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BKV vs. VRT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BKV vs. VRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BKV Corp (BKV) and Vertiv Holdings Co. (VRT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BKV achieves a -9.58% return, which is significantly lower than VRT's 105.66% return.


BKV

1D
1.74%
1M
-13.22%
YTD
-9.58%
6M
-8.16%
1Y
1.57%
3Y*
5Y*
10Y*

VRT

1D
4.87%
1M
1.73%
YTD
105.66%
6M
108.48%
1Y
181.27%
3Y*
145.68%
5Y*
66.54%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BKV vs. VRT - Yearly Performance Comparison


2026 (YTD)20252024
BKV
BKV Corp
-9.58%14.17%28.19%
VRT
Vertiv Holdings Co.
105.66%42.80%12.81%

Correlation

The correlation between BKV and VRT is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2024

0.26

The correlation between BKV and VRT shifts across timeframes, from 0.13 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BKV:

$2.51B

VRT:

$130.60B

EPS

BKV:

$3.24

VRT:

$3.99

PE Ratio

BKV:

7.58

VRT:

83.56

PS Ratio

BKV:

2.07

VRT:

12.01

PB Ratio

BKV:

1.09

VRT:

30.77

Total Revenue (TTM)

BKV:

$1.08B

VRT:

$10.84B

Gross Profit (TTM)

BKV:

$693.49M

VRT:

$3.92B

EBITDA (TTM)

BKV:

$544.16M

VRT:

$2.35B

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Return for Risk

BKV vs. VRT — Risk / Return Rank

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

BKV
BKV Risk / Return Rank: 4141
Overall Rank
BKV Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
BKV Sortino Ratio Rank: 3939
Sortino Ratio Rank
BKV Omega Ratio Rank: 3939
Omega Ratio Rank
BKV Calmar Ratio Rank: 4343
Calmar Ratio Rank
BKV Martin Ratio Rank: 4343
Martin Ratio Rank

VRT
VRT Risk / Return Rank: 9494
Overall Rank
VRT Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
VRT Sortino Ratio Rank: 9393
Sortino Ratio Rank
VRT Omega Ratio Rank: 9191
Omega Ratio Rank
VRT Calmar Ratio Rank: 9696
Calmar Ratio Rank
VRT Martin Ratio Rank: 9595
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.

BKV vs. VRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BKV Corp (BKV) and Vertiv Holdings Co. (VRT). 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.

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.


BKVVRTDifference
Sharpe ratioReturn per unit of total volatility

-3.07

Sortino ratioReturn per unit of downside risk

-3.17

Omega ratioGain probability vs. loss probability

1.04

1.43

-0.39

Calmar ratioReturn relative to maximum drawdown

0.04

7.16

-7.11

Martin ratioReturn relative to average drawdown

0.10

18.97

-18.87

BKV vs. VRT - Sharpe Ratio Comparison

The current BKV Sharpe Ratio is 0.02, which is lower than the VRT Sharpe Ratio of 3.09. The chart below compares the historical Sharpe Ratios of BKV and VRT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BKV vs. VRT - Drawdown Comparison

The maximum BKV drawdown since its inception was -39.98%, smaller than the maximum VRT drawdown of -71.24%. Use the drawdown chart below to compare losses from any high point for BKV and VRT.


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Drawdown Indicators


BKVVRTDifference

Max Drawdown

Largest peak-to-trough decline

-39.98%

-71.24%

+31.26%

Max Drawdown (1Y)

Largest decline over 1 year

-24.97%

-25.32%

+0.35%

Max Drawdown (3Y)

Largest decline over 3 years

-61.28%

Max Drawdown (5Y)

Largest decline over 5 years

-71.24%

Current Drawdown

Current decline from peak

-23.66%

-11.46%

-12.20%

Average Drawdown

Average peak-to-trough decline

-11.63%

-16.23%

+4.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.50%

9.53%

+0.97%

Volatility

BKV vs. VRT - Volatility Comparison

The current volatility for BKV Corp (BKV) is 9.27%, while Vertiv Holdings Co. (VRT) has a volatility of 15.84%. This indicates that BKV experiences smaller price fluctuations and is considered to be less risky than VRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BKVVRTDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.27%

15.84%

-6.57%

Volatility (6M)

Calculated over the trailing 6-month period

26.17%

45.28%

-19.11%

Volatility (1Y)

Calculated over the trailing 1-year period

43.42%

58.58%

-15.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.28%

62.01%

-18.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.28%

54.65%

-11.37%

Dividends

BKV vs. VRT - Dividend Comparison

BKV has not paid dividends to shareholders, while VRT's dividend yield for the trailing twelve months is around 0.07%.


PositionTTM202520242023202220212020
BKV
BKV Corp
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VRT
Vertiv Holdings Co.
0.07%0.11%0.10%0.05%0.07%0.04%0.05%

Financials

BKV vs. VRT - Financials Comparison

This section allows you to compare key financial metrics between BKV Corp and Vertiv Holdings Co.. 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


0.00500.00M1.00B1.50B2.00B2.50B3.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
432.85M
2.65B
(BKV) Total Revenue
(VRT) Total Revenue
Values in USD except per share items

BKV vs. VRT - Profitability Comparison

The chart below illustrates the profitability comparison between BKV Corp and Vertiv Holdings Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
93.7%
37.7%
Portfolio components
BKV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BKV Corp reported a gross profit of 405.49M and revenue of 432.85M. Therefore, the gross margin over that period was 93.7%.

VRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a gross profit of 999.70M and revenue of 2.65B. Therefore, the gross margin over that period was 37.7%.

BKV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BKV Corp reported an operating income of 86.03M and revenue of 432.85M, resulting in an operating margin of 19.9%.

VRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported an operating income of 440.10M and revenue of 2.65B, resulting in an operating margin of 16.6%.

BKV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BKV Corp reported a net income of 44.08M and revenue of 432.85M, resulting in a net margin of 10.2%.

VRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a net income of 390.10M and revenue of 2.65B, resulting in a net margin of 14.7%.


Frequently Asked Questions


BKV and VRT have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VRT has higher volatility (15.84%) compared to BKV (9.27%). In terms of maximum drawdown, BKV dropped -39.98% vs VRT's -71.24%.

VRT currently has the higher Sharpe Ratio (3.09 vs 0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BKV and VRT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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