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AMRZ vs. FRGE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AMRZ vs. FRGE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amrize Ltd (AMRZ) and Forge Global Holdings Inc (FRGE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AMRZ achieves a 0.56% return, which is significantly lower than FRGE's 0.99% return.


AMRZ

1D
-0.92%
1M
6.00%
YTD
0.56%
6M
3.35%
1Y
3Y*
5Y*
10Y*

FRGE

1D
0.00%
1M
0.00%
YTD
0.99%
6M
1.40%
1Y
220.97%
3Y*
19.45%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMRZ vs. FRGE - Yearly Performance Comparison


2026 (YTD)2025
AMRZ
Amrize Ltd
0.56%4.02%
FRGE
Forge Global Holdings Inc
0.99%155.07%

Correlation

The correlation between AMRZ and FRGE is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 24, 2025

0.04

Fundamentals

Market Cap

AMRZ:

$29.79B

FRGE:

$600.35M

EPS

AMRZ:

$2.09

FRGE:

-$4.85

PS Ratio

AMRZ:

2.50

FRGE:

6.25

PB Ratio

AMRZ:

2.28

FRGE:

2.96

Total Revenue (TTM)

AMRZ:

$11.91B

FRGE:

$92.88M

Gross Profit (TTM)

AMRZ:

$3.02B

FRGE:

$11.09M

EBITDA (TTM)

AMRZ:

$2.79B

FRGE:

-$60.93M

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Amrize Ltd

Forge Global Holdings Inc

Often compared with FRGE:
FRGE vs. LVMUY

Return for Risk

AMRZ vs. FRGE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMRZ

FRGE
FRGE Risk / Return Rank: 9696
Overall Rank
FRGE Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
FRGE Sortino Ratio Rank: 9999
Sortino Ratio Rank
FRGE Omega Ratio Rank: 9999
Omega Ratio Rank
FRGE Calmar Ratio Rank: 9494
Calmar Ratio Rank
FRGE Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMRZ vs. FRGE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amrize Ltd (AMRZ) and Forge Global Holdings Inc (FRGE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AMRZ vs. FRGE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AMRZFRGEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.62

Sharpe Ratio (All Time)

Calculated using the full available price history

0.14

-0.28

+0.42

Drawdowns

AMRZ vs. FRGE - Drawdown Comparison

The maximum AMRZ drawdown since its inception was -25.95%, smaller than the maximum FRGE drawdown of -98.69%. Use the drawdown chart below to compare losses from any high point for AMRZ and FRGE.


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Drawdown Indicators


AMRZFRGEDifference

Max Drawdown

Largest peak-to-trough decline

-25.95%

-98.69%

+72.74%

Max Drawdown (1Y)

Largest decline over 1 year

-35.45%

Max Drawdown (3Y)

Largest decline over 3 years

-87.54%

Current Drawdown

Current decline from peak

-17.42%

-92.03%

+74.61%

Average Drawdown

Average peak-to-trough decline

-8.69%

-91.60%

+82.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.06%

Volatility

AMRZ vs. FRGE - Volatility Comparison


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Volatility by Period


AMRZFRGEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

1.83%

Volatility (1Y)

Calculated over the trailing 1-year period

35.09%

86.78%

-51.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.09%

117.05%

-81.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.09%

117.05%

-81.96%

Dividends

AMRZ vs. FRGE - Dividend Comparison

AMRZ's dividend yield for the trailing twelve months is around 1.02%, while FRGE has not paid dividends to shareholders.


PositionTTM
AMRZ
Amrize Ltd
1.02%
FRGE
Forge Global Holdings Inc
0.00%

Financials

AMRZ vs. FRGE - Financials Comparison

This section allows you to compare key financial metrics between Amrize Ltd and Forge Global Holdings Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
2.18B
21.26M
(AMRZ) Total Revenue
(FRGE) Total Revenue
Values in USD except per share items

AMRZ vs. FRGE - Profitability Comparison

The chart below illustrates the profitability comparison between Amrize Ltd and Forge Global Holdings Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
9.7%
-33.3%
Portfolio components
AMRZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amrize Ltd reported a gross profit of 211.00M and revenue of 2.18B. Therefore, the gross margin over that period was 9.7%.

FRGE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Forge Global Holdings Inc reported a gross profit of -7.07M and revenue of 21.26M. Therefore, the gross margin over that period was -33.3%.

AMRZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amrize Ltd reported an operating income of -81.00M and revenue of 2.18B, resulting in an operating margin of -3.7%.

FRGE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Forge Global Holdings Inc reported an operating income of -20.26M and revenue of 21.26M, resulting in an operating margin of -95.3%.

AMRZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amrize Ltd reported a net income of -116.00M and revenue of 2.18B, resulting in a net margin of -5.3%.

FRGE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Forge Global Holdings Inc reported a net income of -18.22M and revenue of 21.26M, resulting in a net margin of -85.7%.


Frequently Asked Questions


AMRZ and FRGE have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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