PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Vital Energy Inc. (VTLE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5168062058

Sector

Energy

IPO Date

Dec 15, 2011

Highlights

Market Cap

$1.15B

EPS (TTM)

$15.09

PE Ratio

1.99

Total Revenue (TTM)

$1.86B

Gross Profit (TTM)

$907.08M

EBITDA (TTM)

$1.45B

Year Range

$25.85 - $58.30

Target Price

$40.33

Short %

26.12%

Short Ratio

8.64

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
VTLE vs. IMO VTLE vs. PBF VTLE vs. VOO VTLE vs. FANG
Popular comparisons:
VTLE vs. IMO VTLE vs. PBF VTLE vs. VOO VTLE vs. FANG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Vital Energy Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-40.00%-30.00%-20.00%-10.00%0.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-33.42%
8.81%
VTLE (Vital Energy Inc.)
Benchmark (^GSPC)

Returns By Period

Vital Energy Inc. had a return of -37.35% year-to-date (YTD) and -35.78% in the last 12 months. Over the past 10 years, Vital Energy Inc. had an annualized return of -18.00%, while the S&P 500 had an annualized return of 11.10%, indicating that Vital Energy Inc. did not perform as well as the benchmark.


VTLE

YTD

-37.35%

1M

-8.74%

6M

-34.30%

1Y

-35.78%

5Y*

-12.59%

10Y*

-18.00%

^GSPC (Benchmark)

YTD

24.66%

1M

0.49%

6M

8.64%

1Y

26.56%

5Y*

13.06%

10Y*

11.10%

Monthly Returns

The table below presents the monthly returns of VTLE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.65%14.83%4.39%0.91%-7.86%-8.25%-2.70%-17.70%-25.05%1.38%20.39%-37.35%
20239.45%-8.69%-11.38%2.17%-10.83%8.82%16.90%14.23%-8.08%-9.71%-10.39%1.45%-11.53%
202211.69%14.00%3.37%-10.02%18.20%-18.09%28.62%-12.47%-19.02%2.86%-1.27%-19.44%-14.49%
202118.12%40.05%-7.76%34.86%38.53%65.22%-40.66%-1.87%50.05%-6.99%-21.88%2.09%205.23%
2020-40.07%-37.21%-64.81%186.84%-22.02%-18.47%9.38%7.85%-40.06%-17.96%46.89%66.81%-65.68%
20194.97%-9.74%-9.91%-2.27%-12.58%9.85%14.48%-25.30%-2.82%-2.07%-8.47%32.87%-20.72%
2018-8.29%-13.77%3.81%26.29%-15.64%3.66%-3.12%-11.05%-1.45%-35.86%-16.60%-17.16%-65.88%
2017-4.17%2.07%5.57%-11.92%-8.63%-10.47%23.19%-4.17%4.11%-7.81%-10.32%-0.75%-24.96%
2016-2.88%-34.15%55.19%53.59%-0.57%-13.46%-4.39%22.55%5.05%-7.60%34.14%-11.57%76.97%
2015-5.22%21.61%9.30%21.17%-13.80%-7.64%-31.88%18.90%-7.46%21.74%-5.14%-26.63%-22.80%
2014-10.65%5.46%-0.88%13.03%-5.34%11.96%-12.40%-12.90%-5.20%-15.39%-44.88%-0.96%-62.62%
20131.60%-7.10%6.71%-5.96%12.56%6.20%6.57%19.85%13.02%7.04%-15.05%2.59%52.48%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VTLE is 16, meaning it’s performing worse than 84% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VTLE is 1616
Overall Rank
The Sharpe Ratio Rank of VTLE is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of VTLE is 1111
Sortino Ratio Rank
The Omega Ratio Rank of VTLE is 1313
Omega Ratio Rank
The Calmar Ratio Rank of VTLE is 2727
Calmar Ratio Rank
The Martin Ratio Rank of VTLE is 2121
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vital Energy Inc. (VTLE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for VTLE, currently valued at -0.86, compared to the broader market-4.00-2.000.002.00-0.862.12
The chart of Sortino ratio for VTLE, currently valued at -1.14, compared to the broader market-4.00-2.000.002.004.00-1.142.83
The chart of Omega ratio for VTLE, currently valued at 0.87, compared to the broader market0.501.001.502.000.871.39
The chart of Calmar ratio for VTLE, currently valued at -0.37, compared to the broader market0.002.004.006.00-0.373.13
The chart of Martin ratio for VTLE, currently valued at -1.16, compared to the broader market0.0010.0020.00-1.1613.67
VTLE
^GSPC

The current Vital Energy Inc. Sharpe ratio is -0.86. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Vital Energy Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.86
2.12
VTLE (Vital Energy Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Vital Energy Inc. doesn't pay dividends

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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-95.75%
-2.37%
VTLE (Vital Energy Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vital 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 Vital Energy Inc. was 98.99%, occurring on Apr 7, 2020. The portfolio has not yet recovered.

The current Vital Energy Inc. drawdown is 95.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-98.99%Oct 22, 20131626Apr 7, 2020
-40.49%Feb 28, 2012287Apr 19, 201399Sep 10, 2013386
-6.55%Jan 3, 20128Jan 12, 201213Feb 1, 201221
-4.74%Feb 17, 20123Feb 22, 20123Feb 27, 20126
-3.75%Oct 7, 20133Oct 9, 20135Oct 16, 20138

Volatility

Volatility Chart

The current Vital Energy Inc. volatility is 12.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
12.88%
3.87%
VTLE (Vital Energy Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Vital Energy Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Vital Energy Inc..


Loading data...

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

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab