BWXT vs. MSFT
BWXT (BWX Technologies, Inc.) and MSFT (Microsoft Corporation) are both stocks. BWXT operates in Aerospace & Defense (Industrials), while MSFT operates in Software - Infrastructure (Technology). Over the past 10 years, BWXT returned 19.48%/yr vs 24.64%/yr for MSFT. At a 0.32 correlation, their price movements are largely independent.
Performance
BWXT vs. MSFT - Performance Comparison
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Returns By Period
In the year-to-date period, BWXT achieves a 8.75% return, which is significantly higher than MSFT's -14.48% return. Over the past 10 years, BWXT has underperformed MSFT with an annualized return of 19.48%, while MSFT has yielded a comparatively higher 24.64% annualized return.
BWXT
- 1D
- 0.81%
- 1M
- -8.58%
- YTD
- 8.75%
- 6M
- 5.16%
- 1Y
- 45.32%
- 3Y*
- 43.65%
- 5Y*
- 25.34%
- 10Y*
- 19.48%
MSFT
- 1D
- -1.18%
- 1M
- -0.60%
- YTD
- -14.48%
- 6M
- -15.77%
- 1Y
- -11.77%
- 3Y*
- 8.85%
- 5Y*
- 11.09%
- 10Y*
- 24.64%
BWXT vs. MSFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 8.75% | 56.37% | 46.53% | 33.87% | 23.30% | -19.40% | -1.54% | 64.48% | -36.10% | 53.59% |
MSFT Microsoft Corporation | -14.48% | 15.58% | 12.93% | 58.19% | -28.02% | 52.48% | 42.53% | 57.56% | 20.80% | 40.73% |
Correlation
The correlation between BWXT and MSFT is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2010 | 0.32 |
Fundamentals
BWXT:
$17.23B
MSFT:
$3.07T
BWXT:
$3.75
MSFT:
$16.79
BWXT:
49.94
MSFT:
24.52
BWXT:
13.20
MSFT:
1.72
BWXT:
5.10
MSFT:
9.65
BWXT:
13.46
MSFT:
7.40
BWXT:
$3.38B
MSFT:
$318.27B
BWXT:
$566.27M
MSFT:
$217.41B
BWXT:
$534.48M
MSFT:
$200.96B
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Return for Risk
BWXT vs. MSFT — Risk / Return Rank
BWXT
MSFT
BWXT vs. MSFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BWX Technologies, Inc. (BWXT) and Microsoft Corporation (MSFT). 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.
| BWXT | MSFT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.49 | ||
| Sortino ratioReturn per unit of downside risk | +2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 0.94 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | -0.35 | +2.38 |
| Martin ratioReturn relative to average drawdown | 4.59 | -0.73 | +5.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BWXT | MSFT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | -0.47 | +1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.42 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.91 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.74 | -0.14 |
Drawdowns
BWXT vs. MSFT - Drawdown Comparison
The maximum BWXT drawdown since its inception was -47.88%, smaller than the maximum MSFT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for BWXT and MSFT.
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Drawdown Indicators
| BWXT | MSFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.88% | -69.38% | +21.50% |
Max Drawdown (1Y)Largest decline over 1 year | -22.42% | -33.91% | +11.49% |
Max Drawdown (3Y)Largest decline over 3 years | -32.87% | -33.91% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -32.92% | -37.15% | +4.23% |
Max Drawdown (10Y)Largest decline over 10 years | -47.74% | -37.15% | -10.59% |
Current DrawdownCurrent decline from peak | -21.27% | -23.56% | +2.29% |
Average DrawdownAverage peak-to-trough decline | -13.17% | -21.78% | +8.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.89% | 16.13% | -6.24% |
Volatility
BWXT vs. MSFT - Volatility Comparison
The current volatility for BWX Technologies, Inc. (BWXT) is 9.26%, while Microsoft Corporation (MSFT) has a volatility of 10.25%. This indicates that BWXT experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWXT | MSFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.26% | 10.25% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 33.52% | 22.36% | +11.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.79% | 25.31% | +19.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.91% | 26.64% | +6.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.77% | 27.06% | +3.71% |
Dividends
BWXT vs. MSFT - Dividend Comparison
BWXT's dividend yield for the trailing twelve months is around 0.55%, less than MSFT's 0.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 0.55% | 0.58% | 0.86% | 1.20% | 1.52% | 1.75% | 1.26% | 1.10% | 1.67% | 0.69% | 0.91% | 30.37% |
MSFT Microsoft Corporation | 0.86% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
Financials
BWXT vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between BWX Technologies, Inc. and Microsoft Corporation. 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. MSFT - Profitability Comparison
BWXT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a gross profit of 56.06B and revenue of 82.89B. Therefore, the gross margin over that period was 67.6%.
BWXT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BWX Technologies, Inc. reported an operating income of 106.69M and revenue of 860.22M, resulting in an operating margin of 12.4%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported an operating income of 38.40B and revenue of 82.89B, resulting in an operating margin of 46.3%.
BWXT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BWX Technologies, Inc. reported a net income of 91.19M and revenue of 860.22M, resulting in a net margin of 10.6%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a net income of 31.78B and revenue of 82.89B, resulting in a net margin of 38.3%.
Frequently Asked Questions
BWXT and MSFT have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSFT has higher volatility (10.25%) compared to BWXT (9.26%). In terms of maximum drawdown, BWXT dropped -47.88% vs MSFT's -69.38%.
BWXT currently has the higher Sharpe Ratio (1.02 vs -0.47), 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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