BWEN vs. ORC

Last updated Aug 1, 2026

BWEN (Broadwind, Inc.) and ORC (Orchid Island Capital, Inc.) are both stocks. BWEN operates in Specialty Industrial Machinery (Industrials), while ORC operates in REIT - Mortgage (Real Estate). Over the past 10 years, BWEN returned -1.08%/yr vs -3.95%/yr for ORC. Their 0.17 correlation means their historical movements had little consistent relationship.

Performance

BWEN vs. ORC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Broadwind, Inc. (BWEN) and Orchid Island Capital, Inc. (ORC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BWEN achieves a 41.34% return, which is significantly higher than ORC's 0.27% return. Over the past 10 years, BWEN has outperformed ORC with an annualized return of -1.08%, while ORC has yielded a comparatively lower -3.95% annualized return.

BWEN

• 1D: 2.56%
• 1M: -12.66%
• 6M: 33.33%
• YTD: 41.34%
• 1Y: 58.73%
• 3Y*: 1.72%
• 5Y*: 1.03%
• 10Y*: -1.08%
• ALL TIME*: -4.97%

ORC

• 1D: -0.61%
• 1M: -4.78%
• 6M: -8.79%
• YTD: 0.27%
• 1Y: 11.71%
• 3Y*: 2.85%
• 5Y*: -7.37%
• 10Y*: -3.95%
• ALL TIME*: -1.11%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BWEN Broadwind, Inc.	$2.77M	$2.32M	$4.08M
ORC Orchid Island Capital, Inc.	$38.62M	$34.53M	$33.96M

BWEN vs. ORC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BWEN Broadwind, Inc.	41.34%	50.53%	-32.13%	54.75%	-4.79%	-76.29%	377.71%	27.69%	-52.21%	-32.76%
ORC Orchid Island Capital, Inc.	0.27%	12.66%	9.87%	-3.10%	-41.63%	0.07%	4.75%	6.68%	-20.38%	1.07%

Correlation

The correlation between BWEN and ORC is 0.06, 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.	0.06
Correlation (3Y) Balances recent behavior with more history.	0.22
Correlation (5Y) Shows whether the relationship held over a longer period.	0.22
Correlation (10Y) Provides a long-term view across more market conditions.	0.20
Correlation (All Time) Calculated using the full available price history since Feb 14, 2013	0.17

The correlation between BWEN and ORC shifts across timeframes, from 0.06 (1 year) to 0.22 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap BWEN : $93.62M ORC : $1.13B
EPS BWEN : $0.22 ORC : $1.45
PE Ratio BWEN : 18.20 ORC : 4.47
PEG Ratio BWEN : 0.07 ORC : 0.02
PS Ratio BWEN : 0.60 ORC : 3.06
PB Ratio BWEN : 1.41 ORC : 0.90
Total Revenue (TTM) BWEN : $155.27M ORC : $367.58M
Gross Profit (TTM) BWEN : $16.34M ORC : $269.42M
EBITDA (TTM) BWEN : $13.47M ORC : $431.53M

Return for Risk

BWEN vs. ORC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BWEN

BWEN Risk / Return Rank: 69
BWEN Sharpe Ratio Rank: 58
BWEN Sortino Ratio Rank: 77
BWEN Omega Ratio Rank: 78
BWEN Calmar Ratio Rank: 67
BWEN Martin Ratio Rank: 65

ORC

ORC Risk / Return Rank: 61
ORC Sharpe Ratio Rank: 65
ORC Sortino Ratio Rank: 57
ORC Omega Ratio Rank: 57
ORC Calmar Ratio Rank: 63
ORC Martin Ratio Rank: 61

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BWEN vs. ORC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Broadwind, Inc. (BWEN) and Orchid Island Capital, Inc. (ORC). 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.

	BWEN	ORC	Difference
Sharpe ratio: Return per unit of total volatility	0.36	0.60	-0.24
Sortino ratio: Return per unit of downside risk	1.88	0.94	+0.94
Omega ratio: Gain probability vs. loss probability	1.25	1.12	+0.13
Calmar ratio: Return relative to maximum drawdown	1.08	0.78	+0.30
Martin ratio: Return relative to average drawdown	2.09	1.56	+0.53

BWEN vs. ORC - Sharpe Ratio Comparison

The current BWEN Sharpe Ratio is 0.36, which is lower than the ORC Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of BWEN and ORC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BWEN vs. ORC - Drawdown Comparison

The maximum BWEN drawdown since its inception was -99.58%, which is greater than ORC's maximum drawdown of -75.77%. Use the drawdown chart below to compare losses from any high point for BWEN and ORC.

Drawdown Indicators

	BWEN	ORC	Difference
Max Drawdown Largest peak-to-trough decline	-99.58%	-75.77%	-23.81%
Max Drawdown (1Y) Largest decline over 1 year	-50.75%	-16.58%	-34.17%
Max Drawdown (3Y) Largest decline over 3 years	-69.28%	-38.67%	-30.61%
Max Drawdown (5Y) Largest decline over 5 years	-76.18%	-64.33%	-11.85%
Max Drawdown (10Y) Largest decline over 10 years	-87.79%	-75.77%	-12.02%
Current Drawdown Current decline from peak	-98.60%	-45.94%	-52.66%
Average Drawdown Average peak-to-trough decline	-81.27%	-28.99%	-52.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	26.12%	8.22%	+17.90%

Volatility

BWEN vs. ORC - Volatility Comparison

Broadwind, Inc. (BWEN) has a higher volatility of 37.53% compared to Orchid Island Capital, Inc. (ORC) at 5.39%. This indicates that BWEN's price experiences larger fluctuations and is considered to be riskier than ORC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BWEN	ORC	Difference
Volatility (1M) Calculated over the trailing 1-month period	37.53%	5.39%	+32.14%
Volatility (6M) Calculated over the trailing 6-month period	114.49%	17.47%	+97.02%
Volatility (1Y) Calculated over the trailing 1-year period	153.69%	21.59%	+132.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	107.25%	29.68%	+77.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	93.24%	37.73%	+55.51%

Dividends

BWEN vs. ORC - Dividend Comparison

BWEN has not paid dividends to shareholders, while ORC's dividend yield for the trailing twelve months is around 20.96%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BWEN Broadwind, 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%
ORC Orchid Island Capital, Inc.	20.96%	20.00%	18.51%	21.35%	29.67%	17.33%	15.13%	16.41%	16.74%	18.10%	15.51%	19.34%

Financials

Frequently Asked Questions

Can I hold both BWEN and ORC in my portfolio?

BWEN and ORC have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BWEN or ORC?

BWEN has higher volatility (37.53%) compared to ORC (5.39%). In terms of maximum drawdown, BWEN dropped -99.58% vs ORC's -75.77%.

Which has better risk-adjusted returns?

ORC currently has the higher Sharpe Ratio (0.60 vs 0.36), 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.