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SWIM vs. LUMN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SWIM and LUMN is 0.38, 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.

SWIM vs. LUMN

Last updated Jun 1, 2025

Compare and contrast key facts about Latham Group, Inc. (SWIM) and Lumen Technologies, Inc. (LUMN).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWIM or LUMN.

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.

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Key characteristics

Sharpe Ratio

SWIM:

0.59

LUMN:

1.56

Sortino Ratio

SWIM:

1.68

LUMN:

3.27

Omega Ratio

SWIM:

1.20

LUMN:

1.40

Calmar Ratio

SWIM:

0.56

LUMN:

2.17

Martin Ratio

SWIM:

2.67

LUMN:

5.31

Ulcer Index

SWIM:

19.15%

LUMN:

38.86%

Daily Std Dev

SWIM:

87.26%

LUMN:

133.62%

Max Drawdown

SWIM:

-93.55%

LUMN:

-95.26%

Current Drawdown

SWIM:

-82.72%

LUMN:

-81.03%

Fundamentals

Market Cap

SWIM:

$657.48M

LUMN:

$4.02B

EPS

SWIM:

-$0.13

LUMN:

-$0.32

PS Ratio

SWIM:

1.29

LUMN:

0.31

PB Ratio

SWIM:

1.73

LUMN:

13.92

Total Revenue (TTM)

SWIM:

$509.31M

LUMN:

$13.00B

Gross Profit (TTM)

SWIM:

$149.61M

LUMN:

$5.52B

EBITDA (TTM)

SWIM:

$47.86M

LUMN:

$3.77B

Returns By Period

In the year-to-date period, SWIM achieves a -18.82% return, which is significantly higher than LUMN's -26.18% return.

SWIM

YTD

-18.82%

1M

0.00%

6M

-14.78%

1Y

46.37%

3Y*

-15.93%

5Y*

N/A

10Y*

N/A

LUMN

YTD

-26.18%

1M

11.36%

6M

-46.59%

1Y

203.88%

3Y*

-31.04%

5Y*

-13.58%

10Y*

-13.66%

*Annualized

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Latham Group, Inc.

Lumen Technologies, Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

SWIM vs. LUMN — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SWIM
The Risk-Adjusted Performance Rank of SWIM is 7575
Overall Rank
The Sharpe Ratio Rank of SWIM is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of SWIM is 8080
Sortino Ratio Rank
The Omega Ratio Rank of SWIM is 7676
Omega Ratio Rank
The Calmar Ratio Rank of SWIM is 7474
Calmar Ratio Rank
The Martin Ratio Rank of SWIM is 7676
Martin Ratio Rank
LUMN
The Risk-Adjusted Performance Rank of LUMN is 9292
Overall Rank
The Sharpe Ratio Rank of LUMN is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of LUMN is 9696
Sortino Ratio Rank
The Omega Ratio Rank of LUMN is 9393
Omega Ratio Rank
The Calmar Ratio Rank of LUMN is 9393
Calmar Ratio Rank
The Martin Ratio Rank of LUMN is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SWIM vs. LUMN - Risk-Adjusted Performance 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.

The current SWIM Sharpe Ratio is 0.59, which is lower than the LUMN Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of SWIM and LUMN, 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

SWIM vs. LUMN - Dividend Comparison

Neither SWIM nor LUMN has paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
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%
LUMN
Lumen Technologies, Inc.		0.00%0.00%0.00%14.37%7.97%10.26%7.57%14.26%12.95%9.08%8.59%5.46%

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.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

SWIM vs. LUMN - Volatility Comparison

Latham Group, Inc. (SWIM) has a higher volatility of 20.30% compared to Lumen Technologies, Inc. (LUMN) at 18.57%. This indicates that SWIM's price experiences larger fluctuations and is considered to be riskier than LUMN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Financials

SWIM vs. LUMN - Financials Comparison

This section allows you to compare key financial metrics between Latham Group, Inc. and Lumen Technologies, 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

0.001.00B2.00B3.00B4.00B5.00B20212022202320242025
111.42M
3.18B
(SWIM) Total Revenue
(LUMN) Total Revenue
Values in USD except per share items

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.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
20.0%30.0%40.0%50.0%60.0%20212022202320242025
29.5%
47.0%
(SWIM) Gross Margin
(LUMN) Gross Margin
SWIM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Latham Group, Inc. reported a gross profit of 32.88M and revenue of 111.42M. Therefore, the gross margin over that period was 29.5%.

LUMN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Lumen Technologies, Inc. reported a gross profit of 1.50B and revenue of 3.18B. Therefore, the gross margin over that period was 47.0%.

SWIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Latham Group, Inc. reported an operating income of -4.93M and revenue of 111.42M, resulting in an operating margin of -4.4%.

LUMN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Lumen Technologies, Inc. reported an operating income of 107.00M and revenue of 3.18B, resulting in an operating margin of 3.4%.

SWIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Latham Group, Inc. reported a net income of -5.96M and revenue of 111.42M, resulting in a net margin of -5.4%.

LUMN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Lumen Technologies, Inc. reported a net income of -201.00M and revenue of 3.18B, resulting in a net margin of -6.3%.