BWXT vs. SMR
BWXT (BWX Technologies, Inc.) and SMR (NuScale Power Corporation) are both stocks. Both are in the Industrials sector — BWXT in Aerospace & Defense, SMR in Specialty Industrial Machinery. Over the past 5 years, BWXT returned 25.48%/yr vs -3.46%/yr for SMR. Their 0.34 correlation means their historical movements had little consistent relationship.
Performance
BWXT vs. SMR - Performance Comparison
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Returns By Period
In the year-to-date period, BWXT achieves a -2.13% return, which is significantly higher than SMR's -40.58% return.
BWXT
- 1D
- 1.88%
- 1M
- -11.70%
- 6M
- -17.66%
- YTD
- -2.13%
- 1Y
- 13.47%
- 3Y*
- 35.65%
- 5Y*
- 25.48%
- 10Y*
- 17.77%
- ALL TIME*
- 16.81%
SMR
- 1D
- -2.09%
- 1M
- -13.73%
- 6M
- -51.83%
- YTD
- -40.58%
- 1Y
- -81.05%
- 3Y*
- 3.93%
- 5Y*
- -3.46%
- 10Y*
- —
- ALL TIME*
- -3.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $144.95M | $152.77M | $192.56M | |
| $284.93M | $251.84M | $349.52M |
BWXT vs. SMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | -2.13% | 56.37% | 46.53% | 33.87% | 23.30% | -19.40% | 0.23% |
SMR NuScale Power Corporation | -40.58% | -20.97% | 444.98% | -67.93% | 2.29% | -0.89% | 1.20% |
Correlation
The correlation between BWXT and SMR is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.51 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.36 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2020 | 0.34 |
The correlation between BWXT and SMR shifts across timeframes, from 0.34 (all time) to 0.51 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BWXT:
$15.46B
SMR:
$2.51B
BWXT:
$3.75
SMR:
-$1.83
BWXT:
4.59
SMR:
97.84
BWXT:
12.11
SMR:
2.31
BWXT:
$3.38B
SMR:
$18.10M
BWXT:
$566.27M
SMR:
$4.45M
BWXT:
$534.48M
SMR:
-$696.20M
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Return for Risk
BWXT vs. SMR — Risk / Return Rank
BWXT
SMR
BWXT vs. SMR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BWX Technologies, Inc. (BWXT) and NuScale Power Corporation (SMR). 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 | SMR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +2.48 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.82 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | -0.97 | +1.32 |
| Martin ratioReturn relative to average drawdown | 0.89 | -1.30 | +2.19 |
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Drawdowns
BWXT vs. SMR - Drawdown Comparison
The maximum BWXT drawdown since its inception was -47.88%, smaller than the maximum SMR drawdown of -87.47%. Use the drawdown chart below to compare losses from any high point for BWXT and SMR.
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Drawdown Indicators
| BWXT | SMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.88% | -87.47% | +39.59% |
Max Drawdown (1Y)Largest decline over 1 year | -33.88% | -85.79% | +51.91% |
Max Drawdown (3Y)Largest decline over 3 years | -33.88% | -85.79% | +51.91% |
Max Drawdown (5Y)Largest decline over 5 years | -33.88% | -87.47% | +53.59% |
Max Drawdown (10Y)Largest decline over 10 years | -47.74% | — | — |
Current DrawdownCurrent decline from peak | -29.15% | -84.24% | +55.09% |
Average DrawdownAverage peak-to-trough decline | -13.24% | -36.19% | +22.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.12% | 64.46% | -51.34% |
Volatility
BWXT vs. SMR - Volatility Comparison
The current volatility for BWX Technologies, Inc. (BWXT) is 13.83%, while NuScale Power Corporation (SMR) has a volatility of 26.32%. This indicates that BWXT experiences smaller price fluctuations and is considered to be less risky than SMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWXT | SMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.83% | 26.32% | -12.49% |
Volatility (6M)Calculated over the trailing 6-month period | 34.59% | 68.24% | -33.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.14% | 101.34% | -54.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.57% | 94.68% | -61.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.18% | 89.34% | -58.16% |
Dividends
BWXT vs. SMR - Dividend Comparison
BWXT's dividend yield for the trailing twelve months is around 0.62%, while SMR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 0.62% | 0.58% | 0.86% | 1.20% | 1.52% | 1.75% | 1.26% | 1.10% | 1.67% | 0.69% | 0.91% | 30.37% |
SMR NuScale Power Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BWXT vs. SMR - Financials Comparison
This section allows you to compare key financial metrics between BWX Technologies, Inc. and NuScale Power 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
Frequently Asked Questions
BWXT and SMR have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMR has higher volatility (26.32%) compared to BWXT (13.83%). In terms of maximum drawdown, BWXT dropped -47.88% vs SMR's -87.47%.
BWXT currently has the higher Sharpe Ratio (0.25 vs -0.82), 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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