Sweetgreen Stock Performance
| SG Stock | USD 23.15 0.74 3.30% |
The entity has a beta of 0.81, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sweetgreen's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sweetgreen is expected to be smaller as well. At this point, Sweetgreen has a negative expected return of -0.84%. Please make sure to validate Sweetgreen's maximum drawdown, as well as the relationship between the accumulation distribution and price action indicator , to decide if Sweetgreen 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 Sweetgreen has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unsteady performance in the last few months, the Stock's technical and fundamental indicators remain nearly stable which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
Actual Historical Performance (%)
One Day Return 3.26 | Five Day Return (2.57) | Year To Date Return (27.89) | Ten Year Return (53.25) | All Time Return (53.25) |
1 | Up 236 percent in 2024, Is This Monster Stock a Smart Buy Right Now | 12/13/2024 |
2 | Disposition of 12606 shares by Jonathan Neman of Sweetgreen at 7.77 subject to Rule 16b-3 | 12/23/2024 |
3 | Sweetgreen Inc Stock Price Up 5.64 percent on Jan 6 | 01/06/2025 |
4 | Acquisition by Mitch Reback of 8000 shares of Sweetgreen at 4.78 subject to Rule 16b-3 | 01/17/2025 |
5 | Is It Worth Investing in Sweetgreen Based on Wall Streets Bullish Views | 01/24/2025 |
6 | Murphy USA Tops Q4 Earnings Estimates | 02/05/2025 |
7 | Sweetgreen Inc Shares Gap Down to 30.495 on Feb 6 | 02/06/2025 |
8 | FMR LLCs Strategic Acquisition of Sweetgreen Inc Shares | 02/07/2025 |
9 | Fishman Jay A Ltd. MI Has 402,000 Stake in Sweetgreen, Inc. | 02/12/2025 |
10 | Disposition of 4000 shares by Mitch Reback of Sweetgreen at 4.78 subject to Rule 16b-3 | 02/18/2025 |
11 | Csenge Advisory Group Buys Shares of 13,295 Sweetgreen, Inc. | 02/19/2025 |
| Begin Period Cash Flow | 331.6 M |
Sweetgreen |
Sweetgreen Relative Risk vs. Return Landscape
If you would invest 4,098 in Sweetgreen on November 29, 2024 and sell it today you would lose (1,760) from holding Sweetgreen or give up 42.95% of portfolio value over 90 days. Sweetgreen is generating negative expected returns and assumes 4.344% volatility on return distribution over the 90 days horizon. Put differently, 38% of stocks are less risky than Sweetgreen on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Sweetgreen Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sweetgreen's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sweetgreen, and traders can use it to determine the average amount a Sweetgreen's 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 = -0.1924
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| Negative Returns | SG |
Estimated Market Risk
| 4.34 actual daily | 38 62% of assets are more volatile |
Expected Return
| -0.84 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sweetgreen 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 Sweetgreen by adding Sweetgreen to a well-diversified portfolio.
Sweetgreen Fundamentals Growth
Sweetgreen Stock prices reflect investors' perceptions of the future prospects and financial health of Sweetgreen, and Sweetgreen 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 Sweetgreen Stock performance.
| Return On Equity | -0.18 | ||||
| Return On Asset | -0.0648 | ||||
| Profit Margin | (0.13) % | ||||
| Operating Margin | (0.12) % | ||||
| Current Valuation | 2.67 B | ||||
| Shares Outstanding | 103.41 M | ||||
| Price To Earning | 250.00 X | ||||
| Price To Book | 5.59 X | ||||
| Price To Sales | 3.88 X | ||||
| Revenue | 584.04 M | ||||
| Gross Profit | 132.88 M | ||||
| EBITDA | (53.39 M) | ||||
| Net Income | (113.38 M) | ||||
| Cash And Equivalents | 331.61 M | ||||
| Cash Per Share | 3.69 X | ||||
| Total Debt | 302.87 M | ||||
| Debt To Equity | 0.44 % | ||||
| Current Ratio | 8.78 X | ||||
| Book Value Per Share | 4.01 X | ||||
| Cash Flow From Operations | 26.48 M | ||||
| Earnings Per Share | (0.81) X | ||||
| Market Capitalization | 2.59 B | ||||
| Total Asset | 912.25 M | ||||
| Retained Earnings | (784.99 M) | ||||
| Working Capital | 184.53 M | ||||
About Sweetgreen Performance
By analyzing Sweetgreen's fundamental ratios, stakeholders can gain valuable insights into Sweetgreen's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sweetgreen 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 Sweetgreen has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 1.41 | 1.00 | |
| Return On Tangible Assets | (0.15) | (0.16) | |
| Return On Capital Employed | (0.17) | (0.18) | |
| Return On Assets | (0.14) | (0.15) | |
| Return On Equity | (0.27) | (0.26) |
Things to note about Sweetgreen performance evaluation
Checking the ongoing alerts about Sweetgreen for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sweetgreen help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sweetgreen generated a negative expected return over the last 90 days | |
| Sweetgreen has high historical volatility and very poor performance | |
| The company generated the yearly revenue of 584.04 M. Annual Net Loss to common stockholders was (113.38 M) with gross profit of 132.88 M. | |
| Over 97.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Csenge Advisory Group Buys Shares of 13,295 Sweetgreen, Inc. |
- Analyzing Sweetgreen's 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 Sweetgreen's stock is overvalued or undervalued compared to its peers.
- Examining Sweetgreen's 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 Sweetgreen's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sweetgreen's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sweetgreen's stock. These opinions can provide insight into Sweetgreen's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Sweetgreen Stock analysis
When running Sweetgreen's price analysis, check to measure Sweetgreen's 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 Sweetgreen is operating at the current time. Most of Sweetgreen's value examination focuses on studying past and present price action to predict the probability of Sweetgreen's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sweetgreen's price. Additionally, you may evaluate how the addition of Sweetgreen to your portfolios can decrease your overall portfolio volatility.
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