BWA vs. ESP
Compare and contrast key facts about BorgWarner Inc. (BWA) and Espey Mfg. & Electronics Corp. (ESP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BWA or ESP.
Key characteristics
| BWA | ESP | |
|---|---|---|
| YTD Return | -5.80% | 22.56% |
| 1Y Return | -19.84% | 6.63% |
| 3Y Return (Ann) | -7.78% | 14.06% |
| 5Y Return (Ann) | -0.49% | 0.61% |
| 10Y Return (Ann) | -3.27% | 1.93% |
| Sharpe Ratio | -0.65 | 0.16 |
| Daily Std Dev | 32.58% | 38.74% |
| Max Drawdown | -72.15% | -66.82% |
| Current Drawdown | -34.46% | -15.73% |
Fundamentals
| BWA | ESP | |
|---|---|---|
| Market Cap | $7.58B | $54.27M |
| EPS | $2.70 | $1.87 |
| PE Ratio | 12.15 | 11.66 |
| PEG Ratio | 1.00 | 0.00 |
| Revenue (TTM) | $14.20B | $37.02M |
| Gross Profit (TTM) | $3.10B | $8.05M |
| EBITDA (TTM) | $1.83B | $5.73M |
Correlation
The correlation between BWA and ESP is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BWA vs. ESP - Performance Comparison
In the year-to-date period, BWA achieves a -5.80% return, which is significantly lower than ESP's 22.56% return. Over the past 10 years, BWA has underperformed ESP with an annualized return of -3.27%, while ESP has yielded a comparatively higher 1.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BWA vs. ESP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BorgWarner Inc. (BWA) and Espey Mfg. & Electronics Corp. (ESP). 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.
Dividends
BWA vs. ESP - Dividend Comparison
BWA's dividend yield for the trailing twelve months is around 1.42%, less than ESP's 2.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWA BorgWarner Inc. | 1.42% | 1.45% | 1.69% | 1.51% | 1.76% | 1.57% | 1.96% | 1.15% | 1.34% | 1.20% | 0.93% | 0.45% |
ESP Espey Mfg. & Electronics Corp. | 2.53% | 2.67% | 0.00% | 0.00% | 5.29% | 4.63% | 7.96% | 4.04% | 3.72% | 3.76% | 4.07% | 6.13% |
Drawdowns
BWA vs. ESP - Drawdown Comparison
The maximum BWA drawdown since its inception was -72.15%, which is greater than ESP's maximum drawdown of -66.82%. Use the drawdown chart below to compare losses from any high point for BWA and ESP. For additional features, visit the drawdowns tool.
Volatility
BWA vs. ESP - Volatility Comparison
The current volatility for BorgWarner Inc. (BWA) is 7.18%, while Espey Mfg. & Electronics Corp. (ESP) has a volatility of 7.78%. This indicates that BWA experiences smaller price fluctuations and is considered to be less risky than ESP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BWA vs. ESP - Financials Comparison
This section allows you to compare key financial metrics between BorgWarner Inc. and Espey Mfg. & Electronics Corp.. 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