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

Performance

CF vs. VRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CF Industries Holdings, Inc. (CF) 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, CF achieves a 42.89% return, which is significantly lower than VRT's 86.99% return.


CF

1D
2.74%
1M
-12.58%
YTD
42.89%
6M
39.56%
1Y
11.91%
3Y*
19.07%
5Y*
17.73%
10Y*
17.90%

VRT

1D
1.68%
1M
-18.35%
YTD
86.99%
6M
87.85%
1Y
173.26%
3Y*
138.33%
5Y*
63.29%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CF vs. VRT - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
CF
CF Industries Holdings, Inc.
42.89%-7.17%10.08%-4.75%22.29%87.18%-15.76%12.73%-1.02%
VRT
Vertiv Holdings Co.
86.99%42.80%136.82%251.81%-45.25%33.80%69.36%12.55%1.03%

Correlation

The correlation between CF and VRT is -0.08, 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 (1Y)
Calculated over the trailing 1-year period

-0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2018

0.12

The correlation between CF and VRT shifts across timeframes, from -0.08 (1 year) to 0.12 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CF:

$16.91B

VRT:

$118.76B

EPS

CF:

$11.08

VRT:

$3.99

PE Ratio

CF:

9.88

VRT:

75.98

PEG Ratio

CF:

0.16

VRT:

0.33

PS Ratio

CF:

2.35

VRT:

10.92

PB Ratio

CF:

2.05

VRT:

27.98

Total Revenue (TTM)

CF:

$7.41B

VRT:

$10.84B

Gross Profit (TTM)

CF:

$2.99B

VRT:

$3.92B

EBITDA (TTM)

CF:

$2.60B

VRT:

$2.35B

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Return for Risk

CF vs. VRT — Risk / Return Rank

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

CF
CF Risk / Return Rank: 5757
Overall Rank
CF Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
CF Sortino Ratio Rank: 5555
Sortino Ratio Rank
CF Omega Ratio Rank: 5353
Omega Ratio Rank
CF Calmar Ratio Rank: 6161
Calmar Ratio Rank
CF Martin Ratio Rank: 5858
Martin Ratio Rank

VRT
VRT Risk / Return Rank: 9494
Overall Rank
VRT Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
VRT Sortino Ratio Rank: 9292
Sortino Ratio Rank
VRT Omega Ratio Rank: 9191
Omega Ratio Rank
VRT Calmar Ratio Rank: 9595
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.

CF vs. VRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CF Industries Holdings, Inc. (CF) 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.


CFVRTDifference
Sharpe ratioReturn per unit of total volatility

-2.39

Sortino ratioReturn per unit of downside risk

-2.41

Omega ratioGain probability vs. loss probability

1.11

1.41

-0.30

Calmar ratioReturn relative to maximum drawdown

0.77

6.55

-5.78

Martin ratioReturn relative to average drawdown

1.35

17.79

-16.45

CF vs. VRT - Sharpe Ratio Comparison

The current CF Sharpe Ratio is 0.46, which is lower than the VRT Sharpe Ratio of 2.85. The chart below compares the historical Sharpe Ratios of CF 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

CF vs. VRT - Drawdown Comparison

The maximum CF drawdown since its inception was -76.73%, which is greater than VRT's maximum drawdown of -71.24%. Use the drawdown chart below to compare losses from any high point for CF and VRT.


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Drawdown Indicators


CFVRTDifference

Max Drawdown

Largest peak-to-trough decline

-76.73%

-71.24%

-5.49%

Max Drawdown (1Y)

Largest decline over 1 year

-24.87%

-25.32%

+0.45%

Max Drawdown (3Y)

Largest decline over 3 years

-29.16%

-61.28%

+32.12%

Max Drawdown (5Y)

Largest decline over 5 years

-48.36%

-71.24%

+22.88%

Max Drawdown (10Y)

Largest decline over 10 years

-60.74%

Current Drawdown

Current decline from peak

-20.11%

-19.50%

-0.61%

Average Drawdown

Average peak-to-trough decline

-24.92%

-16.23%

-8.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.29%

9.30%

+4.99%

Volatility

CF vs. VRT - Volatility Comparison

The current volatility for CF Industries Holdings, Inc. (CF) is 9.83%, while Vertiv Holdings Co. (VRT) has a volatility of 16.12%. This indicates that CF 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


CFVRTDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.83%

16.12%

-6.29%

Volatility (6M)

Calculated over the trailing 6-month period

35.49%

45.82%

-10.33%

Volatility (1Y)

Calculated over the trailing 1-year period

42.20%

58.29%

-16.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.23%

61.88%

-23.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.30%

54.61%

-14.31%

Dividends

CF vs. VRT - Dividend Comparison

CF's dividend yield for the trailing twelve months is around 1.83%, more than VRT's 0.07% yield.


PositionTTM20252024202320222021202020192018201720162015
CF
CF Industries Holdings, Inc.
1.83%2.59%2.34%2.01%1.76%1.70%3.10%2.51%2.76%2.82%3.81%2.94%
VRT
Vertiv Holdings Co.
0.07%0.11%0.10%0.05%0.07%0.04%0.05%0.00%0.00%0.00%0.00%0.00%

Financials

CF vs. VRT - Financials Comparison

This section allows you to compare key financial metrics between CF Industries Holdings, Inc. 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


1.00B1.50B2.00B2.50B3.00B20222023202420252026
1.99B
2.65B
(CF) Total Revenue
(VRT) Total Revenue
Values in USD except per share items

CF vs. VRT - Profitability Comparison

The chart below illustrates the profitability comparison between CF Industries Holdings, Inc. 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%30.0%40.0%50.0%60.0%20222023202420252026
37.6%
37.7%
Portfolio components
CF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CF Industries Holdings, Inc. reported a gross profit of 746.00M and revenue of 1.99B. Therefore, the gross margin over that period was 37.6%.

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%.

CF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CF Industries Holdings, Inc. reported an operating income of 6.00M and revenue of 1.99B, resulting in an operating margin of 0.3%.

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%.

CF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CF Industries Holdings, Inc. reported a net income of 615.00M and revenue of 1.99B, resulting in a net margin of 31.0%.

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


CF and VRT have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VRT has higher volatility (16.12%) compared to CF (9.83%). In terms of maximum drawdown, CF dropped -76.73% vs VRT's -71.24%.

VRT currently has the higher Sharpe Ratio (2.85 vs 0.46), 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 CF and VRT

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