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BWA vs. TKR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BWA vs. TKR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BorgWarner Inc. (BWA) and The Timken Company (TKR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BWA achieves a 65.28% return, which is significantly higher than TKR's 57.80% return. Over the past 10 years, BWA has underperformed TKR with an annualized return of 11.26%, while TKR has yielded a comparatively higher 17.00% annualized return.


BWA

1D
4.25%
1M
30.80%
YTD
65.28%
6M
72.32%
1Y
131.55%
3Y*
22.45%
5Y*
10.72%
10Y*
11.26%

TKR

1D
4.24%
1M
21.40%
YTD
57.80%
6M
66.32%
1Y
94.19%
3Y*
21.04%
5Y*
10.26%
10Y*
17.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BWA vs. TKR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BWA
BorgWarner Inc.
65.28%43.88%-10.15%2.50%-9.18%18.39%-9.19%27.13%-30.97%31.24%
TKR
The Timken Company
57.80%20.02%-9.48%15.36%3.91%-9.03%40.35%54.69%-22.18%26.77%

Correlation

The correlation between BWA and TKR is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

Correlation (3Y)
Calculated over the trailing 3-year period

0.58

Correlation (5Y)
Calculated over the trailing 5-year period

0.64

Correlation (10Y)
Calculated over the trailing 10-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Aug 16, 1993

0.48

The correlation between BWA and TKR shifts across timeframes, from 0.48 (all time) to 0.64 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BWA:

$15.43B

TKR:

$9.26B

EPS

BWA:

$1.69

TKR:

$4.50

PE Ratio

BWA:

43.78

TKR:

29.29

PS Ratio

BWA:

1.11

TKR:

1.98

PB Ratio

BWA:

2.82

TKR:

2.89

Total Revenue (TTM)

BWA:

$14.33B

TKR:

$4.67B

Gross Profit (TTM)

BWA:

$2.71B

TKR:

$954.60M

EBITDA (TTM)

BWA:

$1.88B

TKR:

$705.00M

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Return for Risk

BWA vs. TKR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BWA
BWA Risk / Return Rank: 9494
Overall Rank
BWA Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
BWA Sortino Ratio Rank: 9797
Sortino Ratio Rank
BWA Omega Ratio Rank: 9696
Omega Ratio Rank
BWA Calmar Ratio Rank: 9292
Calmar Ratio Rank
BWA Martin Ratio Rank: 9292
Martin Ratio Rank

TKR
TKR Risk / Return Rank: 9393
Overall Rank
TKR Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
TKR Sortino Ratio Rank: 9393
Sortino Ratio Rank
TKR Omega Ratio Rank: 9191
Omega Ratio Rank
TKR Calmar Ratio Rank: 9595
Calmar Ratio Rank
TKR Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BWA vs. TKR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BorgWarner Inc. (BWA) and The Timken Company (TKR). 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.


BWATKRDifference

Sharpe ratio

Return per unit of total volatility

3.48

2.88

+0.59

Sortino ratio

Return per unit of downside risk

4.83

3.81

+1.03

Omega ratio

Gain probability vs. loss probability

1.61

1.46

+0.15

Calmar ratio

Return relative to maximum drawdown

5.36

7.13

-1.77

Martin ratio

Return relative to average drawdown

14.60

19.08

-4.47

BWA vs. TKR - Sharpe Ratio Comparison

The current BWA Sharpe Ratio is 3.48, which is comparable to the TKR Sharpe Ratio of 2.88. The chart below compares the historical Sharpe Ratios of BWA and TKR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BWATKRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.48

2.88

+0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.31

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.48

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.26

+0.08

Drawdowns

BWA vs. TKR - Drawdown Comparison

The maximum BWA drawdown since its inception was -72.15%, roughly equal to the maximum TKR drawdown of -72.45%. Use the drawdown chart below to compare losses from any high point for BWA and TKR.


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Drawdown Indicators


BWATKRDifference

Max Drawdown

Largest peak-to-trough decline

-72.15%

-72.45%

+0.30%

Max Drawdown (1Y)

Largest decline over 1 year

-23.80%

-13.40%

-10.40%

Max Drawdown (3Y)

Largest decline over 3 years

-45.88%

-37.61%

-8.27%

Max Drawdown (5Y)

Largest decline over 5 years

-45.88%

-40.62%

-5.26%

Max Drawdown (10Y)

Largest decline over 10 years

-64.59%

-58.26%

-6.33%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-22.04%

-22.03%

-0.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.74%

5.01%

+3.73%

Volatility

BWA vs. TKR - Volatility Comparison

The current volatility for BorgWarner Inc. (BWA) is 13.12%, while The Timken Company (TKR) has a volatility of 14.51%. This indicates that BWA experiences smaller price fluctuations and is considered to be less risky than TKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BWATKRDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.12%

14.51%

-1.39%

Volatility (6M)

Calculated over the trailing 6-month period

31.61%

25.00%

+6.61%

Volatility (1Y)

Calculated over the trailing 1-year period

38.12%

32.86%

+5.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.03%

32.81%

+1.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.82%

35.77%

-0.95%

Dividends

BWA vs. TKR - Dividend Comparison

BWA's dividend yield for the trailing twelve months is around 0.92%, less than TKR's 1.07% yield.


PositionTTM20252024202320222021202020192018201720162015
BWA
BorgWarner Inc.
0.92%1.24%1.38%1.45%1.69%1.51%1.76%1.57%1.96%1.15%1.34%1.20%
TKR
The Timken Company
1.07%1.65%1.89%1.62%1.74%1.72%1.46%1.99%2.97%2.18%2.62%3.60%

Financials

BWA vs. TKR - Financials Comparison

This section allows you to compare key financial metrics between BorgWarner Inc. and The Timken Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B1.50B2.00B2.50B3.00B3.50B4.00B4.50B20222023202420252026
3.53B
1.23B
(BWA) Total Revenue
(TKR) Total Revenue
Values in USD except per share items

BWA vs. TKR - Profitability Comparison

The chart below illustrates the profitability comparison between BorgWarner Inc. and The Timken Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%20222023202420252026
19.2%
0
Portfolio components
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%.

TKR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Timken Company reported a gross profit of 0.00 and revenue of 1.23B. 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%.

TKR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Timken Company reported an operating income of 168.60M and revenue of 1.23B, resulting in an operating margin of 13.7%.

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%.

TKR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Timken Company reported a net income of 105.90M and revenue of 1.23B, resulting in a net margin of 8.6%.


Frequently Asked Questions


BWA and TKR have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TKR has higher volatility (14.51%) compared to BWA (13.12%). In terms of maximum drawdown, BWA dropped -72.15% vs TKR's -72.45%.

BWA currently has the higher Sharpe Ratio (3.48 vs 2.88), 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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