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EDU vs. VRT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EDU and VRT is 0.19, 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.


-0.50.00.51.00.2

Performance

EDU vs. VRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in New Oriental Education & Technology Group Inc. (EDU) and Vertiv Holdings Co. (VRT). The values are adjusted to include any dividend payments, if applicable.

-20.00%0.00%20.00%40.00%60.00%80.00%AugustSeptemberOctoberNovemberDecember2025
-17.30%
59.98%
EDU
VRT

Key characteristics

Sharpe Ratio

EDU:

-0.46

VRT:

2.95

Sortino Ratio

EDU:

-0.41

VRT:

3.10

Omega Ratio

EDU:

0.95

VRT:

1.40

Calmar Ratio

EDU:

-0.33

VRT:

4.55

Martin Ratio

EDU:

-0.95

VRT:

12.35

Ulcer Index

EDU:

24.91%

VRT:

13.51%

Daily Std Dev

EDU:

50.89%

VRT:

56.52%

Max Drawdown

EDU:

-95.61%

VRT:

-71.24%

Current Drawdown

EDU:

-69.84%

VRT:

-6.68%

Fundamentals

Market Cap

EDU:

$9.70B

VRT:

$49.54B

EPS

EDU:

$2.30

VRT:

$1.50

PE Ratio

EDU:

25.56

VRT:

88.00

PEG Ratio

EDU:

0.97

VRT:

1.19

Total Revenue (TTM)

EDU:

$4.01B

VRT:

$5.67B

Gross Profit (TTM)

EDU:

$2.30B

VRT:

$2.06B

EBITDA (TTM)

EDU:

$643.06M

VRT:

$1.05B

Returns By Period

In the year-to-date period, EDU achieves a -8.40% return, which is significantly lower than VRT's 16.19% return.


EDU

YTD

-8.40%

1M

-1.71%

6M

-17.65%

1Y

-21.95%

5Y*

-15.30%

10Y*

11.52%

VRT

YTD

16.19%

1M

4.79%

6M

61.50%

1Y

164.53%

5Y*

63.64%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

EDU vs. VRT — Risk-Adjusted Performance Rank

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

EDU
The Risk-Adjusted Performance Rank of EDU is 2626
Overall Rank
The Sharpe Ratio Rank of EDU is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of EDU is 2323
Sortino Ratio Rank
The Omega Ratio Rank of EDU is 2424
Omega Ratio Rank
The Calmar Ratio Rank of EDU is 2828
Calmar Ratio Rank
The Martin Ratio Rank of EDU is 2828
Martin Ratio Rank

VRT
The Risk-Adjusted Performance Rank of VRT is 9595
Overall Rank
The Sharpe Ratio Rank of VRT is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of VRT is 9393
Sortino Ratio Rank
The Omega Ratio Rank of VRT is 9292
Omega Ratio Rank
The Calmar Ratio Rank of VRT is 9898
Calmar Ratio Rank
The Martin Ratio Rank of VRT is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EDU vs. VRT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for New Oriental Education & Technology Group Inc. (EDU) 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.


Sharpe ratio
The chart of Sharpe ratio for EDU, currently valued at -0.46, compared to the broader market-2.000.002.00-0.462.95
The chart of Sortino ratio for EDU, currently valued at -0.41, compared to the broader market-4.00-2.000.002.004.00-0.413.10
The chart of Omega ratio for EDU, currently valued at 0.95, compared to the broader market0.501.001.502.000.951.40
The chart of Calmar ratio for EDU, currently valued at -0.33, compared to the broader market0.002.004.006.00-0.334.55
The chart of Martin ratio for EDU, currently valued at -0.95, compared to the broader market-30.00-20.00-10.000.0010.0020.00-0.9512.35
EDU
VRT

The current EDU Sharpe Ratio is -0.46, which is lower than the VRT Sharpe Ratio of 2.95. The chart below compares the historical Sharpe Ratios of EDU and VRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.005.00AugustSeptemberOctoberNovemberDecember2025
-0.46
2.95
EDU
VRT

Dividends

EDU vs. VRT - Dividend Comparison

EDU's dividend yield for the trailing twelve months is around 0.99%, more than VRT's 0.09% yield.


TTM2024202320222021202020192018201720162015
EDU
New Oriental Education & Technology Group Inc.
0.99%0.90%0.00%0.00%0.00%0.00%0.00%0.00%0.46%0.00%1.28%
VRT
Vertiv Holdings Co.
0.09%0.10%0.05%0.07%0.04%0.05%0.00%0.00%0.00%0.00%0.00%

Drawdowns

EDU vs. VRT - Drawdown Comparison

The maximum EDU drawdown since its inception was -95.61%, which is greater than VRT's maximum drawdown of -71.24%. Use the drawdown chart below to compare losses from any high point for EDU and VRT. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-69.84%
-6.68%
EDU
VRT

Volatility

EDU vs. VRT - Volatility Comparison

The current volatility for New Oriental Education & Technology Group Inc. (EDU) is 9.62%, while Vertiv Holdings Co. (VRT) has a volatility of 15.35%. This indicates that EDU 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.


10.00%15.00%20.00%25.00%AugustSeptemberOctoberNovemberDecember2025
9.62%
15.35%
EDU
VRT

Financials

EDU vs. VRT - Financials Comparison

This section allows you to compare key financial metrics between New Oriental Education & Technology Group 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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