- ISIN
- US12662P1084
- CUSIP
- 12662P108
- Sector
- Energy
- Industry
- Oil & Gas Refining & Marketing
- IPO Date
- Oct 23, 2007
Highlights
- Market Cap
- $3.58B
- Enterprise Value
- $4.61B
- EPS (TTM)
- $1.17
- PE Ratio
- 30.34
- PEG Ratio
- 0.06
- Total Revenue (TTM)
- $8.47B
- Gross Profit (TTM)
- -$2.08B
- EBITDA (TTM)
- $696.00M
- Year Range
- $19.62 - $41.67
- Target Price
- $31.00
- ROA (TTM)
- 2.89%
- ROE (TTM)
- 22.48%
- Avg. Volume (1M)
- 967K
- Avg. Volume Value (1M)
- $32.51M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
CVI Performance Chart
CVR Energy, Inc. (CVI) is up 42.6% since the beginning of the year. At $36 per share, CVI is trading 14.5% below its 52-week high of $42. Investors who bought $1,000 worth of CVI shares 5 years ago would now be looking at an investment worth $6,003.
Loading charts...
Compare this symbol against anything
Returns By Period
CVR Energy, Inc. (CVI) has returned 42.62% so far this year and 44.78% over the past 12 months. Looking at the last ten years, CVI has achieved an annualized return of 25.08%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
CVR Energy, Inc.
- 1D
- -6.46%
- 1M
- 25.07%
- 6M
- 59.55%
- YTD
- 42.62%
- 1Y
- 44.78%
- 3Y*
- 9.60%
- 5Y*
- 43.11%
- 10Y*
- 25.08%
- ALL TIME*
- 12.78%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CVI Monthly Returns History
Based on dividend-adjusted daily data since Oct 23, 2007, CVI's average daily return is +0.12%, while the average monthly return is +2.49%. At this rate, an investment would double in approximately 2.3 years.
Historically, 53% of months were positive and 47% were negative. The best month was Mar 2022 with a return of +111.5%, while the worst month was Oct 2008 at -53.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, CVI closed higher 51% of trading days. The best single day was Oct 31, 2008 with a return of +68.9%, while the worst single day was Oct 29, 2024 at -24.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.61% | 6.24% | 41.45% | -1.52% | 0.54% | -17.10% | 29.34% | 42.62% | |||||
| 2025 | 1.12% | -2.80% | 5.32% | -2.78% | 38.71% | 14.79% | -0.26% | 13.85% | 19.65% | -2.44% | -2.98% | -26.32% | 51.83% |
| 2024 | 11.32% | -1.63% | 9.12% | -14.81% | -6.73% | -3.91% | 6.84% | -9.38% | -9.40% | -30.96% | 21.70% | -3.15% | -34.88% |
| 2023 | 5.93% | -4.43% | 4.90% | -19.65% | -9.30% | 27.98% | 22.63% | -7.28% | 4.07% | -3.76% | 3.65% | -4.63% | 11.51% |
| 2022 | 16.18% | -10.96% | 111.48% | -1.84% | 39.15% | -2.70% | 0.12% | 6.93% | -11.27% | 34.78% | -2.03% | -14.95% | 210.18% |
| 2021 | 14.77% | 29.12% | -13.13% | 11.00% | -2.54% | -3.57% | -23.94% | 5.42% | 15.69% | 15.07% | -18.57% | 7.69% | 25.69% |
Benchmark Metrics
CVR Energy, Inc. has an annualized alpha of 16.85%, beta of 1.40, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since October 23, 2007.
- This stock captured 200.62% of S&P 500 Index gains and 155.64% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.20 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 16.85%
- Beta
- 1.40
- R²
- 0.20
- Upside Capture
- 200.62%
- Downside Capture
- 155.64%
Return for Risk
Risk / Return Rank
CVI ranks 64 for risk / return — above 64% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for CVR Energy, Inc. (CVI) and compare them to S&P 500 Index.
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.
| CVI | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.25 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.74 | 2.00 | -1.26 |
| Martin ratioReturn relative to average drawdown | 1.55 | 8.49 | -6.94 |
Dividends
Dividend History
CVR Energy, Inc. provided a 1.32% dividend yield over the last twelve months, with an annual payout of $0.47 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.47 | $2.26 | $1.50 | $4.50 | $10.04 | $2.40 | $1.20 | $3.05 | $2.50 | $2.00 | $2.00 | $2.00 |
Dividend yield | 1.32% | 8.88% | 8.00% | 14.85% | 32.04% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% |
Monthly Dividends
The table displays the monthly dividend distributions for CVR Energy, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.37 | $0.00 | $0.10 | $0.00 | $0.00 | $0.47 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $2.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.26 |
| 2024 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 |
| 2023 | $0.00 | $0.00 | $0.50 | $0.00 | $0.50 | $0.00 | $0.00 | $1.50 | $0.00 | $0.00 | $2.00 | $0.00 | $4.50 |
| 2022 | $0.00 | $0.00 | $5.24 | $0.00 | $0.40 | $0.00 | $0.00 | $3.00 | $0.00 | $0.00 | $1.40 | $0.00 | $10.04 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.40 |
Dividend Yield & Payout
Dividend Yield
CVR Energy, Inc. has a dividend yield of 1.32%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
CVR Energy, Inc. has a payout ratio of 8.47%, which is below the market average. This means CVR Energy, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the CVR Energy, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the CVR Energy, Inc. was 92.39%, occurring on Oct 29, 2008. Recovery took 835 trading sessions.
The current CVR Energy, Inc. drawdown is 9.32%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-92.39%Oct 2008 | 8mo 4d | 3y 3mo | 3y 12moFeb 2008 - Feb 2012 | Financial crisis2007–2009 |
-80.26%Oct 2020 | 1y 3mo | 1y 6mo | 2y 9moJul 2019 - May 2022 | — |
-73.30%Nov 2016 | 3y 5mo | 1y 6mo | 4y 11moMay 2013 - May 2018 | — |
-56.17%Oct 2024 | 7mo | 8mo 12d | 1y 3moApr 2024 - Jul 2025 | — |
-48.21%Feb 2026 | 3mo 25d | — | 9mo 9dOct 2025 - now | — |
Drawdown Indicators
| CVI | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.39% | -56.78% | -35.61% |
Max Drawdown (1Y)Largest decline over 1 year | -48.21% | -9.10% | -39.11% |
Max Drawdown (3Y)Largest decline over 3 years | -56.17% | -18.90% | -37.27% |
Max Drawdown (5Y)Largest decline over 5 years | -56.17% | -25.43% | -30.74% |
Max Drawdown (10Y)Largest decline over 10 years | -80.26% | -33.92% | -46.34% |
Current DrawdownCurrent decline from peak | -9.32% | -1.58% | -7.74% |
Average DrawdownAverage peak-to-trough decline | -35.04% | -10.70% | -24.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.98% | 2.14% | +20.84% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Financials
Financial Performance
The chart below illustrates the trends in the financial health of CVR Energy, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how CVR Energy, Inc. is priced in the market compared to other companies in the Oil & Gas Refining & Marketing industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for CVI, comparing it with other companies in the Oil & Gas Refining & Marketing industry. Currently, CVI has a P/E ratio of 30.3. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for CVI compared to other companies in the Oil & Gas Refining & Marketing industry. CVI currently has a PEG ratio of 0.1. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CVI relative to other companies in the Oil & Gas Refining & Marketing industry. Currently, CVI has a P/S ratio of 0.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CVI in comparison with other companies in the Oil & Gas Refining & Marketing industry. Currently, CVI has a P/B value of 6.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
Build a portfolio with CVI
Add CVR Energy, Inc. to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with CVI