BP vs VRT

Comparison between BP plc (BP, Company) and Vertiv Holdings Co - Class A (VRT, Company).

BP is from the Energy sector, while VRT is from the Industrials sector.

5-Year PerformanceVRT has outperformed BP, delivering a return of +58.9% compared to +16.2%

BP vs VRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BP(COMPANY)	VRT(COMPANY)
Market Cap	$108B	$107B
Max Drawdown	81.30%	71.25%
Sharpe Ratio	1.00	1.32
5Y Beta	0.38	2.40
Industry	Oil & Gas Integrated	Electrical Equipment & Parts
P/E Ratio	34.44	61.54
Forward P/E	7.60	37.59
PEG Ratio	0.04	0.55
Dividend Yield	4.51%	0.06%
5Y Dividends CAGR	14.47%	92.23%
Debt to Equity	132.55%	61.79%
Free Cash Flow Yield	10.61%	2.70%
P/S Ratio	0.55	9.32
P/B Ratio	1.87	19.55

Market Cap

Winner

$108B

VRT

$107B

Max Drawdown

81.30%

Winner

VRT

71.25%

Sharpe Ratio

1.00

Winner

VRT

1.32

5Y Beta

Winner

0.38

VRT

2.40

Industry

Oil & Gas Integrated

VRT

Electrical Equipment & Parts

P/E Ratio

Winner

34.44

VRT

61.54

Forward P/E

Winner

7.60

VRT

37.59

PEG Ratio

Winner

0.04

VRT

0.55

Dividend Yield

Winner

4.51%

VRT

0.06%

5Y Dividends CAGR

14.47%

Winner

VRT

92.23%

Debt to Equity

132.55%

Winner

VRT

61.79%

Free Cash Flow Yield

Winner

10.61%

VRT

2.70%

P/S Ratio

Winner

0.55

VRT

9.32

P/B Ratio

Winner

1.87

VRT

19.55

BP vs VRT - Historical Returns

Returns include dividend reinvestment.

Period	BP	VRT
1 month	+12.94%	-13.60%
3 months	-4.31%	-23.32%
6 months	+10.90%	+40.76%
1 year	+31.32%	+97.11%
5 years(CAGR)	+16.23%	+58.95%
10 years(CAGR)	+8.27%	+51.57%
Max(CAGR)	+3.70%	+51.57%

Winner

+12.94%

VRT

-13.60%

Winner

-4.31%

VRT

-23.32%

+10.90%

Winner

VRT

+40.76%

+31.32%

Winner

VRT

+97.11%

5Y(CAGR)

+16.23%

Winner

VRT

+58.95%

10Y(CAGR)

+8.27%

Winner

VRT

+51.57%

Max(CAGR)

+3.70%

Winner

VRT

+51.57%

BP vs VRT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BP	VRT
2026	+20.75%	+56.76%
2025	+22.98%	+37.14%
2024	-12.06%	+149.22%
2023	+7.87%	+261.32%
2022	+33.31%	-43.93%
2021	+34.44%	+34.88%
2020	-41.94%	+66.49%
2019	+3.97%	+13.13%
2018	-5.30%	-0.51%
2017	+18.05%	N/A
2016	+29.75%	N/A
2015	-12.81%	N/A
2014	-16.52%	N/A
2013	+20.47%	N/A
2012	-1.16%	N/A
2011	-1.68%	N/A
2010	-22.92%	N/A
2009	+28.22%	N/A
2008	-32.54%	N/A
2007	+15.07%	N/A
2006	+4.36%	N/A
2005	+16.08%	N/A
2004	+21.95%	N/A
2003	+24.02%	N/A
2002	-8.96%	N/A
2001	-1.23%	N/A
2000	-16.57%	N/A
1999	+4.10%	N/A

BP vs VRT Drawdown Comparison

The maximum drawdown for BP was -63.90%, occurring on Oct 28, 2020. Recovery took 1187 trading sessions.

The maximum drawdown for VRT was -71.24%, occurring on Jun 30, 2022. Recovery took 480 trading sessions.

The current BP drawdown is -10.34%. The current VRT drawdown is -26.85%.

Rank	BP	VRT
#1	-63.90% May 21, 2018 - Feb 7, 2023	-71.24% Sep 2, 2021 - Aug 2, 2023
#2	-59.96% Nov 6, 2007 - May 4, 2018	-61.28% Jan 23, 2025 - Oct 1, 2025
#3	-37.73% Dec 16, 1999 - May 5, 2004	-58.62% Feb 19, 2020 - Jun 2, 2020
#4	-30.61% Oct 17, 2023 - Nov 7, 2025	-40.71% May 14, 2026 - Jul 29, 2026
#5	-23.25% Apr 16, 2026 - Jul 1, 2026	-36.67% May 24, 2024 - Oct 7, 2024
#6	-20.88% May 10, 2006 - Jul 9, 2007	-24.78% Oct 29, 2025 - Feb 9, 2026
#7	-16.77% Feb 16, 2023 - Oct 16, 2023	-19.68% Nov 21, 2024 - Jan 21, 2025
#8	-15.21% Jul 13, 2007 - Oct 12, 2007	-17.43% Jun 8, 2020 - Aug 3, 2020
#9	-11.69% Sep 28, 2005 - Jan 30, 2006	-16.62% Oct 12, 2023 - Nov 10, 2023
#10	-11.18% Mar 4, 2005 - Jul 5, 2005	-15.19% Mar 25, 2026 - Apr 8, 2026
#11	-10.55% Dec 3, 2025 - Jan 27, 2026	-13.12% Apr 11, 2024 - Apr 25, 2024
#12	-8.63% Nov 1, 1999 - Nov 9, 1999	-11.71% Oct 22, 2020 - Dec 1, 2020
#13	-8.19% Nov 26, 2004 - Feb 10, 2005	-11.52% Feb 23, 2021 - Apr 13, 2021
#14	-7.96% Jan 31, 2006 - Apr 10, 2006	-10.91% Sep 1, 2023 - Oct 9, 2023
#15	-7.21% Aug 3, 2004 - Sep 17, 2004	-9.88% Feb 14, 2024 - Feb 26, 2024

Correlation

Correlation between BP and VRT is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (1999 - 2026)

BP vs VRT dividend yield comparison.

Year	BP	VRT
2026	2.36%	0.05%
2025	5.64%	0.11%
2024	6.20%	0.10%
2023	4.71%	0.05%
2022	3.94%	0.07%
2021	4.83%	0.04%
2020	9.21%	0.05%
2019	6.52%	0.00%
2018	6.41%	0.00%
2017	5.66%	0.00%
2016	6.37%	0.00%
2015	7.63%	0.00%
2014	6.14%	0.00%
2013	4.51%	0.00%
2012	4.76%	0.00%
2011	3.93%	0.00%
2010	3.80%	0.00%
2009	5.80%	0.00%
2008	7.07%	0.00%
2007	3.47%	0.00%
2006	3.43%	0.00%
2005	3.26%	0.00%
2004	2.85%	0.00%
2003	3.10%	0.00%
2002	3.47%	0.00%
2001	3.45%	0.00%
2000	2.61%	0.00%
1999	0.51%	0.00%