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CW vs. BE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CW vs. BE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Curtiss-Wright Corporation (CW) and Bloom Energy Corporation (BE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CW achieves a 30.89% return, which is significantly lower than BE's 191.83% return.


CW

1D
-1.61%
1M
-1.08%
YTD
30.89%
6M
31.73%
1Y
59.68%
3Y*
61.13%
5Y*
42.19%
10Y*
24.24%

BE

1D
-3.81%
1M
-2.86%
YTD
191.83%
6M
126.83%
1Y
1,064.23%
3Y*
155.85%
5Y*
58.49%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CW vs. BE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
CW
Curtiss-Wright Corporation
30.89%55.66%59.73%33.98%21.03%19.86%-16.83%38.70%-19.03%
BE
Bloom Energy Corporation
191.83%291.22%50.07%-22.59%-12.81%-23.48%283.67%-25.15%-60.08%

Correlation

The correlation between CW and BE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.43

Correlation (3Y)
Calculated over the trailing 3-year period

0.38

Correlation (5Y)
Calculated over the trailing 5-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Jul 26, 2018

0.31

The correlation between CW and BE shifts across timeframes, from 0.31 (all time) to 0.43 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CW:

$26.73B

BE:

$81.07B

EPS

CW:

$13.64

BE:

$0.02

PE Ratio

CW:

52.89

BE:

11.04K

PS Ratio

CW:

7.49

BE:

27.20

PB Ratio

CW:

10.16

BE:

87.98

Total Revenue (TTM)

CW:

$3.61B

BE:

$2.45B

Gross Profit (TTM)

CW:

$1.34B

BE:

$761.91M

EBITDA (TTM)

CW:

$745.31M

BE:

$88.83M

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Return for Risk

CW vs. BE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CW
CW Risk / Return Rank: 8787
Overall Rank
CW Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
CW Sortino Ratio Rank: 8282
Sortino Ratio Rank
CW Omega Ratio Rank: 8181
Omega Ratio Rank
CW Calmar Ratio Rank: 9191
Calmar Ratio Rank
CW Martin Ratio Rank: 9292
Martin Ratio Rank

BE
BE Risk / Return Rank: 9999
Overall Rank
BE Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BE Sortino Ratio Rank: 9898
Sortino Ratio Rank
BE Omega Ratio Rank: 9696
Omega Ratio Rank
BE Calmar Ratio Rank: 9999
Calmar Ratio Rank
BE Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CW vs. BE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Curtiss-Wright Corporation (CW) and Bloom Energy Corporation (BE). 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.


CWBEDifference
Sharpe ratioReturn per unit of total volatility

-8.22

Sortino ratioReturn per unit of downside risk

-2.55

Omega ratioGain probability vs. loss probability

1.31

1.62

-0.32

Calmar ratioReturn relative to maximum drawdown

4.63

23.42

-18.79

Martin ratioReturn relative to average drawdown

13.46

73.60

-60.14

CW vs. BE - Sharpe Ratio Comparison

The current CW Sharpe Ratio is 1.84, which is lower than the BE Sharpe Ratio of 10.06. The chart below compares the historical Sharpe Ratios of CW and BE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CWBEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.84

10.06

-8.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.53

0.69

+0.84

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.36

+0.23

Drawdowns

CW vs. BE - Drawdown Comparison

The maximum CW drawdown since its inception was -59.19%, smaller than the maximum BE drawdown of -92.54%. Use the drawdown chart below to compare losses from any high point for CW and BE.


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Drawdown Indicators


CWBEDifference

Max Drawdown

Largest peak-to-trough decline

-59.19%

-92.54%

+33.35%

Max Drawdown (1Y)

Largest decline over 1 year

-12.97%

-45.94%

+32.97%

Max Drawdown (3Y)

Largest decline over 3 years

-27.21%

-53.42%

+26.21%

Max Drawdown (5Y)

Largest decline over 5 years

-27.21%

-75.87%

+48.66%

Max Drawdown (10Y)

Largest decline over 10 years

-48.73%

Current Drawdown

Current decline from peak

-3.95%

-17.64%

+13.69%

Average Drawdown

Average peak-to-trough decline

-13.90%

-52.00%

+38.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.45%

14.59%

-10.14%

Volatility

CW vs. BE - Volatility Comparison

The current volatility for Curtiss-Wright Corporation (CW) is 8.88%, while Bloom Energy Corporation (BE) has a volatility of 26.19%. This indicates that CW experiences smaller price fluctuations and is considered to be less risky than BE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CWBEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.88%

26.19%

-17.31%

Volatility (6M)

Calculated over the trailing 6-month period

25.62%

75.40%

-49.78%

Volatility (1Y)

Calculated over the trailing 1-year period

32.71%

107.17%

-74.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.79%

85.83%

-58.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.28%

94.94%

-64.66%

Dividends

CW vs. BE - Dividend Comparison

CW's dividend yield for the trailing twelve months is around 0.13%, while BE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BE
Bloom Energy 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%
CW
Curtiss-Wright Corporation
0.13%0.17%0.23%0.35%0.45%0.51%0.58%0.47%0.59%0.46%0.53%0.76%

Financials

CW vs. BE - Financials Comparison

This section allows you to compare key financial metrics between Curtiss-Wright Corporation and Bloom Energy 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B20222023202420252026
913.69M
751.05M
(CW) Total Revenue
(BE) Total Revenue
Values in USD except per share items

CW vs. BE - Profitability Comparison

The chart below illustrates the profitability comparison between Curtiss-Wright Corporation and Bloom Energy Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%20222023202420252026
36.3%
30.0%
Portfolio components
CW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Curtiss-Wright Corporation reported a gross profit of 331.48M and revenue of 913.69M. Therefore, the gross margin over that period was 36.3%.

BE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bloom Energy Corporation reported a gross profit of 225.54M and revenue of 751.05M. Therefore, the gross margin over that period was 30.0%.

CW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Curtiss-Wright Corporation reported an operating income of 160.42M and revenue of 913.69M, resulting in an operating margin of 17.6%.

BE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bloom Energy Corporation reported an operating income of 72.19M and revenue of 751.05M, resulting in an operating margin of 9.6%.

CW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Curtiss-Wright Corporation reported a net income of 128.19M and revenue of 913.69M, resulting in a net margin of 14.0%.

BE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bloom Energy Corporation reported a net income of 70.65M and revenue of 751.05M, resulting in a net margin of 9.4%.


Frequently Asked Questions


CW and BE have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BE has higher volatility (26.19%) compared to CW (8.88%). In terms of maximum drawdown, CW dropped -59.19% vs BE's -92.54%.

BE currently has the higher Sharpe Ratio (10.06 vs 1.84), 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.

Portfolio Optimizer

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