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

Correlation

The correlation between CW and BWXT is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

CW vs. BWXT - Performance Comparison

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

600.00%800.00%1,000.00%1,200.00%JulyAugustSeptemberOctoberNovemberDecember
1,172.46%
692.92%
CW
BWXT

Key characteristics

Sharpe Ratio

CW:

2.62

BWXT:

1.71

Sortino Ratio

CW:

3.23

BWXT:

2.33

Omega Ratio

CW:

1.47

BWXT:

1.35

Calmar Ratio

CW:

5.55

BWXT:

2.88

Martin Ratio

CW:

20.10

BWXT:

6.59

Ulcer Index

CW:

3.15%

BWXT:

7.61%

Daily Std Dev

CW:

24.19%

BWXT:

29.30%

Max Drawdown

CW:

-59.19%

BWXT:

-47.88%

Current Drawdown

CW:

-9.00%

BWXT:

-15.01%

Fundamentals

Market Cap

CW:

$13.83B

BWXT:

$11.14B

EPS

CW:

$10.59

BWXT:

$3.02

PE Ratio

CW:

34.42

BWXT:

40.35

PEG Ratio

CW:

2.71

BWXT:

2.31

Total Revenue (TTM)

CW:

$3.08B

BWXT:

$2.68B

Gross Profit (TTM)

CW:

$1.14B

BWXT:

$669.49M

EBITDA (TTM)

CW:

$680.05M

BWXT:

$469.64M

Returns By Period

In the year-to-date period, CW achieves a 59.44% return, which is significantly higher than BWXT's 49.01% return. Over the past 10 years, CW has underperformed BWXT with an annualized return of 18.18%, while BWXT has yielded a comparatively higher 19.38% annualized return.


CW

YTD

59.44%

1M

-1.94%

6M

28.96%

1Y

62.20%

5Y*

20.55%

10Y*

18.18%

BWXT

YTD

49.01%

1M

-12.70%

6M

22.32%

1Y

49.07%

5Y*

13.75%

10Y*

19.38%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

CW vs. BWXT - Risk-Adjusted Performance Comparison

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


Sharpe ratio
The chart of Sharpe ratio for CW, currently valued at 2.62, compared to the broader market-4.00-2.000.002.002.621.71
The chart of Sortino ratio for CW, currently valued at 3.23, compared to the broader market-4.00-2.000.002.004.003.232.33
The chart of Omega ratio for CW, currently valued at 1.47, compared to the broader market0.501.001.502.001.471.35
The chart of Calmar ratio for CW, currently valued at 5.55, compared to the broader market0.002.004.006.005.552.88
The chart of Martin ratio for CW, currently valued at 20.10, compared to the broader market-5.000.005.0010.0015.0020.0025.0020.106.59
CW
BWXT

The current CW Sharpe Ratio is 2.62, which is higher than the BWXT Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of CW and BWXT, 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 Ratio1.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
2.62
1.71
CW
BWXT

Dividends

CW vs. BWXT - Dividend Comparison

CW's dividend yield for the trailing twelve months is around 0.23%, less than BWXT's 0.85% yield.


TTM20232022202120202019201820172016201520142013
CW
Curtiss-Wright Corporation
0.23%0.35%0.45%0.51%0.58%0.47%0.59%0.46%0.53%0.76%0.74%0.63%
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%

Drawdowns

CW vs. BWXT - Drawdown Comparison

The maximum CW drawdown since its inception was -59.19%, which is greater than BWXT's maximum drawdown of -47.88%. Use the drawdown chart below to compare losses from any high point for CW and BWXT. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.00%
-15.01%
CW
BWXT

Volatility

CW vs. BWXT - Volatility Comparison

Curtiss-Wright Corporation (CW) has a higher volatility of 10.87% compared to BWX Technologies, Inc. (BWXT) at 7.43%. This indicates that CW'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.


4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
10.87%
7.43%
CW
BWXT

Financials

CW vs. BWXT - Financials Comparison

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


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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