SWIM vs. LUMN

Last updated Apr 2, 2026

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

SWIM vs. LUMN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
SWIM Latham Group, Inc.	-15.59%	-8.76%	164.64%	-18.32%	-87.14%	-8.15%
LUMN Lumen Technologies, Inc.	-9.01%	46.33%	190.16%	-64.94%	-55.48%	1.86%

Fundamentals

Market Cap SWIM : $625.58M LUMN : $7.04B
EPS SWIM : $0.09 LUMN : -$1.75
PS Ratio SWIM : 1.17 LUMN : 0.57
Total Revenue (TTM) SWIM : $545.91M LUMN : $12.40B
Gross Profit (TTM) SWIM : $182.09M LUMN : $3.02B
EBITDA (TTM) SWIM : $73.50M LUMN : $1.32B

Returns By Period

In the year-to-date period, SWIM achieves a -15.59% return, which is significantly lower than LUMN's -9.01% return.

SWIM

• 1D: -0.19%
• 1M: -18.79%
• YTD: -15.59%
• 6M: -27.17%
• 1Y: -19.64%
• 3Y*: 23.29%
• 5Y*: —
• 10Y*: —

LUMN

• 1D: 1.73%
• 1M: 3.97%
• YTD: -9.01%
• 6M: 16.47%
• 1Y: 84.11%
• 3Y*: 38.69%
• 5Y*: -9.39%
• 10Y*: -8.71%

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

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: 25
SWIM Sharpe Ratio Rank: 24
SWIM Sortino Ratio Rank: 25
SWIM Omega Ratio Rank: 25
SWIM Calmar Ratio Rank: 26
SWIM Martin Ratio Rank: 22

LUMN

LUMN Risk / Return Rank: 73
LUMN Sharpe Ratio Rank: 75
LUMN Sortino Ratio Rank: 75
LUMN Omega Ratio Rank: 73
LUMN Calmar Ratio Rank: 73
LUMN Martin Ratio Rank: 69

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	-0.35	1.04	-1.40
Sortino ratio Return per unit of downside risk	-0.17	1.88	-2.05
Omega ratio Gain probability vs. loss probability	0.98	1.24	-0.26
Calmar ratio Return relative to maximum drawdown	-0.45	1.70	-2.14
Martin ratio Return relative to average drawdown	-1.01	3.53	-4.54
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 -0.35, which is lower than the LUMN Sharpe Ratio of 1.04. 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.

Sharpe Ratios by Period

	SWIM	LUMN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.35	1.04	-1.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.11	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	-0.13	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.36	0.16	-0.52

Correlation

The correlation between SWIM and LUMN is 0.29, 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

SWIM vs. LUMN - Dividend Comparison

Neither SWIM nor LUMN has paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%	0.00%	14.37%	7.97%	10.26%	7.57%	14.26%	12.95%	9.08%	8.59%

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	-37.33%	-47.34%	+10.01%
Max Drawdown (5Y) Largest decline over 5 years	—	-92.86%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-94.53%	—
Current Drawdown Current decline from peak	-83.61%	-65.79%	-17.82%
Average Drawdown Average peak-to-trough decline	-74.17%	-27.51%	-46.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.47%	22.76%	-6.29%

Volatility

SWIM vs. LUMN - Volatility Comparison

Latham Group, Inc. (SWIM) has a higher volatility of 19.54% compared to Lumen Technologies, Inc. (LUMN) at 14.70%. 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.

Volatility by Period

	SWIM	LUMN	Difference
Volatility (1M) Calculated over the trailing 1-month period	19.54%	14.70%	+4.84%
Volatility (6M) Calculated over the trailing 6-month period	33.57%	61.67%	-28.10%
Volatility (1Y) Calculated over the trailing 1-year period	56.06%	81.11%	-25.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	78.88%	84.23%	-5.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	78.88%	66.92%	+11.96%

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 Apr 2026, Latham Group, Inc. reported a gross profit of 27.94M and revenue of 99.95M. Therefore, the gross margin over that period was 28.0%.

LUMN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Lumen Technologies, Inc. reported a gross profit of -1.34B and revenue of 3.04B. Therefore, the gross margin over that period was -43.9%.

SWIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Latham Group, Inc. reported an operating income of -10.72M and revenue of 99.95M, resulting in an operating margin of -10.7%.

LUMN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Lumen Technologies, Inc. reported an operating income of 428.00M and revenue of 3.04B, resulting in an operating margin of 14.1%.

SWIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Latham Group, Inc. reported a net income of -7.01M and revenue of 99.95M, resulting in a net margin of -7.0%.

LUMN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Lumen Technologies, Inc. reported a net income of -2.00M and revenue of 3.04B, resulting in a net margin of -0.1%.