CAE.TO vs. BWXT
CAE.TO (CAE Inc.) and BWXT (BWX Technologies, Inc.) are both stocks. Both operate in the Aerospace & Defense industry within the Industrials sector. Over the past 10 years, CAE.TO returned 8.39%/yr vs 20.04%/yr for BWXT. At a 0.25 correlation, their price movements are largely independent.
Performance
CAE.TO vs. BWXT - Performance Comparison
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Different Trading Currencies
CAE.TO is traded in CAD, while BWXT is traded in USD. To make them comparable, the BWXT values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CAE.TO achieves a -16.99% return, which is significantly lower than BWXT's 8.53% return. Over the past 10 years, CAE.TO has underperformed BWXT with an annualized return of 8.39%, while BWXT has yielded a comparatively higher 20.04% annualized return.
CAE.TO
- 1D
- -1.25%
- 1M
- -1.59%
- YTD
- -16.99%
- 6M
- -8.55%
- 1Y
- -3.16%
- 3Y*
- 6.36%
- 5Y*
- -1.58%
- 10Y*
- 8.39%
BWXT
- 1D
- -0.95%
- 1M
- -12.93%
- YTD
- 8.53%
- 6M
- 5.61%
- 1Y
- 46.59%
- 3Y*
- 46.05%
- 5Y*
- 28.61%
- 10Y*
- 20.04%
CAE.TO vs. BWXT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAE.TO CAE Inc. | -16.99% | 14.36% | 27.62% | 9.20% | -17.93% | -9.53% | 2.97% | 38.82% | 9.03% | 26.35% |
BWXT BWX Technologies, Inc. | 8.53% | 49.20% | 59.11% | 30.92% | 32.09% | -20.13% | -3.21% | 56.39% | -30.69% | 43.81% |
Correlation
The correlation between CAE.TO and BWXT is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
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 | 0.26 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2010 | 0.25 |
Fundamentals
CAE.TO:
CA$11.20B
BWXT:
$16.98B
CAE.TO:
CA$0.97
BWXT:
$3.75
CAE.TO:
35.64
BWXT:
49.21
CAE.TO:
2.85
BWXT:
13.01
CAE.TO:
2.27
BWXT:
5.02
CAE.TO:
2.11
BWXT:
13.26
CAE.TO:
CA$4.91B
BWXT:
$3.38B
CAE.TO:
CA$1.39B
BWXT:
$566.27M
CAE.TO:
CA$1.08B
BWXT:
$534.48M
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Return for Risk
CAE.TO vs. BWXT — Risk / Return Rank
CAE.TO
BWXT
CAE.TO vs. BWXT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CAE Inc. (CAE.TO) and BWX Technologies, Inc. (BWXT). 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.
| CAE.TO | BWXT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.57 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.22 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 1.99 | -2.09 |
| Martin ratioReturn relative to average drawdown | -0.24 | 4.60 | -4.84 |
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
| CAE.TO | BWXT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 1.06 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.90 | -0.95 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.67 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.71 | -0.51 |
Drawdowns
CAE.TO vs. BWXT - Drawdown Comparison
The maximum CAE.TO drawdown since its inception was -80.68%, which is greater than BWXT's maximum drawdown of -44.64%. Use the drawdown chart below to compare losses from any high point for CAE.TO and BWXT.
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Drawdown Indicators
| CAE.TO | BWXT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.68% | -44.64% | -36.04% |
Max Drawdown (1Y)Largest decline over 1 year | -32.47% | -23.51% | -8.96% |
Max Drawdown (3Y)Largest decline over 3 years | -32.80% | -31.66% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -50.05% | -31.66% | -18.39% |
Max Drawdown (10Y)Largest decline over 10 years | -64.91% | -44.52% | -20.39% |
Current DrawdownCurrent decline from peak | -26.90% | -21.63% | -5.27% |
Average DrawdownAverage peak-to-trough decline | -25.25% | -12.52% | -12.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.20% | 10.15% | +3.05% |
Volatility
CAE.TO vs. BWXT - Volatility Comparison
CAE Inc. (CAE.TO) has a higher volatility of 18.01% compared to BWX Technologies, Inc. (BWXT) at 10.72%. This indicates that CAE.TO's price experiences larger fluctuations and is considered to be riskier than BWXT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAE.TO | BWXT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.01% | 10.72% | +7.29% |
Volatility (6M)Calculated over the trailing 6-month period | 27.01% | 33.07% | -6.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.77% | 44.39% | -12.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.64% | 31.85% | +2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.45% | 29.79% | +5.66% |
Dividends
CAE.TO vs. BWXT - Dividend Comparison
CAE.TO has not paid dividends to shareholders, while BWXT's dividend yield for the trailing twelve months is around 0.56%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 0.56% | 0.58% | 0.86% | 1.20% | 1.52% | 1.75% | 1.26% | 1.10% | 1.67% | 0.69% | 0.91% | 30.37% |
CAE.TO CAE Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.31% | 1.22% | 1.51% | 1.46% | 1.65% | 1.89% |
Financials
CAE.TO vs. BWXT - Financials Comparison
This section allows you to compare key financial metrics between CAE Inc. and BWX Technologies, 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
CAE.TO vs. BWXT - Profitability Comparison
CAE.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CAE Inc. reported a gross profit of 401.00M and revenue of 1.33B. Therefore, the gross margin over that period was 30.2%.
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%.
CAE.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CAE Inc. reported an operating income of 201.80M and revenue of 1.33B, resulting in an operating margin of 15.2%.
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%.
CAE.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CAE Inc. reported a net income of 73.10M and revenue of 1.33B, resulting in a net margin of 5.5%.
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%.
Frequently Asked Questions
CAE.TO and BWXT have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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