BAESY vs. CW
BAESY (BAE Systems PLC) and CW (Curtiss-Wright Corporation) are both stocks. Both are in the Industrials sector — BAESY in Aerospace & Defense, CW in Specialty Industrial Machinery. Over the past 10 years, BAESY returned 18.68%/yr vs 23.10%/yr for CW. Their 0.38 correlation means their historical movements had little consistent relationship.
Performance
BAESY vs. CW - Performance Comparison
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Returns By Period
In the year-to-date period, BAESY achieves a 17.25% return, which is significantly lower than CW's 23.33% return. Over the past 10 years, BAESY has underperformed CW with an annualized return of 18.68%, while CW has yielded a comparatively higher 23.10% annualized return.
BAESY
- 1D
- 0.07%
- 1M
- 12.16%
- 6M
- -2.22%
- YTD
- 17.25%
- 1Y
- 11.55%
- 3Y*
- 33.26%
- 5Y*
- 30.57%
- 10Y*
- 18.68%
- ALL TIME*
- 10.59%
CW
- 1D
- -6.78%
- 1M
- -7.86%
- 6M
- 2.32%
- YTD
- 23.33%
- 1Y
- 38.24%
- 3Y*
- 53.17%
- 5Y*
- 42.35%
- 10Y*
- 23.10%
- ALL TIME*
- 16.07%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BAESY BAE Systems PLC | $30.47M | $27.34M | $30.55M |
| $169.69M | $170.40M | $207.51M |
BAESY vs. CW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAESY BAE Systems PLC | 17.25% | 65.51% | 1.23% | 40.91% | 46.40% | 14.56% | -3.43% | 34.69% | -22.16% | 13.28% |
CW Curtiss-Wright Corporation | 23.33% | 55.66% | 59.73% | 33.98% | 21.03% | 19.86% | -16.83% | 38.70% | -15.79% | 24.56% |
Correlation
The correlation between BAESY and CW is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.38 |
Fundamentals
BAESY:
$78.93B
CW:
$25.10B
BAESY:
£5.29
CW:
$13.69
BAESY:
15.33
CW:
49.64
BAESY:
2.82
CW:
2.71
BAESY:
1.13
CW:
7.03
BAESY:
5.23
CW:
9.57
BAESY:
£54.56B
CW:
$3.61B
BAESY:
£19.72B
CW:
$1.34B
BAESY:
£7.74B
CW:
$745.31M
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Return for Risk
BAESY vs. CW — Risk / Return Rank
BAESY
CW
BAESY vs. CW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BAE Systems PLC (BAESY) and Curtiss-Wright Corporation (CW). 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.
| BAESY | CW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.21 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 2.69 | -2.20 |
| Martin ratioReturn relative to average drawdown | 0.99 | 7.85 | -6.86 |
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Drawdowns
BAESY vs. CW - Drawdown Comparison
The maximum BAESY drawdown since its inception was -59.20%, roughly equal to the maximum CW drawdown of -59.19%. Use the drawdown chart below to compare losses from any high point for BAESY and CW.
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Drawdown Indicators
| BAESY | CW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.20% | -59.19% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -23.59% | -14.30% | -9.29% |
Max Drawdown (3Y)Largest decline over 3 years | -23.59% | -27.21% | +3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -23.59% | -27.21% | +3.62% |
Max Drawdown (10Y)Largest decline over 10 years | -42.13% | -48.73% | +6.60% |
Current DrawdownCurrent decline from peak | -12.44% | -14.30% | +1.86% |
Average DrawdownAverage peak-to-trough decline | -19.32% | -13.86% | -5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.66% | 4.88% | +6.78% |
Volatility
BAESY vs. CW - Volatility Comparison
The current volatility for BAE Systems PLC (BAESY) is 9.70%, while Curtiss-Wright Corporation (CW) has a volatility of 11.74%. This indicates that BAESY experiences smaller price fluctuations and is considered to be less risky than CW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAESY | CW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.70% | 11.74% | -2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 24.89% | 26.77% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.39% | 34.56% | -2.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.46% | 28.14% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.60% | 30.45% | -2.85% |
Dividends
BAESY vs. CW - Dividend Comparison
BAESY's dividend yield for the trailing twelve months is around 1.80%, more than CW's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAESY BAE Systems PLC | 1.80% | 1.90% | 2.79% | 2.40% | 3.09% | 4.46% | 7.05% | 3.66% | 4.93% | 5.71% | 6.26% | 4.38% |
CW Curtiss-Wright Corporation | 0.14% | 0.17% | 0.23% | 0.35% | 0.45% | 0.51% | 0.58% | 0.47% | 0.59% | 0.46% | 0.53% | 0.76% |
Financials
BAESY vs. CW - Financials Comparison
This section allows you to compare key financial metrics between BAE Systems PLC and Curtiss-Wright 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.
Total Revenue: Total amount of money received from sales and other business activities
BAESY vs. CW - Profitability Comparison
BAESY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, BAE Systems PLC reported a gross profit of 1.34B and revenue of 14.67B. Therefore, the gross margin over that period was 9.2%.
CW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Curtiss-Wright Corporation reported a gross profit of 331.48M and revenue of 913.69M. Therefore, the gross margin over that period was 36.3%.
BAESY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, BAE Systems PLC reported an operating income of 1.34B and revenue of 14.67B, resulting in an operating margin of 9.2%.
CW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Curtiss-Wright Corporation reported an operating income of 160.42M and revenue of 913.69M, resulting in an operating margin of 17.6%.
BAESY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, BAE Systems PLC reported a net income of 1.09B and revenue of 14.67B, resulting in a net margin of 7.4%.
CW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Curtiss-Wright Corporation reported a net income of 128.19M and revenue of 913.69M, resulting in a net margin of 14.0%.
Frequently Asked Questions
BAESY and CW have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CW has higher volatility (11.74%) compared to BAESY (9.70%). In terms of maximum drawdown, BAESY dropped -59.20% vs CW's -59.19%.
CW currently has the higher Sharpe Ratio (1.11 vs 0.36), 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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