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OEZVY vs. GEV
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

OEZVY vs. GEV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Verbund AG ADR (OEZVY) and GE Vernova Inc. (GEV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OEZVY achieves a -1.67% return, which is significantly lower than GEV's 43.04% return.


OEZVY

1D
2.87%
1M
-2.31%
YTD
-1.67%
6M
-5.76%
1Y
-8.25%
3Y*
-1.52%
5Y*
-1.06%
10Y*
21.34%

GEV

1D
-3.09%
1M
-16.56%
YTD
43.04%
6M
48.08%
1Y
93.19%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

OEZVY vs. GEV - Yearly Performance Comparison


2026 (YTD)20252024
OEZVY
Verbund AG ADR
-1.67%-7.13%15.10%
GEV
GE Vernova Inc.
43.04%99.02%150.80%

Correlation

The correlation between OEZVY and GEV is -0.07, 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 (1Y)
Calculated over the trailing 1-year period

-0.07

Correlation (All Time)
Calculated using the full available price history since Mar 28, 2024

0.00

Fundamentals

Market Cap

OEZVY:

$23.87B

GEV:

$253.94B

EPS

OEZVY:

$0.78

GEV:

$34.12

PE Ratio

OEZVY:

17.62

GEV:

27.36

PEG Ratio

OEZVY:

0.79

GEV:

0.13

PS Ratio

OEZVY:

3.14

GEV:

6.51

PB Ratio

OEZVY:

2.28

GEV:

18.24

Total Revenue (TTM)

OEZVY:

$7.63B

GEV:

$39.38B

Gross Profit (TTM)

OEZVY:

$2.99B

GEV:

$7.85B

EBITDA (TTM)

OEZVY:

$2.64B

GEV:

$3.32B

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Verbund AG ADR

GE Vernova Inc.

Return for Risk

OEZVY vs. GEV — Risk / Return Rank

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

OEZVY
OEZVY Risk / Return Rank: 3232
Overall Rank
OEZVY Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
OEZVY Sortino Ratio Rank: 3333
Sortino Ratio Rank
OEZVY Omega Ratio Rank: 3535
Omega Ratio Rank
OEZVY Calmar Ratio Rank: 2828
Calmar Ratio Rank
OEZVY Martin Ratio Rank: 3030
Martin Ratio Rank

GEV
GEV Risk / Return Rank: 8787
Overall Rank
GEV Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
GEV Sortino Ratio Rank: 8585
Sortino Ratio Rank
GEV Omega Ratio Rank: 8282
Omega Ratio Rank
GEV Calmar Ratio Rank: 9191
Calmar Ratio Rank
GEV Martin Ratio Rank: 9090
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.

OEZVY vs. GEV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Verbund AG ADR (OEZVY) and GE Vernova Inc. (GEV). 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.


OEZVYGEVDifference
Sharpe ratioReturn per unit of total volatility

-2.09

Sortino ratioReturn per unit of downside risk

-2.59

Omega ratioGain probability vs. loss probability

1.02

1.33

-0.31

Calmar ratioReturn relative to maximum drawdown

-0.40

4.99

-5.39

Martin ratioReturn relative to average drawdown

-0.67

12.01

-12.68

OEZVY vs. GEV - Sharpe Ratio Comparison

The current OEZVY Sharpe Ratio is -0.16, which is lower than the GEV Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of OEZVY and GEV, 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


OEZVYGEVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.16

1.93

-2.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

2.78

-2.31

Drawdowns

OEZVY vs. GEV - Drawdown Comparison

The maximum OEZVY drawdown since its inception was -53.06%, which is greater than GEV's maximum drawdown of -38.29%. Use the drawdown chart below to compare losses from any high point for OEZVY and GEV.


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Drawdown Indicators


OEZVYGEVDifference

Max Drawdown

Largest peak-to-trough decline

-53.06%

-38.29%

-14.77%

Max Drawdown (1Y)

Largest decline over 1 year

-20.49%

-18.78%

-1.71%

Max Drawdown (3Y)

Largest decline over 3 years

-33.16%

Max Drawdown (5Y)

Largest decline over 5 years

-41.90%

Max Drawdown (10Y)

Largest decline over 10 years

-53.06%

Current Drawdown

Current decline from peak

-30.72%

-18.78%

-11.94%

Average Drawdown

Average peak-to-trough decline

-16.88%

-6.88%

-10.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.36%

7.79%

+4.57%

Volatility

OEZVY vs. GEV - Volatility Comparison

The current volatility for Verbund AG ADR (OEZVY) is 10.12%, while GE Vernova Inc. (GEV) has a volatility of 12.23%. This indicates that OEZVY experiences smaller price fluctuations and is considered to be less risky than GEV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OEZVYGEVDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.12%

12.23%

-2.11%

Volatility (6M)

Calculated over the trailing 6-month period

38.36%

36.61%

+1.75%

Volatility (1Y)

Calculated over the trailing 1-year period

50.45%

48.65%

+1.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.11%

52.80%

-4.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.59%

52.80%

-6.21%

Dividends

OEZVY vs. GEV - Dividend Comparison

OEZVY's dividend yield for the trailing twelve months is around 5.23%, more than GEV's 0.16% yield.


PositionTTM202520242023202220212020201920182017
GEV
GE Vernova Inc.
0.16%0.11%0.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OEZVY
Verbund AG ADR
5.23%4.15%5.39%4.39%1.34%0.77%0.56%0.56%0.77%0.89%

Financials

OEZVY vs. GEV - Financials Comparison

This section allows you to compare key financial metrics between Verbund AG ADR and GE Vernova 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


0.002.00B4.00B6.00B8.00B10.00B20222023202420252026
1.94B
9.34B
(OEZVY) Total Revenue
(GEV) Total Revenue
Values in USD except per share items

OEZVY vs. GEV - Profitability Comparison

The chart below illustrates the profitability comparison between Verbund AG ADR and GE Vernova Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%20222023202420252026
41.3%
19.1%
Portfolio components
OEZVY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Verbund AG ADR reported a gross profit of 801.30M and revenue of 1.94B. Therefore, the gross margin over that period was 41.3%.

GEV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, GE Vernova Inc. reported a gross profit of 1.78B and revenue of 9.34B. Therefore, the gross margin over that period was 19.1%.

OEZVY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Verbund AG ADR reported an operating income of 389.30M and revenue of 1.94B, resulting in an operating margin of 20.1%.

GEV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, GE Vernova Inc. reported an operating income of 179.00M and revenue of 9.34B, resulting in an operating margin of 1.9%.

OEZVY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Verbund AG ADR reported a net income of 269.80M and revenue of 1.94B, resulting in a net margin of 13.9%.

GEV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, GE Vernova Inc. reported a net income of 4.75B and revenue of 9.34B, resulting in a net margin of 50.8%.


Frequently Asked Questions


OEZVY and GEV have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GEV has higher volatility (12.23%) compared to OEZVY (10.12%). In terms of maximum drawdown, OEZVY dropped -53.06% vs GEV's -38.29%.

GEV currently has the higher Sharpe Ratio (1.93 vs -0.16), 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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