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VRT vs. EDU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VRT and EDU is 0.19, 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.


-0.50.00.51.00.2

Performance

VRT vs. EDU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vertiv Holdings Co. (VRT) and New Oriental Education & Technology Group Inc. (EDU). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%JulyAugustSeptemberOctoberNovemberDecember
1,122.88%
-29.66%
VRT
EDU

Key characteristics

Sharpe Ratio

VRT:

2.77

EDU:

-0.28

Sortino Ratio

VRT:

2.97

EDU:

-0.07

Omega Ratio

VRT:

1.39

EDU:

0.99

Calmar Ratio

VRT:

4.21

EDU:

-0.20

Martin Ratio

VRT:

11.76

EDU:

-0.61

Ulcer Index

VRT:

13.13%

EDU:

23.44%

Daily Std Dev

VRT:

55.73%

EDU:

51.25%

Max Drawdown

VRT:

-71.24%

EDU:

-95.61%

Current Drawdown

VRT:

-15.13%

EDU:

-68.57%

Fundamentals

Market Cap

VRT:

$47.28B

EDU:

$9.78B

EPS

VRT:

$1.44

EDU:

$2.30

PE Ratio

VRT:

83.81

EDU:

26.00

PEG Ratio

VRT:

1.15

EDU:

0.99

Total Revenue (TTM)

VRT:

$7.53B

EDU:

$4.01B

Gross Profit (TTM)

VRT:

$2.75B

EDU:

$2.30B

EBITDA (TTM)

VRT:

$1.41B

EDU:

$643.06M

Returns By Period

In the year-to-date period, VRT achieves a 150.23% return, which is significantly higher than EDU's -15.58% return.


VRT

YTD

150.23%

1M

-15.13%

6M

32.54%

1Y

146.38%

5Y*

61.73%

10Y*

N/A

EDU

YTD

-15.58%

1M

8.02%

6M

-13.29%

1Y

-15.43%

5Y*

-12.97%

10Y*

12.05%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

VRT vs. EDU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) and New Oriental Education & Technology Group Inc. (EDU). 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.


Sharpe ratio
The chart of Sharpe ratio for VRT, currently valued at 2.77, compared to the broader market-4.00-2.000.002.002.77-0.28
The chart of Sortino ratio for VRT, currently valued at 2.97, compared to the broader market-4.00-2.000.002.004.002.97-0.07
The chart of Omega ratio for VRT, currently valued at 1.39, compared to the broader market0.501.001.502.001.390.99
The chart of Calmar ratio for VRT, currently valued at 4.21, compared to the broader market0.002.004.006.004.21-0.20
The chart of Martin ratio for VRT, currently valued at 11.76, compared to the broader market-5.000.005.0010.0015.0020.0025.0011.76-0.61
VRT
EDU

The current VRT Sharpe Ratio is 2.77, which is higher than the EDU Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of VRT and EDU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
2.77
-0.28
VRT
EDU

Dividends

VRT vs. EDU - Dividend Comparison

VRT's dividend yield for the trailing twelve months is around 0.09%, less than EDU's 0.95% yield.


TTM20232022202120202019201820172016201520142013
VRT
Vertiv Holdings Co.
0.09%0.05%0.07%0.04%0.05%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EDU
New Oriental Education & Technology Group Inc.
0.95%0.00%0.00%0.00%0.00%0.00%0.00%0.46%0.00%1.28%0.00%1.11%

Drawdowns

VRT vs. EDU - Drawdown Comparison

The maximum VRT drawdown since its inception was -71.24%, smaller than the maximum EDU drawdown of -95.61%. Use the drawdown chart below to compare losses from any high point for VRT and EDU. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-15.13%
-68.57%
VRT
EDU

Volatility

VRT vs. EDU - Volatility Comparison

The current volatility for Vertiv Holdings Co. (VRT) is 14.11%, while New Oriental Education & Technology Group Inc. (EDU) has a volatility of 15.68%. This indicates that VRT experiences smaller price fluctuations and is considered to be less risky than EDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
14.11%
15.68%
VRT
EDU

Financials

VRT vs. EDU - Financials Comparison

This section allows you to compare key financial metrics between Vertiv Holdings Co. and New Oriental Education & Technology Group 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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