PortfoliosLab logoPortfoliosLab logo
CHPT vs. NIO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CHPT vs. NIO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ChargePoint Holdings, Inc. (CHPT) and NIO Inc. (NIO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CHPT achieves a 8.73% return, which is significantly higher than NIO's 5.10% return.


CHPT

1D
-13.12%
1M
13.52%
YTD
8.73%
6M
-30.78%
1Y
-46.68%
3Y*
-66.34%
5Y*
-58.15%
10Y*

NIO

1D
-5.80%
1M
-9.15%
YTD
5.10%
6M
6.35%
1Y
48.07%
3Y*
-12.05%
5Y*
-33.73%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHPT vs. NIO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
CHPT
ChargePoint Holdings, Inc.
8.73%-68.97%-54.27%-75.45%-49.97%-52.47%308.98%0.41%
NIO
NIO Inc.
5.10%16.97%-51.93%-6.97%-69.22%-35.00%1,112.44%28.85%

Correlation

The correlation between CHPT and NIO is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.20

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

0.35

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

0.46

Correlation (All Time)
Calculated using the full available price history since Sep 17, 2019

0.40

Over the past year, the correlation between CHPT and NIO has dropped to 0.20 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

CHPT:

$177.83M

NIO:

$13.30B

EPS

CHPT:

-$8.70

NIO:

-$3.74

PS Ratio

CHPT:

0.41

NIO:

0.13

Total Revenue (TTM)

CHPT:

$415.40M

NIO:

$100.51B

Gross Profit (TTM)

CHPT:

$125.56M

NIO:

$15.77B

EBITDA (TTM)

CHPT:

-$162.44M

NIO:

-$7.54B

Compare stocks, funds, or ETFs

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


Return for Risk

CHPT vs. NIO — Risk / Return Rank

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

CHPT
CHPT Risk / Return Rank: 1717
Overall Rank
CHPT Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
CHPT Sortino Ratio Rank: 1414
Sortino Ratio Rank
CHPT Omega Ratio Rank: 1616
Omega Ratio Rank
CHPT Calmar Ratio Rank: 1818
Calmar Ratio Rank
CHPT Martin Ratio Rank: 2222
Martin Ratio Rank

NIO
NIO Risk / Return Rank: 6363
Overall Rank
NIO Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
NIO Sortino Ratio Rank: 6666
Sortino Ratio Rank
NIO Omega Ratio Rank: 6161
Omega Ratio Rank
NIO Calmar Ratio Rank: 6464
Calmar Ratio Rank
NIO Martin Ratio Rank: 6060
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.

CHPT vs. NIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ChargePoint Holdings, Inc. (CHPT) and NIO Inc. (NIO). 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.


CHPTNIODifference
Sharpe ratioReturn per unit of total volatility

-1.45

Sortino ratioReturn per unit of downside risk

-2.32

Omega ratioGain probability vs. loss probability

0.91

1.17

-0.26

Calmar ratioReturn relative to maximum drawdown

-0.64

1.10

-1.75

Martin ratioReturn relative to average drawdown

-0.96

1.98

-2.93

CHPT vs. NIO - Sharpe Ratio Comparison

The current CHPT Sharpe Ratio is -0.68, which is lower than the NIO Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of CHPT and NIO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


CHPTNIODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.68

0.77

-1.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.73

-0.47

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.51

-0.03

-0.47

Drawdowns

CHPT vs. NIO - Drawdown Comparison

The maximum CHPT drawdown since its inception was -99.51%, roughly equal to the maximum NIO drawdown of -95.00%. Use the drawdown chart below to compare losses from any high point for CHPT and NIO.


Loading charts...

Drawdown Indicators


CHPTNIODifference

Max Drawdown

Largest peak-to-trough decline

-99.51%

-95.00%

-4.51%

Max Drawdown (1Y)

Largest decline over 1 year

-72.61%

-43.73%

-28.88%

Max Drawdown (3Y)

Largest decline over 3 years

-97.69%

-79.69%

-18.00%

Max Drawdown (5Y)

Largest decline over 5 years

-99.37%

-94.10%

-5.27%

Current Drawdown

Current decline from peak

-99.22%

-91.47%

-7.75%

Average Drawdown

Average peak-to-trough decline

-64.89%

-67.88%

+2.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

48.89%

24.39%

+24.50%

Volatility

CHPT vs. NIO - Volatility Comparison

ChargePoint Holdings, Inc. (CHPT) has a higher volatility of 25.33% compared to NIO Inc. (NIO) at 19.56%. This indicates that CHPT's price experiences larger fluctuations and is considered to be riskier than NIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CHPTNIODifference

Volatility (1M)

Calculated over the trailing 1-month period

25.33%

19.56%

+5.77%

Volatility (6M)

Calculated over the trailing 6-month period

50.35%

41.15%

+9.20%

Volatility (1Y)

Calculated over the trailing 1-year period

72.51%

62.99%

+9.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

79.59%

71.69%

+7.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

76.94%

86.71%

-9.77%

Dividends

CHPT vs. NIO - Dividend Comparison

Neither CHPT nor NIO has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

CHPT vs. NIO - Financials Comparison

This section allows you to compare key financial metrics between ChargePoint Holdings, Inc. and NIO 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


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00B20222023202420252026
101.82M
25.53B
(CHPT) Total Revenue
(NIO) Total Revenue
Values in USD except per share items

CHPT vs. NIO - Profitability Comparison

The chart below illustrates the profitability comparison between ChargePoint Holdings, Inc. and NIO Inc. 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%-10.0%0.0%10.0%20.0%30.0%20222023202420252026
27.4%
19.0%
Portfolio components
CHPT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ChargePoint Holdings, Inc. reported a gross profit of 27.94M and revenue of 101.82M. Therefore, the gross margin over that period was 27.4%.

NIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a gross profit of 4.86B and revenue of 25.53B. Therefore, the gross margin over that period was 19.0%.

CHPT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ChargePoint Holdings, Inc. reported an operating income of -38.80M and revenue of 101.82M, resulting in an operating margin of -38.1%.

NIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported an operating income of -308.81M and revenue of 25.53B, resulting in an operating margin of -1.2%.

CHPT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ChargePoint Holdings, Inc. reported a net income of -43.20M and revenue of 101.82M, resulting in a net margin of -42.4%.

NIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a net income of -496.01M and revenue of 25.53B, resulting in a net margin of -1.9%.


Frequently Asked Questions


CHPT and NIO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CHPT has higher volatility (25.33%) compared to NIO (19.56%). In terms of maximum drawdown, CHPT dropped -99.51% vs NIO's -95.00%.

NIO currently has the higher Sharpe Ratio (0.77 vs -0.68), 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 CHPT and NIO

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

Open Portfolio Optimizer