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SG vs. Z
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SG vs. Z - Performance Comparison

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

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Returns By Period

In the year-to-date period, SG achieves a 35.36% return, which is significantly higher than Z's -51.25% return.


SG

1D
3.27%
1M
13.10%
YTD
35.36%
6M
32.42%
1Y
-27.61%
3Y*
-3.87%
5Y*
10Y*

Z

1D
2.78%
1M
-11.68%
YTD
-51.25%
6M
-52.53%
1Y
-53.12%
3Y*
-10.68%
5Y*
-21.66%
10Y*
-0.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SG vs. Z - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SG
Sweetgreen, Inc.
35.36%-78.91%183.72%31.86%-73.22%-38.46%
Z
Zillow Group, Inc.
-51.25%-7.87%27.98%79.63%-49.55%5.92%

Correlation

The correlation between SG and Z is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.26

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

0.33

Correlation (All Time)
Calculated using the full available price history since Nov 18, 2021

0.39

The correlation between SG and Z shifts across timeframes, from 0.26 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SG:

$1.10B

Z:

$7.97B

EPS

SG:

$0.14

Z:

$0.25

PE Ratio

SG:

64.71

Z:

134.86

PS Ratio

SG:

1.61

Z:

3.05

PB Ratio

SG:

2.25

Z:

1.81

Total Revenue (TTM)

SG:

$674.69M

Z:

$2.69B

Gross Profit (TTM)

SG:

$73.84M

Z:

$1.98B

EBITDA (TTM)

SG:

$93.13M

Z:

$257.00M

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Return for Risk

SG vs. Z — Risk / Return Rank

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

SG
SG Risk / Return Rank: 2828
Overall Rank
SG Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
SG Sortino Ratio Rank: 2828
Sortino Ratio Rank
SG Omega Ratio Rank: 2929
Omega Ratio Rank
SG Calmar Ratio Rank: 2828
Calmar Ratio Rank
SG Martin Ratio Rank: 3232
Martin Ratio Rank

Z
Z Risk / Return Rank: 55
Overall Rank
Z Sharpe Ratio Rank: 22
Sharpe Ratio Rank
Z Sortino Ratio Rank: 33
Sortino Ratio Rank
Z Omega Ratio Rank: 44
Omega Ratio Rank
Z Calmar Ratio Rank: 99
Calmar Ratio Rank
Z Martin Ratio Rank: 55
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.

SG vs. Z - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sweetgreen, Inc. (SG) and Zillow Group, Inc. (Z). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SGZDifference
Sharpe ratioReturn per unit of total volatility

+0.83

Sortino ratioReturn per unit of downside risk

+1.81

Omega ratioGain probability vs. loss probability

0.99

0.78

+0.21

Calmar ratioReturn relative to maximum drawdown

-0.39

-0.83

+0.44

Martin ratioReturn relative to average drawdown

-0.53

-1.52

+1.00

SG vs. Z - Sharpe Ratio Comparison

The current SG Sharpe Ratio is -0.37, which is higher than the Z Sharpe Ratio of -1.20. The chart below compares the historical Sharpe Ratios of SG and Z, 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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Drawdowns

SG vs. Z - Drawdown Comparison

The maximum SG drawdown since its inception was -91.13%, which is greater than Z's maximum drawdown of -86.51%. Use the drawdown chart below to compare losses from any high point for SG and Z.


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Drawdown Indicators


SGZDifference

Max Drawdown

Largest peak-to-trough decline

-91.13%

-86.51%

-4.62%

Max Drawdown (1Y)

Largest decline over 1 year

-71.09%

-64.54%

-6.55%

Max Drawdown (3Y)

Largest decline over 3 years

-89.31%

-64.54%

-24.77%

Max Drawdown (5Y)

Largest decline over 5 years

-78.29%

Max Drawdown (10Y)

Largest decline over 10 years

-86.51%

Current Drawdown

Current decline from peak

-82.74%

-83.36%

+0.62%

Average Drawdown

Average peak-to-trough decline

-66.58%

-44.53%

-22.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

52.59%

34.89%

+17.70%

Volatility

SG vs. Z - Volatility Comparison

Sweetgreen, Inc. (SG) has a higher volatility of 26.43% compared to Zillow Group, Inc. (Z) at 9.79%. This indicates that SG's price experiences larger fluctuations and is considered to be riskier than Z based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGZDifference

Volatility (1M)

Calculated over the trailing 1-month period

26.43%

9.79%

+16.64%

Volatility (6M)

Calculated over the trailing 6-month period

54.21%

35.63%

+18.58%

Volatility (1Y)

Calculated over the trailing 1-year period

74.72%

44.32%

+30.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

79.77%

52.07%

+27.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

79.77%

52.89%

+26.88%

Dividends

SG vs. Z - Dividend Comparison

Neither SG nor Z has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

SG vs. Z - Financials Comparison

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


0.00200.00M400.00M600.00M800.00M1.00B1.20B1.40B20222023202420252026
161.52M
708.00M
(SG) Total Revenue
(Z) Total Revenue
Values in USD except per share items

SG vs. Z - Profitability Comparison

The chart below illustrates the profitability comparison between Sweetgreen, Inc. and Zillow 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%202220232024202520260
73.3%
Portfolio components
SG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sweetgreen, Inc. reported a gross profit of 0.00 and revenue of 161.52M. Therefore, the gross margin over that period was 0.0%.

Z - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Zillow Group, Inc. reported a gross profit of 519.00M and revenue of 708.00M. Therefore, the gross margin over that period was 73.3%.

SG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sweetgreen, Inc. reported an operating income of -34.35M and revenue of 161.52M, resulting in an operating margin of -21.3%.

Z - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Zillow Group, Inc. reported an operating income of 36.00M and revenue of 708.00M, resulting in an operating margin of 5.1%.

SG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sweetgreen, Inc. reported a net income of 125.81M and revenue of 161.52M, resulting in a net margin of 77.9%.

Z - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Zillow Group, Inc. reported a net income of 46.00M and revenue of 708.00M, resulting in a net margin of 6.5%.


Frequently Asked Questions


SG and Z have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SG has higher volatility (26.43%) compared to Z (9.79%). In terms of maximum drawdown, SG dropped -91.13% vs Z's -86.51%.

SG currently has the higher Sharpe Ratio (-0.37 vs -1.20), 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.

Portfolio Optimizer

Find the right allocation for SG and Z

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