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VVV vs. UPS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

VVV vs. UPS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Valvoline Inc. (VVV) and United Parcel Service, Inc. (UPS). The values are adjusted to include any dividend payments, if applicable.

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VVV vs. UPS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VVV
Valvoline Inc.
15.90%-19.68%-3.73%15.10%-11.05%63.81%10.53%13.02%-21.59%17.70%
UPS
United Parcel Service, Inc.
0.57%-15.93%-15.93%-5.96%-16.21%30.02%48.64%24.24%-15.48%7.14%

Fundamentals

Market Cap

VVV:

$4.30B

UPS:

$83.92B

EPS

VVV:

$0.67

UPS:

$6.56

PE Ratio

VVV:

50.24

UPS:

15.00

PS Ratio

VVV:

2.47

UPS:

0.94

PB Ratio

VVV:

13.98

UPS:

5.17

Total Revenue (TTM)

VVV:

$1.76B

UPS:

$88.60B

Gross Profit (TTM)

VVV:

$678.10M

UPS:

$35.39B

EBITDA (TTM)

VVV:

$365.50M

UPS:

$10.89B

Returns By Period

In the year-to-date period, VVV achieves a 15.90% return, which is significantly higher than UPS's 0.57% return.


VVV

1D
1.63%
1M
-10.90%
YTD
15.90%
6M
-6.21%
1Y
-3.25%
3Y*
-1.22%
5Y*
5.75%
10Y*

UPS

1D
3.61%
1M
-15.16%
YTD
0.57%
6M
21.50%
1Y
-4.44%
3Y*
-15.95%
5Y*
-6.58%
10Y*
3.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

VVV vs. UPS — Risk / Return Rank

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

VVV
VVV Risk / Return Rank: 3535
Overall Rank
VVV Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
VVV Sortino Ratio Rank: 3232
Sortino Ratio Rank
VVV Omega Ratio Rank: 3131
Omega Ratio Rank
VVV Calmar Ratio Rank: 3838
Calmar Ratio Rank
VVV Martin Ratio Rank: 3838
Martin Ratio Rank

UPS
UPS Risk / Return Rank: 3434
Overall Rank
UPS Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
UPS Sortino Ratio Rank: 3131
Sortino Ratio Rank
UPS Omega Ratio Rank: 3131
Omega Ratio Rank
UPS Calmar Ratio Rank: 3737
Calmar Ratio Rank
UPS Martin Ratio Rank: 3737
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.

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.


VVVUPSDifference

Sharpe ratio

Return per unit of total volatility

-0.10

-0.15

+0.04

Sortino ratio

Return per unit of downside risk

0.08

0.01

+0.07

Omega ratio

Gain probability vs. loss probability

1.01

1.00

+0.01

Calmar ratio

Return relative to maximum drawdown

-0.14

-0.19

+0.05

Martin ratio

Return relative to average drawdown

-0.29

-0.32

+0.04

VVV vs. UPS - Sharpe Ratio Comparison

The current VVV Sharpe Ratio is -0.10, which is comparable to the UPS Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of VVV and UPS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VVVUPSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.10

-0.15

+0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

-0.23

+0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.17

-0.02

Correlation

The correlation between VVV and UPS is 0.37, 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.


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 6.67%.


TTM20252024202320222021202020192018201720162015
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%
UPS
United Parcel Service, Inc.
6.67%6.61%5.17%4.12%3.50%1.90%2.40%3.28%3.73%2.79%2.72%3.03%

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


VVVUPSDifference

Max Drawdown

Largest peak-to-trough decline

-62.46%

-57.92%

-4.54%

Max Drawdown (1Y)

Largest decline over 1 year

-29.01%

-22.39%

-6.62%

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 Drawdown

Current decline from peak

-29.24%

-48.28%

+19.04%

Average Drawdown

Average peak-to-trough decline

-13.72%

-15.10%

+1.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.04%

12.82%

+1.22%

Volatility

VVV vs. UPS - Volatility Comparison

The current volatility for Valvoline Inc. (VVV) is 8.14%, while United Parcel Service, Inc. (UPS) has a volatility of 9.04%. This indicates that VVV experiences smaller price fluctuations and is considered to be less risky 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


VVVUPSDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.14%

9.04%

-0.90%

Volatility (6M)

Calculated over the trailing 6-month period

21.62%

19.55%

+2.07%

Volatility (1Y)

Calculated over the trailing 1-year period

31.60%

30.56%

+1.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.93%

28.26%

+0.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.81%

27.18%

+5.63%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
461.80M
24.48B
(VVV) Total Revenue
(UPS) Total Revenue
Values in USD except per share items

VVV vs. UPS - Profitability Comparison

The chart below illustrates the profitability comparison between Valvoline Inc. and United Parcel Service, 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%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
37.4%
100.0%
Portfolio components
VVV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Valvoline Inc. reported a gross profit of 172.50M and revenue of 461.80M. Therefore, the gross margin over that period was 37.4%.

UPS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, United Parcel Service, Inc. reported a gross profit of 24.48B and revenue of 24.48B. Therefore, the gross margin over that period was 100.0%.

VVV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Valvoline Inc. reported an operating income of 65.70M and revenue of 461.80M, resulting in an operating margin of 14.2%.

UPS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, United Parcel Service, Inc. reported an operating income of 2.58B and revenue of 24.48B, resulting in an operating margin of 10.5%.

VVV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Valvoline Inc. reported a net income of -32.80M and revenue of 461.80M, resulting in a net margin of -7.1%.

UPS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, United Parcel Service, Inc. reported a net income of 1.79B and revenue of 24.48B, resulting in a net margin of 7.3%.