MO vs VRT

Comparison between Altria Group Inc (MO, Company) and Vertiv Holdings Co - Class A (VRT, Company).

MO is from the Consumer Defensive sector, while VRT is from the Industrials sector.

5-Year PerformanceVRT has outperformed MO, delivering a return of +68.1% compared to +16.7%

MO vs VRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MO(COMPANY)	VRT(COMPANY)
Market Cap	$123B	$121B
Max Drawdown	83.84%	71.25%
Sharpe Ratio	1.21	2.12
5Y Beta	-0.07	2.37
Industry	Tobacco	Electrical Equipment & Parts
P/E Ratio	15.38	77.51
Forward P/E	12.17	52.08
PEG Ratio	N/A	0.59
Dividend Yield	5.70%	0.04%
5Y Dividends CAGR	8.83%	88.42%
5Y EPS CAGR	15.68%	N/A
Debt to Equity	-766.18%	68.84%
Free Cash Flow Yield	7.03%	1.88%

Market Cap

Winner

$123B

VRT

$121B

Max Drawdown

83.84%

Winner

VRT

71.25%

Sharpe Ratio

1.21

Winner

VRT

2.12

5Y Beta

Winner

-0.07

VRT

2.37

Industry

Tobacco

VRT

Electrical Equipment & Parts

P/E Ratio

Winner

15.38

VRT

77.51

Forward P/E

Winner

12.17

VRT

52.08

PEG Ratio

N/A

VRT

0.59

Dividend Yield

Winner

5.70%

VRT

0.04%

5Y Dividends CAGR

8.83%

Winner

VRT

88.42%

5Y EPS CAGR

15.68%

VRT

N/A

Debt to Equity

Winner

-766.18%

VRT

68.84%

Free Cash Flow Yield

Winner

7.03%

VRT

1.88%

MO vs VRT - Historical Returns

Returns include dividend reinvestment.

Period	MO	VRT
1 month	+13.50%	+0.40%
3 months	+10.33%	+29.54%
6 months	+30.49%	+97.89%
1 year	+31.05%	+197.06%
5 years(CAGR)	+16.75%	+68.07%
10 years(CAGR)	+8.66%	N/A
Max(CAGR)	+17.02%	+56.02%

Winner

+13.50%

VRT

+0.40%

+10.33%

Winner

VRT

+29.54%

+30.49%

Winner

VRT

+97.89%

+31.05%

Winner

VRT

+197.06%

5Y(CAGR)

+16.75%

Winner

VRT

+68.07%

10Y(CAGR)

+8.66%

VRT

N/A

Max(CAGR)

+17.02%

Winner

VRT

+56.02%

MO vs VRT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MO	VRT
2026	+30.08%	+79.80%
2025	+17.71%	+37.14%
2024	+36.66%	+149.22%
2023	-3.17%	+261.32%
2022	+3.11%	-43.93%
2021	+24.75%	+34.88%
2020	-9.18%	+66.49%
2019	+8.13%	+13.13%
2018	-26.40%	-0.51%
2017	+9.43%	N/A
2016	+22.18%	N/A
2015	+23.85%	N/A
2014	+36.26%	N/A
2013	+24.21%	N/A
2012	+16.03%	N/A
2011	+28.28%	N/A
2010	+32.83%	N/A
2009	+39.02%	N/A
2008	-30.04%	N/A
2007	+21.09%	N/A
2006	+19.45%	N/A
2005	+28.71%	N/A
2004	+17.88%	N/A
2003	+43.37%	N/A
2002	-8.36%	N/A
2001	+3.93%	N/A
2000	+102.06%	N/A
1999	-1.02%	N/A

MO vs VRT Drawdown Comparison

The maximum drawdown for MO was -53.62%, occurring on Mar 23, 2020. Recovery took 1774 trading sessions.

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

The current MO drawdown is -1.64%. The current VRT drawdown is -16.10%.

Rank	MO	VRT
#1	-53.62% Jun 19, 2017 - Jul 9, 2024	-71.24% Sep 2, 2021 - Aug 2, 2023
#2	-48.31% Jun 4, 2002 - Dec 11, 2003	-61.28% Jan 23, 2025 - Oct 1, 2025
#3	-37.85% Jan 9, 2008 - Apr 1, 2010	-58.62% Feb 19, 2020 - Jun 2, 2020
#4	-29.79% Nov 22, 1999 - May 15, 2000	-36.67% May 24, 2024 - Oct 7, 2024
#5	-22.15% Mar 10, 2004 - Nov 17, 2004	-24.78% Oct 29, 2025 - Feb 9, 2026
#6	-21.91% Aug 16, 2000 - Oct 23, 2000	-19.68% Nov 21, 2024 - Jan 21, 2025
#7	-17.66% May 4, 2001 - Feb 15, 2002	-17.43% Jun 8, 2020 - Aug 3, 2020
#8	-16.39% Oct 7, 2025 - Feb 11, 2026	-16.62% Oct 12, 2023 - Nov 10, 2023
#9	-16.21% Mar 9, 2001 - May 1, 2001	-16.10% May 14, 2026 - May 20, 2026
#10	-15.70% May 24, 2000 - Aug 8, 2000	-15.19% Mar 25, 2026 - Apr 8, 2026
#11	-14.57% Jul 30, 2012 - Feb 22, 2013	-13.12% Apr 11, 2024 - Apr 25, 2024
#12	-14.10% Mar 2, 2015 - Aug 5, 2015	-11.71% Oct 22, 2020 - Dec 1, 2020
#13	-13.12% Jan 2, 2001 - Feb 5, 2001	-11.52% Feb 23, 2021 - Apr 13, 2021
#14	-11.96% May 31, 2011 - Oct 7, 2011	-10.91% Sep 1, 2023 - Oct 9, 2023
#15	-11.58% Jul 11, 2016 - Jan 18, 2017	-9.88% Feb 14, 2024 - Feb 26, 2024

Correlation

Correlation between MO and VRT is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (1999 - 2026)

MO vs VRT dividend yield comparison.

Year	MO	VRT
2026	1.45%	0.02%
2025	7.21%	0.11%
2024	7.65%	0.10%
2023	9.52%	0.05%
2022	8.05%	0.07%
2021	7.43%	0.04%
2020	8.29%	0.05%
2019	6.57%	0.00%
2018	6.07%	0.00%
2017	3.56%	0.00%
2016	3.48%	0.00%
2015	3.73%	0.00%
2014	4.06%	0.00%
2013	4.79%	0.00%
2012	5.41%	0.00%
2011	5.33%	0.00%
2010	5.93%	0.00%
2009	6.72%	0.00%
2008	346.35%	0.00%
2007	33.89%	0.00%
2006	3.87%	0.00%
2005	4.10%	0.00%
2004	4.62%	0.00%
2003	4.85%	0.00%
2002	6.02%	0.00%
2001	4.84%	0.00%
2000	4.59%	0.00%
1999	2.09%	0.00%