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AZZ vs. SPXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AZZ vs. SPXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AZZ Inc. (AZZ) and SPX Corporation (SPXC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AZZ achieves a 40.52% return, which is significantly higher than SPXC's 16.71% return. Over the past 10 years, AZZ has underperformed SPXC with an annualized return of 11.24%, while SPXC has yielded a comparatively higher 31.60% annualized return.


AZZ

1D
7.05%
1M
1.38%
YTD
40.52%
6M
37.23%
1Y
63.58%
3Y*
56.52%
5Y*
24.16%
10Y*
11.24%

SPXC

1D
4.41%
1M
17.34%
YTD
16.71%
6M
3.88%
1Y
45.38%
3Y*
40.55%
5Y*
31.42%
10Y*
31.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AZZ vs. SPXC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AZZ
AZZ Inc.
40.52%31.89%42.35%46.82%-26.09%18.10%5.34%15.65%-19.88%-19.00%
SPXC
SPX Corporation
16.71%37.48%44.06%53.86%10.00%9.42%7.19%81.65%-10.77%32.34%

Correlation

The correlation between AZZ and SPXC is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.52

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

0.57

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

0.58

Correlation (10Y)
Calculated over the trailing 10-year period

0.58

Correlation (All Time)
Calculated using the full available price history since Jul 1, 1985

0.29

Over the past year, AZZ and SPXC have become more correlated (0.52) than their long-term average of 0.29, meaning their price movements have been converging.

Fundamentals

Market Cap

AZZ:

$4.53B

SPXC:

$11.80B

EPS

AZZ:

$10.51

SPXC:

$5.19

PE Ratio

AZZ:

14.29

SPXC:

45.00

PEG Ratio

AZZ:

0.10

SPXC:

0.01

PS Ratio

AZZ:

2.75

SPXC:

4.85

PB Ratio

AZZ:

3.38

SPXC:

5.16

Total Revenue (TTM)

AZZ:

$1.65B

SPXC:

$2.35B

Gross Profit (TTM)

AZZ:

$394.96M

SPXC:

$909.30M

EBITDA (TTM)

AZZ:

$564.26M

SPXC:

$475.30M

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Return for Risk

AZZ vs. SPXC — Risk / Return Rank

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

AZZ
AZZ Risk / Return Rank: 8888
Overall Rank
AZZ Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
AZZ Sortino Ratio Rank: 9090
Sortino Ratio Rank
AZZ Omega Ratio Rank: 8787
Omega Ratio Rank
AZZ Calmar Ratio Rank: 8787
Calmar Ratio Rank
AZZ Martin Ratio Rank: 8585
Martin Ratio Rank

SPXC
SPXC Risk / Return Rank: 7777
Overall Rank
SPXC Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
SPXC Sortino Ratio Rank: 7777
Sortino Ratio Rank
SPXC Omega Ratio Rank: 7474
Omega Ratio Rank
SPXC Calmar Ratio Rank: 7777
Calmar Ratio Rank
SPXC Martin Ratio Rank: 7878
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.

AZZ vs. SPXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AZZ Inc. (AZZ) and SPX Corporation (SPXC). 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.


AZZSPXCDifference
Sharpe ratioReturn per unit of total volatility

+0.83

Sortino ratioReturn per unit of downside risk

+1.06

Omega ratioGain probability vs. loss probability

1.35

1.23

+0.11

Calmar ratioReturn relative to maximum drawdown

3.52

1.97

+1.55

Martin ratioReturn relative to average drawdown

7.73

5.04

+2.69

AZZ vs. SPXC - Sharpe Ratio Comparison

The current AZZ Sharpe Ratio is 2.07, which is higher than the SPXC Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of AZZ and SPXC, 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

AZZ vs. SPXC - Drawdown Comparison

The maximum AZZ drawdown since its inception was -77.87%, roughly equal to the maximum SPXC drawdown of -81.12%. Use the drawdown chart below to compare losses from any high point for AZZ and SPXC.


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Drawdown Indicators


AZZSPXCDifference

Max Drawdown

Largest peak-to-trough decline

-77.87%

-81.12%

+3.25%

Max Drawdown (1Y)

Largest decline over 1 year

-18.16%

-23.15%

+4.99%

Max Drawdown (3Y)

Largest decline over 3 years

-23.66%

-33.54%

+9.88%

Max Drawdown (5Y)

Largest decline over 5 years

-46.23%

-38.32%

-7.91%

Max Drawdown (10Y)

Largest decline over 10 years

-68.02%

-50.26%

-17.76%

Current Drawdown

Current decline from peak

0.00%

-3.93%

+3.93%

Average Drawdown

Average peak-to-trough decline

-31.96%

-29.01%

-2.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.26%

9.04%

-0.78%

Volatility

AZZ vs. SPXC - Volatility Comparison

AZZ Inc. (AZZ) has a higher volatility of 12.23% compared to SPX Corporation (SPXC) at 11.22%. This indicates that AZZ's price experiences larger fluctuations and is considered to be riskier than SPXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AZZSPXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.23%

11.22%

+1.01%

Volatility (6M)

Calculated over the trailing 6-month period

23.90%

28.23%

-4.33%

Volatility (1Y)

Calculated over the trailing 1-year period

30.85%

36.72%

-5.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.77%

35.15%

-1.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.71%

37.47%

-1.76%

Dividends

AZZ vs. SPXC - Dividend Comparison

AZZ's dividend yield for the trailing twelve months is around 0.53%, while SPXC has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
AZZ
AZZ Inc.
0.53%0.69%0.83%1.17%1.69%1.23%1.43%1.48%1.68%1.33%0.97%1.08%
SPXC
SPX Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%386.22%

Financials

AZZ vs. SPXC - Financials Comparison

This section allows you to compare key financial metrics between AZZ Inc. and SPX 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


100.00M200.00M300.00M400.00M500.00M600.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
385.10M
566.80M
(AZZ) Total Revenue
(SPXC) Total Revenue
Values in USD except per share items

AZZ vs. SPXC - Profitability Comparison

The chart below illustrates the profitability comparison between AZZ Inc. and SPX Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
22.8%
40.7%
Portfolio components
AZZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AZZ Inc. reported a gross profit of 87.59M and revenue of 385.10M. Therefore, the gross margin over that period was 22.8%.

SPXC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SPX Corporation reported a gross profit of 230.60M and revenue of 566.80M. Therefore, the gross margin over that period was 40.7%.

AZZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AZZ Inc. reported an operating income of 57.13M and revenue of 385.10M, resulting in an operating margin of 14.8%.

SPXC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SPX Corporation reported an operating income of 87.70M and revenue of 566.80M, resulting in an operating margin of 15.5%.

AZZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AZZ Inc. reported a net income of 15.93M and revenue of 385.10M, resulting in a net margin of 4.1%.

SPXC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SPX Corporation reported a net income of 59.90M and revenue of 566.80M, resulting in a net margin of 10.6%.


Frequently Asked Questions


AZZ and SPXC have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AZZ has higher volatility (12.23%) compared to SPXC (11.22%). In terms of maximum drawdown, AZZ dropped -77.87% vs SPXC's -81.12%.

AZZ currently has the higher Sharpe Ratio (2.07 vs 1.24), 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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