VRTS vs AEBI

Comparison between Virtus Investment Partners Inc (VRTS, Company) and Aebi Schmidt Holding AG (AEBI, Company).

VRTS is from the Financial Services sector, while AEBI is from the Industrials sector.

VRTS vs AEBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRTS(COMPANY)	AEBI(COMPANY)
Market Cap	$946M	$951M
Max Drawdown	76.80%	88.90%
Sharpe Ratio	-0.33	-0.61
5Y Beta	1.10	1.96
Industry	Asset Management	Farm & Heavy Construction Machinery
P/E Ratio	8.35	151.66
Forward P/E	7.66	21.05
Dividend Yield	6.57%	0.62%
5Y Dividends CAGR	30.18%	N/A
5Y EPS CAGR	-1.09%	N/A
Debt to Equity	47.88%	77.19%
Free Cash Flow Yield	-3.57%	0.50%

Market Cap

VRTS

$946M

Winner

AEBI

$951M

Max Drawdown

Winner

VRTS

76.80%

AEBI

88.90%

Sharpe Ratio

Winner

VRTS

-0.33

AEBI

-0.61

5Y Beta

Winner

VRTS

1.10

AEBI

1.96

Industry

VRTS

Asset Management

AEBI

Farm & Heavy Construction Machinery

P/E Ratio

Winner

VRTS

8.35

AEBI

151.66

Forward P/E

Winner

VRTS

7.66

AEBI

21.05

Dividend Yield

Winner

VRTS

6.57%

AEBI

0.62%

5Y Dividends CAGR

VRTS

30.18%

AEBI

N/A

5Y EPS CAGR

VRTS

-1.09%

AEBI

N/A

Debt to Equity

Winner

VRTS

47.88%

AEBI

77.19%

Free Cash Flow Yield

VRTS

-3.57%

Winner

AEBI

0.50%

VRTS vs AEBI - Historical Returns

Returns include dividend reinvestment.

Period	VRTS	AEBI
1 month	+1.01%	-0.59%
3 months	+10.58%	-3.76%
6 months	-10.49%	-6.94%
1 year	-13.88%	-85.07%
5 years(CAGR)	-8.22%	N/A
10 years(CAGR)	+9.58%	N/A
Max(CAGR)	+18.20%	-86.10%

Winner

VRTS

+1.01%

AEBI

-0.59%

Winner

VRTS

+10.58%

AEBI

-3.76%

VRTS

-10.49%

Winner

AEBI

-6.94%

Winner

VRTS

-13.88%

AEBI

-85.07%

5Y(CAGR)

VRTS

-8.22%

AEBI

N/A

10Y(CAGR)

VRTS

+9.58%

AEBI

N/A

Max(CAGR)

Winner

VRTS

+18.20%

AEBI

-86.10%

VRTS vs AEBI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	VRTS	AEBI
2026	-10.13%	-1.69%
2025	-21.60%	-84.74%
2024	-3.05%	N/A
2023	+29.08%	N/A
2022	-31.93%	N/A
2021	+41.77%	N/A
2020	+80.31%	N/A
2019	+53.56%	N/A
2018	-29.70%	N/A
2017	-3.88%	N/A
2016	+3.04%	N/A
2015	-28.28%	N/A
2014	-14.35%	N/A
2013	+59.17%	N/A
2012	+56.05%	N/A
2011	+62.80%	N/A
2010	+172.66%	N/A
2009	+51.43%	N/A

VRTS vs AEBI Drawdown Comparison

The maximum drawdown for VRTS was -74.37%, occurring on Mar 23, 2020. Recovery took 1923 trading sessions.

The maximum drawdown for AEBI was -88.88%, occurring on Jul 21, 2025. This drawdown has not yet recovered.

The current VRTS drawdown is -48.92%. The current AEBI drawdown is -85.07%.

Rank	VRTS	AEBI
#1	-74.37% May 17, 2013 - Jan 6, 2021	-88.88% Jul 1, 2025 - Jul 21, 2025
#2	-66.02% Jan 6, 2009 - May 8, 2009	N/A
#3	-55.49% Nov 12, 2021 - Mar 16, 2026	N/A
#4	-36.20% Jul 26, 2011 - Jan 10, 2012	N/A
#5	-27.36% May 13, 2010 - Jul 30, 2010	N/A
#6	-20.71% Apr 2, 2012 - Aug 21, 2012	N/A
#7	-20.54% Jun 4, 2009 - Jan 4, 2010	N/A
#8	-16.10% Jan 2, 2009 - Jan 6, 2009	N/A
#9	-16.00% Apr 4, 2011 - Jul 1, 2011	N/A
#10	-15.99% Jun 3, 2021 - Aug 5, 2021	N/A
#11	-15.15% Mar 3, 2011 - Mar 24, 2011	N/A
#12	-13.36% Jan 14, 2021 - Feb 4, 2021	N/A
#13	-11.91% Dec 9, 2010 - Feb 2, 2011	N/A
#14	-11.01% Mar 1, 2021 - Apr 28, 2021	N/A
#15	-10.29% Aug 4, 2010 - Sep 1, 2010	N/A

Correlation

Correlation between VRTS and AEBI is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07

-101

Dividend Comparison (2014 - 2026)

VRTS vs AEBI dividend yield comparison.

Year	VRTS	AEBI
2026	3.39%	0.41%
2025	5.61%	0.40%
2024	3.60%	0.00%
2023	2.83%	0.00%
2022	3.21%	0.00%
2021	1.33%	0.00%
2020	1.30%	0.00%
2019	1.91%	0.00%
2018	2.39%	0.00%
2017	1.56%	0.00%
2016	1.52%	0.00%
2015	1.53%	0.00%
2014	0.53%	0.00%