SWIM vs. LUMN

Last updated Jun 4, 2026

SWIM (Latham Group, Inc.) and LUMN (Lumen Technologies, Inc.) are both stocks. SWIM operates in Building Products & Equipment (Industrials), while LUMN operates in Telecom Services (Communication Services). Over the past 5 years, SWIM returned -28.86%/yr vs -5.52%/yr for LUMN. At a 0.29 correlation, their price movements are largely independent.

Performance

SWIM vs. LUMN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Latham Group, Inc. (SWIM) and Lumen Technologies, Inc. (LUMN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SWIM achieves a -16.85% return, which is significantly lower than LUMN's 28.44% return.

SWIM

• 1D: -0.75%
• 1M: -8.97%
• YTD: -16.85%
• 6M: -27.47%
• 1Y: -13.44%
• 3Y*: 12.28%
• 5Y*: -28.86%
• 10Y*: —

LUMN

• 1D: -5.49%
• 1M: 6.97%
• YTD: 28.44%
• 6M: 4.28%
• 1Y: 142.82%
• 3Y*: 70.60%
• 5Y*: -5.52%
• 10Y*: -4.15%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SWIM vs. LUMN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
SWIM Latham Group, Inc.	-16.85%	-8.76%	164.64%	-18.32%	-87.14%	-8.15%
LUMN Lumen Technologies, Inc.	28.44%	46.33%	190.16%	-64.94%	-55.48%	1.86%

Correlation

The correlation between SWIM and LUMN is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.28
Correlation (3Y) Calculated over the trailing 3-year period	0.29
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (All Time) Calculated using the full available price history since Apr 26, 2021	0.29

Fundamentals

Market Cap SWIM : $617.20M LUMN : $9.97B
EPS SWIM : $0.07 LUMN : -$1.75
PS Ratio SWIM : 1.13 LUMN : 0.82
PB Ratio SWIM : 1.56 LUMN : 0.86
Total Revenue (TTM) SWIM : $551.81M LUMN : $12.12B
Gross Profit (TTM) SWIM : $157.42M LUMN : $1.52B
EBITDA (TTM) SWIM : $72.40M LUMN : $1.12B

Return for Risk

SWIM vs. LUMN — Risk / Return Rank

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

SWIM

SWIM Risk / Return Rank: 29
SWIM Sharpe Ratio Rank: 29
SWIM Sortino Ratio Rank: 28
SWIM Omega Ratio Rank: 28
SWIM Calmar Ratio Rank: 31
SWIM Martin Ratio Rank: 29

LUMN

LUMN Risk / Return Rank: 81
LUMN Sharpe Ratio Rank: 85
LUMN Sortino Ratio Rank: 82
LUMN Omega Ratio Rank: 81
LUMN Calmar Ratio Rank: 82
LUMN Martin Ratio Rank: 78

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.

SWIM vs. LUMN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Latham Group, Inc. (SWIM) and Lumen Technologies, Inc. (LUMN). 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.

	SWIM	LUMN	Difference
Sharpe ratio Return per unit of total volatility	-0.29	1.80	-2.09
Sortino ratio Return per unit of downside risk	-0.11	2.46	-2.57
Omega ratio Gain probability vs. loss probability	0.99	1.32	-0.33
Calmar ratio Return relative to maximum drawdown	-0.32	3.04	-3.35
Martin ratio Return relative to average drawdown	-0.67	5.83	-6.51
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SWIM vs. LUMN - Sharpe Ratio Comparison

The current SWIM Sharpe Ratio is -0.29, which is lower than the LUMN Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of SWIM and LUMN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SWIM	LUMN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.29	1.80	-2.09
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.37	-0.07	-0.30
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	-0.06	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.35	0.18	-0.53

Drawdowns

SWIM vs. LUMN - Drawdown Comparison

The maximum SWIM drawdown since its inception was -93.55%, roughly equal to the maximum LUMN drawdown of -95.26%. Use the drawdown chart below to compare losses from any high point for SWIM and LUMN.

Drawdown Indicators

	SWIM	LUMN	Difference
Max Drawdown Largest peak-to-trough decline	-93.55%	-95.26%	+1.71%
Max Drawdown (1Y) Largest decline over 1 year	-42.30%	-47.34%	+5.04%
Max Drawdown (3Y) Largest decline over 3 years	-53.73%	-69.66%	+15.93%
Max Drawdown (5Y) Largest decline over 5 years	-93.40%	-92.86%	-0.54%
Max Drawdown (10Y) Largest decline over 10 years	—	-94.44%	—
Current Drawdown Current decline from peak	-83.85%	-51.71%	-32.14%
Average Drawdown Average peak-to-trough decline	-74.47%	-27.64%	-46.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.99%	24.58%	-4.59%

Volatility

SWIM vs. LUMN - Volatility Comparison

The current volatility for Latham Group, Inc. (SWIM) is 13.95%, while Lumen Technologies, Inc. (LUMN) has a volatility of 25.95%. This indicates that SWIM experiences smaller price fluctuations and is considered to be less risky than LUMN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SWIM	LUMN	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.95%	25.95%	-12.00%
Volatility (6M) Calculated over the trailing 6-month period	34.48%	57.73%	-23.25%
Volatility (1Y) Calculated over the trailing 1-year period	47.88%	79.97%	-32.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	78.48%	85.17%	-6.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	78.05%	67.51%	+10.54%

Dividends

SWIM vs. LUMN - Dividend Comparison

Neither SWIM nor LUMN has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LUMN Lumen Technologies, Inc.	0.00%	0.00%	0.00%	0.00%	14.37%	7.97%	10.26%	7.57%	14.26%	12.95%	9.08%	8.59%
SWIM Latham Group, 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%

Financials

SWIM vs. LUMN - Profitability Comparison

The chart below illustrates the profitability comparison between Latham Group, Inc. and Lumen Technologies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SWIM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Latham Group, Inc. reported a gross profit of 37.16M and revenue of 117.32M. Therefore, the gross margin over that period was 31.7%.

LUMN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported a gross profit of 0.00 and revenue of 2.90B. Therefore, the gross margin over that period was 0.0%.

SWIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Latham Group, Inc. reported an operating income of -6.60M and revenue of 117.32M, resulting in an operating margin of -5.6%.

LUMN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported an operating income of 602.00M and revenue of 2.90B, resulting in an operating margin of 20.8%.

SWIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Latham Group, Inc. reported a net income of -8.53M and revenue of 117.32M, resulting in a net margin of -7.3%.

LUMN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lumen Technologies, Inc. reported a net income of -200.00M and revenue of 2.90B, resulting in a net margin of -6.9%.

Frequently Asked Questions

Can I hold both SWIM and LUMN in my portfolio?

SWIM and LUMN have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SWIM or LUMN?

LUMN has higher volatility (25.95%) compared to SWIM (13.95%). In terms of maximum drawdown, SWIM dropped -93.55% vs LUMN's -95.26%.

Which has better risk-adjusted returns?

LUMN currently has the higher Sharpe Ratio (1.80 vs -0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.