EDU vs. VRT
EDU (New Oriental Education & Technology Group Inc.) and VRT (Vertiv Holdings Co.) are both stocks. EDU operates in Education & Training Services (Consumer Defensive), while VRT operates in Electrical Equipment & Parts (Industrials). Over the past 5 years, EDU returned 23.79%/yr vs 57.10%/yr for VRT. Their 0.18 correlation means their historical movements had little consistent relationship.
Performance
EDU vs. VRT - Performance Comparison
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Returns By Period
In the year-to-date period, EDU achieves a 8.58% return, which is significantly lower than VRT's 62.44% return.
EDU
- 1D
- 0.29%
- 1M
- 25.58%
- 6M
- -3.75%
- YTD
- 8.58%
- 1Y
- 35.37%
- 3Y*
- 2.05%
- 5Y*
- 23.79%
- 10Y*
- 3.52%
- ALL TIME*
- 13.35%
VRT
- 1D
- 8.89%
- 1M
- -12.47%
- 6M
- 38.50%
- YTD
- 62.44%
- 1Y
- 85.99%
- 3Y*
- 94.81%
- 5Y*
- 57.10%
- 10Y*
- —
- ALL TIME*
- 51.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $61.69M | $48.26M | $34.65M | |
| $2.06B | $1.71B | $1.98B |
EDU vs. VRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | 8.58% | -13.27% | -11.55% | 110.45% | 65.81% | -88.70% | 53.25% | 121.22% | -38.88% |
VRT Vertiv Holdings Co. | 62.44% | 42.80% | 136.82% | 251.81% | -45.25% | 33.80% | 69.36% | 12.55% | 1.03% |
Correlation
The correlation between EDU and VRT is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.17 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2018 | 0.18 |
Fundamentals
EDU:
$9.32B
VRT:
$101.27B
EDU:
$2.98
VRT:
$4.42
EDU:
19.81
VRT:
59.49
EDU:
1.00
VRT:
0.26
EDU:
1.66
VRT:
8.98
EDU:
2.34
VRT:
21.72
EDU:
$5.67B
VRT:
$11.48B
EDU:
$3.10B
VRT:
$4.31B
EDU:
$737.56M
VRT:
$2.52B
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Return for Risk
EDU vs. VRT — Risk / Return Rank
EDU
VRT
EDU vs. VRT - Risk-Adjusted Trends 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.
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.
| EDU | VRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 2.12 | -0.91 |
| Martin ratioReturn relative to average drawdown | 2.58 | 7.17 | -4.58 |
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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.
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Drawdown Indicators
| EDU | VRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.61% | -71.24% | -24.37% |
Max Drawdown (1Y)Largest decline over 1 year | -29.21% | -40.70% | +11.49% |
Max Drawdown (3Y)Largest decline over 3 years | -56.77% | -61.28% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -65.42% | -71.24% | +5.82% |
Max Drawdown (10Y)Largest decline over 10 years | -95.61% | — | — |
Current DrawdownCurrent decline from peak | -68.98% | -30.07% | -38.91% |
Average DrawdownAverage peak-to-trough decline | -33.31% | -16.29% | -17.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.72% | 12.04% | +1.68% |
Volatility
EDU vs. VRT - Volatility Comparison
The current volatility for New Oriental Education & Technology Group Inc. (EDU) is 15.87%, while Vertiv Holdings Co. (VRT) has a volatility of 26.18%. 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.
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Volatility by Period
| EDU | VRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.87% | 26.18% | -10.31% |
Volatility (6M)Calculated over the trailing 6-month period | 26.84% | 53.35% | -26.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.34% | 65.15% | -27.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 64.10% | 63.57% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.78% | 55.38% | +4.40% |
Dividends
EDU vs. VRT - Dividend Comparison
EDU's dividend yield for the trailing twelve months is around 2.03%, more than VRT's 0.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDU New Oriental Education & Technology Group Inc. | 2.03% | 1.09% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.46% | 0.00% | 1.28% |
VRT Vertiv Holdings Co. | 0.09% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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.
Total Revenue: Total amount of money received from sales and other business activities
EDU vs. VRT - Profitability Comparison
EDU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, New Oriental Education & Technology Group Inc. reported a gross profit of 813.28M and revenue of 1.53B. Therefore, the gross margin over that period was 53.1%.
VRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Vertiv Holdings Co. reported a gross profit of 1.23B and revenue of 3.27B. Therefore, the gross margin over that period was 37.7%.
EDU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, New Oriental Education & Technology Group Inc. reported an operating income of 85.91M and revenue of 1.53B, resulting in an operating margin of 5.6%.
VRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Vertiv Holdings Co. reported an operating income of 637.90M and revenue of 3.27B, resulting in an operating margin of 19.5%.
EDU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, New Oriental Education & Technology Group Inc. reported a net income of 62.26M and revenue of 1.53B, resulting in a net margin of 4.1%.
VRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Vertiv Holdings Co. reported a net income of 497.80M and revenue of 3.27B, resulting in a net margin of 15.2%.
Frequently Asked Questions
EDU and VRT have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRT has higher volatility (26.18%) compared to EDU (15.87%). In terms of maximum drawdown, EDU dropped -95.61% vs VRT's -71.24%.
VRT currently has the higher Sharpe Ratio (1.33 vs 0.95), 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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