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.
Correlation
The correlation between VRTS and MNST is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VRTS vs. MNST - Performance Comparison
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Key characteristics
VRTS:
-0.63
MNST:
0.69
VRTS:
-0.77
MNST:
0.98
VRTS:
0.91
MNST:
1.14
VRTS:
-0.42
MNST:
0.63
VRTS:
-1.11
MNST:
2.19
VRTS:
19.56%
MNST:
7.52%
VRTS:
33.62%
MNST:
25.47%
VRTS:
-74.36%
MNST:
-69.17%
VRTS:
-39.86%
MNST:
0.00%
Fundamentals
VRTS:
$1.22B
MNST:
$61.43B
VRTS:
$16.83
MNST:
$1.52
VRTS:
10.53
MNST:
41.44
VRTS:
0.62
MNST:
2.25
VRTS:
1.36
MNST:
8.25
VRTS:
1.37
MNST:
9.41
VRTS:
$900.74M
MNST:
$7.45B
VRTS:
$658.04M
MNST:
$4.07B
VRTS:
$386.24M
MNST:
$2.02B
Returns By Period
In the year-to-date period, VRTS achieves a -17.89% return, which is significantly lower than MNST's 19.84% return. Over the past 10 years, VRTS has underperformed MNST with an annualized return of 6.50%, while MNST has yielded a comparatively higher 11.31% annualized return.
VRTS
-17.89%
20.29%
-22.05%
-20.95%
2.51%
18.21%
6.50%
MNST
19.84%
7.84%
17.23%
17.56%
12.86%
13.01%
11.31%
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Risk-Adjusted Performance
VRTS vs. MNST — Risk-Adjusted Performance Rank
VRTS
MNST
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.
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Dividends
VRTS vs. MNST - Dividend Comparison
VRTS's dividend yield for the trailing twelve months is around 4.90%, while MNST has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTS Virtus Investment Partners, Inc. | 4.90% | 3.60% | 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% | 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.
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Volatility
VRTS vs. MNST - Volatility Comparison
Virtus Investment Partners, Inc. (VRTS) has a higher volatility of 8.17% compared to Monster Beverage Corporation (MNST) at 5.25%. 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.
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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
VRTS vs. MNST - Profitability Comparison
VRTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a gross profit of 217.93M and revenue of 217.93M. Therefore, the gross margin over that period was 100.0%.
MNST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Monster Beverage Corporation reported a gross profit of 1.05B and revenue of 1.85B. Therefore, the gross margin over that period was 56.5%.
VRTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported an operating income of 36.60M and revenue of 217.93M, resulting in an operating margin of 16.8%.
MNST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Monster Beverage Corporation reported an operating income of 569.75M and revenue of 1.85B, resulting in an operating margin of 30.7%.
VRTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Virtus Investment Partners, Inc. reported a net income of 28.65M and revenue of 217.93M, resulting in a net margin of 13.1%.
MNST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Monster Beverage Corporation reported a net income of 442.99M and revenue of 1.85B, resulting in a net margin of 23.9%.