BWXT vs. PEP
BWXT (BWX Technologies, Inc.) and PEP (PepsiCo, Inc.) are both stocks. BWXT operates in Aerospace & Defense (Industrials), while PEP operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, BWXT returned 20.03%/yr vs 6.62%/yr for PEP. At a 0.21 correlation, their price movements are largely independent.
Performance
BWXT vs. PEP - Performance Comparison
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Returns By Period
In the year-to-date period, BWXT achieves a 12.23% return, which is significantly higher than PEP's 2.49% return. Over the past 10 years, BWXT has outperformed PEP with an annualized return of 20.03%, while PEP has yielded a comparatively lower 6.62% annualized return.
BWXT
- 1D
- -0.63%
- 1M
- -6.34%
- YTD
- 12.23%
- 6M
- 10.82%
- 1Y
- 41.19%
- 3Y*
- 43.24%
- 5Y*
- 26.18%
- 10Y*
- 20.03%
PEP
- 1D
- 0.38%
- 1M
- -2.33%
- YTD
- 2.49%
- 6M
- -2.36%
- 1Y
- 13.36%
- 3Y*
- -4.09%
- 5Y*
- 2.73%
- 10Y*
- 6.62%
BWXT vs. PEP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 12.23% | 56.37% | 46.53% | 33.87% | 23.30% | -19.40% | -1.54% | 64.48% | -36.10% | 53.59% |
PEP PepsiCo, Inc. | 2.49% | -1.85% | -7.60% | -3.29% | 6.78% | 20.56% | 11.67% | 27.38% | -4.81% | 17.82% |
Correlation
The correlation between BWXT and PEP is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2010 | 0.21 |
The correlation between BWXT and PEP shifts across timeframes, from -0.16 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BWXT:
$17.78B
PEP:
$197.79B
BWXT:
$3.75
PEP:
$6.37
BWXT:
51.53
PEP:
22.64
BWXT:
13.62
PEP:
7.83
BWXT:
5.26
PEP:
2.07
BWXT:
13.89
PEP:
9.25
BWXT:
$3.38B
PEP:
$95.45B
BWXT:
$566.27M
PEP:
$51.60B
BWXT:
$534.48M
PEP:
$15.08B
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Return for Risk
BWXT vs. PEP — Risk / Return Rank
BWXT
PEP
BWXT vs. PEP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BWX Technologies, Inc. (BWXT) and PepsiCo, Inc. (PEP). 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 | PEP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.12 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 0.83 | +0.96 |
| Martin ratioReturn relative to average drawdown | 4.04 | 2.11 | +1.94 |
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Drawdowns
BWXT vs. PEP - Drawdown Comparison
The maximum BWXT drawdown since its inception was -47.88%, smaller than the maximum PEP drawdown of -73.92%. Use the drawdown chart below to compare losses from any high point for BWXT and PEP.
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Drawdown Indicators
| BWXT | PEP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.88% | -73.92% | +26.04% |
Max Drawdown (1Y)Largest decline over 1 year | -23.14% | -16.25% | -6.89% |
Max Drawdown (3Y)Largest decline over 3 years | -32.87% | -29.17% | -3.70% |
Max Drawdown (5Y)Largest decline over 5 years | -32.92% | -30.32% | -2.60% |
Max Drawdown (10Y)Largest decline over 10 years | -47.74% | -30.32% | -17.42% |
Current DrawdownCurrent decline from peak | -18.75% | -17.75% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -13.17% | -13.65% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.22% | 6.37% | +3.85% |
Volatility
BWXT vs. PEP - Volatility Comparison
BWX Technologies, Inc. (BWXT) has a higher volatility of 11.22% compared to PepsiCo, Inc. (PEP) at 5.39%. This indicates that BWXT's price experiences larger fluctuations and is considered to be riskier than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWXT | PEP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.22% | 5.39% | +5.83% |
Volatility (6M)Calculated over the trailing 6-month period | 34.21% | 14.62% | +19.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.12% | 21.71% | +23.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.05% | 18.39% | +14.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.83% | 19.67% | +11.16% |
Dividends
BWXT vs. PEP - Dividend Comparison
BWXT's dividend yield for the trailing twelve months is around 0.54%, less than PEP's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 0.54% | 0.58% | 0.86% | 1.20% | 1.52% | 1.75% | 1.26% | 1.10% | 1.67% | 0.69% | 0.91% | 30.37% |
PEP PepsiCo, Inc. | 3.98% | 3.92% | 3.51% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% |
Financials
BWXT vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between BWX Technologies, Inc. and PepsiCo, 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. PEP - 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%.
PEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PepsiCo, Inc. reported a gross profit of 10.73B and revenue of 19.44B. Therefore, the gross margin over that period was 55.2%.
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%.
PEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PepsiCo, Inc. reported an operating income of 3.21B and revenue of 19.44B, resulting in an operating margin of 16.5%.
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%.
PEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PepsiCo, Inc. reported a net income of 2.34B and revenue of 19.44B, resulting in a net margin of 12.0%.
Frequently Asked Questions
BWXT and PEP have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWXT has higher volatility (11.22%) compared to PEP (5.39%). In terms of maximum drawdown, BWXT dropped -47.88% vs PEP's -73.92%.
BWXT currently has the higher Sharpe Ratio (0.92 vs 0.62), 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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