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VRT vs. URBN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VRT vs. URBN - Performance Comparison

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

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Returns By Period

In the year-to-date period, VRT achieves a 85.57% return, which is significantly higher than URBN's -4.49% return.


VRT

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

URBN

1D
0.81%
1M
0.53%
YTD
-4.49%
6M
-5.26%
1Y
2.66%
3Y*
29.89%
5Y*
13.70%
10Y*
10.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VRT vs. URBN - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VRT
Vertiv Holdings Co.
85.57%42.80%136.82%251.81%-45.25%33.80%69.36%12.55%1.03%
URBN
Urban Outfitters, Inc.
-4.49%37.14%53.77%49.64%-18.77%14.69%-7.81%-16.36%-24.08%

Correlation

The correlation between VRT and URBN is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.10

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

0.23

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2018

0.27

The correlation between VRT and URBN shifts across timeframes, from 0.10 (1 year) to 0.31 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

VRT:

$117.86B

URBN:

$6.38B

EPS

VRT:

$3.99

URBN:

$5.18

PE Ratio

VRT:

75.41

URBN:

13.87

PEG Ratio

VRT:

0.33

URBN:

0.59

PS Ratio

VRT:

10.84

URBN:

1.04

PB Ratio

VRT:

27.77

URBN:

2.45

Total Revenue (TTM)

VRT:

$10.84B

URBN:

$6.32B

Gross Profit (TTM)

VRT:

$3.92B

URBN:

$2.27B

EBITDA (TTM)

VRT:

$2.35B

URBN:

$603.32M

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Return for Risk

VRT vs. URBN — Risk / Return Rank

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

VRT
VRT Risk / Return Rank: 9393
Overall Rank
VRT Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
VRT Sortino Ratio Rank: 9191
Sortino Ratio Rank
VRT Omega Ratio Rank: 9090
Omega Ratio Rank
VRT Calmar Ratio Rank: 9595
Calmar Ratio Rank
VRT Martin Ratio Rank: 9595
Martin Ratio Rank

URBN
URBN Risk / Return Rank: 4343
Overall Rank
URBN Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
URBN Sortino Ratio Rank: 4141
Sortino Ratio Rank
URBN Omega Ratio Rank: 4040
Omega Ratio Rank
URBN Calmar Ratio Rank: 4545
Calmar Ratio Rank
URBN Martin Ratio Rank: 4444
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.

VRT vs. URBN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) and Urban Outfitters, Inc. (URBN). 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.


VRTURBNDifference
Sharpe ratioReturn per unit of total volatility

+2.73

Sortino ratioReturn per unit of downside risk

+2.89

Omega ratioGain probability vs. loss probability

1.41

1.05

+0.36

Calmar ratioReturn relative to maximum drawdown

6.53

0.10

+6.43

Martin ratioReturn relative to average drawdown

18.20

0.19

+18.01

VRT vs. URBN - Sharpe Ratio Comparison

The current VRT Sharpe Ratio is 2.79, which is higher than the URBN Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of VRT and URBN, 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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Sharpe Ratios by Period


VRTURBNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.79

0.06

+2.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.03

0.29

+0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

1.00

0.20

+0.80

Drawdowns

VRT vs. URBN - Drawdown Comparison

The maximum VRT drawdown since its inception was -71.24%, smaller than the maximum URBN drawdown of -83.96%. Use the drawdown chart below to compare losses from any high point for VRT and URBN.


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Drawdown Indicators


VRTURBNDifference

Max Drawdown

Largest peak-to-trough decline

-71.24%

-83.96%

+12.72%

Max Drawdown (1Y)

Largest decline over 1 year

-24.78%

-26.32%

+1.54%

Max Drawdown (3Y)

Largest decline over 3 years

-61.28%

-28.53%

-32.75%

Max Drawdown (5Y)

Largest decline over 5 years

-71.24%

-56.36%

-14.88%

Max Drawdown (10Y)

Largest decline over 10 years

-73.80%

Current Drawdown

Current decline from peak

-20.11%

-13.08%

-7.03%

Average Drawdown

Average peak-to-trough decline

-16.22%

-32.57%

+16.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.89%

13.72%

-4.83%

Volatility

VRT vs. URBN - Volatility Comparison

Vertiv Holdings Co. (VRT) has a higher volatility of 16.60% compared to Urban Outfitters, Inc. (URBN) at 10.02%. This indicates that VRT's price experiences larger fluctuations and is considered to be riskier than URBN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VRTURBNDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.60%

10.02%

+6.58%

Volatility (6M)

Calculated over the trailing 6-month period

45.55%

28.03%

+17.52%

Volatility (1Y)

Calculated over the trailing 1-year period

58.11%

43.10%

+15.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

61.81%

47.22%

+14.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.61%

48.76%

+5.85%

Dividends

VRT vs. URBN - Dividend Comparison

VRT's dividend yield for the trailing twelve months is around 0.07%, while URBN has not paid dividends to shareholders.


PositionTTM202520242023202220212020
URBN
Urban Outfitters, Inc.
0.00%0.00%0.00%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. URBN - Financials Comparison

This section allows you to compare key financial metrics between Vertiv Holdings Co. and Urban Outfitters, 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


1.00B1.50B2.00B2.50B3.00B20222023202420252026
2.65B
1.48B
(VRT) Total Revenue
(URBN) Total Revenue
Values in USD except per share items

VRT vs. URBN - Profitability Comparison

The chart below illustrates the profitability comparison between Vertiv Holdings Co. and Urban Outfitters, Inc. 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%25.0%30.0%35.0%20222023202420252026
37.7%
36.6%
Portfolio components
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%.

URBN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Urban Outfitters, Inc. reported a gross profit of 542.57M and revenue of 1.48B. Therefore, the gross margin over that period was 36.6%.

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%.

URBN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Urban Outfitters, Inc. reported an operating income of 139.68M and revenue of 1.48B, resulting in an operating margin of 9.4%.

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%.

URBN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Urban Outfitters, Inc. reported a net income of 115.71M and revenue of 1.48B, resulting in a net margin of 7.8%.


Frequently Asked Questions


VRT and URBN have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VRT has higher volatility (16.60%) compared to URBN (10.02%). In terms of maximum drawdown, VRT dropped -71.24% vs URBN's -83.96%.

VRT currently has the higher Sharpe Ratio (2.79 vs 0.06), 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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