BWXT vs. CDRE
BWXT (BWX Technologies, Inc.) and CDRE (Cadre Holdings, Inc.) are both stocks. Both operate in the Aerospace & Defense industry within the Industrials sector. Over the past 3 years, BWXT returned 36.26%/yr vs 10.99%/yr for CDRE. At a 0.37 correlation, their price movements are largely independent.
Performance
BWXT vs. CDRE - Performance Comparison
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Returns By Period
In the year-to-date period, BWXT achieves a 0.79% return, which is significantly higher than CDRE's -25.67% return.
BWXT
- 1D
- -1.79%
- 1M
- -11.78%
- 6M
- -18.31%
- YTD
- 0.79%
- 1Y
- 24.93%
- 3Y*
- 36.26%
- 5Y*
- 26.33%
- 10Y*
- 18.42%
CDRE
- 1D
- 4.65%
- 1M
- 4.97%
- 6M
- -30.34%
- YTD
- -25.67%
- 1Y
- -5.30%
- 3Y*
- 10.99%
- 5Y*
- —
- 10Y*
- —
BWXT vs. CDRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 0.79% | 56.37% | 46.53% | 33.87% | 23.30% | -12.35% |
CDRE Cadre Holdings, Inc. | -25.67% | 27.80% | -0.79% | 65.53% | -19.74% | 70.14% |
Correlation
The correlation between BWXT and CDRE is 0.50, 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 | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2021 | 0.37 |
The correlation between BWXT and CDRE shifts across timeframes, from 0.37 (all time) to 0.50 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BWXT:
$15.92B
CDRE:
$1.29B
BWXT:
$3.75
CDRE:
$0.87
BWXT:
46.30
CDRE:
34.83
BWXT:
12.24
CDRE:
0.29
BWXT:
4.73
CDRE:
2.02
BWXT:
12.47
CDRE:
3.89
BWXT:
$3.38B
CDRE:
$635.63M
BWXT:
$566.27M
CDRE:
$258.01M
BWXT:
$534.48M
CDRE:
$82.14M
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Return for Risk
BWXT vs. CDRE — Risk / Return Rank
BWXT
CDRE
BWXT vs. CDRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BWX Technologies, Inc. (BWXT) and Cadre Holdings, Inc. (CDRE). 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.
| BWXT | CDRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.02 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | -0.13 | +1.06 |
| Martin ratioReturn relative to average drawdown | 2.13 | -0.25 | +2.39 |
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Drawdowns
BWXT vs. CDRE - Drawdown Comparison
The maximum BWXT drawdown since its inception was -47.88%, which is greater than CDRE's maximum drawdown of -40.57%. Use the drawdown chart below to compare losses from any high point for BWXT and CDRE.
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Drawdown Indicators
| BWXT | CDRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.88% | -40.57% | -7.31% |
Max Drawdown (1Y)Largest decline over 1 year | -27.03% | -40.57% | +13.54% |
Max Drawdown (3Y)Largest decline over 3 years | -32.87% | -40.57% | +7.70% |
Max Drawdown (5Y)Largest decline over 5 years | -32.87% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -47.74% | — | — |
Current DrawdownCurrent decline from peak | -27.03% | -34.27% | +7.24% |
Average DrawdownAverage peak-to-trough decline | -13.20% | -15.02% | +1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.71% | 20.96% | -9.25% |
Volatility
BWXT vs. CDRE - Volatility Comparison
BWX Technologies, Inc. (BWXT) and Cadre Holdings, Inc. (CDRE) have volatilities of 11.95% and 11.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWXT | CDRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.95% | 11.45% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 34.30% | 38.28% | -3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.22% | 47.87% | -1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.36% | 45.81% | -12.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.01% | 45.81% | -14.80% |
Dividends
BWXT vs. CDRE - Dividend Comparison
BWXT's dividend yield for the trailing twelve months is around 0.60%, less than CDRE's 1.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 0.60% | 0.58% | 0.86% | 1.20% | 1.52% | 1.75% | 1.26% | 1.10% | 1.67% | 0.69% | 0.91% | 30.37% |
CDRE Cadre Holdings, Inc. | 1.29% | 0.93% | 1.08% | 0.97% | 1.59% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BWXT vs. CDRE - Financials Comparison
This section allows you to compare key financial metrics between BWX Technologies, Inc. and Cadre Holdings, 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
BWXT vs. CDRE - Profitability Comparison
BWXT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
CDRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Cadre Holdings, Inc. reported a gross profit of 60.17M and revenue of 155.43M. Therefore, the gross margin over that period was 38.7%.
BWXT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, BWX Technologies, Inc. reported an operating income of 106.69M and revenue of 860.22M, resulting in an operating margin of 12.4%.
CDRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Cadre Holdings, Inc. reported an operating income of 7.49M and revenue of 155.43M, resulting in an operating margin of 4.8%.
BWXT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, BWX Technologies, Inc. reported a net income of 91.19M and revenue of 860.22M, resulting in a net margin of 10.6%.
CDRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Cadre Holdings, Inc. reported a net income of 1.98M and revenue of 155.43M, resulting in a net margin of 1.3%.
Frequently Asked Questions
BWXT and CDRE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWXT has higher volatility (11.95%) compared to CDRE (11.45%). In terms of maximum drawdown, BWXT dropped -47.88% vs CDRE's -40.57%.
BWXT currently has the higher Sharpe Ratio (0.54 vs -0.11), 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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