VVV vs. UPS
VVV (Valvoline Inc.) and UPS (United Parcel Service, Inc.) are both stocks. VVV operates in Oil & Gas Refining & Marketing (Energy), while UPS operates in Integrated Freight & Logistics (Industrials). Over the past 5 years, VVV returned 0.99%/yr vs -8.35%/yr for UPS. At a 0.37 correlation, their price movements are largely independent.
Performance
VVV vs. UPS - Performance Comparison
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Returns By Period
In the year-to-date period, VVV achieves a 19.24% return, which is significantly higher than UPS's 12.96% return.
VVV
- 1D
- 2.09%
- 1M
- 7.91%
- YTD
- 19.24%
- 6M
- 13.38%
- 1Y
- -5.46%
- 3Y*
- -3.43%
- 5Y*
- 0.99%
- 10Y*
- —
UPS
- 1D
- -0.24%
- 1M
- 14.74%
- YTD
- 12.96%
- 6M
- 14.08%
- 1Y
- 18.42%
- 3Y*
- -9.02%
- 5Y*
- -8.35%
- 10Y*
- 4.43%
VVV vs. UPS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVV Valvoline Inc. | 19.24% | -19.68% | -3.73% | 15.10% | -11.05% | 63.81% | 10.53% | 13.02% | -21.59% | 17.70% |
UPS United Parcel Service, Inc. | 12.96% | -15.93% | -15.93% | -5.96% | -16.21% | 30.02% | 48.64% | 24.24% | -15.48% | 7.14% |
Correlation
The correlation between VVV and UPS is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2016 | 0.37 |
Fundamentals
VVV:
$4.44B
UPS:
$92.37B
VVV:
$0.67
UPS:
$6.18
VVV:
51.63
UPS:
17.59
VVV:
2.53
UPS:
1.05
VVV:
12.58
UPS:
5.86
VVV:
$1.76B
UPS:
$88.34B
VVV:
$678.10M
UPS:
$16.03B
VVV:
$362.30M
UPS:
$10.63B
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Return for Risk
VVV vs. UPS — Risk / Return Rank
VVV
UPS
VVV vs. UPS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Valvoline Inc. (VVV) and United Parcel Service, Inc. (UPS). 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.
| VVV | UPS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.14 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.91 | -1.10 |
| Martin ratioReturn relative to average drawdown | -0.35 | 1.55 | -1.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VVV | UPS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | 0.63 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | -0.30 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.16 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.19 | -0.03 |
Drawdowns
VVV vs. UPS - Drawdown Comparison
The maximum VVV drawdown since its inception was -62.46%, which is greater than UPS's maximum drawdown of -57.92%. Use the drawdown chart below to compare losses from any high point for VVV and UPS.
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Drawdown Indicators
| VVV | UPS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -57.92% | -4.54% |
Max Drawdown (1Y)Largest decline over 1 year | -29.01% | -20.28% | -8.73% |
Max Drawdown (3Y)Largest decline over 3 years | -39.35% | -50.71% | +11.36% |
Max Drawdown (5Y)Largest decline over 5 years | -39.35% | -57.92% | +18.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -57.92% | — |
Current DrawdownCurrent decline from peak | -27.21% | -41.91% | +14.70% |
Average DrawdownAverage peak-to-trough decline | -14.01% | -15.30% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.74% | 11.87% | +3.87% |
Volatility
VVV vs. UPS - Volatility Comparison
Valvoline Inc. (VVV) has a higher volatility of 11.94% compared to United Parcel Service, Inc. (UPS) at 6.06%. This indicates that VVV's price experiences larger fluctuations and is considered to be riskier than UPS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VVV | UPS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.94% | 6.06% | +5.88% |
Volatility (6M)Calculated over the trailing 6-month period | 23.32% | 21.20% | +2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.60% | 29.16% | +2.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.40% | 28.37% | +1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.89% | 27.52% | +5.37% |
Dividends
VVV vs. UPS - Dividend Comparison
VVV has not paid dividends to shareholders, while UPS's dividend yield for the trailing twelve months is around 6.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPS United Parcel Service, Inc. | 6.04% | 6.61% | 5.17% | 4.12% | 3.50% | 1.90% | 2.40% | 3.28% | 3.73% | 2.79% | 2.72% | 3.03% |
VVV Valvoline Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 1.53% | 1.34% | 2.01% | 2.01% | 1.70% | 0.88% | 0.23% | 0.00% |
Financials
VVV vs. UPS - Financials Comparison
This section allows you to compare key financial metrics between Valvoline Inc. and United Parcel Service, 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.
Total Revenue: Total amount of money received from sales and other business activities
VVV vs. UPS - Profitability Comparison
VVV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Valvoline Inc. reported a gross profit of 150.50M and revenue of 403.20M. Therefore, the gross margin over that period was 37.3%.
UPS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Parcel Service, Inc. reported a gross profit of 3.60B and revenue of 21.20B. Therefore, the gross margin over that period was 17.0%.
VVV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Valvoline Inc. reported an operating income of 86.00M and revenue of 403.20M, resulting in an operating margin of 21.3%.
UPS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Parcel Service, Inc. reported an operating income of 1.27B and revenue of 21.20B, resulting in an operating margin of 6.0%.
VVV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Valvoline Inc. reported a net income of 37.60M and revenue of 403.20M, resulting in a net margin of 9.3%.
UPS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Parcel Service, Inc. reported a net income of 864.00M and revenue of 21.20B, resulting in a net margin of 4.1%.
Frequently Asked Questions
VVV and UPS have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VVV has higher volatility (11.94%) compared to UPS (6.06%). In terms of maximum drawdown, VVV dropped -62.46% vs UPS's -57.92%.
UPS currently has the higher Sharpe Ratio (0.63 vs -0.18), 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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