VRT vs. ESE
VRT (Vertiv Holdings Co.) and ESE (ESCO Technologies Inc.) are both stocks. VRT operates in Electrical Equipment & Parts (Industrials), while ESE operates in Scientific & Technical Instruments (Technology). Over the past 5 years, VRT returned 53.98%/yr vs 27.65%/yr for ESE. Their 0.35 correlation means their historical movements had little consistent relationship.
Performance
VRT vs. ESE - Performance Comparison
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Returns By Period
In the year-to-date period, VRT achieves a 49.17% return, which is significantly lower than ESE's 61.51% return.
VRT
- 1D
- 6.18%
- 1M
- -22.43%
- 6M
- 29.81%
- YTD
- 49.17%
- 1Y
- 66.09%
- 3Y*
- 109.07%
- 5Y*
- 53.98%
- 10Y*
- —
- ALL TIME*
- 49.54%
ESE
- 1D
- 1.21%
- 1M
- -7.22%
- 6M
- 38.25%
- YTD
- 61.51%
- 1Y
- 62.98%
- 3Y*
- 46.58%
- 5Y*
- 27.65%
- 10Y*
- 22.54%
- ALL TIME*
- 15.54%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $56.05M | $61.44M | $84.23M | |
| $1.93B | $1.68B | $1.97B |
VRT vs. ESE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VRT Vertiv Holdings Co. | 49.17% | 42.80% | 136.82% | 251.81% | -45.25% | 33.80% | 69.36% | 12.55% | 1.03% |
ESE ESCO Technologies Inc. | 61.51% | 46.96% | 14.15% | 34.13% | -2.30% | -12.59% | 12.01% | 41.00% | 7.28% |
Correlation
The correlation between VRT and ESE is 0.50, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2018 | 0.35 |
The correlation between VRT and ESE shifts across timeframes, from 0.35 (all time) to 0.50 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
VRT:
$93.00B
ESE:
$8.17B
VRT:
$4.42
ESE:
$11.89
VRT:
54.63
ESE:
26.51
VRT:
0.24
ESE:
0.43
VRT:
8.24
ESE:
6.54
VRT:
19.94
ESE:
5.09
VRT:
$11.48B
ESE:
$1.25B
VRT:
$4.31B
ESE:
$271.43M
VRT:
$2.52B
ESE:
$238.72M
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Return for Risk
VRT vs. ESE — Risk / Return Rank
VRT
ESE
VRT vs. ESE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) and ESCO Technologies Inc. (ESE). 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.
| VRT | ESE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.89 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.31 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 4.10 | -2.47 |
| Martin ratioReturn relative to average drawdown | 5.58 | 10.04 | -4.46 |
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Drawdowns
VRT vs. ESE - Drawdown Comparison
The maximum VRT drawdown since its inception was -71.24%, which is greater than ESE's maximum drawdown of -58.54%. Use the drawdown chart below to compare losses from any high point for VRT and ESE.
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Drawdown Indicators
| VRT | ESE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.24% | -58.54% | -12.70% |
Max Drawdown (1Y)Largest decline over 1 year | -40.70% | -15.43% | -25.27% |
Max Drawdown (3Y)Largest decline over 3 years | -61.28% | -17.52% | -43.76% |
Max Drawdown (5Y)Largest decline over 5 years | -71.24% | -35.31% | -35.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.97% | — |
Current DrawdownCurrent decline from peak | -35.78% | -11.14% | -24.64% |
Average DrawdownAverage peak-to-trough decline | -16.29% | -20.20% | +3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.00% | 6.29% | +5.71% |
Volatility
VRT vs. ESE - Volatility Comparison
Vertiv Holdings Co. (VRT) has a higher volatility of 24.48% compared to ESCO Technologies Inc. (ESE) at 10.28%. This indicates that VRT's price experiences larger fluctuations and is considered to be riskier than ESE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRT | ESE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.48% | 10.28% | +14.20% |
Volatility (6M)Calculated over the trailing 6-month period | 52.93% | 27.58% | +25.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 64.52% | 32.96% | +31.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.43% | 30.74% | +32.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.31% | 30.74% | +24.57% |
Dividends
VRT vs. ESE - Dividend Comparison
VRT's dividend yield for the trailing twelve months is around 0.09%, less than ESE's 0.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESE ESCO Technologies Inc. | 0.10% | 0.16% | 0.24% | 0.27% | 0.37% | 0.27% | 0.31% | 0.43% | 0.49% | 0.40% | 0.56% | 0.89% |
VRT Vertiv Holdings Co. | 0.09% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
VRT vs. ESE - Financials Comparison
This section allows you to compare key financial metrics between Vertiv Holdings Co. and ESCO Technologies 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
VRT vs. ESE - Profitability Comparison
VRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Vertiv Holdings Co. reported a gross profit of 1.23B and revenue of 3.27B. Therefore, the gross margin over that period was 37.7%.
ESE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, ESCO Technologies Inc. reported a gross profit of -119.92M and revenue of 309.34M. Therefore, the gross margin over that period was -38.8%.
VRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Vertiv Holdings Co. reported an operating income of 637.90M and revenue of 3.27B, resulting in an operating margin of 19.5%.
ESE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, ESCO Technologies Inc. reported an operating income of 23.86M and revenue of 309.34M, resulting in an operating margin of 7.7%.
VRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Vertiv Holdings Co. reported a net income of 497.80M and revenue of 3.27B, resulting in a net margin of 15.2%.
ESE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, ESCO Technologies Inc. reported a net income of 34.73M and revenue of 309.34M, resulting in a net margin of 11.2%.
Frequently Asked Questions
VRT and ESE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRT has higher volatility (24.48%) compared to ESE (10.28%). In terms of maximum drawdown, VRT dropped -71.24% vs ESE's -58.54%.
ESE currently has the higher Sharpe Ratio (1.92 vs 1.03), 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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