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SPTN vs. PSMT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SPTN and PSMT is 0.26, 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.


-0.50.00.51.00.3

Performance

SPTN vs. PSMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SpartanNash Company (SPTN) and PriceSmart, Inc. (PSMT). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
0.13%
17.30%
SPTN
PSMT

Key characteristics

Sharpe Ratio

SPTN:

-0.58

PSMT:

1.17

Sortino Ratio

SPTN:

-0.64

PSMT:

1.74

Omega Ratio

SPTN:

0.91

PSMT:

1.22

Calmar Ratio

SPTN:

-0.35

PSMT:

0.80

Martin Ratio

SPTN:

-1.17

PSMT:

6.87

Ulcer Index

SPTN:

14.45%

PSMT:

4.21%

Daily Std Dev

SPTN:

29.16%

PSMT:

24.87%

Max Drawdown

SPTN:

-92.38%

PSMT:

-89.11%

Current Drawdown

SPTN:

-45.62%

PSMT:

-15.07%

Fundamentals

Market Cap

SPTN:

$655.18M

PSMT:

$2.88B

EPS

SPTN:

$1.33

PSMT:

$4.57

PE Ratio

SPTN:

14.59

PSMT:

20.52

PEG Ratio

SPTN:

3.08

PSMT:

1.94

Total Revenue (TTM)

SPTN:

$9.53B

PSMT:

$3.75B

Gross Profit (TTM)

SPTN:

$1.49B

PSMT:

$642.73M

EBITDA (TTM)

SPTN:

$214.80M

PSMT:

$222.50M

Returns By Period

In the year-to-date period, SPTN achieves a -16.42% return, which is significantly lower than PSMT's 27.72% return. Over the past 10 years, SPTN has underperformed PSMT with an annualized return of -0.18%, while PSMT has yielded a comparatively higher 1.31% annualized return.


SPTN

YTD

-16.42%

1M

-1.03%

6M

0.13%

1Y

-16.75%

5Y*

9.26%

10Y*

-0.18%

PSMT

YTD

27.72%

1M

4.72%

6M

17.30%

1Y

27.82%

5Y*

6.88%

10Y*

1.31%

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Risk-Adjusted Performance

SPTN vs. PSMT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SpartanNash Company (SPTN) and PriceSmart, Inc. (PSMT). 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.


Sharpe ratio
The chart of Sharpe ratio for SPTN, currently valued at -0.58, compared to the broader market-4.00-2.000.002.00-0.581.17
The chart of Sortino ratio for SPTN, currently valued at -0.64, compared to the broader market-4.00-2.000.002.004.00-0.641.74
The chart of Omega ratio for SPTN, currently valued at 0.91, compared to the broader market0.501.001.502.000.911.22
The chart of Calmar ratio for SPTN, currently valued at -0.35, compared to the broader market0.002.004.006.00-0.350.80
The chart of Martin ratio for SPTN, currently valued at -1.17, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.176.87
SPTN
PSMT

The current SPTN Sharpe Ratio is -0.58, which is lower than the PSMT Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of SPTN and PSMT, 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-0.500.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
-0.58
1.17
SPTN
PSMT

Dividends

SPTN vs. PSMT - Dividend Comparison

SPTN's dividend yield for the trailing twelve months is around 4.74%, more than PSMT's 2.29% yield.


TTM20232022202120202019201820172016201520142013
SPTN
SpartanNash Company
4.74%3.75%2.78%3.11%4.42%5.34%4.19%2.47%1.52%2.50%1.84%1.44%
PSMT
PriceSmart, Inc.
2.29%1.21%1.41%0.96%0.77%0.99%1.18%0.81%0.84%0.84%0.77%0.26%

Drawdowns

SPTN vs. PSMT - Drawdown Comparison

The maximum SPTN drawdown since its inception was -92.38%, roughly equal to the maximum PSMT drawdown of -89.11%. Use the drawdown chart below to compare losses from any high point for SPTN and PSMT. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-45.62%
-15.07%
SPTN
PSMT

Volatility

SPTN vs. PSMT - Volatility Comparison

SpartanNash Company (SPTN) has a higher volatility of 8.44% compared to PriceSmart, Inc. (PSMT) at 6.31%. This indicates that SPTN's price experiences larger fluctuations and is considered to be riskier than PSMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
8.44%
6.31%
SPTN
PSMT

Financials

SPTN vs. PSMT - Financials Comparison

This section allows you to compare key financial metrics between SpartanNash Company and PriceSmart, 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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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