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SHAK vs. CELH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SHAK and CELH is 0.43, 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

SHAK vs. CELH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shake Shack Inc. (SHAK) and Celsius Holdings, Inc. (CELH). The values are adjusted to include any dividend payments, if applicable.

0.00%5,000.00%10,000.00%15,000.00%December2025FebruaryMarchAprilMay
125.10%
14,384.18%
SHAK
CELH

Key characteristics

Sharpe Ratio

SHAK:

0.01

CELH:

-0.81

Sortino Ratio

SHAK:

0.32

CELH:

-1.31

Omega Ratio

SHAK:

1.04

CELH:

0.86

Calmar Ratio

SHAK:

-0.05

CELH:

-0.71

Martin Ratio

SHAK:

-0.12

CELH:

-0.90

Ulcer Index

SHAK:

18.67%

CELH:

61.44%

Daily Std Dev

SHAK:

51.06%

CELH:

67.31%

Max Drawdown

SHAK:

-70.89%

CELH:

-99.79%

Current Drawdown

SHAK:

-25.54%

CELH:

-63.33%

Fundamentals

Market Cap

SHAK:

$4.11B

CELH:

$8.73B

EPS

SHAK:

$0.29

CELH:

$0.45

PE Ratio

SHAK:

332.52

CELH:

75.31

PEG Ratio

SHAK:

2.55

CELH:

1.05

PS Ratio

SHAK:

3.21

CELH:

6.44

PB Ratio

SHAK:

8.19

CELH:

22.21

Total Revenue (TTM)

SHAK:

$1.28B

CELH:

$1.33B

Gross Profit (TTM)

SHAK:

$404.22M

CELH:

$670.37M

EBITDA (TTM)

SHAK:

$125.18M

CELH:

$130.61M

Returns By Period

In the year-to-date period, SHAK achieves a -20.40% return, which is significantly lower than CELH's 33.79% return. Over the past 10 years, SHAK has underperformed CELH with an annualized return of 4.71%, while CELH has yielded a comparatively higher 42.44% annualized return.


SHAK

YTD

-20.40%

1M

36.22%

6M

-21.64%

1Y

0.54%

5Y*

13.48%

10Y*

4.71%

CELH

YTD

33.79%

1M

3.98%

6M

17.43%

1Y

-54.31%

5Y*

83.79%

10Y*

42.44%

*Annualized

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Risk-Adjusted Performance

SHAK vs. CELH — Risk-Adjusted Performance Rank

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

SHAK
The Risk-Adjusted Performance Rank of SHAK is 4949
Overall Rank
The Sharpe Ratio Rank of SHAK is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of SHAK is 4646
Sortino Ratio Rank
The Omega Ratio Rank of SHAK is 4646
Omega Ratio Rank
The Calmar Ratio Rank of SHAK is 4949
Calmar Ratio Rank
The Martin Ratio Rank of SHAK is 5050
Martin Ratio Rank

CELH
The Risk-Adjusted Performance Rank of CELH is 1414
Overall Rank
The Sharpe Ratio Rank of CELH is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of CELH is 99
Sortino Ratio Rank
The Omega Ratio Rank of CELH is 1212
Omega Ratio Rank
The Calmar Ratio Rank of CELH is 99
Calmar Ratio Rank
The Martin Ratio Rank of CELH 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.

SHAK vs. CELH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Shake Shack Inc. (SHAK) and Celsius Holdings, Inc. (CELH). 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 SHAK Sharpe Ratio is 0.01, which is higher than the CELH Sharpe Ratio of -0.81. The chart below compares the historical Sharpe Ratios of SHAK and CELH, 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-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.01
-0.81
SHAK
CELH

Dividends

SHAK vs. CELH - Dividend Comparison

Neither SHAK nor CELH has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SHAK vs. CELH - Drawdown Comparison

The maximum SHAK drawdown since its inception was -70.89%, smaller than the maximum CELH drawdown of -99.79%. Use the drawdown chart below to compare losses from any high point for SHAK and CELH. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-25.54%
-63.33%
SHAK
CELH

Volatility

SHAK vs. CELH - Volatility Comparison

Shake Shack Inc. (SHAK) has a higher volatility of 18.21% compared to Celsius Holdings, Inc. (CELH) at 13.56%. This indicates that SHAK's price experiences larger fluctuations and is considered to be riskier than CELH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%30.00%35.00%December2025FebruaryMarchAprilMay
18.21%
13.56%
SHAK
CELH

Financials

SHAK vs. CELH - Financials Comparison

This section allows you to compare key financial metrics between Shake Shack Inc. and Celsius Holdings, 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


0.00100.00M200.00M300.00M400.00M20212022202320242025
320.90M
329.28M
(SHAK) Total Revenue
(CELH) Total Revenue
Values in USD except per share items

SHAK vs. CELH - Profitability Comparison

The chart below illustrates the profitability comparison between Shake Shack Inc. and Celsius Holdings, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%20212022202320242025
46.2%
52.4%
(SHAK) Gross Margin
(CELH) Gross Margin
SHAK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Shake Shack Inc. reported a gross profit of 148.19M and revenue of 320.90M. Therefore, the gross margin over that period was 46.2%.

CELH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Celsius Holdings, Inc. reported a gross profit of 172.37M and revenue of 329.28M. Therefore, the gross margin over that period was 52.4%.

SHAK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Shake Shack Inc. reported an operating income of 2.84M and revenue of 320.90M, resulting in an operating margin of 0.9%.

CELH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Celsius Holdings, Inc. reported an operating income of 52.03M and revenue of 329.28M, resulting in an operating margin of 15.8%.

SHAK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Shake Shack Inc. reported a net income of 4.25M and revenue of 320.90M, resulting in a net margin of 1.3%.

CELH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Celsius Holdings, Inc. reported a net income of 77.57M and revenue of 329.28M, resulting in a net margin of 23.6%.