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FWRD vs. CON
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FWRD vs. CON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Forward Air Corporation (FWRD) and Concentra Group Holdings Parent, Inc (CON). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FWRD achieves a -46.48% return, which is significantly lower than CON's 61.15% return.


FWRD

1D
3.72%
1M
6.44%
6M
-50.55%
YTD
-46.48%
1Y
-51.11%
3Y*
-50.19%
5Y*
-31.35%
10Y*
-10.72%

CON

1D
0.48%
1M
15.82%
6M
59.37%
YTD
61.15%
1Y
60.29%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FWRD vs. CON - Yearly Performance Comparison


2026 (YTD)20252024
FWRD
Forward Air Corporation
-46.48%-22.48%27.47%
CON
Concentra Group Holdings Parent, Inc
61.15%0.64%-9.81%

Correlation

The correlation between FWRD and CON is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2024

0.23

Fundamentals

Market Cap

FWRD:

$423.14M

CON:

$4.04B

EPS

FWRD:

-$4.43

CON:

$2.08

PS Ratio

FWRD:

0.11

CON:

1.21

Total Revenue (TTM)

FWRD:

$2.46B

CON:

$2.23B

Gross Profit (TTM)

FWRD:

$568.61M

CON:

$639.91M

EBITDA (TTM)

FWRD:

$107.29M

CON:

$374.33M

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Return for Risk

FWRD vs. CON — Risk / Return Rank

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

FWRD
FWRD Risk / Return Rank: 1616
Overall Rank
FWRD Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
FWRD Sortino Ratio Rank: 2020
Sortino Ratio Rank
FWRD Omega Ratio Rank: 1717
Omega Ratio Rank
FWRD Calmar Ratio Rank: 1717
Calmar Ratio Rank
FWRD Martin Ratio Rank: 77
Martin Ratio Rank

CON
CON Risk / Return Rank: 8787
Overall Rank
CON Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
CON Sortino Ratio Rank: 9191
Sortino Ratio Rank
CON Omega Ratio Rank: 8888
Omega Ratio Rank
CON Calmar Ratio Rank: 8484
Calmar Ratio Rank
CON Martin Ratio Rank: 8181
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.

FWRD vs. CON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Forward Air Corporation (FWRD) and Concentra Group Holdings Parent, Inc (CON). 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.


FWRDCONDifference
Sharpe ratioReturn per unit of total volatility

-2.76

Sortino ratioReturn per unit of downside risk

-3.54

Omega ratioGain probability vs. loss probability

0.91

1.34

-0.43

Calmar ratioReturn relative to maximum drawdown

-0.72

2.63

-3.35

Martin ratioReturn relative to average drawdown

-1.45

5.64

-7.09

FWRD vs. CON - Sharpe Ratio Comparison

The current FWRD Sharpe Ratio is -0.67, which is lower than the CON Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of FWRD and CON, 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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Drawdowns

FWRD vs. CON - Drawdown Comparison

The maximum FWRD drawdown since its inception was -93.19%, which is greater than CON's maximum drawdown of -22.59%. Use the drawdown chart below to compare losses from any high point for FWRD and CON.


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Drawdown Indicators


FWRDCONDifference

Max Drawdown

Largest peak-to-trough decline

-93.19%

-22.59%

-70.60%

Max Drawdown (1Y)

Largest decline over 1 year

-74.25%

-21.39%

-52.86%

Max Drawdown (3Y)

Largest decline over 3 years

-93.02%

Max Drawdown (5Y)

Largest decline over 5 years

-93.19%

Max Drawdown (10Y)

Largest decline over 10 years

-93.19%

Current Drawdown

Current decline from peak

-89.03%

-1.13%

-87.90%

Average Drawdown

Average peak-to-trough decline

-27.01%

-10.23%

-16.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

36.59%

9.97%

+26.62%

Volatility

FWRD vs. CON - Volatility Comparison

Forward Air Corporation (FWRD) has a higher volatility of 19.35% compared to Concentra Group Holdings Parent, Inc (CON) at 6.55%. This indicates that FWRD's price experiences larger fluctuations and is considered to be riskier than CON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FWRDCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.35%

6.55%

+12.80%

Volatility (6M)

Calculated over the trailing 6-month period

80.42%

18.36%

+62.06%

Volatility (1Y)

Calculated over the trailing 1-year period

80.13%

26.90%

+53.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

63.14%

29.62%

+33.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.55%

29.62%

+19.93%

Dividends

FWRD vs. CON - Dividend Comparison

FWRD has not paid dividends to shareholders, while CON's dividend yield for the trailing twelve months is around 0.79%.


PositionTTM20252024202320222021202020192018201720162015
CON
Concentra Group Holdings Parent, Inc
0.79%1.27%0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FWRD
Forward Air Corporation
0.00%0.00%0.00%1.53%0.92%0.87%0.98%1.03%1.15%1.04%1.08%1.12%

Financials

FWRD vs. CON - Financials Comparison

This section allows you to compare key financial metrics between Forward Air Corporation and Concentra Group Holdings Parent, Inc. 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


100.00M200.00M300.00M400.00M500.00M600.00M700.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
582.05M
569.56M
(FWRD) Total Revenue
(CON) Total Revenue
Values in USD except per share items

FWRD vs. CON - Profitability Comparison

The chart below illustrates the profitability comparison between Forward Air Corporation and Concentra Group Holdings Parent, Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
22.9%
29.9%
Portfolio components
FWRD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Forward Air Corporation reported a gross profit of 132.98M and revenue of 582.05M. Therefore, the gross margin over that period was 22.9%.

CON - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Concentra Group Holdings Parent, Inc reported a gross profit of 170.47M and revenue of 569.56M. Therefore, the gross margin over that period was 29.9%.

FWRD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Forward Air Corporation reported an operating income of 20.44M and revenue of 582.05M, resulting in an operating margin of 3.5%.

CON - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Concentra Group Holdings Parent, Inc reported an operating income of 69.00K and revenue of 569.56M, resulting in an operating margin of 0.0%.

FWRD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Forward Air Corporation reported a net income of -34.32M and revenue of 582.05M, resulting in a net margin of -5.9%.

CON - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Concentra Group Holdings Parent, Inc reported a net income of 50.49M and revenue of 569.56M, resulting in a net margin of 8.9%.


Frequently Asked Questions


FWRD and CON have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FWRD has higher volatility (19.35%) compared to CON (6.55%). In terms of maximum drawdown, FWRD dropped -93.19% vs CON's -22.59%.

CON currently has the higher Sharpe Ratio (2.09 vs -0.67), 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.

Portfolio Optimizer

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