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FRGE vs. AMRZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FRGE vs. AMRZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Forge Global Holdings Inc (FRGE) and Amrize Ltd (AMRZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FRGE achieves a 0.99% return, which is significantly lower than AMRZ's 1.52% return.


FRGE

1D
0.00%
1M
0.00%
YTD
0.99%
6M
1.49%
1Y
211.85%
3Y*
17.91%
5Y*
10Y*

AMRZ

1D
0.95%
1M
2.07%
YTD
1.52%
6M
4.10%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FRGE vs. AMRZ - Yearly Performance Comparison


2026 (YTD)2025
FRGE
Forge Global Holdings Inc
0.99%155.07%
AMRZ
Amrize Ltd
1.52%4.02%

Correlation

The correlation between FRGE and AMRZ is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 24, 2025

0.04

Fundamentals

Market Cap

FRGE:

$600.35M

AMRZ:

$30.07B

EPS

FRGE:

-$4.85

AMRZ:

$2.09

PS Ratio

FRGE:

6.25

AMRZ:

2.53

PB Ratio

FRGE:

2.96

AMRZ:

2.30

Total Revenue (TTM)

FRGE:

$92.88M

AMRZ:

$11.91B

Gross Profit (TTM)

FRGE:

$11.09M

AMRZ:

$3.02B

EBITDA (TTM)

FRGE:

-$60.93M

AMRZ:

$2.79B

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Forge Global Holdings Inc

Amrize Ltd

Often compared with FRGE:
FRGE vs. LVMUY

Return for Risk

FRGE vs. AMRZ — Risk / Return Rank

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

FRGE
FRGE Risk / Return Rank: 9595
Overall Rank
FRGE Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
FRGE Sortino Ratio Rank: 9999
Sortino Ratio Rank
FRGE Omega Ratio Rank: 9999
Omega Ratio Rank
FRGE Calmar Ratio Rank: 9494
Calmar Ratio Rank
FRGE Martin Ratio Rank: 9393
Martin Ratio Rank

AMRZ
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.

FRGE vs. AMRZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Forge Global Holdings Inc (FRGE) and Amrize Ltd (AMRZ). 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.


FRGEAMRZDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.92

Calmar ratioReturn relative to maximum drawdown

6.14

Martin ratioReturn relative to average drawdown

16.54

FRGE vs. AMRZ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FRGEAMRZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.51

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.28

0.17

-0.45

Drawdowns

FRGE vs. AMRZ - Drawdown Comparison

The maximum FRGE drawdown since its inception was -98.69%, which is greater than AMRZ's maximum drawdown of -25.95%. Use the drawdown chart below to compare losses from any high point for FRGE and AMRZ.


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Drawdown Indicators


FRGEAMRZDifference

Max Drawdown

Largest peak-to-trough decline

-98.69%

-25.95%

-72.74%

Max Drawdown (1Y)

Largest decline over 1 year

-35.45%

Max Drawdown (3Y)

Largest decline over 3 years

-87.54%

Current Drawdown

Current decline from peak

-92.03%

-16.64%

-75.39%

Average Drawdown

Average peak-to-trough decline

-91.60%

-8.73%

-82.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.06%

Volatility

FRGE vs. AMRZ - Volatility Comparison


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Volatility by Period


FRGEAMRZDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

1.83%

Volatility (1Y)

Calculated over the trailing 1-year period

86.78%

35.03%

+51.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

116.99%

35.03%

+81.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

116.99%

35.03%

+81.96%

Dividends

FRGE vs. AMRZ - Dividend Comparison

FRGE has not paid dividends to shareholders, while AMRZ's dividend yield for the trailing twelve months is around 1.01%.


PositionTTM
AMRZ
Amrize Ltd
1.01%
FRGE
Forge Global Holdings Inc
0.00%

Financials

FRGE vs. AMRZ - Financials Comparison

This section allows you to compare key financial metrics between Forge Global Holdings Inc and Amrize Ltd. 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


0.001.00B2.00B3.00B4.00B20222023202420252026
21.26M
2.18B
(FRGE) Total Revenue
(AMRZ) Total Revenue
Values in USD except per share items

FRGE vs. AMRZ - Profitability Comparison

The chart below illustrates the profitability comparison between Forge Global Holdings Inc and Amrize Ltd 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
-33.3%
9.7%
Portfolio components
FRGE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Forge Global Holdings Inc reported a gross profit of -7.07M and revenue of 21.26M. Therefore, the gross margin over that period was -33.3%.

AMRZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amrize Ltd reported a gross profit of 211.00M and revenue of 2.18B. Therefore, the gross margin over that period was 9.7%.

FRGE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Forge Global Holdings Inc reported an operating income of -20.26M and revenue of 21.26M, resulting in an operating margin of -95.3%.

AMRZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amrize Ltd reported an operating income of -81.00M and revenue of 2.18B, resulting in an operating margin of -3.7%.

FRGE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Forge Global Holdings Inc reported a net income of -18.22M and revenue of 21.26M, resulting in a net margin of -85.7%.

AMRZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amrize Ltd reported a net income of -116.00M and revenue of 2.18B, resulting in a net margin of -5.3%.


Frequently Asked Questions


FRGE and AMRZ have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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