UAN vs. CVI
Compare and contrast key facts about CVR Partners, LP (UAN) and CVR Energy, Inc. (CVI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UAN or CVI.
Key characteristics
| UAN | CVI | |
|---|---|---|
| YTD Return | 19.25% | -34.71% |
| 1Y Return | 5.99% | -38.26% |
| 3Y Return (Ann) | 16.76% | 12.36% |
| 5Y Return (Ann) | 34.74% | -7.92% |
| 10Y Return (Ann) | 4.26% | -0.45% |
| Sharpe Ratio | 0.18 | -0.77 |
| Sortino Ratio | 0.57 | -0.88 |
| Omega Ratio | 1.07 | 0.87 |
| Calmar Ratio | 0.13 | -0.63 |
| Martin Ratio | 0.49 | -1.44 |
| Ulcer Index | 12.19% | 24.52% |
| Daily Std Dev | 33.47% | 45.90% |
| Max Drawdown | -96.77% | -92.39% |
| Current Drawdown | -33.23% | -48.21% |
Fundamentals
| UAN | CVI | |
|---|---|---|
| Market Cap | $760.17M | $1.86B |
| EPS | $4.97 | $0.69 |
| PE Ratio | 14.47 | 26.81 |
| PEG Ratio | -1.30 | -2.16 |
| Total Revenue (TTM) | $527.39M | $7.87B |
| Gross Profit (TTM) | $110.15M | $321.00M |
| EBITDA (TTM) | $166.78M | $492.00M |
Correlation
The correlation between UAN and CVI is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UAN vs. CVI - Performance Comparison
In the year-to-date period, UAN achieves a 19.25% return, which is significantly higher than CVI's -34.71% return. Over the past 10 years, UAN has outperformed CVI with an annualized return of 4.26%, while CVI has yielded a comparatively lower -0.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UAN vs. CVI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CVR Partners, LP (UAN) and CVR Energy, Inc. (CVI). 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.
Dividends
UAN vs. CVI - Dividend Comparison
UAN's dividend yield for the trailing twelve months is around 9.39%, more than CVI's 7.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UAN CVR Partners, LP | 9.39% | 40.64% | 19.21% | 5.62% | 0.00% | 12.90% | 0.00% | 0.61% | 11.81% | 15.61% | 14.48% | 10.60% |
CVI CVR Energy, Inc. | 7.98% | 14.85% | 15.32% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% | 12.92% | 32.81% |
Drawdowns
UAN vs. CVI - Drawdown Comparison
The maximum UAN drawdown since its inception was -96.77%, roughly equal to the maximum CVI drawdown of -92.39%. Use the drawdown chart below to compare losses from any high point for UAN and CVI. For additional features, visit the drawdowns tool.
Volatility
UAN vs. CVI - Volatility Comparison
The current volatility for CVR Partners, LP (UAN) is 11.07%, while CVR Energy, Inc. (CVI) has a volatility of 33.26%. This indicates that UAN experiences smaller price fluctuations and is considered to be less risky than CVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UAN vs. CVI - Financials Comparison
This section allows you to compare key financial metrics between CVR Partners, LP and CVR Energy, 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.
Total Revenue: Total amount of money received from sales and other business activities