BWA vs. ATR
BWA (BorgWarner Inc.) and ATR (AptarGroup, Inc.) are both stocks. Both are in the Consumer Cyclical sector — BWA in Auto Parts, ATR in Packaging & Containers. Over the past 10 years, BWA returned 12.10%/yr vs 5.97%/yr for ATR. At a 0.39 correlation, their price movements are largely independent.
Performance
BWA vs. ATR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BWA achieves a 61.40% return, which is significantly higher than ATR's -0.84% return. Over the past 10 years, BWA has outperformed ATR with an annualized return of 12.10%, while ATR has yielded a comparatively lower 5.97% annualized return.
BWA
- 1D
- 0.70%
- 1M
- 10.17%
- YTD
- 61.40%
- 6M
- 60.08%
- 1Y
- 123.49%
- 3Y*
- 23.63%
- 5Y*
- 12.74%
- 10Y*
- 12.10%
ATR
- 1D
- -0.27%
- 1M
- 3.24%
- YTD
- -0.84%
- 6M
- -1.47%
- 1Y
- -19.01%
- 3Y*
- 3.40%
- 5Y*
- -1.79%
- 10Y*
- 5.97%
BWA vs. ATR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWA BorgWarner Inc. | 61.40% | 43.88% | -10.15% | 2.50% | -9.18% | 18.39% | -9.19% | 27.13% | -30.97% | 31.24% |
ATR AptarGroup, Inc. | -0.84% | -21.40% | 28.60% | 13.89% | -8.93% | -9.54% | 19.87% | 24.47% | 10.55% | 19.32% |
Correlation
The correlation between BWA and ATR is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Aug 13, 1993 | 0.39 |
The correlation between BWA and ATR shifts across timeframes, from 0.24 (1 year) to 0.42 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BWA:
$15.07B
ATR:
$7.78B
BWA:
$1.69
ATR:
$5.84
BWA:
42.75
ATR:
20.56
BWA:
1.08
ATR:
2.05
BWA:
2.75
ATR:
291.45
BWA:
$14.33B
ATR:
$3.87B
BWA:
$2.71B
ATR:
$780.96M
BWA:
$1.88B
ATR:
$800.93M
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
BWA vs. ATR — Risk / Return Rank
BWA
ATR
BWA vs. ATR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BorgWarner Inc. (BWA) and AptarGroup, Inc. (ATR). 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.
| BWA | ATR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.91 | ||
| Sortino ratioReturn per unit of downside risk | +5.27 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 0.88 | +0.67 |
| Calmar ratioReturn relative to maximum drawdown | 5.22 | -0.64 | +5.85 |
| Martin ratioReturn relative to average drawdown | 14.08 | -0.94 | +15.02 |
Loading charts...
Drawdowns
BWA vs. ATR - Drawdown Comparison
The maximum BWA drawdown since its inception was -72.15%, which is greater than ATR's maximum drawdown of -44.39%. Use the drawdown chart below to compare losses from any high point for BWA and ATR.
Loading charts...
Drawdown Indicators
| BWA | ATR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.15% | -44.39% | -27.76% |
Max Drawdown (1Y)Largest decline over 1 year | -23.80% | -30.02% | +6.22% |
Max Drawdown (3Y)Largest decline over 3 years | -45.88% | -35.16% | -10.72% |
Max Drawdown (5Y)Largest decline over 5 years | -45.88% | -35.16% | -10.72% |
Max Drawdown (10Y)Largest decline over 10 years | -64.59% | -39.78% | -24.81% |
Current DrawdownCurrent decline from peak | -6.09% | -30.49% | +24.40% |
Average DrawdownAverage peak-to-trough decline | -22.01% | -10.06% | -11.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.80% | 20.27% | -11.47% |
Volatility
BWA vs. ATR - Volatility Comparison
BorgWarner Inc. (BWA) has a higher volatility of 13.49% compared to AptarGroup, Inc. (ATR) at 6.02%. This indicates that BWA's price experiences larger fluctuations and is considered to be riskier than ATR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BWA | ATR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.49% | 6.02% | +7.47% |
Volatility (6M)Calculated over the trailing 6-month period | 33.02% | 18.96% | +14.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.38% | 25.63% | +13.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.25% | 22.55% | +11.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.92% | 22.12% | +12.80% |
Dividends
BWA vs. ATR - Dividend Comparison
BWA's dividend yield for the trailing twelve months is around 0.94%, less than ATR's 1.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATR AptarGroup, Inc. | 1.58% | 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. | 0.94% | 1.24% | 1.38% | 1.45% | 1.69% | 1.51% | 1.76% | 1.57% | 1.96% | 1.15% | 1.34% | 1.20% |
Financials
BWA vs. ATR - Financials Comparison
This section allows you to compare key financial metrics between BorgWarner Inc. and AptarGroup, 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
BWA vs. ATR - Profitability Comparison
BWA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AptarGroup, Inc. reported a gross profit of 0.00 and revenue of 982.87M. Therefore, the gross margin over that period was 0.0%.
BWA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BorgWarner Inc. reported an operating income of 336.00M and revenue of 3.53B, resulting in an operating margin of 9.5%.
ATR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AptarGroup, Inc. reported an operating income of 107.50M and revenue of 982.87M, resulting in an operating margin of 10.9%.
BWA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BorgWarner Inc. reported a net income of 242.00M and revenue of 3.53B, resulting in a net margin of 6.9%.
ATR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AptarGroup, Inc. reported a net income of 72.67M and revenue of 982.87M, resulting in a net margin of 7.4%.
Frequently Asked Questions
BWA and ATR have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWA has higher volatility (13.49%) compared to ATR (6.02%). In terms of maximum drawdown, BWA dropped -72.15% vs ATR's -44.39%.
BWA currently has the higher Sharpe Ratio (3.16 vs -0.75), 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 BWA and ATR
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