ATR vs. BWA
ATR (AptarGroup, Inc.) and BWA (BorgWarner Inc.) are both stocks. Both are in the Consumer Cyclical sector — ATR in Packaging & Containers, BWA in Auto Parts. Over the past 10 years, ATR returned 7.16%/yr vs 10.12%/yr for BWA. Their 0.38 correlation means their historical movements had little consistent relationship.
Performance
ATR vs. BWA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ATR achieves a 11.09% return, which is significantly lower than BWA's 42.21% return. Over the past 10 years, ATR has underperformed BWA with an annualized return of 7.16%, while BWA has yielded a comparatively higher 10.12% annualized return.
ATR
- 1D
- 0.07%
- 1M
- 5.87%
- 6M
- 8.43%
- YTD
- 11.09%
- 1Y
- -3.79%
- 3Y*
- 4.39%
- 5Y*
- 2.16%
- 10Y*
- 7.16%
- ALL TIME*
- 11.95%
BWA
- 1D
- -1.04%
- 1M
- 0.35%
- 6M
- 35.16%
- YTD
- 42.21%
- 1Y
- 72.15%
- 3Y*
- 12.58%
- 5Y*
- 9.68%
- 10Y*
- 10.12%
- ALL TIME*
- 11.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $64.95M | $62.80M | $62.73M | |
| $127.54M | $141.73M | $209.78M |
ATR vs. BWA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATR AptarGroup, Inc. | 11.09% | -21.40% | 28.60% | 13.89% | -8.93% | -9.54% | 19.87% | 24.47% | 10.55% | 19.32% |
BWA BorgWarner Inc. | 42.21% | 43.88% | -10.15% | 2.50% | -9.18% | 18.39% | -9.19% | 27.13% | -30.97% | 31.24% |
Correlation
The correlation between ATR and BWA is 0.18, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.18 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Aug 13, 1993 | 0.38 |
Over the past year, the correlation between ATR and BWA has dropped to 0.18 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
Fundamentals
ATR:
$8.55B
BWA:
$13.07B
ATR:
$5.54
BWA:
$1.70
ATR:
24.18
BWA:
37.43
ATR:
2.23
BWA:
0.95
ATR:
311.70
BWA:
2.42
ATR:
$3.93B
BWA:
$14.33B
ATR:
$549.49M
BWA:
$2.71B
ATR:
$758.80M
BWA:
$1.88B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ATR vs. BWA — Risk / Return Rank
ATR
BWA
ATR vs. BWA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AptarGroup, Inc. (ATR) 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.
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.
| ATR | BWA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.43 | ||
| Sortino ratioReturn per unit of downside risk | -3.54 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.36 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 3.19 | -3.78 |
| Martin ratioReturn relative to average drawdown | -1.09 | 7.35 | -8.44 |
Loading charts...
Drawdowns
ATR vs. BWA - Drawdown Comparison
The maximum ATR drawdown since its inception was -44.39%, smaller than the maximum BWA drawdown of -72.15%. Use the drawdown chart below to compare losses from any high point for ATR and BWA.
Loading charts...
Drawdown Indicators
| ATR | BWA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.39% | -72.15% | +27.76% |
Max Drawdown (1Y)Largest decline over 1 year | -22.88% | -23.80% | +0.92% |
Max Drawdown (3Y)Largest decline over 3 years | -35.16% | -40.24% | +5.08% |
Max Drawdown (5Y)Largest decline over 5 years | -35.16% | -45.88% | +10.72% |
Max Drawdown (10Y)Largest decline over 10 years | -39.78% | -64.59% | +24.81% |
Current DrawdownCurrent decline from peak | -22.13% | -17.25% | -4.88% |
Average DrawdownAverage peak-to-trough decline | -10.11% | -21.99% | +11.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.05% | 10.31% | +8.74% |
Volatility
ATR vs. BWA - Volatility Comparison
AptarGroup, Inc. (ATR) and BorgWarner Inc. (BWA) have volatilities of 8.26% and 8.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ATR | BWA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.26% | 8.18% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 20.23% | 34.06% | -13.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.60% | 40.05% | -13.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.60% | 34.36% | -11.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.19% | 34.62% | -12.43% |
Dividends
ATR vs. BWA - Dividend Comparison
ATR's dividend yield for the trailing twelve months is around 1.43%, more than BWA's 1.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATR AptarGroup, Inc. | 1.43% | 1.50% | 1.09% | 1.28% | 1.38% | 1.22% | 1.05% | 1.23% | 1.40% | 1.48% | 1.66% | 1.57% |
BWA BorgWarner Inc. | 1.07% | 1.24% | 1.38% | 1.45% | 1.69% | 1.51% | 1.76% | 1.57% | 1.96% | 1.15% | 1.34% | 1.20% |
Financials
ATR vs. BWA - Financials Comparison
This section allows you to compare key financial metrics between AptarGroup, Inc. and BorgWarner Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ATR vs. BWA - Profitability Comparison
ATR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, AptarGroup, Inc. reported a gross profit of -276.18M and revenue of 1.03B. Therefore, the gross margin over that period was -26.9%.
BWA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, BorgWarner Inc. reported a gross profit of 677.00M and revenue of 3.53B. Therefore, the gross margin over that period was 19.2%.
ATR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, AptarGroup, Inc. reported an operating income of 125.59M and revenue of 1.03B, resulting in an operating margin of 12.2%.
BWA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, BorgWarner Inc. reported an operating income of 336.00M and revenue of 3.53B, resulting in an operating margin of 9.5%.
ATR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, AptarGroup, Inc. reported a net income of 87.57M and revenue of 1.03B, resulting in a net margin of 8.5%.
BWA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, BorgWarner Inc. reported a net income of 242.00M and revenue of 3.53B, resulting in a net margin of 6.9%.
Frequently Asked Questions
ATR and BWA have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ATR has higher volatility (8.26%) compared to BWA (8.18%). In terms of maximum drawdown, ATR dropped -44.39% vs BWA's -72.15%.
BWA currently has the higher Sharpe Ratio (1.92 vs -0.51), 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.
Find the right allocation for ATR and BWA
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer