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AMR vs. SMID
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AMR vs. SMID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alpha Metallurgical Resources, Inc. (AMR) and Smith-Midland Corporation (SMID). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AMR achieves a -23.67% return, which is significantly lower than SMID's -19.80% return.


AMR

1D
-0.89%
1M
-19.82%
6M
-38.88%
YTD
-23.67%
1Y
31.99%
3Y*
-0.25%
5Y*
46.12%
10Y*

SMID

1D
-1.24%
1M
-1.07%
6M
-18.77%
YTD
-19.80%
1Y
-23.28%
3Y*
6.02%
5Y*
10.44%
10Y*
27.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMR vs. SMID - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMR
Alpha Metallurgical Resources, Inc.
-23.67%-0.12%-40.95%133.87%150.06%436.94%25.64%-86.23%10.71%-4.69%
SMID
Smith-Midland Corporation
-19.80%-18.26%12.56%92.68%-56.38%397.35%57.50%-18.98%9.99%17.39%

Correlation

The correlation between AMR and SMID is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.12

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

0.18

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

0.12

Correlation (All Time)
Calculated using the full available price history since Mar 24, 2017

0.10

Fundamentals

Market Cap

AMR:

$1.94B

SMID:

$154.66M

EPS

AMR:

-$3.01

SMID:

$4.71

PS Ratio

AMR:

0.93

SMID:

0.83

Total Revenue (TTM)

AMR:

$2.12B

SMID:

$93.45M

Gross Profit (TTM)

AMR:

$31.72M

SMID:

$26.04M

EBITDA (TTM)

AMR:

$128.60M

SMID:

$19.01M

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Return for Risk

AMR vs. SMID — Risk / Return Rank

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

AMR
AMR Risk / Return Rank: 6363
Overall Rank
AMR Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
AMR Sortino Ratio Rank: 6464
Sortino Ratio Rank
AMR Omega Ratio Rank: 6060
Omega Ratio Rank
AMR Calmar Ratio Rank: 6363
Calmar Ratio Rank
AMR Martin Ratio Rank: 6464
Martin Ratio Rank

SMID
SMID Risk / Return Rank: 2424
Overall Rank
SMID Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
SMID Sortino Ratio Rank: 2626
Sortino Ratio Rank
SMID Omega Ratio Rank: 2727
Omega Ratio Rank
SMID Calmar Ratio Rank: 2323
Calmar Ratio Rank
SMID Martin Ratio Rank: 2020
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.

AMR vs. SMID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alpha Metallurgical Resources, Inc. (AMR) and Smith-Midland Corporation (SMID). 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.

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.


AMRSMIDDifference
Sharpe ratioReturn per unit of total volatility

+0.97

Sortino ratioReturn per unit of downside risk

+1.52

Omega ratioGain probability vs. loss probability

1.13

0.96

+0.17

Calmar ratioReturn relative to maximum drawdown

0.78

-0.59

+1.37

Martin ratioReturn relative to average drawdown

1.72

-1.12

+2.84

AMR vs. SMID - Sharpe Ratio Comparison

The current AMR Sharpe Ratio is 0.55, which is higher than the SMID Sharpe Ratio of -0.43. The chart below compares the historical Sharpe Ratios of AMR and SMID, 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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Drawdowns

AMR vs. SMID - Drawdown Comparison

The maximum AMR drawdown since its inception was -97.35%, which is greater than SMID's maximum drawdown of -72.37%. Use the drawdown chart below to compare losses from any high point for AMR and SMID.


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Drawdown Indicators


AMRSMIDDifference

Max Drawdown

Largest peak-to-trough decline

-97.35%

-72.37%

-24.98%

Max Drawdown (1Y)

Largest decline over 1 year

-41.24%

-39.29%

-1.95%

Max Drawdown (3Y)

Largest decline over 3 years

-77.51%

-48.85%

-28.66%

Max Drawdown (5Y)

Largest decline over 5 years

-77.51%

-72.37%

-5.14%

Max Drawdown (10Y)

Largest decline over 10 years

-72.37%

Current Drawdown

Current decline from peak

-65.50%

-41.74%

-23.76%

Average Drawdown

Average peak-to-trough decline

-40.56%

-27.63%

-12.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.62%

20.88%

-2.26%

Volatility

AMR vs. SMID - Volatility Comparison

The current volatility for Alpha Metallurgical Resources, Inc. (AMR) is 12.75%, while Smith-Midland Corporation (SMID) has a volatility of 13.65%. This indicates that AMR experiences smaller price fluctuations and is considered to be less risky than SMID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMRSMIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.75%

13.65%

-0.90%

Volatility (6M)

Calculated over the trailing 6-month period

39.37%

42.22%

-2.85%

Volatility (1Y)

Calculated over the trailing 1-year period

58.87%

54.49%

+4.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

59.18%

64.05%

-4.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

73.48%

54.49%

+18.99%

Dividends

AMR vs. SMID - Dividend Comparison

Neither AMR nor SMID has paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
AMR
Alpha Metallurgical Resources, Inc.
0.00%0.00%0.00%0.57%4.23%0.00%0.00%0.00%0.00%0.00%0.00%
SMID
Smith-Midland Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.92%0.74%0.73%0.19%

Financials

AMR vs. SMID - Financials Comparison

This section allows you to compare key financial metrics between Alpha Metallurgical Resources, Inc. and Smith-Midland Corporation. 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


0.00200.00M400.00M600.00M800.00M1.00B1.20B1.40BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
524.99M
23.11M
(AMR) Total Revenue
(SMID) Total Revenue
Values in USD except per share items

AMR vs. SMID - Profitability Comparison

The chart below illustrates the profitability comparison between Alpha Metallurgical Resources, Inc. and Smith-Midland Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober20260
23.9%
Portfolio components
AMR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Alpha Metallurgical Resources, Inc. reported a gross profit of 0.00 and revenue of 524.99M. Therefore, the gross margin over that period was 0.0%.

SMID - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Smith-Midland Corporation reported a gross profit of 5.52M and revenue of 23.11M. Therefore, the gross margin over that period was 23.9%.

AMR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Alpha Metallurgical Resources, Inc. reported an operating income of -1.59M and revenue of 524.99M, resulting in an operating margin of -0.3%.

SMID - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Smith-Midland Corporation reported an operating income of 3.24M and revenue of 23.11M, resulting in an operating margin of 14.0%.

AMR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Alpha Metallurgical Resources, Inc. reported a net income of -11.03M and revenue of 524.99M, resulting in a net margin of -2.1%.

SMID - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Smith-Midland Corporation reported a net income of 2.13M and revenue of 23.11M, resulting in a net margin of 9.2%.


Frequently Asked Questions


AMR and SMID have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMID has higher volatility (13.65%) compared to AMR (12.75%). In terms of maximum drawdown, AMR dropped -97.35% vs SMID's -72.37%.

AMR currently has the higher Sharpe Ratio (0.55 vs -0.43), 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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