VRT vs. META

Last updated Jun 9, 2026

VRT (Vertiv Holdings Co.) and META (Meta Platforms, Inc.) are both stocks. VRT operates in Electrical Equipment & Parts (Industrials), while META operates in Internet Content & Information (Communication Services). Over the past 5 years, VRT returned 62.98%/yr vs 12.31%/yr for META. At a 0.39 correlation, their price movements are largely independent.

Performance

VRT vs. META - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vertiv Holdings Co. (VRT) and Meta Platforms, Inc. (META). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VRT achieves a 85.57% return, which is significantly higher than META's -11.24% return.

VRT

• 1D: 0.02%
• 1M: -11.59%
• YTD: 85.57%
• 6M: 61.97%
• 1Y: 160.87%
• 3Y*: 142.34%
• 5Y*: 62.98%
• 10Y*: —

META

• 1D: -1.28%
• 1M: -3.98%
• YTD: -11.24%
• 6M: -12.06%
• 1Y: -15.84%
• 3Y*: 30.58%
• 5Y*: 12.31%
• 10Y*: 17.60%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VRT vs. META - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
VRT Vertiv Holdings Co.	85.57%	42.80%	136.82%	251.81%	-45.25%	33.80%	69.36%	12.55%	1.03%
META Meta Platforms, Inc.	-11.24%	13.09%	66.05%	194.13%	-64.22%	23.13%	33.09%	56.57%	-25.04%

Correlation

The correlation between VRT and META is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.29
Correlation (3Y) Calculated over the trailing 3-year period	0.42
Correlation (5Y) Calculated over the trailing 5-year period	0.46
Correlation (All Time) Calculated using the full available price history since Jul 30, 2018	0.39

The correlation between VRT and META shifts across timeframes, from 0.29 (1 year) to 0.46 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap VRT : $117.86B META : $1.50T
EPS VRT : $3.99 META : $27.47
PE Ratio VRT : 75.41 META : 21.31
PEG Ratio VRT : 0.33 META : 0.88
PS Ratio VRT : 10.84 META : 7.00
PB Ratio VRT : 27.77 META : 6.16
Total Revenue (TTM) VRT : $10.84B META : $214.96B
Gross Profit (TTM) VRT : $3.92B META : $176.14B
EBITDA (TTM) VRT : $2.35B META : $106.31B

Return for Risk

VRT vs. META — Risk / Return Rank

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

VRT

VRT Risk / Return Rank: 93
VRT Sharpe Ratio Rank: 94
VRT Sortino Ratio Rank: 91
VRT Omega Ratio Rank: 90
VRT Calmar Ratio Rank: 95
VRT Martin Ratio Rank: 95

META

META Risk / Return Rank: 23
META Sharpe Ratio Rank: 22
META Sortino Ratio Rank: 22
META Omega Ratio Rank: 22
META Calmar Ratio Rank: 26
META Martin Ratio Rank: 22

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.

VRT vs. META - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) and Meta Platforms, Inc. (META). 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.

	VRT	META	Difference
Sharpe ratio: Return per unit of total volatility	2.79	-0.45	+3.24
Sortino ratio: Return per unit of downside risk	3.30	-0.44	+3.74
Omega ratio: Gain probability vs. loss probability	1.41	0.94	+0.47
Calmar ratio: Return relative to maximum drawdown	6.53	-0.48	+7.01
Martin ratio: Return relative to average drawdown	18.20	-1.01	+19.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VRT vs. META - Sharpe Ratio Comparison

The current VRT Sharpe Ratio is 2.79, which is higher than the META Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of VRT and META, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	VRT	META	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.79	-0.45	+3.24
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.03	0.28	+0.74
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.46	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.00	0.54	+0.46

Drawdowns

VRT vs. META - Drawdown Comparison

The maximum VRT drawdown since its inception was -71.24%, smaller than the maximum META drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for VRT and META.

Drawdown Indicators

	VRT	META	Difference
Max Drawdown Largest peak-to-trough decline	-71.24%	-76.74%	+5.50%
Max Drawdown (1Y) Largest decline over 1 year	-24.78%	-33.30%	+8.52%
Max Drawdown (3Y) Largest decline over 3 years	-61.28%	-34.15%	-27.13%
Max Drawdown (5Y) Largest decline over 5 years	-71.24%	-76.74%	+5.50%
Max Drawdown (10Y) Largest decline over 10 years	—	-76.74%	—
Current Drawdown Current decline from peak	-20.11%	-25.73%	+5.62%
Average Drawdown Average peak-to-trough decline	-16.22%	-15.26%	-0.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.89%	15.69%	-6.80%

Volatility

VRT vs. META - Volatility Comparison

Vertiv Holdings Co. (VRT) has a higher volatility of 16.60% compared to Meta Platforms, Inc. (META) at 10.48%. This indicates that VRT's price experiences larger fluctuations and is considered to be riskier than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VRT	META	Difference
Volatility (1M) Calculated over the trailing 1-month period	16.60%	10.48%	+6.12%
Volatility (6M) Calculated over the trailing 6-month period	45.55%	26.95%	+18.60%
Volatility (1Y) Calculated over the trailing 1-year period	58.11%	35.56%	+22.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	61.81%	44.05%	+17.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	54.61%	38.69%	+15.92%

Dividends

VRT vs. META - Dividend Comparison

VRT's dividend yield for the trailing twelve months is around 0.07%, less than META's 0.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
META Meta Platforms, Inc.	0.36%	0.32%	0.34%	0.00%	0.00%	0.00%	0.00%
VRT Vertiv Holdings Co.	0.07%	0.11%	0.10%	0.05%	0.07%	0.04%	0.05%

Financials

VRT vs. META - Profitability Comparison

The chart below illustrates the profitability comparison between Vertiv Holdings Co. and Meta Platforms, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

VRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

META - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a gross profit of 46.09B and revenue of 56.31B. Therefore, the gross margin over that period was 81.9%.

VRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported an operating income of 440.10M and revenue of 2.65B, resulting in an operating margin of 16.6%.

META - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported an operating income of 22.87B and revenue of 56.31B, resulting in an operating margin of 40.6%.

VRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a net income of 390.10M and revenue of 2.65B, resulting in a net margin of 14.7%.

META - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Meta Platforms, Inc. reported a net income of 26.77B and revenue of 56.31B, resulting in a net margin of 47.5%.

Frequently Asked Questions

Can I hold both VRT and META in my portfolio?

VRT and META have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VRT or META?

VRT has higher volatility (16.60%) compared to META (10.48%). In terms of maximum drawdown, VRT dropped -71.24% vs META's -76.74%.

Which has better risk-adjusted returns?

VRT currently has the higher Sharpe Ratio (2.79 vs -0.45), 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.