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ATKR vs. BWA

Last updated May 27, 2023

Compare and contrast key facts about Atkore Inc. (ATKR) and BorgWarner Inc. (BWA).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ATKR or BWA.

Key characteristics


ATKRBWA
YTD Return6.85%17.59%
1Y Return16.55%21.70%
5Y Return (Ann)41.15%-0.06%
10Y Return (Ann)33.81%2.76%
Sharpe Ratio0.400.74
Daily Std Dev49.37%33.41%
Max Drawdown-72.33%-72.15%

Fundamentals


ATKRBWA
Market Cap$4.64B$10.98B
EPS$19.42$4.08
PE Ratio6.2011.49
PEG Ratio1.390.60
Revenue (TTM)$3.82B$16.11B
Gross Profit (TTM)$1.64B$3.10B
EBITDA (TTM)$1.22B$2.24B

Correlation

0.49
-1.001.00

The correlation between ATKR and BWA is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

ATKR vs. BWA - Performance Comparison

In the year-to-date period, ATKR achieves a 6.85% return, which is significantly lower than BWA's 17.59% return. Over the past 10 years, ATKR has outperformed BWA with an annualized return of 33.81%, while BWA has yielded a comparatively lower 2.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%200.00%400.00%600.00%800.00%December2023FebruaryMarchAprilMay
657.44%
56.13%
ATKR
BWA

Compare stocks, funds, or ETFs


Atkore Inc.

BorgWarner Inc.

ATKR vs. BWA - Dividend Comparison

ATKR has not paid dividends to shareholders, while BWA's dividend yield for the trailing twelve months is around 1.80%.


TTM2022202120202019201820172016201520142013
ATKR
Atkore Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BWA
BorgWarner Inc.
1.80%1.70%1.54%1.82%1.66%2.10%1.26%1.49%1.35%1.05%0.51%

ATKR vs. BWA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Atkore Inc. (ATKR) and BorgWarner Inc. (BWA). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ATKR
Atkore Inc.
0.40
BWA
BorgWarner Inc.
0.74

ATKR vs. BWA - Sharpe Ratio Comparison

The current ATKR Sharpe Ratio is 0.40, which is lower than the BWA Sharpe Ratio of 0.74. The chart below compares the 12-month rolling Sharpe Ratio of ATKR and BWA.


0.000.501.00December2023FebruaryMarchAprilMay
0.40
0.74
ATKR
BWA

ATKR vs. BWA - Drawdown Comparison

The maximum ATKR drawdown for the period was -22.84%, roughly equal to the maximum BWA drawdown of -25.86%. The drawdown chart below compares losses from any high point along the way for ATKR and BWA


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2023FebruaryMarchAprilMay
-20.80%
-11.12%
ATKR
BWA

ATKR vs. BWA - Volatility Comparison

The current volatility for Atkore Inc. (ATKR) is 10.51%, while BorgWarner Inc. (BWA) has a volatility of 11.89%. This indicates that ATKR experiences smaller price fluctuations and is considered to be less risky than BWA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%December2023FebruaryMarchAprilMay
10.51%
11.89%
ATKR
BWA