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SFM vs. LUV
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SFM vs. LUV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sprouts Farmers Market, Inc. (SFM) and Southwest Airlines Co. (LUV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SFM achieves a 4.02% return, which is significantly higher than LUV's 0.94% return. Over the past 10 years, SFM has outperformed LUV with an annualized return of 13.14%, while LUV has yielded a comparatively lower 0.82% annualized return.


SFM

1D
3.35%
1M
5.89%
YTD
4.02%
6M
-3.12%
1Y
-50.71%
3Y*
35.93%
5Y*
24.61%
10Y*
13.14%

LUV

1D
0.56%
1M
0.10%
YTD
0.94%
6M
10.70%
1Y
30.56%
3Y*
13.45%
5Y*
-5.20%
10Y*
0.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SFM vs. LUV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SFM
Sprouts Farmers Market, Inc.
4.02%-37.30%164.12%48.63%9.06%47.66%3.88%-17.69%-3.45%28.70%
LUV
Southwest Airlines Co.
0.94%25.62%19.11%-11.82%-21.41%-8.09%-13.32%17.72%-28.21%32.40%

Correlation

The correlation between SFM and LUV is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.15

Correlation (All Time)
Calculated using the full available price history since Aug 2, 2013

0.14

The correlation between SFM and LUV shifts across timeframes, from 0.01 (1 year) to 0.15 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SFM:

$7.92B

LUV:

$20.89B

EPS

SFM:

$5.20

LUV:

$1.56

PE Ratio

SFM:

15.95

LUV:

26.58

PS Ratio

SFM:

0.91

LUV:

0.75

PB Ratio

SFM:

5.52

LUV:

3.04

Total Revenue (TTM)

SFM:

$8.90B

LUV:

$28.88B

Gross Profit (TTM)

SFM:

$3.41B

LUV:

$6.36B

EBITDA (TTM)

SFM:

$837.54M

LUV:

$2.74B

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Return for Risk

SFM vs. LUV — Risk / Return Rank

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

SFM
SFM Risk / Return Rank: 88
Overall Rank
SFM Sharpe Ratio Rank: 33
Sharpe Ratio Rank
SFM Sortino Ratio Rank: 44
Sortino Ratio Rank
SFM Omega Ratio Rank: 44
Omega Ratio Rank
SFM Calmar Ratio Rank: 1010
Calmar Ratio Rank
SFM Martin Ratio Rank: 1717
Martin Ratio Rank

LUV
LUV Risk / Return Rank: 6161
Overall Rank
LUV Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
LUV Sortino Ratio Rank: 6262
Sortino Ratio Rank
LUV Omega Ratio Rank: 6060
Omega Ratio Rank
LUV Calmar Ratio Rank: 6161
Calmar Ratio Rank
LUV Martin Ratio Rank: 6060
Martin Ratio Rank
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.

SFM vs. LUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sprouts Farmers Market, Inc. (SFM) and Southwest Airlines Co. (LUV). 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.


SFMLUVDifference
Sharpe ratioReturn per unit of total volatility

-1.80

Sortino ratioReturn per unit of downside risk

-2.97

Omega ratioGain probability vs. loss probability

0.77

1.16

-0.39

Calmar ratioReturn relative to maximum drawdown

-0.82

0.92

-1.73

Martin ratioReturn relative to average drawdown

-1.13

1.85

-2.98

SFM vs. LUV - Sharpe Ratio Comparison

The current SFM Sharpe Ratio is -1.11, which is lower than the LUV Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of SFM and LUV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SFMLUVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.11

0.69

-1.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

-0.14

+0.77

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.02

+0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.34

-0.18

Drawdowns

SFM vs. LUV - Drawdown Comparison

The maximum SFM drawdown since its inception was -72.88%, smaller than the maximum LUV drawdown of -78.25%. Use the drawdown chart below to compare losses from any high point for SFM and LUV.


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Drawdown Indicators


SFMLUVDifference

Max Drawdown

Largest peak-to-trough decline

-72.88%

-78.25%

+5.37%

Max Drawdown (1Y)

Largest decline over 1 year

-62.17%

-33.49%

-28.68%

Max Drawdown (3Y)

Largest decline over 3 years

-63.48%

-42.93%

-20.55%

Max Drawdown (5Y)

Largest decline over 5 years

-63.48%

-61.44%

-2.04%

Max Drawdown (10Y)

Largest decline over 10 years

-63.48%

-64.76%

+1.28%

Current Drawdown

Current decline from peak

-53.84%

-30.42%

-23.42%

Average Drawdown

Average peak-to-trough decline

-40.27%

-29.13%

-11.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

44.87%

16.58%

+28.29%

Volatility

SFM vs. LUV - Volatility Comparison

Sprouts Farmers Market, Inc. (SFM) has a higher volatility of 13.41% compared to Southwest Airlines Co. (LUV) at 10.62%. This indicates that SFM's price experiences larger fluctuations and is considered to be riskier than LUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SFMLUVDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.41%

10.62%

+2.79%

Volatility (6M)

Calculated over the trailing 6-month period

29.98%

34.42%

-4.44%

Volatility (1Y)

Calculated over the trailing 1-year period

45.78%

44.33%

+1.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.20%

38.18%

+1.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.78%

37.63%

+0.15%

Dividends

SFM vs. LUV - Dividend Comparison

SFM has not paid dividends to shareholders, while LUV's dividend yield for the trailing twelve months is around 1.73%.


PositionTTM20252024202320222021202020192018201720162015
LUV
Southwest Airlines Co.
1.73%1.74%2.14%3.12%0.00%0.00%0.39%1.30%1.30%0.73%0.75%0.66%
SFM
Sprouts Farmers Market, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

SFM vs. LUV - Financials Comparison

This section allows you to compare key financial metrics between Sprouts Farmers Market, Inc. and Southwest Airlines Co.. 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


1.00B2.00B3.00B4.00B5.00B6.00B7.00B20222023202420252026
2.33B
7.25B
(SFM) Total Revenue
(LUV) Total Revenue
Values in USD except per share items

SFM vs. LUV - Profitability Comparison

The chart below illustrates the profitability comparison between Sprouts Farmers Market, Inc. and Southwest Airlines Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%20222023202420252026
39.4%
32.2%
Portfolio components
SFM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sprouts Farmers Market, Inc. reported a gross profit of 917.28M and revenue of 2.33B. Therefore, the gross margin over that period was 39.4%.

LUV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Southwest Airlines Co. reported a gross profit of 2.34B and revenue of 7.25B. Therefore, the gross margin over that period was 32.2%.

SFM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sprouts Farmers Market, Inc. reported an operating income of 215.31M and revenue of 2.33B, resulting in an operating margin of 9.2%.

LUV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Southwest Airlines Co. reported an operating income of 330.00M and revenue of 7.25B, resulting in an operating margin of 4.6%.

SFM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sprouts Farmers Market, Inc. reported a net income of 163.72M and revenue of 2.33B, resulting in a net margin of 7.0%.

LUV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Southwest Airlines Co. reported a net income of 227.00M and revenue of 7.25B, resulting in a net margin of 3.1%.


Frequently Asked Questions


SFM and LUV have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SFM has higher volatility (13.41%) compared to LUV (10.62%). In terms of maximum drawdown, SFM dropped -72.88% vs LUV's -78.25%.

LUV currently has the higher Sharpe Ratio (0.69 vs -1.11), 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.

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