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SMG vs. LXU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


SMGLXU
YTD Return17.47%-6.34%
1Y Return55.96%6.34%
3Y Return (Ann)-22.11%-2.65%
5Y Return (Ann)-3.81%21.43%
10Y Return (Ann)4.95%-9.65%
Sharpe Ratio1.090.26
Sortino Ratio1.590.72
Omega Ratio1.231.09
Calmar Ratio0.620.14
Martin Ratio5.410.70
Ulcer Index9.02%16.42%
Daily Std Dev44.58%44.67%
Max Drawdown-83.55%-97.83%
Current Drawdown-67.67%-76.35%

Fundamentals


SMGLXU
Market Cap$4.13B$640.29M
EPS-$0.61-$0.20
PEG Ratio0.38-0.24
Total Revenue (TTM)$3.55B$520.11M
Gross Profit (TTM)$936.30M$53.76M
EBITDA (TTM)$367.40M$80.64M

Correlation

-0.50.00.51.00.2

The correlation between SMG and LXU is 0.20, 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.

Performance

SMG vs. LXU - Performance Comparison

In the year-to-date period, SMG achieves a 17.47% return, which is significantly higher than LXU's -6.34% return. Over the past 10 years, SMG has outperformed LXU with an annualized return of 4.95%, while LXU has yielded a comparatively lower -9.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
7.78%
-1.02%
SMG
LXU

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Risk-Adjusted Performance

SMG vs. LXU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Scotts Miracle-Gro Company (SMG) and LSB Industries, Inc. (LXU). 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.


SMG
Sharpe ratio
The chart of Sharpe ratio for SMG, currently valued at 1.09, compared to the broader market-4.00-2.000.002.004.001.09
Sortino ratio
The chart of Sortino ratio for SMG, currently valued at 1.59, compared to the broader market-4.00-2.000.002.004.006.001.59
Omega ratio
The chart of Omega ratio for SMG, currently valued at 1.23, compared to the broader market0.501.001.502.001.23
Calmar ratio
The chart of Calmar ratio for SMG, currently valued at 0.62, compared to the broader market0.002.004.006.000.62
Martin ratio
The chart of Martin ratio for SMG, currently valued at 5.41, compared to the broader market0.0010.0020.0030.005.41
LXU
Sharpe ratio
The chart of Sharpe ratio for LXU, currently valued at 0.26, compared to the broader market-4.00-2.000.002.004.000.26
Sortino ratio
The chart of Sortino ratio for LXU, currently valued at 0.72, compared to the broader market-4.00-2.000.002.004.006.000.72
Omega ratio
The chart of Omega ratio for LXU, currently valued at 1.09, compared to the broader market0.501.001.502.001.09
Calmar ratio
The chart of Calmar ratio for LXU, currently valued at 0.14, compared to the broader market0.002.004.006.000.14
Martin ratio
The chart of Martin ratio for LXU, currently valued at 0.70, compared to the broader market0.0010.0020.0030.000.70

SMG vs. LXU - Sharpe Ratio Comparison

The current SMG Sharpe Ratio is 1.09, which is higher than the LXU Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of SMG and LXU, 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-1.00-0.500.000.501.001.502.002.50JuneJulyAugustSeptemberOctoberNovember
1.09
0.26
SMG
LXU

Dividends

SMG vs. LXU - Dividend Comparison

SMG's dividend yield for the trailing twelve months is around 3.64%, while LXU has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
SMG
The Scotts Miracle-Gro Company
3.64%4.14%5.43%1.59%3.72%2.13%3.51%1.93%2.03%2.85%6.06%2.45%
LXU
LSB Industries, 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%

Drawdowns

SMG vs. LXU - Drawdown Comparison

The maximum SMG drawdown since its inception was -83.55%, smaller than the maximum LXU drawdown of -97.83%. Use the drawdown chart below to compare losses from any high point for SMG and LXU. For additional features, visit the drawdowns tool.


-80.00%-75.00%-70.00%-65.00%-60.00%JuneJulyAugustSeptemberOctoberNovember
-67.67%
-76.35%
SMG
LXU

Volatility

SMG vs. LXU - Volatility Comparison

The Scotts Miracle-Gro Company (SMG) has a higher volatility of 24.39% compared to LSB Industries, Inc. (LXU) at 8.97%. This indicates that SMG's price experiences larger fluctuations and is considered to be riskier than LXU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%JuneJulyAugustSeptemberOctoberNovember
24.39%
8.97%
SMG
LXU

Financials

SMG vs. LXU - Financials Comparison

This section allows you to compare key financial metrics between The Scotts Miracle-Gro Company and LSB Industries, 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