Rank
The Calmar Ratio Rank of PTLO is 4646
Calmar Ratio Rank
The Martin Ratio Rank of PTLO is 4545
Martin Ratio Rank

CAVA
The Risk-Adjusted Performance Rank of CAVA is 9090
Overall Rank
The Sharpe Ratio Rank of CAVA is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of CAVA is 8585
Sortino Ratio Rank
The Omega Ratio Rank of CAVA is 8686
Omega Ratio Rank
The Calmar Ratio Rank of CAVA is 9696
Calmar Ratio Rank
The Martin Ratio Rank of CAVA is 9191
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.


Sharpe ratio
The chart of Sharpe ratio for PTLO, currently valued at -0.01, compared to the broader market-2.000.002.00-0.011.83
The chart of Sortino ratio for PTLO, currently valued at 0.38, compared to the broader market-4.00-2.000.002.004.006.000.382.34
The chart of Omega ratio for PTLO, currently valued at 1.04, compared to the broader market0.501.001.502.001.041.33
The chart of Calmar ratio for PTLO, currently valued at -0.01, compared to the broader market0.002.004.006.00-0.013.49
The chart of Martin ratio for PTLO, currently valued at -0.02, compared to the broader market-10.000.0010.0020.0030.00-0.029.76
PTLO
CAVA

The current PTLO Sharpe Ratio is -0.01, which is lower than the CAVA Sharpe Ratio of 1.83. 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.


Rolling 12-month Sharpe Ratio-2.000.002.004.006.00SeptemberOctoberNovemberDecember2025February
-0.01
1.83
PTLO
CAVA

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 -47.50%. Use the drawdown chart below to compare losses from any high point for PTLO and CAVA. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-42.36%
-28.47%
PTLO
CAVA

Volatility

PTLO vs. CAVA - Volatility Comparison

The current volatility for Portillo's Inc (PTLO) is 16.70%, while CAVA Group Inc. (CAVA) has a volatility of 19.36%. 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.


10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
16.70%
19.36%
PTLO
CAVA

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


Values in USD except per share items
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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.

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