BTU vs. ZWS
BTU (Peabody Energy Corporation) and ZWS (Zurn Water Solutions Corporation) are both stocks. BTU operates in Thermal Coal (Energy), while ZWS operates in Utilities - Regulated Water (Utilities). Over the past 5 years, BTU returned 13.74%/yr vs 32.22%/yr for ZWS. Their 0.20 correlation means their historical movements had little consistent relationship.
Performance
BTU vs. ZWS - Performance Comparison
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Returns By Period
In the year-to-date period, BTU achieves a -27.83% return, which is significantly lower than ZWS's 9.14% return.
BTU
- 1D
- -0.37%
- 1M
- -4.39%
- 6M
- -39.21%
- YTD
- -27.83%
- 1Y
- 34.27%
- 3Y*
- -0.08%
- 5Y*
- 13.74%
- 10Y*
- —
- ALL TIME*
- -2.10%
ZWS
- 1D
- 0.78%
- 1M
- 2.75%
- 6M
- 10.04%
- YTD
- 9.14%
- 1Y
- 13.30%
- 3Y*
- 19.57%
- 5Y*
- 32.22%
- 10Y*
- 27.22%
- ALL TIME*
- 19.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $64.45M | $57.10M | $82.42M | |
| $61.04M | $51.58M | $48.80M |
BTU vs. ZWS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTU Peabody Energy Corporation | -27.83% | 44.18% | -12.80% | -7.03% | 162.36% | 317.84% | -73.57% | -67.32% | -21.62% | 31.10% |
ZWS Zurn Water Solutions Corporation | 9.14% | 25.81% | 28.08% | 40.63% | -41.48% | 299.70% | 22.26% | 42.14% | -11.80% | 12.74% |
Correlation
The correlation between BTU and ZWS is -0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.16 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2017 | 0.20 |
The correlation between BTU and ZWS shifts across timeframes, from -0.03 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BTU:
$2.60B
ZWS:
$8.38B
BTU:
-$0.98
ZWS:
$1.63
BTU:
0.66
ZWS:
4.69
BTU:
$3.90B
ZWS:
$1.83B
BTU:
$260.30M
ZWS:
$871.00M
BTU:
$333.20M
ZWS:
$342.50M
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Return for Risk
BTU vs. ZWS — Risk / Return Rank
BTU
ZWS
BTU vs. ZWS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Peabody Energy Corporation (BTU) and Zurn Water Solutions Corporation (ZWS). 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.
| BTU | ZWS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.12 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.90 | -0.18 |
| Martin ratioReturn relative to average drawdown | 1.48 | 2.37 | -0.89 |
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Drawdowns
BTU vs. ZWS - Drawdown Comparison
The maximum BTU drawdown since its inception was -98.07%, which is greater than ZWS's maximum drawdown of -52.43%. Use the drawdown chart below to compare losses from any high point for BTU and ZWS.
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Drawdown Indicators
| BTU | ZWS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.07% | -52.43% | -45.64% |
Max Drawdown (1Y)Largest decline over 1 year | -47.12% | -17.02% | -30.10% |
Max Drawdown (3Y)Largest decline over 3 years | -65.14% | -30.18% | -34.96% |
Max Drawdown (5Y)Largest decline over 5 years | -67.44% | -47.25% | -20.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.25% | — |
Current DrawdownCurrent decline from peak | -48.36% | -4.11% | -44.25% |
Average DrawdownAverage peak-to-trough decline | -48.00% | -16.04% | -31.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.79% | 6.41% | +16.38% |
Volatility
BTU vs. ZWS - Volatility Comparison
Peabody Energy Corporation (BTU) has a higher volatility of 14.54% compared to Zurn Water Solutions Corporation (ZWS) at 7.69%. This indicates that BTU's price experiences larger fluctuations and is considered to be riskier than ZWS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTU | ZWS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.54% | 7.69% | +6.85% |
Volatility (6M)Calculated over the trailing 6-month period | 41.93% | 23.64% | +18.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 58.35% | 28.26% | +30.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.02% | 62.29% | +0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 77.42% | 51.62% | +25.80% |
Dividends
BTU vs. ZWS - Dividend Comparison
BTU's dividend yield for the trailing twelve months is around 1.41%, more than ZWS's 0.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BTU Peabody Energy Corporation | 1.41% | 1.01% | 1.43% | 0.93% | 0.00% | 0.00% | 0.00% | 26.43% | 1.59% |
ZWS Zurn Water Solutions Corporation | 0.83% | 0.82% | 0.88% | 0.99% | 0.95% | 92.93% | 0.81% | 0.00% | 0.00% |
Financials
BTU vs. ZWS - Financials Comparison
This section allows you to compare key financial metrics between Peabody Energy Corporation and Zurn Water Solutions 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
BTU vs. ZWS - Profitability Comparison
BTU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Peabody Energy Corporation reported a gross profit of 108.60M and revenue of 973.30M. Therefore, the gross margin over that period was 11.2%.
ZWS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Zurn Water Solutions Corporation reported a gross profit of 313.10M and revenue of 535.20M. Therefore, the gross margin over that period was 58.5%.
BTU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Peabody Energy Corporation reported an operating income of -46.10M and revenue of 973.30M, resulting in an operating margin of -4.7%.
ZWS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Zurn Water Solutions Corporation reported an operating income of 152.30M and revenue of 535.20M, resulting in an operating margin of 28.5%.
BTU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Peabody Energy Corporation reported a net income of -32.40M and revenue of 973.30M, resulting in a net margin of -3.3%.
ZWS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Zurn Water Solutions Corporation reported a net income of 113.30M and revenue of 535.20M, resulting in a net margin of 21.2%.
Frequently Asked Questions
BTU and ZWS have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTU has higher volatility (14.54%) compared to ZWS (7.69%). In terms of maximum drawdown, BTU dropped -98.07% vs ZWS's -52.43%.
BTU currently has the higher Sharpe Ratio (0.58 vs 0.54), 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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