VRTS vs. MNST
Compare and contrast key facts about Virtus Investment Partners, Inc. (VRTS) and Monster Beverage Corporation (MNST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTS or MNST.
Performance
VRTS vs. MNST - Performance Comparison
Returns By Period
In the year-to-date period, VRTS achieves a 1.90% return, which is significantly higher than MNST's -7.82% return. Over the past 10 years, VRTS has underperformed MNST with an annualized return of 6.68%, while MNST has yielded a comparatively higher 11.23% annualized return.
VRTS
1.90%
7.84%
3.89%
24.45%
18.56%
6.68%
MNST
-7.82%
-1.75%
-1.86%
-3.08%
12.68%
11.23%
Fundamentals
| VRTS | MNST | |
|---|---|---|
| Market Cap | $1.70B | $54.48B |
| EPS | $16.45 | $1.56 |
| PE Ratio | 14.70 | 35.91 |
| PEG Ratio | 0.62 | 1.67 |
| Total Revenue (TTM) | $886.05M | $8.29B |
| Gross Profit (TTM) | $603.70M | $3.98B |
| EBITDA (TTM) | $316.20M | $2.00B |
Key characteristics
| VRTS | MNST | |
|---|---|---|
| Sharpe Ratio | 0.69 | -0.16 |
| Sortino Ratio | 1.21 | -0.05 |
| Omega Ratio | 1.14 | 0.99 |
| Calmar Ratio | 0.57 | -0.14 |
| Martin Ratio | 2.20 | -0.28 |
| Ulcer Index | 9.94% | 12.83% |
| Daily Std Dev | 31.86% | 23.39% |
| Max Drawdown | -74.36% | -69.17% |
| Current Drawdown | -20.97% | -12.73% |
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Correlation
The correlation between VRTS and MNST is 0.28, 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.
Risk-Adjusted Performance
VRTS vs. MNST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Investment Partners, Inc. (VRTS) and Monster Beverage Corporation (MNST). 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.
Dividends
VRTS vs. MNST - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 3.34%, while MNST has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | 3.34% | 2.83% | 3.21% | 1.33% | 1.30% | 1.91% | 2.39% | 1.56% | 1.52% | 1.53% | 0.53% |
MNST Monster Beverage Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VRTS vs. MNST - Drawdown Comparison
The maximum VRTS drawdown since its inception was -74.36%, which is greater than MNST's maximum drawdown of -69.17%. Use the drawdown chart below to compare losses from any high point for VRTS and MNST. For additional features, visit the drawdowns tool.
Volatility
VRTS vs. MNST - Volatility Comparison
Virtus Investment Partners, Inc. (VRTS) has a higher volatility of 13.01% compared to Monster Beverage Corporation (MNST) at 9.35%. This indicates that VRTS's price experiences larger fluctuations and is considered to be riskier than MNST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
VRTS vs. MNST - Financials Comparison
This section allows you to compare key financial metrics between Virtus Investment Partners, Inc. and Monster Beverage Corporation. 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