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BWXT vs. SJM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BWXT and SJM is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

BWXT vs. SJM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BWX Technologies, Inc. (BWXT) and The J. M. Smucker Company (SJM). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%800.00%JulyAugustSeptemberOctoberNovemberDecember
692.92%
173.19%
BWXT
SJM

Key characteristics

Sharpe Ratio

BWXT:

1.71

SJM:

-0.30

Sortino Ratio

BWXT:

2.33

SJM:

-0.29

Omega Ratio

BWXT:

1.35

SJM:

0.97

Calmar Ratio

BWXT:

2.88

SJM:

-0.22

Martin Ratio

BWXT:

6.59

SJM:

-0.63

Ulcer Index

BWXT:

7.61%

SJM:

10.76%

Daily Std Dev

BWXT:

29.30%

SJM:

22.79%

Max Drawdown

BWXT:

-47.88%

SJM:

-45.66%

Current Drawdown

BWXT:

-15.01%

SJM:

-27.73%

Fundamentals

Market Cap

BWXT:

$11.14B

SJM:

$12.19B

EPS

BWXT:

$3.02

SJM:

$4.95

PE Ratio

BWXT:

40.35

SJM:

23.14

PEG Ratio

BWXT:

2.31

SJM:

1.68

Total Revenue (TTM)

BWXT:

$2.68B

SJM:

$8.83B

Gross Profit (TTM)

BWXT:

$669.49M

SJM:

$3.32B

EBITDA (TTM)

BWXT:

$469.64M

SJM:

$1.62B

Returns By Period

In the year-to-date period, BWXT achieves a 49.01% return, which is significantly higher than SJM's -9.80% return. Over the past 10 years, BWXT has outperformed SJM with an annualized return of 19.38%, while SJM has yielded a comparatively lower 3.53% annualized return.


BWXT

YTD

49.01%

1M

-12.70%

6M

22.32%

1Y

49.07%

5Y*

13.75%

10Y*

19.38%

SJM

YTD

-9.80%

1M

-3.51%

6M

3.02%

1Y

-8.63%

5Y*

4.46%

10Y*

3.53%

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Risk-Adjusted Performance

BWXT vs. SJM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BWX Technologies, Inc. (BWXT) and The J. M. Smucker Company (SJM). 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.


Sharpe ratio
The chart of Sharpe ratio for BWXT, currently valued at 1.71, compared to the broader market-4.00-2.000.002.001.71-0.30
The chart of Sortino ratio for BWXT, currently valued at 2.33, compared to the broader market-4.00-2.000.002.004.002.33-0.29
The chart of Omega ratio for BWXT, currently valued at 1.35, compared to the broader market0.501.001.502.001.350.97
The chart of Calmar ratio for BWXT, currently valued at 2.88, compared to the broader market0.002.004.006.002.88-0.22
The chart of Martin ratio for BWXT, currently valued at 6.59, compared to the broader market-5.000.005.0010.0015.0020.0025.006.59-0.63
BWXT
SJM

The current BWXT Sharpe Ratio is 1.71, which is higher than the SJM Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of BWXT and SJM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
1.71
-0.30
BWXT
SJM

Dividends

BWXT vs. SJM - Dividend Comparison

BWXT's dividend yield for the trailing twelve months is around 0.85%, less than SJM's 3.89% yield.


TTM20232022202120202019201820172016201520142013
BWXT
BWX Technologies, Inc.
0.85%1.20%1.52%1.75%1.26%1.10%1.67%0.69%0.91%0.83%1.32%0.99%
SJM
The J. M. Smucker Company
3.89%3.29%2.54%2.78%3.08%3.32%3.49%2.46%2.22%2.12%2.42%2.12%

Drawdowns

BWXT vs. SJM - Drawdown Comparison

The maximum BWXT drawdown since its inception was -47.88%, roughly equal to the maximum SJM drawdown of -45.66%. Use the drawdown chart below to compare losses from any high point for BWXT and SJM. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-15.01%
-27.73%
BWXT
SJM

Volatility

BWXT vs. SJM - Volatility Comparison

The current volatility for BWX Technologies, Inc. (BWXT) is 7.43%, while The J. M. Smucker Company (SJM) has a volatility of 8.91%. This indicates that BWXT experiences smaller price fluctuations and is considered to be less risky than SJM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.43%
8.91%
BWXT
SJM

Financials

BWXT vs. SJM - Financials Comparison

This section allows you to compare key financial metrics between BWX Technologies, Inc. and The J. M. Smucker 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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