CVI vs. UAN
Compare and contrast key facts about CVR Energy, Inc. (CVI) and CVR Partners, LP (UAN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVI or UAN.
Key characteristics
| CVI | UAN | |
|---|---|---|
| YTD Return | -35.86% | 15.60% |
| 1Y Return | -33.44% | -1.87% |
| 3Y Return (Ann) | 11.90% | 15.35% |
| 5Y Return (Ann) | -8.43% | 31.97% |
| 10Y Return (Ann) | -0.66% | 3.72% |
| Sharpe Ratio | -0.74 | -0.10 |
| Sortino Ratio | -0.82 | 0.11 |
| Omega Ratio | 0.88 | 1.01 |
| Calmar Ratio | -0.60 | -0.07 |
| Martin Ratio | -1.41 | -0.25 |
| Ulcer Index | 23.94% | 12.87% |
| Daily Std Dev | 45.93% | 33.67% |
| Max Drawdown | -92.39% | -96.77% |
| Current Drawdown | -49.12% | -35.27% |
Fundamentals
| CVI | UAN | |
|---|---|---|
| Market Cap | $1.86B | $729.73M |
| EPS | $0.77 | $4.97 |
| PE Ratio | 23.97 | 13.89 |
| PEG Ratio | -2.16 | -1.30 |
| Total Revenue (TTM) | $7.87B | $527.39M |
| Gross Profit (TTM) | $321.00M | $110.15M |
| EBITDA (TTM) | $492.00M | $166.78M |
Correlation
The correlation between CVI and UAN is 0.33, 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.
Performance
CVI vs. UAN - Performance Comparison
In the year-to-date period, CVI achieves a -35.86% return, which is significantly lower than UAN's 15.60% return. Over the past 10 years, CVI has underperformed UAN with an annualized return of -0.66%, while UAN has yielded a comparatively higher 3.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CVI vs. UAN - Risk-Adjusted Performance 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.
Dividends
CVI vs. UAN - Dividend Comparison
CVI's dividend yield for the trailing twelve months is around 18.96%, more than UAN's 11.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVI CVR Energy, Inc. | 18.96% | 14.85% | 15.32% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% | 12.92% | 32.81% |
UAN CVR Partners, LP | 11.94% | 40.64% | 19.21% | 5.62% | 0.00% | 12.90% | 0.00% | 0.61% | 11.81% | 15.61% | 14.48% | 10.60% |
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. For additional features, visit the drawdowns tool.
Volatility
CVI vs. UAN - Volatility Comparison
CVR Energy, Inc. (CVI) has a higher volatility of 33.35% compared to CVR Partners, LP (UAN) at 10.88%. This indicates that CVI's price experiences larger fluctuations and is considered to be riskier than UAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities