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VIASP vs. KEN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VIASP vs. KEN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Via Renewables, Inc. (VIASP) and Kenon Holdings Ltd. (KEN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with VIASP having a 4.33% return and KEN slightly higher at 4.42%.


VIASP

1D
-0.04%
1M
-0.43%
YTD
4.33%
6M
6.06%
1Y
13.25%
3Y*
40.39%
5Y*
10Y*

KEN

1D
-3.46%
1M
-22.75%
YTD
4.42%
6M
6.97%
1Y
84.50%
3Y*
55.93%
5Y*
30.35%
10Y*
39.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VIASP vs. KEN - Yearly Performance Comparison


2026 (YTD)20252024202320222021
VIASP
Via Renewables, Inc.
4.33%22.82%26.04%8.25%-1.13%3.38%
KEN
Kenon Holdings Ltd.
4.42%126.18%62.44%-19.16%-23.73%54.39%

Correlation

The correlation between VIASP and KEN is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.11

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

0.06

Correlation (All Time)
Calculated using the full available price history since Aug 10, 2021

0.06

Fundamentals

Market Cap

VIASP:

$187.03M

KEN:

$3.51B

EPS

VIASP:

$2.59

KEN:

$1.54

PE Ratio

VIASP:

9.86

KEN:

42.93

PEG Ratio

VIASP:

0.04

KEN:

7.21

PS Ratio

VIASP:

0.25

KEN:

3.47

PB Ratio

VIASP:

12.16

KEN:

2.34

Total Revenue (TTM)

VIASP:

$480.22M

KEN:

$1.01B

Gross Profit (TTM)

VIASP:

$121.19M

KEN:

$166.82M

EBITDA (TTM)

VIASP:

$64.60M

KEN:

$339.95M

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Return for Risk

VIASP vs. KEN — Risk / Return Rank

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

VIASP
VIASP Risk / Return Rank: 9090
Overall Rank
VIASP Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
VIASP Sortino Ratio Rank: 8686
Sortino Ratio Rank
VIASP Omega Ratio Rank: 8787
Omega Ratio Rank
VIASP Calmar Ratio Rank: 9292
Calmar Ratio Rank
VIASP Martin Ratio Rank: 9595
Martin Ratio Rank

KEN
KEN Risk / Return Rank: 8686
Overall Rank
KEN Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
KEN Sortino Ratio Rank: 8585
Sortino Ratio Rank
KEN Omega Ratio Rank: 8484
Omega Ratio Rank
KEN Calmar Ratio Rank: 8282
Calmar Ratio Rank
KEN Martin Ratio Rank: 8989
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.

VIASP vs. KEN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Via Renewables, Inc. (VIASP) and Kenon Holdings Ltd. (KEN). 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.


VIASPKENDifference
Sharpe ratioReturn per unit of total volatility

-0.21

Sortino ratioReturn per unit of downside risk

+0.13

Omega ratioGain probability vs. loss probability

1.37

1.34

+0.03

Calmar ratioReturn relative to maximum drawdown

4.91

2.77

+2.15

Martin ratioReturn relative to average drawdown

17.86

10.79

+7.07

VIASP vs. KEN - Sharpe Ratio Comparison

The current VIASP Sharpe Ratio is 1.92, which is comparable to the KEN Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of VIASP and KEN, 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

VIASP vs. KEN - Drawdown Comparison

The maximum VIASP drawdown since its inception was -57.50%, smaller than the maximum KEN drawdown of -69.20%. Use the drawdown chart below to compare losses from any high point for VIASP and KEN.


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Drawdown Indicators


VIASPKENDifference

Max Drawdown

Largest peak-to-trough decline

-57.50%

-69.20%

+11.70%

Max Drawdown (1Y)

Largest decline over 1 year

-2.71%

-30.69%

+27.98%

Max Drawdown (3Y)

Largest decline over 3 years

-27.68%

-32.27%

+4.59%

Max Drawdown (5Y)

Largest decline over 5 years

-69.20%

Max Drawdown (10Y)

Largest decline over 10 years

-69.20%

Current Drawdown

Current decline from peak

-0.74%

-30.69%

+29.95%

Average Drawdown

Average peak-to-trough decline

-6.71%

-23.20%

+16.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.74%

7.86%

-7.12%

Volatility

VIASP vs. KEN - Volatility Comparison

The current volatility for Via Renewables, Inc. (VIASP) is 1.34%, while Kenon Holdings Ltd. (KEN) has a volatility of 15.30%. This indicates that VIASP experiences smaller price fluctuations and is considered to be less risky than KEN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VIASPKENDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.34%

15.30%

-13.96%

Volatility (6M)

Calculated over the trailing 6-month period

4.40%

31.64%

-27.24%

Volatility (1Y)

Calculated over the trailing 1-year period

6.96%

40.07%

-33.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.02%

39.96%

-7.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.02%

41.91%

-9.89%

Dividends

VIASP vs. KEN - Dividend Comparison

VIASP's dividend yield for the trailing twelve months is around 11.59%, more than KEN's 5.81% yield.


PositionTTM20252024202320222021202020192018201720162015
KEN
Kenon Holdings Ltd.
5.81%7.24%11.18%11.46%25.00%7.35%7.41%5.75%96.34%0.00%0.00%45.52%
VIASP
Via Renewables, Inc.
11.59%10.88%13.00%14.21%9.87%4.30%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

VIASP vs. KEN - Financials Comparison

This section allows you to compare key financial metrics between Via Renewables, Inc. and Kenon Holdings 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


100.00M150.00M200.00M250.00M300.00M20222023202420252026
159.03M
317.00M
(VIASP) Total Revenue
(KEN) Total Revenue
Values in USD except per share items

VIASP vs. KEN - Profitability Comparison

The chart below illustrates the profitability comparison between Via Renewables, Inc. and Kenon Holdings 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%80.0%100.0%20222023202420252026
16.6%
14.8%
Portfolio components
VIASP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Via Renewables, Inc. reported a gross profit of 26.41M and revenue of 159.03M. Therefore, the gross margin over that period was 16.6%.

KEN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kenon Holdings Ltd. reported a gross profit of 47.00M and revenue of 317.00M. Therefore, the gross margin over that period was 14.8%.

VIASP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Via Renewables, Inc. reported an operating income of 4.82M and revenue of 159.03M, resulting in an operating margin of 3.0%.

KEN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kenon Holdings Ltd. reported an operating income of 4.00M and revenue of 317.00M, resulting in an operating margin of 1.3%.

VIASP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Via Renewables, Inc. reported a net income of 1.71M and revenue of 159.03M, resulting in a net margin of 1.1%.

KEN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kenon Holdings Ltd. reported a net income of 26.00M and revenue of 317.00M, resulting in a net margin of 8.2%.


Frequently Asked Questions


VIASP and KEN have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KEN has higher volatility (15.30%) compared to VIASP (1.34%). In terms of maximum drawdown, VIASP dropped -57.50% vs KEN's -69.20%.

KEN currently has the higher Sharpe Ratio (2.12 vs 1.92), 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

Find the right allocation for VIASP and KEN

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