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EVGO vs. SCHW
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EVGO vs. SCHW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Evgo Inc (EVGO) and The Charles Schwab Corporation (SCHW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EVGO achieves a -14.43% return, which is significantly lower than SCHW's -11.31% return.


EVGO

1D
8.26%
1M
18.57%
YTD
-14.43%
6M
-28.24%
1Y
-35.99%
3Y*
-14.33%
5Y*
-29.22%
10Y*

SCHW

1D
1.63%
1M
-4.42%
YTD
-11.31%
6M
-6.75%
1Y
1.87%
3Y*
19.05%
5Y*
4.43%
10Y*
12.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EVGO vs. SCHW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
EVGO
Evgo Inc
-14.43%-28.15%13.13%-19.91%-55.03%-7.19%9.16%
SCHW
The Charles Schwab Corporation
-11.31%36.65%9.17%-15.97%0.11%60.23%13.80%

Correlation

The correlation between EVGO and SCHW is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (5Y)
Calculated over the trailing 5-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Nov 23, 2020

0.26

Fundamentals

EPS

EVGO:

-$0.51

SCHW:

$5.26

PS Ratio

EVGO:

0.60

SCHW:

6.52

Total Revenue (TTM)

EVGO:

$418.33M

SCHW:

$24.17B

Gross Profit (TTM)

EVGO:

$84.41M

SCHW:

$18.86B

EBITDA (TTM)

EVGO:

-$36.37M

SCHW:

$13.11B

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Return for Risk

EVGO vs. SCHW — Risk / Return Rank

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

EVGO
EVGO Risk / Return Rank: 2020
Overall Rank
EVGO Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
EVGO Sortino Ratio Rank: 1717
Sortino Ratio Rank
EVGO Omega Ratio Rank: 1919
Omega Ratio Rank
EVGO Calmar Ratio Rank: 2323
Calmar Ratio Rank
EVGO Martin Ratio Rank: 2424
Martin Ratio Rank

SCHW
SCHW Risk / Return Rank: 4141
Overall Rank
SCHW Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
SCHW Sortino Ratio Rank: 3737
Sortino Ratio Rank
SCHW Omega Ratio Rank: 3737
Omega Ratio Rank
SCHW Calmar Ratio Rank: 4444
Calmar Ratio Rank
SCHW Martin Ratio Rank: 4444
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.

EVGO vs. SCHW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Evgo Inc (EVGO) and The Charles Schwab Corporation (SCHW). 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.


EVGOSCHWDifference
Sharpe ratioReturn per unit of total volatility

-0.68

Sortino ratioReturn per unit of downside risk

-0.90

Omega ratioGain probability vs. loss probability

0.93

1.04

-0.10

Calmar ratioReturn relative to maximum drawdown

-0.54

0.09

-0.63

Martin ratioReturn relative to average drawdown

-0.93

0.23

-1.16

EVGO vs. SCHW - Sharpe Ratio Comparison

The current EVGO Sharpe Ratio is -0.60, which is lower than the SCHW Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of EVGO and SCHW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EVGOSCHWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.60

0.08

-0.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.34

0.14

-0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.25

0.42

-0.67

Drawdowns

EVGO vs. SCHW - Drawdown Comparison

The maximum EVGO drawdown since its inception was -92.48%, which is greater than SCHW's maximum drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for EVGO and SCHW.


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Drawdown Indicators


EVGOSCHWDifference

Max Drawdown

Largest peak-to-trough decline

-92.48%

-86.79%

-5.69%

Max Drawdown (1Y)

Largest decline over 1 year

-66.87%

-19.83%

-47.04%

Max Drawdown (3Y)

Largest decline over 3 years

-81.43%

-27.11%

-54.32%

Max Drawdown (5Y)

Largest decline over 5 years

-91.37%

-49.70%

-41.67%

Max Drawdown (10Y)

Largest decline over 10 years

-51.08%

Current Drawdown

Current decline from peak

-88.72%

-17.35%

-71.37%

Average Drawdown

Average peak-to-trough decline

-70.03%

-35.55%

-34.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

38.76%

8.12%

+30.64%

Volatility

EVGO vs. SCHW - Volatility Comparison

Evgo Inc (EVGO) has a higher volatility of 19.31% compared to The Charles Schwab Corporation (SCHW) at 8.14%. This indicates that EVGO's price experiences larger fluctuations and is considered to be riskier than SCHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EVGOSCHWDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.31%

8.14%

+11.17%

Volatility (6M)

Calculated over the trailing 6-month period

42.35%

19.79%

+22.56%

Volatility (1Y)

Calculated over the trailing 1-year period

60.12%

24.00%

+36.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

86.25%

32.25%

+54.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

89.49%

33.42%

+56.07%

Dividends

EVGO vs. SCHW - Dividend Comparison

EVGO has not paid dividends to shareholders, while SCHW's dividend yield for the trailing twelve months is around 1.34%.


PositionTTM20252024202320222021202020192018201720162015
EVGO
Evgo Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHW
The Charles Schwab Corporation
1.34%1.08%1.35%1.45%1.01%0.86%1.36%1.43%1.11%0.62%0.68%0.73%

Financials

EVGO vs. SCHW - Financials Comparison

This section allows you to compare key financial metrics between Evgo Inc and The Charles Schwab Corporation. 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


0.002.00B4.00B6.00B8.00B20222023202420252026
109.53M
3.14B
(EVGO) Total Revenue
(SCHW) Total Revenue
Values in USD except per share items

EVGO vs. SCHW - Profitability Comparison

The chart below illustrates the profitability comparison between Evgo Inc and The Charles Schwab Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
11.8%
32.7%
Portfolio components
EVGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Evgo Inc reported a gross profit of 12.96M and revenue of 109.53M. Therefore, the gross margin over that period was 11.8%.

SCHW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Charles Schwab Corporation reported a gross profit of 1.03B and revenue of 3.14B. Therefore, the gross margin over that period was 32.7%.

EVGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Evgo Inc reported an operating income of -36.35M and revenue of 109.53M, resulting in an operating margin of -33.2%.

SCHW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Charles Schwab Corporation reported an operating income of -730.00M and revenue of 3.14B, resulting in an operating margin of -23.2%.

EVGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Evgo Inc reported a net income of -20.56M and revenue of 109.53M, resulting in a net margin of -18.8%.

SCHW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Charles Schwab Corporation reported a net income of 2.48B and revenue of 3.14B, resulting in a net margin of 78.9%.


Frequently Asked Questions


EVGO and SCHW have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EVGO has higher volatility (19.31%) compared to SCHW (8.14%). In terms of maximum drawdown, EVGO dropped -92.48% vs SCHW's -86.79%.

SCHW currently has the higher Sharpe Ratio (0.08 vs -0.60), 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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