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

Correlation

The correlation between VITL and LWAY is 0.30, 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

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%200.00%400.00%600.00%800.00%December2025FebruaryMarchAprilMay
-4.08%
735.64%
VITL
LWAY

Key characteristics

Sharpe Ratio

VITL:

-0.22

LWAY:

-0.16

Sortino Ratio

VITL:

0.81

LWAY:

0.46

Omega Ratio

VITL:

1.10

LWAY:

1.06

Calmar Ratio

VITL:

0.40

LWAY:

-0.10

Martin Ratio

VITL:

0.65

LWAY:

-0.21

Ulcer Index

VITL:

24.21%

LWAY:

29.53%

Daily Std Dev

VITL:

56.91%

LWAY:

73.89%

Max Drawdown

VITL:

-80.31%

LWAY:

-93.15%

Current Drawdown

VITL:

-27.69%

LWAY:

-11.57%

Fundamentals

Market Cap

VITL:

$1.58B

LWAY:

$354.99M

EPS

VITL:

$1.18

LWAY:

$0.60

PE Ratio

VITL:

30.12

LWAY:

38.92

PS Ratio

VITL:

2.61

LWAY:

1.92

PB Ratio

VITL:

5.92

LWAY:

4.98

Total Revenue (TTM)

VITL:

$458.38M

LWAY:

$189.12M

Gross Profit (TTM)

VITL:

$171.03M

LWAY:

$48.80M

EBITDA (TTM)

VITL:

$31.80M

LWAY:

$14.78M

Returns By Period

In the year-to-date period, VITL achieves a -10.27% return, which is significantly lower than LWAY's -2.62% return.


VITL

YTD

-10.27%

1M

0.09%

6M

9.41%

1Y

-10.93%

5Y*

N/A

10Y*

N/A

LWAY

YTD

-2.62%

1M

3.12%

6M

4.73%

1Y

-11.57%

5Y*

55.97%

10Y*

2.17%

*Annualized

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Risk-Adjusted Performance

VITL vs. LWAY — Risk-Adjusted Performance Rank

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

VITL
The Risk-Adjusted Performance Rank of VITL is 5858
Overall Rank
The Sharpe Ratio Rank of VITL is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of VITL is 6161
Sortino Ratio Rank
The Omega Ratio Rank of VITL is 5959
Omega Ratio Rank
The Calmar Ratio Rank of VITL is 7070
Calmar Ratio Rank
The Martin Ratio Rank of VITL is 6060
Martin Ratio Rank

LWAY
The Risk-Adjusted Performance Rank of LWAY is 4747
Overall Rank
The Sharpe Ratio Rank of LWAY is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of LWAY is 5151
Sortino Ratio Rank
The Omega Ratio Rank of LWAY is 5050
Omega Ratio Rank
The Calmar Ratio Rank of LWAY is 4545
Calmar Ratio Rank
The Martin Ratio Rank of LWAY is 4747
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.

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.


The current VITL Sharpe Ratio is -0.22, which is lower than the LWAY Sharpe Ratio of -0.16. 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 Ratio0.001.002.003.004.00December2025FebruaryMarchAprilMay
-0.22
-0.16
VITL
LWAY

Dividends

VITL vs. LWAY - Dividend Comparison

Neither VITL nor LWAY has paid dividends to shareholders.


Tickers have no history of dividend payments

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.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-27.69%
-11.57%
VITL
LWAY

Volatility

VITL vs. LWAY - Volatility Comparison

Vital Farms, Inc. (VITL) has a higher volatility of 12.35% compared to Lifeway Foods, Inc. (LWAY) at 6.49%. 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.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
12.35%
6.49%
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


50.00M100.00M150.00M20212022202320242025
165.99M
46.93M
(VITL) Total Revenue
(LWAY) Total Revenue
Values in USD except per share items

VITL vs. LWAY - Profitability Comparison

The chart below illustrates the profitability comparison between Vital Farms, Inc. and Lifeway Foods, 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%25.0%30.0%35.0%40.0%20212022202320242025
36.1%
25.4%
(VITL) Gross Margin
(LWAY) Gross Margin
VITL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Vital Farms, Inc. reported a gross profit of 59.88M and revenue of 165.99M. Therefore, the gross margin over that period was 36.1%.

LWAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Lifeway Foods, Inc. reported a gross profit of 11.90M and revenue of 46.93M. Therefore, the gross margin over that period was 25.4%.

VITL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Vital Farms, Inc. reported an operating income of 13.00M and revenue of 165.99M, resulting in an operating margin of 7.8%.

LWAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Lifeway Foods, Inc. reported an operating income of 713.00K and revenue of 46.93M, resulting in an operating margin of 1.5%.

VITL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Vital Farms, Inc. reported a net income of 10.58M and revenue of 165.99M, resulting in a net margin of 6.4%.

LWAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Lifeway Foods, Inc. reported a net income of -160.00K and revenue of 46.93M, resulting in a net margin of -0.3%.