CAE vs. BWXT
CAE (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 returned 8.15%/yr vs 20.97%/yr for BWXT. At a 0.35 correlation, their price movements are largely independent.
Performance
CAE vs. BWXT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CAE achieves a -18.05% return, which is significantly lower than BWXT's 21.83% return. Over the past 10 years, CAE has underperformed BWXT with an annualized return of 8.15%, while BWXT has yielded a comparatively higher 20.97% annualized return.
CAE
- 1D
- -0.56%
- 1M
- 7.64%
- YTD
- -18.05%
- 6M
- -20.20%
- 1Y
- -4.81%
- 3Y*
- 5.48%
- 5Y*
- -4.69%
- 10Y*
- 8.15%
BWXT
- 1D
- 2.24%
- 1M
- 3.49%
- YTD
- 21.83%
- 6M
- 18.03%
- 1Y
- 48.38%
- 3Y*
- 47.17%
- 5Y*
- 30.45%
- 10Y*
- 20.97%
CAE vs. BWXT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAE CAE Inc. | -18.05% | 19.86% | 17.55% | 11.63% | -23.38% | -9.01% | 5.22% | 46.08% | 0.43% | 35.65% |
BWXT BWX Technologies, Inc. | 21.83% | 56.37% | 46.53% | 33.87% | 23.30% | -19.40% | -1.54% | 64.48% | -36.10% | 53.59% |
Correlation
The correlation between CAE and BWXT is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2010 | 0.35 |
Fundamentals
CAE:
$8.06B
BWXT:
$19.30B
CAE:
CA$0.97
BWXT:
$3.75
CAE:
36.30
BWXT:
55.94
CAE:
2.90
BWXT:
14.79
CAE:
2.31
BWXT:
5.71
CAE:
2.15
BWXT:
15.08
CAE:
CA$4.92B
BWXT:
$3.38B
CAE:
CA$1.39B
BWXT:
$566.27M
CAE:
CA$1.08B
BWXT:
$534.48M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CAE vs. BWXT — Risk / Return Rank
CAE
BWXT
CAE vs. BWXT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CAE Inc. (CAE) 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.
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.
| CAE | BWXT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.22 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.10 | -2.25 |
| Martin ratioReturn relative to average drawdown | -0.34 | 4.64 | -4.99 |
Loading charts...
Drawdowns
CAE vs. BWXT - Drawdown Comparison
The maximum CAE drawdown since its inception was -79.29%, which is greater than BWXT's maximum drawdown of -47.88%. Use the drawdown chart below to compare losses from any high point for CAE and BWXT.
Loading charts...
Drawdown Indicators
| CAE | BWXT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.29% | -47.88% | -31.41% |
Max Drawdown (1Y)Largest decline over 1 year | -31.98% | -23.14% | -8.84% |
Max Drawdown (3Y)Largest decline over 3 years | -34.58% | -32.87% | -1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -54.98% | -32.87% | -22.11% |
Max Drawdown (10Y)Largest decline over 10 years | -68.01% | -47.74% | -20.27% |
Current DrawdownCurrent decline from peak | -26.78% | -11.80% | -14.98% |
Average DrawdownAverage peak-to-trough decline | -22.94% | -13.17% | -9.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.01% | 10.45% | +3.56% |
Volatility
CAE vs. BWXT - Volatility Comparison
CAE Inc. (CAE) has a higher volatility of 17.45% compared to BWX Technologies, Inc. (BWXT) at 10.88%. This indicates that CAE'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.
Loading charts...
Volatility by Period
| CAE | BWXT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.45% | 10.88% | +6.57% |
Volatility (6M)Calculated over the trailing 6-month period | 26.81% | 33.90% | -7.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.74% | 45.32% | -13.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.46% | 33.04% | +3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.45% | 30.88% | +6.57% |
Dividends
CAE vs. BWXT - Dividend Comparison
CAE has not paid dividends to shareholders, while BWXT's dividend yield for the trailing twelve months is around 0.50%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWXT BWX Technologies, Inc. | 0.50% | 0.58% | 0.86% | 1.20% | 1.52% | 1.75% | 1.26% | 1.10% | 1.67% | 0.69% | 0.91% | 30.37% |
CAE CAE Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 1.19% | 1.69% | 1.83% | 2.22% | 2.61% |
Financials
CAE 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 vs. BWXT - Profitability Comparison
CAE - 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 402.04M 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 - 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 202.32M 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 - 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 73.29M 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 and BWXT have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAE has higher volatility (17.45%) compared to BWXT (10.88%). In terms of maximum drawdown, CAE dropped -79.29% vs BWXT's -47.88%.
BWXT currently has the higher Sharpe Ratio (1.07 vs -0.15), 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.
Find the right allocation for CAE and BWXT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer