SPTN vs. PSMT
Compare and contrast key facts about SpartanNash Company (SPTN) and PriceSmart, Inc. (PSMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPTN or PSMT.
Key characteristics
| SPTN | PSMT | |
|---|---|---|
| YTD Return | -17.53% | 21.35% |
| 1Y Return | -12.04% | 33.85% |
| 3Y Return (Ann) | -7.60% | 6.77% |
| 5Y Return (Ann) | 11.91% | 5.71% |
| 10Y Return (Ann) | 1.02% | 0.58% |
| Sharpe Ratio | -0.39 | 1.59 |
| Sortino Ratio | -0.35 | 2.27 |
| Omega Ratio | 0.95 | 1.29 |
| Calmar Ratio | -0.23 | 0.97 |
| Martin Ratio | -0.85 | 9.82 |
| Ulcer Index | 13.15% | 4.06% |
| Daily Std Dev | 28.55% | 25.08% |
| Max Drawdown | -92.38% | -89.11% |
| Current Drawdown | -46.35% | -19.31% |
Fundamentals
| SPTN | PSMT | |
|---|---|---|
| Market Cap | $627.84M | $2.78B |
| EPS | $1.33 | $4.52 |
| PE Ratio | 13.99 | 19.78 |
| PEG Ratio | 3.08 | 1.94 |
| Total Revenue (TTM) | $7.28B | $4.91B |
| Gross Profit (TTM) | $1.13B | $846.92M |
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.
Performance
SPTN vs. PSMT - Performance Comparison
In the year-to-date period, SPTN achieves a -17.53% return, which is significantly lower than PSMT's 21.35% return. Over the past 10 years, SPTN has outperformed PSMT with an annualized return of 1.02%, while PSMT has yielded a comparatively lower 0.58% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Dividends
SPTN vs. PSMT - Dividend Comparison
SPTN's dividend yield for the trailing twelve months is around 4.74%, more than PSMT's 2.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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. | 2.41% | 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.
Volatility
SPTN vs. PSMT - Volatility Comparison
SpartanNash Company (SPTN) has a higher volatility of 14.98% compared to PriceSmart, Inc. (PSMT) at 10.38%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities