BW vs. BWXT
BW (Babcock & Wilcox Enterprises, Inc.) and BWXT (BWX Technologies, Inc.) are both stocks. Both are in the Industrials sector — BW in Specialty Industrial Machinery, BWXT in Aerospace & Defense. Over the past 10 years, BW returned -22.27%/yr vs 19.18%/yr for BWXT. At a 0.27 correlation, their price movements are largely independent.
Performance
BW vs. BWXT - Performance Comparison
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Returns By Period
In the year-to-date period, BW achieves a 178.86% return, which is significantly higher than BWXT's 7.16% return. Over the past 10 years, BW has underperformed BWXT with an annualized return of -22.27%, while BWXT has yielded a comparatively higher 19.18% annualized return.
BW
- 1D
- -2.00%
- 1M
- 17.24%
- YTD
- 178.86%
- 6M
- 174.96%
- 1Y
- 2,004.76%
- 3Y*
- 46.96%
- 5Y*
- 14.74%
- 10Y*
- -22.27%
BWXT
- 1D
- -1.36%
- 1M
- -14.64%
- YTD
- 7.16%
- 6M
- 6.02%
- 1Y
- 44.72%
- 3Y*
- 44.37%
- 5Y*
- 25.04%
- 10Y*
- 19.18%
BW vs. BWXT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BW Babcock & Wilcox Enterprises, Inc. | 178.86% | 286.59% | 12.33% | -74.70% | -36.03% | 156.98% | -3.57% | -6.76% | -93.13% | -65.76% |
BWXT BWX Technologies, Inc. | 7.16% | 56.37% | 46.53% | 33.87% | 23.30% | -19.40% | -1.54% | 64.48% | -36.10% | 53.59% |
Correlation
The correlation between BW and BWXT is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2015 | 0.27 |
Fundamentals
BW:
$2.36B
BWXT:
$16.98B
BW:
-$0.83
BWXT:
$3.75
BW:
3.02
BWXT:
5.02
BW:
$668.48M
BWXT:
$3.38B
BW:
$121.68M
BWXT:
$566.27M
BW:
-$41.40M
BWXT:
$534.48M
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Return for Risk
BW vs. BWXT — Risk / Return Rank
BW
BWXT
BW vs. BWXT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Babcock & Wilcox Enterprises, Inc. (BW) and BWX Technologies, Inc. (BWXT). 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.
| BW | BWXT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +13.18 | ||
| Sortino ratioReturn per unit of downside risk | +4.48 | ||
| Omega ratioGain probability vs. loss probability | 1.72 | 1.21 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 58.85 | 2.00 | +56.84 |
| Martin ratioReturn relative to average drawdown | 135.77 | 4.66 | +131.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BW | BWXT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 14.19 | 1.01 | +13.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.77 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.21 | 0.63 | -0.83 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.19 | 0.60 | -0.79 |
Drawdowns
BW vs. BWXT - Drawdown Comparison
The maximum BW drawdown since its inception was -99.89%, which is greater than BWXT's maximum drawdown of -47.88%. Use the drawdown chart below to compare losses from any high point for BW and BWXT.
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Drawdown Indicators
| BW | BWXT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.89% | -47.88% | -52.01% |
Max Drawdown (1Y)Largest decline over 1 year | -34.50% | -22.42% | -12.08% |
Max Drawdown (3Y)Largest decline over 3 years | -96.03% | -32.87% | -63.16% |
Max Drawdown (5Y)Largest decline over 5 years | -97.39% | -32.92% | -64.47% |
Max Drawdown (10Y)Largest decline over 10 years | -99.88% | -47.74% | -52.14% |
Current DrawdownCurrent decline from peak | -92.53% | -22.42% | -70.11% |
Average DrawdownAverage peak-to-trough decline | -82.80% | -13.16% | -69.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.93% | 9.62% | +5.31% |
Volatility
BW vs. BWXT - Volatility Comparison
Babcock & Wilcox Enterprises, Inc. (BW) has a higher volatility of 34.66% compared to BWX Technologies, Inc. (BWXT) at 10.63%. This indicates that BW's price experiences larger fluctuations and is considered to be riskier than BWXT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BW | BWXT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 34.66% | 10.63% | +24.03% |
Volatility (6M)Calculated over the trailing 6-month period | 89.70% | 33.34% | +56.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 143.20% | 44.54% | +98.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 110.03% | 32.85% | +77.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 108.14% | 30.74% | +77.40% |
Dividends
BW vs. BWXT - Dividend Comparison
BW has not paid dividends to shareholders, while BWXT's dividend yield for the trailing twelve months is around 0.56%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BW Babcock & Wilcox Enterprises, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BWXT BWX Technologies, Inc. | 0.56% | 0.58% | 0.86% | 1.20% | 1.52% | 1.75% | 1.26% | 1.10% | 1.67% | 0.69% | 0.91% | 30.37% |
Financials
BW vs. BWXT - Financials Comparison
This section allows you to compare key financial metrics between Babcock & Wilcox Enterprises, Inc. and BWX Technologies, 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
BW vs. BWXT - Profitability Comparison
BW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Babcock & Wilcox Enterprises, Inc. reported a gross profit of 0.00 and revenue of 214.41M. Therefore, the gross margin over that period was 0.0%.
BWXT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BWX Technologies, Inc. reported a gross profit of 0.00 and revenue of 860.22M. Therefore, the gross margin over that period was 0.0%.
BW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Babcock & Wilcox Enterprises, Inc. reported an operating income of -79.62M and revenue of 214.41M, resulting in an operating margin of -37.1%.
BWXT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BWX Technologies, Inc. reported an operating income of 106.69M and revenue of 860.22M, resulting in an operating margin of 12.4%.
BW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Babcock & Wilcox Enterprises, Inc. reported a net income of -80.66M and revenue of 214.41M, resulting in a net margin of -37.6%.
BWXT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BWX Technologies, Inc. reported a net income of 91.19M and revenue of 860.22M, resulting in a net margin of 10.6%.
Frequently Asked Questions
BW and BWXT have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BW has higher volatility (34.66%) compared to BWXT (10.63%). In terms of maximum drawdown, BW dropped -99.89% vs BWXT's -47.88%.
BW currently has the higher Sharpe Ratio (14.19 vs 1.01), 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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