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VTLE vs. PBF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VTLE and PBF is 0.41, 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.


-0.50.00.51.00.4

Performance

VTLE vs. PBF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vital Energy Inc. (VTLE) and PBF Energy Inc. (PBF). The values are adjusted to include any dividend payments, if applicable.

-100.00%-50.00%0.00%50.00%100.00%150.00%JulyAugustSeptemberOctoberNovemberDecember
-92.05%
36.90%
VTLE
PBF

Key characteristics

Sharpe Ratio

VTLE:

-0.87

PBF:

-1.09

Sortino Ratio

VTLE:

-1.15

PBF:

-1.64

Omega Ratio

VTLE:

0.87

PBF:

0.81

Calmar Ratio

VTLE:

-0.37

PBF:

-0.73

Martin Ratio

VTLE:

-1.17

PBF:

-1.29

Ulcer Index

VTLE:

30.90%

PBF:

33.23%

Daily Std Dev

VTLE:

41.60%

PBF:

39.42%

Max Drawdown

VTLE:

-98.99%

PBF:

-91.51%

Current Drawdown

VTLE:

-95.77%

PBF:

-58.59%

Fundamentals

Market Cap

VTLE:

$1.15B

PBF:

$3.21B

EPS

VTLE:

$15.09

PBF:

-$2.34

Total Revenue (TTM)

VTLE:

$1.86B

PBF:

$34.90B

Gross Profit (TTM)

VTLE:

$907.08M

PBF:

-$20.60M

EBITDA (TTM)

VTLE:

$1.45B

PBF:

$248.70M

Returns By Period

In the year-to-date period, VTLE achieves a -37.59% return, which is significantly higher than PBF's -41.26% return. Over the past 10 years, VTLE has underperformed PBF with an annualized return of -18.26%, while PBF has yielded a comparatively higher 2.48% annualized return.


VTLE

YTD

-37.59%

1M

-13.45%

6M

-33.64%

1Y

-37.58%

5Y*

-13.10%

10Y*

-18.26%

PBF

YTD

-41.26%

1M

-20.49%

6M

-41.60%

1Y

-42.87%

5Y*

-3.29%

10Y*

2.48%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

VTLE vs. PBF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vital Energy Inc. (VTLE) and PBF Energy Inc. (PBF). 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.


Sharpe ratio
The chart of Sharpe ratio for VTLE, currently valued at -0.87, compared to the broader market-4.00-2.000.002.00-0.87-1.09
The chart of Sortino ratio for VTLE, currently valued at -1.15, compared to the broader market-4.00-2.000.002.004.00-1.15-1.64
The chart of Omega ratio for VTLE, currently valued at 0.87, compared to the broader market0.501.001.502.000.870.81
The chart of Calmar ratio for VTLE, currently valued at -0.37, compared to the broader market0.002.004.006.00-0.37-0.73
The chart of Martin ratio for VTLE, currently valued at -1.17, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.17-1.29
VTLE
PBF

The current VTLE Sharpe Ratio is -0.87, which is comparable to the PBF Sharpe Ratio of -1.09. The chart below compares the historical Sharpe Ratios of VTLE and PBF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.50JulyAugustSeptemberOctoberNovemberDecember
-0.87
-1.09
VTLE
PBF

Dividends

VTLE vs. PBF - Dividend Comparison

VTLE has not paid dividends to shareholders, while PBF's dividend yield for the trailing twelve months is around 4.08%.


TTM20232022202120202019201820172016201520142013
VTLE
Vital Energy Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PBF
PBF Energy Inc.
4.08%1.93%0.49%0.00%4.23%3.83%3.67%3.39%4.30%3.26%4.50%3.81%

Drawdowns

VTLE vs. PBF - Drawdown Comparison

The maximum VTLE drawdown since its inception was -98.99%, which is greater than PBF's maximum drawdown of -91.51%. Use the drawdown chart below to compare losses from any high point for VTLE and PBF. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%JulyAugustSeptemberOctoberNovemberDecember
-95.77%
-58.59%
VTLE
PBF

Volatility

VTLE vs. PBF - Volatility Comparison

Vital Energy Inc. (VTLE) has a higher volatility of 12.80% compared to PBF Energy Inc. (PBF) at 9.91%. This indicates that VTLE's price experiences larger fluctuations and is considered to be riskier than PBF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


8.00%10.00%12.00%14.00%16.00%18.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
12.80%
9.91%
VTLE
PBF

Financials

VTLE vs. PBF - Financials Comparison

This section allows you to compare key financial metrics between Vital Energy Inc. and PBF Energy 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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