VRT vs. ESOA
VRT (Vertiv Holdings Co.) and ESOA (Energy Services Of America Corp) are both stocks. Both are in the Industrials sector — VRT in Electrical Equipment & Parts, ESOA in Engineering & Construction. Over the past 5 years, VRT returned 60.10%/yr vs 51.95%/yr for ESOA. At a 0.14 correlation, their price movements are largely independent.
Performance
VRT vs. ESOA - Performance Comparison
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Returns By Period
In the year-to-date period, VRT achieves a 79.30% return, which is significantly lower than ESOA's 95.96% return.
VRT
- 1D
- -4.50%
- 1M
- -8.24%
- 6M
- 59.18%
- YTD
- 79.30%
- 1Y
- 122.11%
- 3Y*
- 123.82%
- 5Y*
- 60.10%
- 10Y*
- —
- ALL TIME*
- 53.17%
ESOA
- 1D
- -4.67%
- 1M
- -10.34%
- 6M
- 74.97%
- YTD
- 95.96%
- 1Y
- 61.83%
- 3Y*
- 82.44%
- 5Y*
- 51.95%
- 10Y*
- 28.53%
- ALL TIME*
- 24.70%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.63M | $2.35M | $2.47M | |
| $1.16B | $1.73B | $1.88B |
VRT vs. ESOA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VRT Vertiv Holdings Co. | 79.30% | 42.80% | 136.82% | 251.81% | -45.25% | 33.80% | 69.36% | 12.55% | 1.03% |
ESOA Energy Services Of America Corp | 95.96% | -34.42% | 111.44% | 140.93% | -22.02% | 223.53% | 32.47% | -30.56% | 47.50% |
Correlation
The correlation between VRT and ESOA is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2018 | 0.14 |
The correlation between VRT and ESOA shifts across timeframes, from 0.14 (all time) to 0.32 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
VRT:
$111.53B
ESOA:
$297.44M
VRT:
$3.98
ESOA:
$0.54
VRT:
72.92
ESOA:
29.29
VRT:
0.32
ESOA:
0.68
VRT:
10.48
ESOA:
0.61
VRT:
26.82
ESOA:
3.43
VRT:
$10.84B
ESOA:
$440.96M
VRT:
$3.92B
ESOA:
$52.66M
VRT:
$2.35B
ESOA:
$27.20M
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Return for Risk
VRT vs. ESOA — Risk / Return Rank
VRT
ESOA
VRT vs. ESOA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) and Energy Services Of America Corp (ESOA). 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 | ESOA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.22 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.85 | 1.99 | +2.86 |
| Martin ratioReturn relative to average drawdown | 11.15 | 4.18 | +6.97 |
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Drawdowns
VRT vs. ESOA - Drawdown Comparison
The maximum VRT drawdown since its inception was -71.24%, smaller than the maximum ESOA drawdown of -76.67%. Use the drawdown chart below to compare losses from any high point for VRT and ESOA.
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Drawdown Indicators
| VRT | ESOA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.24% | -76.67% | +5.43% |
Max Drawdown (1Y)Largest decline over 1 year | -25.32% | -31.16% | +5.84% |
Max Drawdown (3Y)Largest decline over 3 years | -61.28% | -57.43% | -3.85% |
Max Drawdown (5Y)Largest decline over 5 years | -71.24% | -57.43% | -13.81% |
Max Drawdown (10Y)Largest decline over 10 years | — | -69.62% | — |
Current DrawdownCurrent decline from peak | -22.81% | -17.58% | -5.23% |
Average DrawdownAverage peak-to-trough decline | -16.24% | -32.84% | +16.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.99% | 14.85% | -3.86% |
Volatility
VRT vs. ESOA - Volatility Comparison
Vertiv Holdings Co. (VRT) has a higher volatility of 18.91% compared to Energy Services Of America Corp (ESOA) at 12.65%. This indicates that VRT's price experiences larger fluctuations and is considered to be riskier than ESOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRT | ESOA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.91% | 12.65% | +6.26% |
Volatility (6M)Calculated over the trailing 6-month period | 48.66% | 48.83% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 61.67% | 62.86% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.81% | 75.72% | -12.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.93% | 95.95% | -41.02% |
Dividends
VRT vs. ESOA - Dividend Comparison
VRT's dividend yield for the trailing twelve months is around 0.08%, less than ESOA's 0.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
ESOA Energy Services Of America Corp | 0.82% | 1.47% | 0.24% | 1.84% | 0.00% | 0.00% | 0.00% | 6.49% | 0.00% | 5.88% |
VRT Vertiv Holdings Co. | 0.08% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% |
Financials
VRT vs. ESOA - Financials Comparison
This section allows you to compare key financial metrics between Vertiv Holdings Co. and Energy Services Of America Corp. 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. ESOA - Profitability Comparison
VRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Vertiv Holdings Co. reported a gross profit of 999.70M and revenue of 2.65B. Therefore, the gross margin over that period was 37.7%.
ESOA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Energy Services Of America Corp reported a gross profit of 10.23M and revenue of 93.17M. Therefore, the gross margin over that period was 11.0%.
VRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Vertiv Holdings Co. reported an operating income of 440.10M and revenue of 2.65B, resulting in an operating margin of 16.6%.
ESOA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Energy Services Of America Corp reported an operating income of 1.06M and revenue of 93.17M, resulting in an operating margin of 1.1%.
VRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Vertiv Holdings Co. reported a net income of 390.10M and revenue of 2.65B, resulting in a net margin of 14.7%.
ESOA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Energy Services Of America Corp reported a net income of 215.55K and revenue of 93.17M, resulting in a net margin of 0.2%.
Frequently Asked Questions
VRT and ESOA have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRT has higher volatility (18.91%) compared to ESOA (12.65%). In terms of maximum drawdown, VRT dropped -71.24% vs ESOA's -76.67%.
VRT currently has the higher Sharpe Ratio (1.99 vs 0.99), 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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