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SG vs. NIO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SG and NIO is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

SG vs. NIO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sweetgreen, Inc. (SG) and NIO Inc. (NIO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

SG:

-0.42

NIO:

-0.37

Sortino Ratio

SG:

-0.16

NIO:

-0.19

Omega Ratio

SG:

0.98

NIO:

0.98

Calmar Ratio

SG:

-0.48

NIO:

-0.29

Martin Ratio

SG:

-1.19

NIO:

-0.86

Ulcer Index

SG:

28.94%

NIO:

32.43%

Daily Std Dev

SG:

84.54%

NIO:

69.69%

Max Drawdown

SG:

-88.09%

NIO:

-95.00%

Current Drawdown

SG:

-71.26%

NIO:

-93.68%

Fundamentals

Market Cap

SG:

$1.79B

NIO:

$8.71B

EPS

SG:

-$0.77

NIO:

-$1.53

PS Ratio

SG:

2.61

NIO:

0.13

PB Ratio

SG:

4.72

NIO:

10.51

Total Revenue (TTM)

SG:

$685.28M

NIO:

$75.53B

Gross Profit (TTM)

SG:

$117.36M

NIO:

$8.31B

EBITDA (TTM)

SG:

-$14.54M

NIO:

-$11.75B

Returns By Period

In the year-to-date period, SG achieves a -52.50% return, which is significantly lower than NIO's -8.94% return.


SG

YTD

-52.50%

1M

-30.55%

6M

-61.63%

1Y

-51.74%

5Y*

N/A

10Y*

N/A

NIO

YTD

-8.94%

1M

21.04%

6M

-22.00%

1Y

-21.70%

5Y*

1.20%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

SG vs. NIO — Risk-Adjusted Performance Rank

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

SG
The Risk-Adjusted Performance Rank of SG is 2727
Overall Rank
The Sharpe Ratio Rank of SG is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of SG is 3232
Sortino Ratio Rank
The Omega Ratio Rank of SG is 3333
Omega Ratio Rank
The Calmar Ratio Rank of SG is 2121
Calmar Ratio Rank
The Martin Ratio Rank of SG is 1919
Martin Ratio Rank

NIO
The Risk-Adjusted Performance Rank of NIO is 3232
Overall Rank
The Sharpe Ratio Rank of NIO is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of NIO is 3131
Sortino Ratio Rank
The Omega Ratio Rank of NIO is 3232
Omega Ratio Rank
The Calmar Ratio Rank of NIO is 3333
Calmar Ratio Rank
The Martin Ratio Rank of NIO is 3232
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.

SG vs. NIO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sweetgreen, Inc. (SG) and NIO Inc. (NIO). 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 SG Sharpe Ratio is -0.42, which is comparable to the NIO Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of SG and NIO, 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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Dividends

SG vs. NIO - Dividend Comparison

Neither SG nor NIO has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SG vs. NIO - Drawdown Comparison

The maximum SG drawdown since its inception was -88.09%, smaller than the maximum NIO drawdown of -95.00%. Use the drawdown chart below to compare losses from any high point for SG and NIO. For additional features, visit the drawdowns tool.


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Volatility

SG vs. NIO - Volatility Comparison

Sweetgreen, Inc. (SG) has a higher volatility of 25.68% compared to NIO Inc. (NIO) at 16.08%. This indicates that SG's price experiences larger fluctuations and is considered to be riskier than NIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

SG vs. NIO - Financials Comparison

This section allows you to compare key financial metrics between Sweetgreen, Inc. and NIO 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


0.005.00B10.00B15.00B20.00B20212022202320242025
166.30M
19.70B
(SG) Total Revenue
(NIO) Total Revenue
Values in USD except per share items

SG vs. NIO - Profitability Comparison

The chart below illustrates the profitability comparison between Sweetgreen, Inc. and NIO 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%100.0%20212022202320242025
17.9%
11.7%
(SG) Gross Margin
(NIO) Gross Margin
SG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Sweetgreen, Inc. reported a gross profit of 29.69M and revenue of 166.30M. Therefore, the gross margin over that period was 17.9%.

NIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NIO Inc. reported a gross profit of 2.31B and revenue of 19.70B. Therefore, the gross margin over that period was 11.7%.

SG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Sweetgreen, Inc. reported an operating income of -25.76M and revenue of 166.30M, resulting in an operating margin of -15.5%.

NIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NIO Inc. reported an operating income of -6.03B and revenue of 19.70B, resulting in an operating margin of -30.6%.

SG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Sweetgreen, Inc. reported a net income of -25.04M and revenue of 166.30M, resulting in a net margin of -15.1%.

NIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NIO Inc. reported a net income of -7.13B and revenue of 19.70B, resulting in a net margin of -36.2%.