DAVE vs. VRT
DAVE (Dave Inc.) and VRT (Vertiv Holdings Co.) are both stocks. DAVE operates in Software - Application (Technology), while VRT operates in Electrical Equipment & Parts (Industrials). Over the past 5 years, DAVE returned -0.45%/yr vs 67.87%/yr for VRT. At a 0.26 correlation, their price movements are largely independent.
Performance
DAVE vs. VRT - Performance Comparison
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Returns By Period
In the year-to-date period, DAVE achieves a 39.89% return, which is significantly lower than VRT's 121.05% return.
DAVE
- 1D
- -1.50%
- 1M
- 35.57%
- YTD
- 39.89%
- 6M
- 42.07%
- 1Y
- 46.79%
- 3Y*
- 297.53%
- 5Y*
- -0.45%
- 10Y*
- —
VRT
- 1D
- 7.48%
- 1M
- 9.34%
- YTD
- 121.05%
- 6M
- 115.41%
- 1Y
- 202.31%
- 3Y*
- 147.70%
- 5Y*
- 67.87%
- 10Y*
- —
DAVE vs. VRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DAVE Dave Inc. | 39.89% | 154.73% | 936.61% | -9.64% | -97.17% | 4.59% |
VRT Vertiv Holdings Co. | 121.05% | 42.80% | 136.82% | 251.81% | -45.25% | 14.74% |
Correlation
The correlation between DAVE and VRT 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 | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2021 | 0.26 |
Fundamentals
DAVE:
$4.46B
VRT:
$140.37B
DAVE:
$15.54
VRT:
$3.99
DAVE:
19.93
VRT:
89.81
DAVE:
0.09
VRT:
0.39
DAVE:
8.13
VRT:
12.91
DAVE:
21.89
VRT:
33.07
DAVE:
$551.52M
VRT:
$10.84B
DAVE:
$427.68M
VRT:
$3.92B
DAVE:
$165.95M
VRT:
$2.35B
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Return for Risk
DAVE vs. VRT — Risk / Return Rank
DAVE
VRT
DAVE vs. VRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dave Inc. (DAVE) 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.
| DAVE | VRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.81 | ||
| Sortino ratioReturn per unit of downside risk | -2.43 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.46 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 8.04 | -6.99 |
| Martin ratioReturn relative to average drawdown | 1.89 | 21.32 | -19.43 |
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Drawdowns
DAVE vs. VRT - Drawdown Comparison
The maximum DAVE drawdown since its inception was -99.01%, which is greater than VRT's maximum drawdown of -71.24%. Use the drawdown chart below to compare losses from any high point for DAVE and VRT.
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Drawdown Indicators
| DAVE | VRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.01% | -71.24% | -27.77% |
Max Drawdown (1Y)Largest decline over 1 year | -44.67% | -25.32% | -19.35% |
Max Drawdown (3Y)Largest decline over 3 years | -44.67% | -61.28% | +16.61% |
Max Drawdown (5Y)Largest decline over 5 years | -99.01% | -71.24% | -27.77% |
Current DrawdownCurrent decline from peak | -32.32% | -4.83% | -27.49% |
Average DrawdownAverage peak-to-trough decline | -68.78% | -16.22% | -52.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.86% | 9.53% | +15.33% |
Volatility
DAVE vs. VRT - Volatility Comparison
Dave Inc. (DAVE) has a higher volatility of 22.49% compared to Vertiv Holdings Co. (VRT) at 17.12%. This indicates that DAVE's price experiences larger fluctuations and is considered to be riskier 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
| DAVE | VRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.49% | 17.12% | +5.37% |
Volatility (6M)Calculated over the trailing 6-month period | 50.17% | 45.12% | +5.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 73.73% | 59.08% | +14.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 98.71% | 62.12% | +36.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 97.16% | 54.70% | +42.46% |
Dividends
DAVE vs. VRT - Dividend Comparison
DAVE has not paid dividends to shareholders, while VRT's dividend yield for the trailing twelve months is around 0.06%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
DAVE Dave Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VRT Vertiv Holdings Co. | 0.06% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% |
Financials
DAVE vs. VRT - Financials Comparison
This section allows you to compare key financial metrics between Dave 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.
Total Revenue: Total amount of money received from sales and other business activities
DAVE vs. VRT - Profitability Comparison
DAVE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dave Inc. reported a gross profit of 120.00M and revenue of 147.59M. Therefore, the gross margin over that period was 81.3%.
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%.
DAVE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dave Inc. reported an operating income of 21.15M and revenue of 147.59M, resulting in an operating margin of 14.3%.
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%.
DAVE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dave Inc. reported a net income of 57.94M and revenue of 147.59M, resulting in a net margin of 39.3%.
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
DAVE and VRT 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.
DAVE has higher volatility (22.49%) compared to VRT (17.12%). In terms of maximum drawdown, DAVE dropped -99.01% vs VRT's -71.24%.
VRT currently has the higher Sharpe Ratio (3.45 vs 0.64), 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.
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