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SMPL vs. CBRL
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SMPL vs. CBRL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Simply Good Foods Company (SMPL) and Cracker Barrel Old Country Store, Inc. (CBRL). The values are adjusted to include any dividend payments, if applicable.

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SMPL vs. CBRL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SMPL
The Simply Good Foods Company
-28.54%-48.49%-1.57%4.13%-8.52%32.56%9.88%51.01%32.54%18.83%
CBRL
Cracker Barrel Old Country Store, Inc.
11.43%-50.94%-27.92%-14.02%-22.66%-0.85%-11.25%-0.79%3.69%-0.19%

Fundamentals

Market Cap

SMPL:

$1.42B

CBRL:

$631.40M

EPS

SMPL:

$0.90

CBRL:

-$0.18

PS Ratio

SMPL:

1.00

CBRL:

0.19

PB Ratio

SMPL:

0.82

CBRL:

1.48

Total Revenue (TTM)

SMPL:

$1.45B

CBRL:

$3.36B

Gross Profit (TTM)

SMPL:

$492.42M

CBRL:

$803.23M

EBITDA (TTM)

SMPL:

$156.15M

CBRL:

$92.29M

Returns By Period

In the year-to-date period, SMPL achieves a -28.54% return, which is significantly lower than CBRL's 11.43% return.


SMPL

1D
-1.64%
1M
-15.89%
YTD
-28.54%
6M
-42.18%
1Y
-58.39%
3Y*
-28.81%
5Y*
-14.25%
10Y*

CBRL

1D
1.26%
1M
-14.09%
YTD
11.43%
6M
-35.36%
1Y
-25.88%
3Y*
-34.65%
5Y*
-27.44%
10Y*
-12.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SMPL vs. CBRL — Risk / Return Rank

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

SMPL
SMPL Risk / Return Rank: 33
Overall Rank
SMPL Sharpe Ratio Rank: 00
Sharpe Ratio Rank
SMPL Sortino Ratio Rank: 00
Sortino Ratio Rank
SMPL Omega Ratio Rank: 11
Omega Ratio Rank
SMPL Calmar Ratio Rank: 77
Calmar Ratio Rank
SMPL Martin Ratio Rank: 88
Martin Ratio Rank

CBRL
CBRL Risk / Return Rank: 2626
Overall Rank
CBRL Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
CBRL Sortino Ratio Rank: 2323
Sortino Ratio Rank
CBRL Omega Ratio Rank: 2424
Omega Ratio Rank
CBRL Calmar Ratio Rank: 2828
Calmar Ratio Rank
CBRL Martin Ratio Rank: 3131
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.

SMPL vs. CBRL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Simply Good Foods Company (SMPL) and Cracker Barrel Old Country Store, Inc. (CBRL). 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.


SMPLCBRLDifference

Sharpe ratio

Return per unit of total volatility

-1.60

-0.45

-1.16

Sortino ratio

Return per unit of downside risk

-2.72

-0.34

-2.39

Omega ratio

Gain probability vs. loss probability

0.67

0.96

-0.29

Calmar ratio

Return relative to maximum drawdown

-0.92

-0.43

-0.49

Martin ratio

Return relative to average drawdown

-1.55

-0.68

-0.87

SMPL vs. CBRL - Sharpe Ratio Comparison

The current SMPL Sharpe Ratio is -1.60, which is lower than the CBRL Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of SMPL and CBRL, 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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Sharpe Ratios by Period


SMPLCBRLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.60

-0.45

-1.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.45

-0.61

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

0.23

-0.17

Correlation

The correlation between SMPL and CBRL is 0.21, 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.


Dividends

SMPL vs. CBRL - Dividend Comparison

SMPL has not paid dividends to shareholders, while CBRL's dividend yield for the trailing twelve months is around 3.56%.


TTM20252024202320222021202020192018201720162015
SMPL
The Simply Good Foods Company
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CBRL
Cracker Barrel Old Country Store, Inc.
3.56%3.94%5.86%6.75%5.49%1.79%2.96%3.32%3.07%5.16%4.64%5.68%

Drawdowns

SMPL vs. CBRL - Drawdown Comparison

The maximum SMPL drawdown since its inception was -68.79%, smaller than the maximum CBRL drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for SMPL and CBRL.


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Drawdown Indicators


SMPLCBRLDifference

Max Drawdown

Largest peak-to-trough decline

-68.79%

-82.98%

+14.19%

Max Drawdown (1Y)

Largest decline over 1 year

-63.39%

-64.96%

+1.57%

Max Drawdown (5Y)

Largest decline over 5 years

-68.79%

-82.98%

+14.19%

Max Drawdown (10Y)

Largest decline over 10 years

-82.98%

Current Drawdown

Current decline from peak

-67.80%

-80.75%

+12.95%

Average Drawdown

Average peak-to-trough decline

-16.82%

-23.94%

+7.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

37.63%

41.42%

-3.79%

Volatility

SMPL vs. CBRL - Volatility Comparison

The current volatility for The Simply Good Foods Company (SMPL) is 11.09%, while Cracker Barrel Old Country Store, Inc. (CBRL) has a volatility of 12.42%. This indicates that SMPL experiences smaller price fluctuations and is considered to be less risky than CBRL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMPLCBRLDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.09%

12.42%

-1.33%

Volatility (6M)

Calculated over the trailing 6-month period

30.95%

36.99%

-6.04%

Volatility (1Y)

Calculated over the trailing 1-year period

36.49%

57.95%

-21.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.87%

45.22%

-13.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.80%

42.46%

-6.66%

Financials

SMPL vs. CBRL - Financials Comparison

This section allows you to compare key financial metrics between The Simply Good Foods Company and Cracker Barrel Old Country Store, 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


200.00M400.00M600.00M800.00M1.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
340.20M
874.82M
(SMPL) Total Revenue
(CBRL) Total Revenue
Values in USD except per share items

SMPL vs. CBRL - Profitability Comparison

The chart below illustrates the profitability comparison between The Simply Good Foods Company and Cracker Barrel Old Country Store, 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%10.0%20.0%30.0%40.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
32.3%
0
Portfolio components
SMPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Simply Good Foods Company reported a gross profit of 109.90M and revenue of 340.20M. Therefore, the gross margin over that period was 32.3%.

CBRL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Cracker Barrel Old Country Store, Inc. reported a gross profit of 0.00 and revenue of 874.82M. Therefore, the gross margin over that period was 0.0%.

SMPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Simply Good Foods Company reported an operating income of 37.58M and revenue of 340.20M, resulting in an operating margin of 11.1%.

CBRL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Cracker Barrel Old Country Store, Inc. reported an operating income of 463.00K and revenue of 874.82M, resulting in an operating margin of 0.1%.

SMPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Simply Good Foods Company reported a net income of 25.27M and revenue of 340.20M, resulting in a net margin of 7.4%.

CBRL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Cracker Barrel Old Country Store, Inc. reported a net income of 1.28M and revenue of 874.82M, resulting in a net margin of 0.2%.