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WU vs. VZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WU vs. VZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Western Union Company (WU) and Verizon Communications Inc. (VZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WU achieves a -12.99% return, which is significantly lower than VZ's 18.27% return. Over the past 10 years, WU has underperformed VZ with an annualized return of -3.28%, while VZ has yielded a comparatively higher 4.53% annualized return.


WU

1D
-0.88%
1M
-13.94%
YTD
-12.99%
6M
-8.23%
1Y
-6.66%
3Y*
-4.46%
5Y*
-14.29%
10Y*
-3.28%

VZ

1D
-2.55%
1M
-1.93%
YTD
18.27%
6M
18.45%
1Y
13.60%
3Y*
18.19%
5Y*
2.11%
10Y*
4.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WU vs. VZ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WU
The Western Union Company
-12.99%-2.63%-3.79%-6.19%-17.92%-15.11%-14.72%62.85%-6.73%-9.27%
VZ
Verizon Communications Inc.
18.27%8.86%13.14%2.71%-20.02%-7.55%-0.13%13.83%11.26%3.97%

Correlation

The correlation between WU and VZ is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.28

Correlation (10Y)
Calculated over the trailing 10-year period

0.29

Correlation (All Time)
Calculated using the full available price history since Oct 3, 2006

0.34

The correlation between WU and VZ shifts across timeframes, from 0.19 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

WU:

$2.50B

VZ:

$196.40B

EPS

WU:

$1.36

VZ:

$4.10

PE Ratio

WU:

5.81

VZ:

11.37

PS Ratio

WU:

0.63

VZ:

1.42

PB Ratio

WU:

2.75

VZ:

1.90

Total Revenue (TTM)

WU:

$4.05B

VZ:

$139.15B

Gross Profit (TTM)

WU:

$1.38B

VZ:

$81.89B

EBITDA (TTM)

WU:

$832.80M

VZ:

$48.65B

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Return for Risk

WU vs. VZ — Risk / Return Rank

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

WU
WU Risk / Return Rank: 2828
Overall Rank
WU Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
WU Sortino Ratio Rank: 2727
Sortino Ratio Rank
WU Omega Ratio Rank: 2727
Omega Ratio Rank
WU Calmar Ratio Rank: 3030
Calmar Ratio Rank
WU Martin Ratio Rank: 2626
Martin Ratio Rank

VZ
VZ Risk / Return Rank: 5959
Overall Rank
VZ Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
VZ Sortino Ratio Rank: 5757
Sortino Ratio Rank
VZ Omega Ratio Rank: 5555
Omega Ratio Rank
VZ Calmar Ratio Rank: 6161
Calmar Ratio Rank
VZ Martin Ratio Rank: 6161
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.

WU vs. VZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Western Union Company (WU) and Verizon Communications Inc. (VZ). 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.


WUVZDifference
Sharpe ratioReturn per unit of total volatility

-0.83

Sortino ratioReturn per unit of downside risk

-1.29

Omega ratioGain probability vs. loss probability

0.99

1.14

-0.15

Calmar ratioReturn relative to maximum drawdown

-0.32

1.03

-1.34

Martin ratioReturn relative to average drawdown

-0.77

2.22

-2.99

WU vs. VZ - Sharpe Ratio Comparison

The current WU Sharpe Ratio is -0.22, which is lower than the VZ Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of WU and VZ, 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


WUVZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.22

0.61

-0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.50

0.10

-0.60

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.12

0.22

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.03

0.23

-0.26

Drawdowns

WU vs. VZ - Drawdown Comparison

The maximum WU drawdown since its inception was -63.10%, which is greater than VZ's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for WU and VZ.


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Drawdown Indicators


WUVZDifference

Max Drawdown

Largest peak-to-trough decline

-63.10%

-50.66%

-12.44%

Max Drawdown (1Y)

Largest decline over 1 year

-21.20%

-13.32%

-7.88%

Max Drawdown (3Y)

Largest decline over 3 years

-36.69%

-14.93%

-21.76%

Max Drawdown (5Y)

Largest decline over 5 years

-57.35%

-38.38%

-18.97%

Max Drawdown (10Y)

Largest decline over 10 years

-60.15%

-41.21%

-18.94%

Current Drawdown

Current decline from peak

-57.01%

-7.84%

-49.17%

Average Drawdown

Average peak-to-trough decline

-28.71%

-14.75%

-13.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.72%

6.13%

+2.59%

Volatility

WU vs. VZ - Volatility Comparison

The Western Union Company (WU) has a higher volatility of 6.81% compared to Verizon Communications Inc. (VZ) at 4.69%. This indicates that WU's price experiences larger fluctuations and is considered to be riskier than VZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WUVZDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.81%

4.69%

+2.12%

Volatility (6M)

Calculated over the trailing 6-month period

20.06%

17.48%

+2.58%

Volatility (1Y)

Calculated over the trailing 1-year period

30.39%

22.27%

+8.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.62%

21.54%

+7.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.40%

20.31%

+7.09%

Dividends

WU vs. VZ - Dividend Comparison

WU's dividend yield for the trailing twelve months is around 11.90%, more than VZ's 5.93% yield.


PositionTTM20252024202320222021202020192018201720162015
VZ
Verizon Communications Inc.
5.93%6.68%6.68%6.96%6.53%4.85%4.21%3.95%4.22%4.39%4.26%4.79%
WU
The Western Union Company
11.90%10.10%8.87%7.89%6.83%5.27%4.10%2.99%4.45%3.68%2.95%3.46%

Financials

WU vs. VZ - Financials Comparison

This section allows you to compare key financial metrics between The Western Union Company and Verizon Communications 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


0.0010.00B20.00B30.00B40.00B20222023202420252026
982.70M
34.44B
(WU) Total Revenue
(VZ) Total Revenue
Values in USD except per share items

WU vs. VZ - Profitability Comparison

The chart below illustrates the profitability comparison between The Western Union Company and Verizon Communications Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
33.4%
60.3%
Portfolio components
WU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Western Union Company reported a gross profit of 327.80M and revenue of 982.70M. Therefore, the gross margin over that period was 33.4%.

VZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported a gross profit of 20.77B and revenue of 34.44B. Therefore, the gross margin over that period was 60.3%.

WU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Western Union Company reported an operating income of 123.00M and revenue of 982.70M, resulting in an operating margin of 12.5%.

VZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported an operating income of 8.24B and revenue of 34.44B, resulting in an operating margin of 23.9%.

WU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Western Union Company reported a net income of 64.70M and revenue of 982.70M, resulting in a net margin of 6.6%.

VZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported a net income of 5.05B and revenue of 34.44B, resulting in a net margin of 14.7%.


Frequently Asked Questions


WU and VZ have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WU has higher volatility (6.81%) compared to VZ (4.69%). In terms of maximum drawdown, WU dropped -63.10% vs VZ's -50.66%.

VZ currently has the higher Sharpe Ratio (0.61 vs -0.22), 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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