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UAN vs. ZIM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UAN vs. ZIM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CVR Partners, LP (UAN) and ZIM Integrated Shipping Services Ltd. (ZIM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UAN achieves a 20.90% return, which is significantly lower than ZIM's 22.75% return.


UAN

1D
-0.37%
1M
-3.55%
YTD
20.90%
6M
30.71%
1Y
62.56%
3Y*
26.37%
5Y*
32.88%
10Y*
12.30%

ZIM

1D
1.98%
1M
-4.07%
YTD
22.75%
6M
32.96%
1Y
57.00%
3Y*
44.69%
5Y*
20.82%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UAN vs. ZIM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
UAN
CVR Partners, LP
20.90%54.09%27.18%-13.80%43.68%472.54%
ZIM
ZIM Integrated Shipping Services Ltd.
22.75%28.11%176.93%-21.06%-52.70%463.11%

Correlation

The correlation between UAN and ZIM is -0.00, 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

-0.00

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

0.09

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

0.15

Correlation (All Time)
Calculated using the full available price history since Jan 29, 2021

0.15

The correlation between UAN and ZIM shifts across timeframes, from -0.00 (1 year) to 0.15 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

UAN:

$1.26B

ZIM:

$3.04B

EPS

UAN:

$11.49

ZIM:

$0.81

PE Ratio

UAN:

10.40

ZIM:

31.03

PEG Ratio

UAN:

0.18

ZIM:

0.18

PS Ratio

UAN:

1.96

ZIM:

0.48

PB Ratio

UAN:

3.08

ZIM:

0.79

Total Revenue (TTM)

UAN:

$643.22M

ZIM:

$6.29B

Gross Profit (TTM)

UAN:

$133.57M

ZIM:

$676.00M

EBITDA (TTM)

UAN:

$266.31M

ZIM:

$1.73B

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Return for Risk

UAN vs. ZIM — Risk / Return Rank

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

UAN
UAN Risk / Return Rank: 8282
Overall Rank
UAN Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
UAN Sortino Ratio Rank: 7777
Sortino Ratio Rank
UAN Omega Ratio Rank: 8282
Omega Ratio Rank
UAN Calmar Ratio Rank: 8484
Calmar Ratio Rank
UAN Martin Ratio Rank: 8787
Martin Ratio Rank

ZIM
ZIM Risk / Return Rank: 7373
Overall Rank
ZIM Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
ZIM Sortino Ratio Rank: 7676
Sortino Ratio Rank
ZIM Omega Ratio Rank: 7272
Omega Ratio Rank
ZIM Calmar Ratio Rank: 7373
Calmar Ratio Rank
ZIM Martin Ratio Rank: 7474
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.

UAN vs. ZIM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CVR Partners, LP (UAN) and ZIM Integrated Shipping Services Ltd. (ZIM). 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.


UANZIMDifference

Sharpe ratio

Return per unit of total volatility

1.56

1.08

+0.48

Sortino ratio

Return per unit of downside risk

2.15

2.10

+0.05

Omega ratio

Gain probability vs. loss probability

1.33

1.24

+0.09

Calmar ratio

Return relative to maximum drawdown

3.33

1.93

+1.41

Martin ratio

Return relative to average drawdown

10.57

4.68

+5.89

UAN vs. ZIM - Sharpe Ratio Comparison

The current UAN Sharpe Ratio is 1.56, which is higher than the ZIM Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of UAN and ZIM, 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


UANZIMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.56

1.08

+0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.32

+0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.76

-0.63

Drawdowns

UAN vs. ZIM - Drawdown Comparison

The maximum UAN drawdown since its inception was -96.77%, which is greater than ZIM's maximum drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for UAN and ZIM.


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Drawdown Indicators


UANZIMDifference

Max Drawdown

Largest peak-to-trough decline

-96.77%

-84.68%

-12.09%

Max Drawdown (1Y)

Largest decline over 1 year

-18.77%

-30.66%

+11.89%

Max Drawdown (3Y)

Largest decline over 3 years

-28.52%

-57.12%

+28.60%

Max Drawdown (5Y)

Largest decline over 5 years

-49.19%

-84.68%

+35.49%

Max Drawdown (10Y)

Largest decline over 10 years

-92.85%

Current Drawdown

Current decline from peak

-11.18%

-11.70%

+0.52%

Average Drawdown

Average peak-to-trough decline

-47.61%

-40.07%

-7.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.92%

12.62%

-6.70%

Volatility

UAN vs. ZIM - Volatility Comparison

The current volatility for CVR Partners, LP (UAN) is 12.77%, while ZIM Integrated Shipping Services Ltd. (ZIM) has a volatility of 14.46%. This indicates that UAN experiences smaller price fluctuations and is considered to be less risky than ZIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UANZIMDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.77%

14.46%

-1.69%

Volatility (6M)

Calculated over the trailing 6-month period

37.52%

37.53%

-0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

40.31%

52.94%

-12.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.59%

65.96%

-23.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.75%

67.73%

-12.98%

Dividends

UAN vs. ZIM - Dividend Comparison

UAN's dividend yield for the trailing twelve months is around 10.27%, more than ZIM's 4.96% yield.


PositionTTM20252024202320222021202020192018201720162015
UAN
CVR Partners, LP
10.27%11.63%8.81%40.64%19.21%5.62%0.00%12.90%0.00%0.61%11.81%15.61%
ZIM
ZIM Integrated Shipping Services Ltd.
4.96%20.16%22.40%64.84%160.27%7.65%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

UAN vs. ZIM - Financials Comparison

This section allows you to compare key financial metrics between CVR Partners, LP and ZIM Integrated Shipping Services 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
180.05M
1.40B
(UAN) Total Revenue
(ZIM) Total Revenue
Values in USD except per share items

UAN vs. ZIM - Profitability Comparison

The chart below illustrates the profitability comparison between CVR Partners, LP and ZIM Integrated Shipping Services Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%20222023202420252026
21.1%
3.4%
Portfolio components
UAN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CVR Partners, LP reported a gross profit of 38.03M and revenue of 180.05M. Therefore, the gross margin over that period was 21.1%.

ZIM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a gross profit of 46.80M and revenue of 1.40B. Therefore, the gross margin over that period was 3.4%.

UAN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CVR Partners, LP reported an operating income of 57.65M and revenue of 180.05M, resulting in an operating margin of 32.0%.

ZIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported an operating income of -39.00M and revenue of 1.40B, resulting in an operating margin of -2.8%.

UAN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CVR Partners, LP reported a net income of 49.91M and revenue of 180.05M, resulting in a net margin of 27.7%.

ZIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a net income of -86.00M and revenue of 1.40B, resulting in a net margin of -6.2%.


Frequently Asked Questions


UAN and ZIM have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ZIM has higher volatility (14.46%) compared to UAN (12.77%). In terms of maximum drawdown, UAN dropped -96.77% vs ZIM's -84.68%.

UAN currently has the higher Sharpe Ratio (1.56 vs 1.08), 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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