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ISIN
US05605H1005
CUSIP
05605H100
IPO Date
Aug 2, 2010

Highlights

Market Cap
$19.30B
Enterprise Value
$21.32B
EPS (TTM)
$3.75
PE Ratio
55.94
PEG Ratio
14.79
Total Revenue (TTM)
$3.38B
Gross Profit (TTM)
$566.27M
EBITDA (TTM)
$534.48M
Year Range
$133.84 - $241.82
Target Price
$205.00
ROE (TTM)
26.92%

Share Price Chart


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Performance

BWXT Performance Chart

BWX Technologies, Inc. (BWXT) is up 21.8% since the beginning of the year. At $210 per share, BWXT is trading 13.2% below its 52-week high of $242. Investors who bought $1,000 worth of BWXT shares 5 years ago would now be looking at an investment worth $3,778.


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S&P 500 Index

Returns By Period

BWX Technologies, Inc. (BWXT) has returned 21.83% so far this year and 48.38% over the past 12 months. Looking at the last ten years, BWXT has achieved an annualized return of 20.97%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


BWX Technologies, Inc.

1D
2.24%
1M
3.49%
YTD
21.83%
6M
18.03%
1Y
48.38%
3Y*
47.17%
5Y*
30.45%
10Y*
20.97%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BWXT Monthly Returns History

Based on dividend-adjusted daily data since Aug 2, 2010, BWXT's average daily return is +0.09%, while the average monthly return is +1.70%. At this rate, an investment would double in approximately 3.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Feb 2024 with a return of +23.8%, while the worst month was Nov 2018 at -22.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, BWXT closed higher 52% of trading days. The best single day was Aug 5, 2025 with a return of +17.8%, while the worst single day was Nov 7, 2018 at -23.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202618.86%0.27%-0.59%5.82%-9.36%7.21%21.83%
20251.38%-7.93%-4.87%10.61%15.37%14.70%5.46%6.81%13.78%15.86%-16.14%-3.38%56.37%
20246.19%23.75%2.01%-6.68%-3.55%3.12%4.73%3.78%5.53%12.01%7.68%-14.87%46.53%
20234.79%0.41%3.54%2.44%-6.27%18.65%-3.59%7.23%1.65%-0.93%5.36%-1.67%33.87%
2022-7.04%20.02%1.24%-3.60%-0.95%7.60%2.89%-7.65%-3.38%13.12%7.26%-4.61%23.30%
2021-10.55%7.59%14.07%1.49%-6.24%-7.07%-1.19%0.38%-6.22%5.35%-15.59%0.38%-19.40%

Benchmark Metrics

BWX Technologies, Inc. has an annualized alpha of 10.37%, beta of 0.86, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since August 02, 2010.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (94.60%) than losses (60.87%) - typical of diversified or defensive assets.
  • R2 of 0.25 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
10.37%
Beta
0.86
0.25
Upside Capture
94.60%
Downside Capture
60.87%

Return for Risk

Risk / Return Rank

BWXT ranks 73 for risk / return — better than 73% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BWXT Risk / Return Rank: 7373
Overall Rank
BWXT Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
BWXT Sortino Ratio Rank: 7070
Sortino Ratio Rank
BWXT Omega Ratio Rank: 7070
Omega Ratio Rank
BWXT Calmar Ratio Rank: 7777
Calmar Ratio Rank
BWXT Martin Ratio Rank: 7575
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for BWX Technologies, Inc. (BWXT) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BWXTBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.96

Sortino ratioReturn per unit of downside risk

-1.08

Omega ratioGain probability vs. loss probability

1.22

1.37

-0.15

Calmar ratioReturn relative to maximum drawdown

2.10

2.78

-0.68

Martin ratioReturn relative to average drawdown

4.64

12.44

-7.79

Dividends

Dividend History

BWX Technologies, Inc. provided a 0.50% dividend yield over the last twelve months, with an annual payout of $1.04 per share. The company has been increasing its dividends for 9 consecutive years.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%$0.00$2.00$4.00$6.00$8.00$10.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.04$1.00$0.96$0.92$0.88$0.84$0.76$0.68$0.64$0.42$0.36$9.65

Dividend yield

0.50%0.58%0.86%1.20%1.52%1.75%1.26%1.10%1.67%0.69%0.91%30.37%

Monthly Dividends

The table displays the monthly dividend distributions for BWX Technologies, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.27$0.00$0.27$0.00$0.54
2025$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2024$0.00$0.00$0.24$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.96
2023$0.00$0.00$0.23$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.92
2022$0.00$0.00$0.22$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.88
2021$0.00$0.00$0.21$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.84

Dividend Yield & Payout


Dividend Yield

BWX Technologies, Inc. has a dividend yield of 0.50%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

BWX Technologies, Inc. has a payout ratio of 27.44%, which is quite average when compared to the overall market. This suggests that BWX Technologies, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the BWX Technologies, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BWX Technologies, Inc. was 47.88%, occurring on Sep 22, 2011. Recovery took 581 trading sessions.

The current BWX Technologies, Inc. drawdown is 11.80%.


Related event

Drawdown

Fall

Recovery

Underwater

2011 bear market2011
-47.88%Sep 2011
6mo 16d2y 3mo
2y 10moMar 2011 - Jan 2014
Rate-hike selloffLate 2018
-47.74%Dec 2018
8mo 5d1y 1mo
1y 10moApr 2018 - Feb 2020
COVID crash2020
-40.11%Mar 2020
26d3y 2mo
3y 3moFeb 2020 - Jun 2023
2025 selloff2025
-32.87%Apr 2025
4mo 13d2mo 8d
6mo 21dNov 2024 - Jun 2025
2026 bear market2026
-23.14%Jun 2026
1mo 25d
2mo 8dApr 2026 - now

Drawdown Indicators


BWXTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-47.88%

-56.78%

+8.90%

Max Drawdown (1Y)

Largest decline over 1 year

-23.14%

-9.10%

-14.04%

Max Drawdown (3Y)

Largest decline over 3 years

-32.87%

-18.90%

-13.97%

Max Drawdown (5Y)

Largest decline over 5 years

-32.87%

-25.43%

-7.44%

Max Drawdown (10Y)

Largest decline over 10 years

-47.74%

-33.92%

-13.82%

Current Drawdown

Current decline from peak

-11.80%

-1.80%

-10.00%

Average Drawdown

Average peak-to-trough decline

-13.17%

-10.71%

-2.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.45%

2.03%

+8.42%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of BWX Technologies, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how BWX Technologies, Inc. is priced in the market compared to other companies in the Aerospace & Defense industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BWXT, comparing it with other companies in the Aerospace & Defense industry. Currently, BWXT has a P/E ratio of 55.9. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BWXT compared to other companies in the Aerospace & Defense industry. BWXT currently has a PEG ratio of 14.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BWXT relative to other companies in the Aerospace & Defense industry. Currently, BWXT has a P/S ratio of 5.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BWXT in comparison with other companies in the Aerospace & Defense industry. Currently, BWXT has a P/B value of 15.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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