Lifeway Foods Stock Performance
| LWAY Stock | USD 20.06 0.36 1.76% |
The company secures a Beta (Market Risk) of 0.36, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Lifeway Foods' returns are expected to increase less than the market. However, during the bear market, the loss of holding Lifeway Foods is expected to be smaller as well. At this point, Lifeway Foods has a negative expected return of -0.27%. Please make sure to verify Lifeway Foods' coefficient of variation, value at risk, as well as the relationship between the Value At Risk and rate of daily change , to decide if Lifeway Foods performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Lifeway Foods has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return 9.97 | Five Day Return 7.04 | Year To Date Return (10.90) | Ten Year Return 22.76 | All Time Return 4.3 K |
Last Split Factor 2:1 | Dividend Date 2013-06-28 | Ex Dividend Date 2013-05-29 | Last Split Date 2006-08-16 |
1 | Acquisition by Julie Smolyansky of tradable shares of Lifeway Foods subject to Rule 16b-3 | 12/19/2024 |
2 | LWAY Stock Surges Over 6 percent Amid Strong Financial Performance | 12/31/2024 |
3 | Disposition of 418 shares by Amy Feldman of Lifeway Foods at 22.45 subject to Rule 16b-3 | 01/10/2025 |
4 | Disposition of 538 shares by Eric Hanson of Lifeway Foods at 22.45 subject to Rule 16b-3 | 01/14/2025 |
5 | Disposition of 10000 shares by Smolyansky Ludmila of Lifeway Foods at 22.67 subject to Rule 16b-3 | 01/15/2025 |
6 | Disposition of 12034 shares by Smolyansky Ludmila of Lifeway Foods at 22.55 subject to Rule 16b-3 | 01/17/2025 |
7 | LIFEWAY FOODS EXPECTS TO REALIZE 5 MILLION NET GAIN FROM SALE OF SIMPLE FOODS TO FLOWERS FOODS | 02/11/2025 |
8 | Disposition of 10000 shares by Smolyansky Ludmila of Lifeway Foods at 21.31 subject to Rule 16b-3 | 02/14/2025 |
9 | Lifeway Foods Now Covered by StockNews.com | 02/20/2025 |
10 | The Next Wave of No-Alcohol Beverages in the U.S. 2025 Study The Rise of Beverage Industry Disruptors - Alcohol Alternatives, Probiotics Plant-Based Waters | 02/27/2025 |
11 | Lifeway Foods CEO Julie Smolyansky to Appear with Katie Couric at the SHE Media Co-Lab at SXSW to Discuss Gut Health Trends and History of Lifeway Kefir | 03/03/2025 |
12 | Celebrated Womens Advocates, Renowned Medical Experts, and Esteemed Thought-Leaders Take the Stage at SHE Medias Third Annual Co-Lab at SXSW, March 7, 8, 9 | 03/05/2025 |
13 | Lifeway Foods Posts Earnings Results, Misses Expectations By 0.19 EPS | 03/14/2025 |
| Begin Period Cash Flow | 13.2 M |
Lifeway |
Lifeway Foods Relative Risk vs. Return Landscape
If you would invest 2,395 in Lifeway Foods on December 17, 2024 and sell it today you would lose (389.00) from holding Lifeway Foods or give up 16.24% of portfolio value over 90 days. Lifeway Foods is currently does not generate positive expected returns and assumes 1.8459% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% of stocks are less volatile than Lifeway, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Lifeway Foods Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lifeway Foods' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lifeway Foods, and traders can use it to determine the average amount a Lifeway Foods' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1481
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| Negative Returns | LWAY |
Estimated Market Risk
| 1.85 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.27 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lifeway Foods is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lifeway Foods by adding Lifeway Foods to a well-diversified portfolio.
Lifeway Foods Fundamentals Growth
Lifeway Stock prices reflect investors' perceptions of the future prospects and financial health of Lifeway Foods, and Lifeway Foods fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lifeway Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.1 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.02 % | ||||
| Current Valuation | 276.8 M | ||||
| Shares Outstanding | 14.82 M | ||||
| Price To Earning | 31.98 X | ||||
| Price To Book | 4.16 X | ||||
| Price To Sales | 1.59 X | ||||
| Revenue | 186.82 M | ||||
| Gross Profit | 51.42 M | ||||
| EBITDA | 13.85 M | ||||
| Net Income | 11.37 M | ||||
| Cash And Equivalents | 6.49 M | ||||
| Cash Per Share | 0.42 X | ||||
| Total Debt | 70 K | ||||
| Debt To Equity | 0.14 % | ||||
| Current Ratio | 2.46 X | ||||
| Book Value Per Share | 4.76 X | ||||
| Cash Flow From Operations | 16.94 M | ||||
| Earnings Per Share | 0.86 X | ||||
| Market Capitalization | 297.22 M | ||||
| Total Asset | 90.55 M | ||||
| Retained Earnings | 74.82 M | ||||
| Working Capital | 21.58 M | ||||
| Current Asset | 30.36 M | ||||
| Current Liabilities | 11.87 M | ||||
About Lifeway Foods Performance
Evaluating Lifeway Foods' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lifeway Foods has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lifeway Foods has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 22.91 | 21.77 | |
| Return On Tangible Assets | 0.12 | 0.09 | |
| Return On Capital Employed | 0.18 | 0.12 | |
| Return On Assets | 0.10 | 0.08 | |
| Return On Equity | 0.13 | 0.11 |
Things to note about Lifeway Foods performance evaluation
Checking the ongoing alerts about Lifeway Foods for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lifeway Foods help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lifeway Foods generated a negative expected return over the last 90 days | |
| Lifeway Foods has a strong financial position based on the latest SEC filings | |
| About 68.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from thelincolnianonline.com: Lifeway Foods Posts Earnings Results, Misses Expectations By 0.19 EPS |
- Analyzing Lifeway Foods' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lifeway Foods' stock is overvalued or undervalued compared to its peers.
- Examining Lifeway Foods' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lifeway Foods' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lifeway Foods' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lifeway Foods' stock. These opinions can provide insight into Lifeway Foods' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Lifeway Stock Analysis
When running Lifeway Foods' price analysis, check to measure Lifeway Foods' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lifeway Foods is operating at the current time. Most of Lifeway Foods' value examination focuses on studying past and present price action to predict the probability of Lifeway Foods' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lifeway Foods' price. Additionally, you may evaluate how the addition of Lifeway Foods to your portfolios can decrease your overall portfolio volatility.