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CVI vs. UAN
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

CVI vs. UAN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CVR Energy, Inc. (CVI) and CVR Partners, LP (UAN). The values are adjusted to include any dividend payments, if applicable.

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CVI vs. UAN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CVI
CVR Energy, Inc.
34.33%51.83%-34.88%11.51%210.18%25.69%-61.31%25.44%-0.80%59.94%
UAN
CVR Partners, LP
24.04%54.09%27.18%-13.80%43.68%452.88%-48.32%1.48%3.66%-45.19%

Fundamentals

Market Cap

CVI:

$3.38B

UAN:

$1.34B

EPS

CVI:

$0.27

UAN:

$9.33

PE Ratio

CVI:

125.27

UAN:

13.57

PEG Ratio

CVI:

0.25

UAN:

0.24

PS Ratio

CVI:

0.47

UAN:

2.21

PB Ratio

CVI:

4.63

UAN:

5.04

Total Revenue (TTM)

CVI:

$7.16B

UAN:

$606.04M

Gross Profit (TTM)

CVI:

-$5.38B

UAN:

$56.63M

EBITDA (TTM)

CVI:

$529.00M

UAN:

$226.53M

Returns By Period

In the year-to-date period, CVI achieves a 34.33% return, which is significantly higher than UAN's 24.04% return. Over the past 10 years, CVI has outperformed UAN with an annualized return of 17.45%, while UAN has yielded a comparatively lower 14.59% annualized return.


CVI

1D
-3.69%
1M
41.45%
YTD
34.33%
6M
-6.32%
1Y
97.02%
3Y*
11.72%
5Y*
33.09%
10Y*
17.45%

UAN

1D
-8.46%
1M
27.70%
YTD
24.04%
6M
47.01%
1Y
88.79%
3Y*
28.97%
5Y*
42.74%
10Y*
14.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CVI vs. UAN — Risk / Return Rank

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

CVI
CVI Risk / Return Rank: 8282
Overall Rank
CVI Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
CVI Sortino Ratio Rank: 8686
Sortino Ratio Rank
CVI Omega Ratio Rank: 8282
Omega Ratio Rank
CVI Calmar Ratio Rank: 7777
Calmar Ratio Rank
CVI Martin Ratio Rank: 7575
Martin Ratio Rank

UAN
UAN Risk / Return Rank: 9393
Overall Rank
UAN Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
UAN Sortino Ratio Rank: 9090
Sortino Ratio Rank
UAN Omega Ratio Rank: 9494
Omega Ratio Rank
UAN Calmar Ratio Rank: 9393
Calmar Ratio Rank
UAN Martin Ratio Rank: 9696
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.

CVI vs. UAN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CVR Energy, Inc. (CVI) and CVR Partners, LP (UAN). 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.


CVIUANDifference

Sharpe ratio

Return per unit of total volatility

1.80

2.33

-0.53

Sortino ratio

Return per unit of downside risk

2.46

2.78

-0.32

Omega ratio

Gain probability vs. loss probability

1.30

1.48

-0.18

Calmar ratio

Return relative to maximum drawdown

1.93

4.77

-2.85

Martin ratio

Return relative to average drawdown

4.41

17.40

-12.99

CVI vs. UAN - Sharpe Ratio Comparison

The current CVI Sharpe Ratio is 1.80, which is comparable to the UAN Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of CVI and UAN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CVIUANDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

2.33

-0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.97

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

0.27

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.14

+0.07

Correlation

The correlation between CVI and UAN is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CVI vs. UAN - Dividend Comparison

CVI's dividend yield for the trailing twelve months is around 7.82%, less than UAN's 8.32% yield.


TTM20252024202320222021202020192018201720162015
CVI
CVR Energy, Inc.
7.82%8.88%8.00%14.85%32.04%14.28%8.05%7.54%7.25%5.37%7.88%5.08%
UAN
CVR Partners, LP
8.32%11.63%8.81%40.64%19.21%5.62%0.00%12.90%0.00%0.61%11.81%15.61%

Drawdowns

CVI vs. UAN - Drawdown Comparison

The maximum CVI drawdown since its inception was -92.39%, roughly equal to the maximum UAN drawdown of -96.77%. Use the drawdown chart below to compare losses from any high point for CVI and UAN.


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Drawdown Indicators


CVIUANDifference

Max Drawdown

Largest peak-to-trough decline

-92.39%

-96.77%

+4.38%

Max Drawdown (1Y)

Largest decline over 1 year

-48.21%

-18.77%

-29.44%

Max Drawdown (5Y)

Largest decline over 5 years

-56.17%

-49.19%

-6.98%

Max Drawdown (10Y)

Largest decline over 10 years

-80.26%

-92.85%

+12.59%

Current Drawdown

Current decline from peak

-14.59%

-8.87%

-5.72%

Average Drawdown

Average peak-to-trough decline

-35.35%

-48.07%

+12.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.03%

5.15%

+15.88%

Volatility

CVI vs. UAN - Volatility Comparison

The current volatility for CVR Energy, Inc. (CVI) is 19.40%, while CVR Partners, LP (UAN) has a volatility of 23.23%. This indicates that CVI experiences smaller price fluctuations and is considered to be less risky than UAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CVIUANDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.40%

23.23%

-3.83%

Volatility (6M)

Calculated over the trailing 6-month period

36.92%

33.61%

+3.31%

Volatility (1Y)

Calculated over the trailing 1-year period

54.11%

38.30%

+15.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

59.50%

44.59%

+14.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.91%

54.72%

+4.19%

Financials

CVI vs. UAN - Financials Comparison

This section allows you to compare key financial metrics between CVR Energy, Inc. and CVR Partners, LP. 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


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.81B
131.06M
(CVI) Total Revenue
(UAN) Total Revenue
Values in USD except per share items