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VITL vs. LWAY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VITL and LWAY is 0.15, 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.


-0.50.00.51.00.1

Performance

VITL vs. LWAY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vital Farms, Inc. (VITL) and Lifeway Foods, Inc. (LWAY). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
-10.03%
84.08%
VITL
LWAY

Key characteristics

Sharpe Ratio

VITL:

3.10

LWAY:

0.86

Sortino Ratio

VITL:

3.54

LWAY:

2.00

Omega Ratio

VITL:

1.48

LWAY:

1.26

Calmar Ratio

VITL:

2.48

LWAY:

1.29

Martin Ratio

VITL:

8.86

LWAY:

2.70

Ulcer Index

VITL:

18.31%

LWAY:

28.89%

Daily Std Dev

VITL:

52.31%

LWAY:

90.20%

Max Drawdown

VITL:

-80.31%

LWAY:

-93.15%

Current Drawdown

VITL:

-20.40%

LWAY:

-16.15%

Fundamentals

Market Cap

VITL:

$1.70B

LWAY:

$354.86M

EPS

VITL:

$1.12

LWAY:

$0.86

PE Ratio

VITL:

34.66

LWAY:

27.85

Total Revenue (TTM)

VITL:

$576.13M

LWAY:

$181.98M

Gross Profit (TTM)

VITL:

$215.25M

LWAY:

$48.06M

EBITDA (TTM)

VITL:

$72.70M

LWAY:

$22.35M

Returns By Period

In the year-to-date period, VITL achieves a 137.28% return, which is significantly higher than LWAY's 70.77% return.


VITL

YTD

137.28%

1M

27.72%

6M

-12.32%

1Y

152.06%

5Y*

N/A

10Y*

N/A

LWAY

YTD

70.77%

1M

-9.63%

6M

84.08%

1Y

83.79%

5Y*

59.94%

10Y*

2.37%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

VITL vs. LWAY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vital Farms, Inc. (VITL) and Lifeway Foods, Inc. (LWAY). 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 VITL, currently valued at 2.91, compared to the broader market-4.00-2.000.002.002.910.86
The chart of Sortino ratio for VITL, currently valued at 3.41, compared to the broader market-4.00-2.000.002.004.003.412.00
The chart of Omega ratio for VITL, currently valued at 1.46, compared to the broader market0.501.001.502.001.461.26
The chart of Calmar ratio for VITL, currently valued at 2.33, compared to the broader market0.002.004.006.002.331.29
The chart of Martin ratio for VITL, currently valued at 8.28, compared to the broader market0.0010.0020.008.282.70
VITL
LWAY

The current VITL Sharpe Ratio is 3.10, which is higher than the LWAY Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of VITL and LWAY, 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 Ratio0.001.002.003.004.005.006.00JulyAugustSeptemberOctoberNovemberDecember
2.91
0.86
VITL
LWAY

Dividends

VITL vs. LWAY - Dividend Comparison

Neither VITL nor LWAY has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
VITL
Vital Farms, 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%
LWAY
Lifeway Foods, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.50%

Drawdowns

VITL vs. LWAY - Drawdown Comparison

The maximum VITL drawdown since its inception was -80.31%, smaller than the maximum LWAY drawdown of -93.15%. Use the drawdown chart below to compare losses from any high point for VITL and LWAY. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-20.40%
-16.15%
VITL
LWAY

Volatility

VITL vs. LWAY - Volatility Comparison

Vital Farms, Inc. (VITL) has a higher volatility of 11.55% compared to Lifeway Foods, Inc. (LWAY) at 10.25%. This indicates that VITL's price experiences larger fluctuations and is considered to be riskier than LWAY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
11.55%
10.25%
VITL
LWAY

Financials

VITL vs. LWAY - Financials Comparison

This section allows you to compare key financial metrics between Vital Farms, Inc. and Lifeway Foods, 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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