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NVZMY vs. VERX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NVZMY vs. VERX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Novozymes AS (NVZMY) and Vertex, Inc. (VERX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NVZMY achieves a -9.56% return, which is significantly higher than VERX's -35.95% return.


NVZMY

1D
-1.49%
1M
-8.79%
YTD
-9.56%
6M
-5.39%
1Y
-17.70%
3Y*
6.85%
5Y*
-3.38%
10Y*
3.16%

VERX

1D
-7.65%
1M
-4.12%
YTD
-35.95%
6M
-35.34%
1Y
-68.70%
3Y*
-16.19%
5Y*
-6.85%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NVZMY vs. VERX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
NVZMY
Novozymes AS
-9.56%14.29%3.97%12.42%-38.46%46.93%-5.38%
VERX
Vertex, Inc.
-35.95%-62.57%98.03%85.67%-8.57%-54.46%45.63%

Correlation

The correlation between NVZMY and VERX is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.17

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

0.10

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

0.15

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2020

0.14

Fundamentals

EPS

NVZMY:

$1.28

VERX:

-$0.05

PS Ratio

NVZMY:

2.41

VERX:

2.07

Total Revenue (TTM)

NVZMY:

$11.07B

VERX:

$768.03M

Gross Profit (TTM)

NVZMY:

$5.79B

VERX:

$486.52M

EBITDA (TTM)

NVZMY:

$3.39B

VERX:

$51.70M

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Return for Risk

NVZMY vs. VERX — Risk / Return Rank

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

NVZMY
NVZMY Risk / Return Rank: 1515
Overall Rank
NVZMY Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
NVZMY Sortino Ratio Rank: 1212
Sortino Ratio Rank
NVZMY Omega Ratio Rank: 1313
Omega Ratio Rank
NVZMY Calmar Ratio Rank: 1919
Calmar Ratio Rank
NVZMY Martin Ratio Rank: 1919
Martin Ratio Rank

VERX
VERX Risk / Return Rank: 44
Overall Rank
VERX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
VERX Sortino Ratio Rank: 11
Sortino Ratio Rank
VERX Omega Ratio Rank: 22
Omega Ratio Rank
VERX Calmar Ratio Rank: 55
Calmar Ratio Rank
VERX Martin Ratio Rank: 1010
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.

NVZMY vs. VERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Novozymes AS (NVZMY) and Vertex, Inc. (VERX). 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.


NVZMYVERXDifference

Sharpe ratio

Return per unit of total volatility

-0.72

-1.18

+0.45

Sortino ratio

Return per unit of downside risk

-0.95

-2.20

+1.26

Omega ratio

Gain probability vs. loss probability

0.89

0.73

+0.16

Calmar ratio

Return relative to maximum drawdown

-0.60

-0.93

+0.33

Martin ratio

Return relative to average drawdown

-1.04

-1.32

+0.28

NVZMY vs. VERX - Sharpe Ratio Comparison

The current NVZMY Sharpe Ratio is -0.72, which is higher than the VERX Sharpe Ratio of -1.18. The chart below compares the historical Sharpe Ratios of NVZMY and VERX, 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


NVZMYVERXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.72

-1.18

+0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

-0.13

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.08

-0.18

+0.10

Drawdowns

NVZMY vs. VERX - Drawdown Comparison

The maximum NVZMY drawdown since its inception was -86.29%, which is greater than VERX's maximum drawdown of -81.68%. Use the drawdown chart below to compare losses from any high point for NVZMY and VERX.


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Drawdown Indicators


NVZMYVERXDifference

Max Drawdown

Largest peak-to-trough decline

-86.29%

-81.68%

-4.61%

Max Drawdown (1Y)

Largest decline over 1 year

-29.64%

-74.21%

+44.57%

Max Drawdown (3Y)

Largest decline over 3 years

-29.64%

-81.68%

+52.04%

Max Drawdown (5Y)

Largest decline over 5 years

-51.86%

-81.68%

+29.82%

Max Drawdown (10Y)

Largest decline over 10 years

-51.86%

Current Drawdown

Current decline from peak

-61.08%

-78.30%

+17.22%

Average Drawdown

Average peak-to-trough decline

-57.41%

-42.24%

-15.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.02%

51.97%

-34.95%

Volatility

NVZMY vs. VERX - Volatility Comparison

The current volatility for Novozymes AS (NVZMY) is 7.10%, while Vertex, Inc. (VERX) has a volatility of 27.71%. This indicates that NVZMY experiences smaller price fluctuations and is considered to be less risky than VERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NVZMYVERXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.10%

27.71%

-20.61%

Volatility (6M)

Calculated over the trailing 6-month period

16.86%

47.52%

-30.66%

Volatility (1Y)

Calculated over the trailing 1-year period

24.67%

58.61%

-33.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.71%

54.49%

-26.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.13%

55.71%

-28.58%

Dividends

NVZMY vs. VERX - Dividend Comparison

NVZMY's dividend yield for the trailing twelve months is around 1.79%, while VERX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
NVZMY
Novozymes AS
1.79%1.51%1.03%2.68%1.68%0.69%0.91%1.03%1.10%1.64%0.95%0.60%
VERX
Vertex, 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%

Financials

NVZMY vs. VERX - Financials Comparison

This section allows you to compare key financial metrics between Novozymes AS and Vertex, 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


0.002.00B4.00B6.00B8.00B20222023202420252026
1.14B
196.65M
(NVZMY) Total Revenue
(VERX) Total Revenue
Values in USD except per share items

NVZMY vs. VERX - Profitability Comparison

The chart below illustrates the profitability comparison between Novozymes AS and Vertex, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
56.7%
63.5%
Portfolio components
NVZMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Novozymes AS reported a gross profit of 644.63M and revenue of 1.14B. Therefore, the gross margin over that period was 56.7%.

VERX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vertex, Inc. reported a gross profit of 124.87M and revenue of 196.65M. Therefore, the gross margin over that period was 63.5%.

NVZMY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Novozymes AS reported an operating income of 272.81M and revenue of 1.14B, resulting in an operating margin of 24.0%.

VERX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vertex, Inc. reported an operating income of -10.61M and revenue of 196.65M, resulting in an operating margin of -5.4%.

NVZMY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Novozymes AS reported a net income of 202.37M and revenue of 1.14B, resulting in a net margin of 17.8%.

VERX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vertex, Inc. reported a net income of -2.51M and revenue of 196.65M, resulting in a net margin of -1.3%.


Frequently Asked Questions


NVZMY and VERX have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VERX has higher volatility (27.71%) compared to NVZMY (7.10%). In terms of maximum drawdown, NVZMY dropped -86.29% vs VERX's -81.68%.

NVZMY currently has the higher Sharpe Ratio (-0.72 vs -1.18), 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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