WMMVY vs. LWAY
WMMVY (Wal Mart de Mexico SAB de CV ADR) and LWAY (Lifeway Foods, Inc.) are both stocks. Both are in the Consumer Defensive sector — WMMVY in Discount Stores, LWAY in Packaged Foods. Over the past 10 years, WMMVY returned 5.53%/yr vs 11.61%/yr for LWAY. Their 0.09 correlation means their historical movements had little consistent relationship.
Performance
WMMVY vs. LWAY - Performance Comparison
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Returns By Period
In the year-to-date period, WMMVY achieves a -6.77% return, which is significantly lower than LWAY's 22.91% return. Over the past 10 years, WMMVY has underperformed LWAY with an annualized return of 5.53%, while LWAY has yielded a comparatively higher 11.61% annualized return.
WMMVY
- 1D
- 0.03%
- 1M
- -0.31%
- 6M
- -8.44%
- YTD
- -6.77%
- 1Y
- 1.29%
- 3Y*
- -8.71%
- 5Y*
- 0.39%
- 10Y*
- 5.53%
- ALL TIME*
- 4.47%
LWAY
- 1D
- -3.84%
- 1M
- 1.12%
- 6M
- 35.18%
- YTD
- 22.91%
- 1Y
- 18.08%
- 3Y*
- 66.86%
- 5Y*
- 36.22%
- 10Y*
- 11.61%
- ALL TIME*
- 12.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.30M | $5.13M | $4.93M | |
| $4.23M | $5.74M | $4.29M |
WMMVY vs. LWAY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMMVY Wal Mart de Mexico SAB de CV ADR | -6.77% | 21.40% | -35.04% | 24.21% | -3.70% | 35.33% | 1.62% | 15.94% | 6.58% | 41.89% |
LWAY Lifeway Foods, Inc. | 22.91% | -2.30% | 84.94% | 141.62% | 20.65% | -14.97% | 171.86% | 5.85% | -76.50% | -30.50% |
Correlation
The correlation between WMMVY and LWAY is 0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.09 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.08 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.09 |
Fundamentals
WMMVY:
$50.25B
LWAY:
$455.09M
WMMVY:
MX$28.68
LWAY:
$1.45
WMMVY:
17.55
LWAY:
20.52
WMMVY:
8.61
LWAY:
0.07
WMMVY:
0.86
LWAY:
1.34
WMMVY:
MX$1.01T
LWAY:
$229.42M
WMMVY:
MX$245.25B
LWAY:
$65.44M
WMMVY:
MX$98.18B
LWAY:
$24.15M
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Return for Risk
WMMVY vs. LWAY — Risk / Return Rank
WMMVY
LWAY
WMMVY vs. LWAY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wal Mart de Mexico SAB de CV ADR (WMMVY) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WMMVY | LWAY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.12 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.06 | 0.38 | -0.33 |
| Martin ratioReturn relative to average drawdown | 0.16 | 0.68 | -0.52 |
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Drawdowns
WMMVY vs. LWAY - Drawdown Comparison
The maximum WMMVY drawdown since its inception was -39.68%, smaller than the maximum LWAY drawdown of -93.15%. Use the drawdown chart below to compare losses from any high point for WMMVY and LWAY.
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Drawdown Indicators
| WMMVY | LWAY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.68% | -93.15% | +53.47% |
Max Drawdown (1Y)Largest decline over 1 year | -22.18% | -47.37% | +25.19% |
Max Drawdown (3Y)Largest decline over 3 years | -39.68% | -60.45% | +20.77% |
Max Drawdown (5Y)Largest decline over 5 years | -39.68% | -60.45% | +20.77% |
Max Drawdown (10Y)Largest decline over 10 years | -39.68% | -91.85% | +52.17% |
Current DrawdownCurrent decline from peak | -27.51% | -11.95% | -15.56% |
Average DrawdownAverage peak-to-trough decline | -12.15% | -43.96% | +31.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.10% | 26.79% | -18.69% |
Volatility
WMMVY vs. LWAY - Volatility Comparison
The current volatility for Wal Mart de Mexico SAB de CV ADR (WMMVY) is 6.43%, while Lifeway Foods, Inc. (LWAY) has a volatility of 11.12%. This indicates that WMMVY experiences smaller price fluctuations and is considered to be less risky than LWAY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMMVY | LWAY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.43% | 11.12% | -4.69% |
Volatility (6M)Calculated over the trailing 6-month period | 18.35% | 32.52% | -14.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.85% | 45.75% | -20.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.85% | 66.35% | -36.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.65% | 68.47% | -37.82% |
Dividends
WMMVY vs. LWAY - Dividend Comparison
WMMVY's dividend yield for the trailing twelve months is around 3.15%, while LWAY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WMMVY Wal Mart de Mexico SAB de CV ADR | 3.15% | 2.93% | 3.99% | 3.13% | 2.11% | 2.10% | 3.08% | 3.12% | 2.28% | 3.60% | 4.71% |
Financials
WMMVY vs. LWAY - Financials Comparison
This section allows you to compare key financial metrics between Wal Mart de Mexico SAB de CV ADR 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.
Total Revenue: Total amount of money received from sales and other business activities
WMMVY vs. LWAY - Profitability Comparison
WMMVY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Wal Mart de Mexico SAB de CV ADR reported a gross profit of 60.12B and revenue of 250.95B. Therefore, the gross margin over that period was 24.0%.
LWAY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Lifeway Foods, Inc. reported a gross profit of 17.35M and revenue of 63.01M. Therefore, the gross margin over that period was 27.5%.
WMMVY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Wal Mart de Mexico SAB de CV ADR reported an operating income of 17.02B and revenue of 250.95B, resulting in an operating margin of 6.8%.
LWAY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Lifeway Foods, Inc. reported an operating income of 6.33M and revenue of 63.01M, resulting in an operating margin of 10.0%.
WMMVY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Wal Mart de Mexico SAB de CV ADR reported a net income of 11.15B and revenue of 250.95B, resulting in a net margin of 4.4%.
LWAY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Lifeway Foods, Inc. reported a net income of 4.67M and revenue of 63.01M, resulting in a net margin of 7.4%.
Frequently Asked Questions
WMMVY and LWAY have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LWAY has higher volatility (11.12%) compared to WMMVY (6.43%). In terms of maximum drawdown, WMMVY dropped -39.68% vs LWAY's -93.15%.
LWAY currently has the higher Sharpe Ratio (0.40 vs 0.05), 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.
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