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WERN vs. FLNC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WERN vs. FLNC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Werner Enterprises, Inc. (WERN) and Fluence Energy, Inc. (FLNC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WERN achieves a 44.67% return, which is significantly higher than FLNC's 25.63% return.


WERN

1D
0.09%
1M
25.12%
YTD
44.67%
6M
50.80%
1Y
63.43%
3Y*
0.47%
5Y*
0.23%
10Y*
8.01%

FLNC

1D
-10.96%
1M
101.54%
YTD
25.63%
6M
25.19%
1Y
420.96%
3Y*
1.78%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WERN vs. FLNC - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WERN
Werner Enterprises, Inc.
44.67%-14.87%-14.23%6.60%-14.41%-0.21%
FLNC
Fluence Energy, Inc.
25.63%24.56%-33.42%39.07%-51.77%1.60%

Correlation

The correlation between WERN and FLNC is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.12

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Oct 29, 2021

0.24

The correlation between WERN and FLNC shifts across timeframes, from 0.12 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

WERN:

$2.58B

FLNC:

$3.28B

EPS

WERN:

-$0.14

FLNC:

-$0.26

PS Ratio

WERN:

0.85

FLNC:

1.52

PB Ratio

WERN:

1.91

FLNC:

8.91

Total Revenue (TTM)

WERN:

$3.07B

FLNC:

$2.58B

Gross Profit (TTM)

WERN:

$624.38M

FLNC:

$301.68M

EBITDA (TTM)

WERN:

$320.29M

FLNC:

$4.46M

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Return for Risk

WERN vs. FLNC — Risk / Return Rank

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

WERN
WERN Risk / Return Rank: 7979
Overall Rank
WERN Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
WERN Sortino Ratio Rank: 7878
Sortino Ratio Rank
WERN Omega Ratio Rank: 7777
Omega Ratio Rank
WERN Calmar Ratio Rank: 7777
Calmar Ratio Rank
WERN Martin Ratio Rank: 7979
Martin Ratio Rank

FLNC
FLNC Risk / Return Rank: 9292
Overall Rank
FLNC Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FLNC Sortino Ratio Rank: 9191
Sortino Ratio Rank
FLNC Omega Ratio Rank: 9090
Omega Ratio Rank
FLNC Calmar Ratio Rank: 9494
Calmar Ratio Rank
FLNC Martin Ratio Rank: 9191
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.

WERN vs. FLNC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Werner Enterprises, Inc. (WERN) and Fluence Energy, Inc. (FLNC). 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.


WERNFLNCDifference
Sharpe ratioReturn per unit of total volatility

-1.76

Sortino ratioReturn per unit of downside risk

-1.20

Omega ratioGain probability vs. loss probability

1.28

1.44

-0.16

Calmar ratioReturn relative to maximum drawdown

2.25

6.71

-4.45

Martin ratioReturn relative to average drawdown

6.00

13.62

-7.62

WERN vs. FLNC - Sharpe Ratio Comparison

The current WERN Sharpe Ratio is 1.61, which is lower than the FLNC Sharpe Ratio of 3.37. The chart below compares the historical Sharpe Ratios of WERN and FLNC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WERNFLNCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.61

3.37

-1.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

-0.07

+0.29

Drawdowns

WERN vs. FLNC - Drawdown Comparison

The maximum WERN drawdown since its inception was -60.01%, smaller than the maximum FLNC drawdown of -90.40%. Use the drawdown chart below to compare losses from any high point for WERN and FLNC.


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Drawdown Indicators


WERNFLNCDifference

Max Drawdown

Largest peak-to-trough decline

-60.01%

-90.40%

+30.39%

Max Drawdown (1Y)

Largest decline over 1 year

-28.28%

-63.30%

+35.02%

Max Drawdown (3Y)

Largest decline over 3 years

-49.07%

-88.40%

+39.33%

Max Drawdown (5Y)

Largest decline over 5 years

-51.12%

Max Drawdown (10Y)

Largest decline over 10 years

-51.12%

Current Drawdown

Current decline from peak

-8.33%

-33.93%

+25.60%

Average Drawdown

Average peak-to-trough decline

-17.49%

-53.85%

+36.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.61%

31.10%

-20.49%

Volatility

WERN vs. FLNC - Volatility Comparison

The current volatility for Werner Enterprises, Inc. (WERN) is 11.46%, while Fluence Energy, Inc. (FLNC) has a volatility of 62.52%. This indicates that WERN experiences smaller price fluctuations and is considered to be less risky than FLNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WERNFLNCDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.46%

62.52%

-51.06%

Volatility (6M)

Calculated over the trailing 6-month period

30.23%

92.96%

-62.73%

Volatility (1Y)

Calculated over the trailing 1-year period

39.69%

126.14%

-86.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.54%

98.23%

-67.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.36%

98.23%

-67.87%

Dividends

WERN vs. FLNC - Dividend Comparison

WERN's dividend yield for the trailing twelve months is around 1.30%, while FLNC has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
FLNC
Fluence 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%
WERN
Werner Enterprises, Inc.
1.30%1.87%1.17%1.30%1.27%0.97%1.15%11.05%1.15%0.70%0.89%0.94%

Financials

WERN vs. FLNC - Financials Comparison

This section allows you to compare key financial metrics between Werner Enterprises, Inc. and Fluence 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


0.00200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
808.61M
464.89M
(WERN) Total Revenue
(FLNC) Total Revenue
Values in USD except per share items

WERN vs. FLNC - Profitability Comparison

The chart below illustrates the profitability comparison between Werner Enterprises, Inc. and Fluence Energy, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%20222023202420252026
55.2%
10.0%
Portfolio components
WERN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Werner Enterprises, Inc. reported a gross profit of 446.50M and revenue of 808.61M. Therefore, the gross margin over that period was 55.2%.

FLNC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fluence Energy, Inc. reported a gross profit of 46.63M and revenue of 464.89M. Therefore, the gross margin over that period was 10.0%.

WERN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Werner Enterprises, Inc. reported an operating income of 4.00M and revenue of 808.61M, resulting in an operating margin of 0.5%.

FLNC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fluence Energy, Inc. reported an operating income of -34.94M and revenue of 464.89M, resulting in an operating margin of -7.5%.

WERN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Werner Enterprises, Inc. reported a net income of -4.26M and revenue of 808.61M, resulting in a net margin of -0.5%.

FLNC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fluence Energy, Inc. reported a net income of -20.93M and revenue of 464.89M, resulting in a net margin of -4.5%.


Frequently Asked Questions


WERN and FLNC have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FLNC has higher volatility (62.52%) compared to WERN (11.46%). In terms of maximum drawdown, WERN dropped -60.01% vs FLNC's -90.40%.

FLNC currently has the higher Sharpe Ratio (3.37 vs 1.61), 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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