LMNR vs REFI

Comparison between Limoneira Company (LMNR, Company) and Chicago Atlantic Real Estate Finance Inc (REFI, Company).

LMNR is from the Consumer Defensive sector, while REFI is from the Real Estate sector.

5-Year PerformanceREFI has outperformed LMNR, delivering a return of +4.5% compared to -5.2%

LMNR vs REFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMNR(COMPANY)	REFI(COMPANY)
Market Cap	$239M	$239M
Max Drawdown	69.23%	45.62%
Sharpe Ratio	-0.56	-0.34
5Y Beta	0.71	0.43
Industry	Farm Products	Reit - Mortgage
P/E Ratio	-5.90	7.77
Forward P/E	222.22	7.43
PEG Ratio	-0.00	N/A
Dividend Yield	1.73%	16.60%
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	39.59%	N/A
Debt to Equity	61.55%	16.28%
Free Cash Flow Yield	-7.64%	10.16%
P/S Ratio	1.53	4.82
P/B Ratio	1.43	0.79

Market Cap

LMNR

$239M

Winner

REFI

$239M

Max Drawdown

LMNR

69.23%

Winner

REFI

45.62%

Sharpe Ratio

LMNR

-0.56

Winner

REFI

-0.34

5Y Beta

LMNR

0.71

Winner

REFI

0.43

Industry

LMNR

Farm Products

REFI

Reit - Mortgage

P/E Ratio

Winner

LMNR

-5.90

REFI

7.77

Forward P/E

LMNR

222.22

Winner

REFI

7.43

PEG Ratio

LMNR

-0.00

REFI

N/A

Dividend Yield

LMNR

1.73%

Winner

REFI

16.60%

5Y Dividends CAGR

LMNR

4.56%

REFI

N/A

5Y EPS CAGR

LMNR

39.59%

REFI

N/A

Debt to Equity

LMNR

61.55%

Winner

REFI

16.28%

Free Cash Flow Yield

LMNR

-7.64%

Winner

REFI

10.16%

P/S Ratio

Winner

LMNR

1.53

REFI

4.82

P/B Ratio

LMNR

1.43

Winner

REFI

0.79

LMNR vs REFI - Historical Returns

Returns include dividend reinvestment.

Period	LMNR	REFI
1 month	-0.08%	-0.71%
3 months	-4.06%	-5.49%
6 months	-13.39%	-7.07%
1 year	-12.59%	-9.01%
5 years(CAGR)	-5.21%	+4.47%
10 years(CAGR)	-2.02%	N/A
Max(CAGR)	+6.07%	+4.47%

Winner

LMNR

-0.08%

REFI

-0.71%

Winner

LMNR

-4.06%

REFI

-5.49%

LMNR

-13.39%

Winner

REFI

-7.07%

LMNR

-12.59%

Winner

REFI

-9.01%

5Y(CAGR)

LMNR

-5.21%

Winner

REFI

+4.47%

10Y(CAGR)

LMNR

-2.02%

REFI

N/A

Max(CAGR)

Winner

LMNR

+6.07%

REFI

+4.47%

LMNR vs REFI - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	LMNR	REFI
2026	+1.72%	-5.02%
2025	-47.08%	-9.46%
2024	+21.72%	+9.91%
2023	+68.44%	+24.48%
2022	-19.57%	+1.58%
2021	-6.74%	+0.97%
2020	-11.36%	N/A
2019	-1.37%	N/A
2018	-10.20%	N/A
2017	+6.01%	N/A
2016	+52.08%	N/A
2015	-39.28%	N/A
2014	-5.04%	N/A
2013	+34.16%	N/A
2012	+10.08%	N/A
2011	-41.50%	N/A
2010	+103.38%	N/A
2009	+11.76%	N/A
2008	-46.78%	N/A
2007	-15.85%	N/A
2006	+10.42%	N/A
2005	+53.90%	N/A
2004	+172.57%	N/A
2003	+25.56%	N/A
2002	+9.76%	N/A
2001	+7.89%	N/A

LMNR vs REFI Drawdown Comparison

The maximum drawdown for LMNR was -66.39%, occurring on Nov 21, 2008. Recovery took 2794 trading sessions.

The maximum drawdown for REFI was -26.51%, occurring on Mar 15, 2023. Recovery took 454 trading sessions.

The current LMNR drawdown is -55.28%. The current REFI drawdown is -17.67%.

Rank	LMNR	REFI
#1	-66.39% Aug 3, 2007 - Sep 7, 2018	-26.51% Feb 28, 2022 - Dec 18, 2023
#2	-65.82% Sep 10, 2018 - May 11, 2022	-19.25% Mar 3, 2025 - Mar 27, 2026
#3	-41.30% Sep 30, 2005 - Apr 19, 2007	-9.51% Jul 17, 2024 - Nov 21, 2024
#4	-17.51% Apr 25, 2007 - Aug 3, 2007	-7.26% Dec 27, 2023 - Jul 15, 2024
#5	-12.61% Mar 2, 2005 - Mar 22, 2005	-6.30% Jan 20, 2022 - Feb 28, 2022
#6	-8.93% Dec 3, 2001 - Mar 4, 2002	-3.12% Jan 21, 2025 - Feb 10, 2025
#7	-8.70% Jul 18, 2002 - Nov 20, 2002	-2.99% Feb 18, 2025 - Feb 25, 2025
#8	-8.33% Oct 22, 2003 - Mar 16, 2004	-2.97% Dec 8, 2021 - Dec 31, 2021
#9	-7.74% Dec 16, 2004 - Dec 30, 2004	-2.82% Jan 3, 2025 - Jan 17, 2025
#10	-7.50% Dec 30, 2004 - Feb 22, 2005	-2.78% Dec 5, 2024 - Jan 3, 2025
#11	-7.26% Mar 22, 2005 - Jun 17, 2005	-2.38% Dec 19, 2023 - Dec 26, 2023
#12	-6.42% Nov 20, 2002 - Mar 4, 2003	-1.23% Dec 2, 2024 - Dec 5, 2024
#13	-6.12% Mar 4, 2003 - Jul 14, 2003	-0.88% Feb 11, 2025 - Feb 14, 2025
#14	-5.51% Mar 18, 2004 - May 3, 2004	-0.39% Jan 11, 2022 - Jan 13, 2022
#15	-5.43% Sep 21, 2005 - Sep 27, 2005	-0.31% Nov 25, 2024 - Nov 29, 2024

Correlation

Correlation between LMNR and REFI is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2008 - 2026)

LMNR vs REFI dividend yield comparison.

Year	LMNR	REFI
2026	0.00%	4.20%
2025	2.38%	15.33%
2024	1.23%	13.36%
2023	1.45%	13.41%
2022	2.46%	13.93%
2021	2.00%	0.00%
2020	1.80%	0.00%
2019	1.56%	0.00%
2018	1.34%	0.00%
2017	1.02%	0.00%
2016	0.95%	0.00%
2015	1.24%	0.00%
2014	0.69%	0.00%
2013	0.56%	0.00%
2012	0.71%	0.00%
2011	0.74%	0.00%
2010	0.44%	0.00%
2009	0.22%	0.00%
2008	1.54%	0.00%