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

Performance

CW vs. PLMR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Curtiss-Wright Corporation (CW) and Palomar Holdings, Inc. (PLMR). 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 37.55% return, which is significantly higher than PLMR's -14.77% return.


CW

1D
0.10%
1M
0.93%
YTD
37.55%
6M
38.99%
1Y
60.13%
3Y*
63.08%
5Y*
43.15%
10Y*
25.12%

PLMR

1D
-0.26%
1M
6.19%
YTD
-14.77%
6M
-9.27%
1Y
-28.70%
3Y*
25.45%
5Y*
8.52%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CW vs. PLMR - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
CW
Curtiss-Wright Corporation
37.55%55.66%59.73%33.98%21.03%19.86%-16.83%25.51%
PLMR
Palomar Holdings, Inc.
-14.77%27.63%90.25%22.90%-30.28%-27.09%75.96%172.92%

Correlation

The correlation between CW and PLMR is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.01

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

0.16

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

0.22

Correlation (All Time)
Calculated using the full available price history since Apr 17, 2019

0.22

Over the past year, the correlation between CW and PLMR has dropped to 0.01 - well below their long-term average of 0.22, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

CW:

$28.09B

PLMR:

$3.14B

EPS

CW:

$13.64

PLMR:

$7.18

PE Ratio

CW:

55.58

PLMR:

15.99

PEG Ratio

CW:

3.03

PLMR:

0.37

PS Ratio

CW:

7.88

PLMR:

3.22

PB Ratio

CW:

10.67

PLMR:

3.27

Total Revenue (TTM)

CW:

$3.61B

PLMR:

$977.99M

Gross Profit (TTM)

CW:

$1.34B

PLMR:

$401.29M

EBITDA (TTM)

CW:

$745.31M

PLMR:

$210.26M

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Return for Risk

CW vs. PLMR — 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: 8888
Sharpe Ratio Rank
CW Sortino Ratio Rank: 8383
Sortino Ratio Rank
CW Omega Ratio Rank: 8282
Omega Ratio Rank
CW Calmar Ratio Rank: 9292
Calmar Ratio Rank
CW Martin Ratio Rank: 9292
Martin Ratio Rank

PLMR
PLMR Risk / Return Rank: 1313
Overall Rank
PLMR Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
PLMR Sortino Ratio Rank: 1313
Sortino Ratio Rank
PLMR Omega Ratio Rank: 1313
Omega Ratio Rank
PLMR Calmar Ratio Rank: 1313
Calmar Ratio Rank
PLMR Martin Ratio Rank: 1616
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. PLMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Curtiss-Wright Corporation (CW) and Palomar Holdings, Inc. (PLMR). 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.


CWPLMRDifference
Sharpe ratioReturn per unit of total volatility

+2.62

Sortino ratioReturn per unit of downside risk

+3.36

Omega ratioGain probability vs. loss probability

1.31

0.88

+0.43

Calmar ratioReturn relative to maximum drawdown

4.66

-0.77

+5.43

Martin ratioReturn relative to average drawdown

13.53

-1.19

+14.72

CW vs. PLMR - Sharpe Ratio Comparison

The current CW Sharpe Ratio is 1.83, which is higher than the PLMR Sharpe Ratio of -0.79. The chart below compares the historical Sharpe Ratios of CW and PLMR, 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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Drawdowns

CW vs. PLMR - Drawdown Comparison

The maximum CW drawdown since its inception was -59.19%, smaller than the maximum PLMR drawdown of -62.86%. Use the drawdown chart below to compare losses from any high point for CW and PLMR.


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Drawdown Indicators


CWPLMRDifference

Max Drawdown

Largest peak-to-trough decline

-59.19%

-62.86%

+3.67%

Max Drawdown (1Y)

Largest decline over 1 year

-12.97%

-37.51%

+24.54%

Max Drawdown (3Y)

Largest decline over 3 years

-27.21%

-42.27%

+15.06%

Max Drawdown (5Y)

Largest decline over 5 years

-27.21%

-53.81%

+26.60%

Max Drawdown (10Y)

Largest decline over 10 years

-48.73%

Current Drawdown

Current decline from peak

0.00%

-34.62%

+34.62%

Average Drawdown

Average peak-to-trough decline

-13.89%

-28.81%

+14.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.46%

24.17%

-19.71%

Volatility

CW vs. PLMR - Volatility Comparison

The current volatility for Curtiss-Wright Corporation (CW) is 10.40%, while Palomar Holdings, Inc. (PLMR) has a volatility of 11.03%. This indicates that CW experiences smaller price fluctuations and is considered to be less risky than PLMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CWPLMRDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.40%

11.03%

-0.63%

Volatility (6M)

Calculated over the trailing 6-month period

26.00%

23.78%

+2.22%

Volatility (1Y)

Calculated over the trailing 1-year period

32.95%

36.57%

-3.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.89%

42.68%

-14.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.31%

47.88%

-17.57%

Dividends

CW vs. PLMR - Dividend Comparison

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


PositionTTM20252024202320222021202020192018201720162015
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%
PLMR
Palomar Holdings, Inc.
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

CW vs. PLMR - Financials Comparison

This section allows you to compare key financial metrics between Curtiss-Wright Corporation and Palomar Holdings, 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


0.00200.00M400.00M600.00M800.00M1.00B20222023202420252026
913.69M
278.94M
(CW) Total Revenue
(PLMR) Total Revenue
Values in USD except per share items

CW vs. PLMR - Profitability Comparison

The chart below illustrates the profitability comparison between Curtiss-Wright Corporation and Palomar Holdings, Inc. 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%20.0%40.0%60.0%80.0%20222023202420252026
36.3%
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%.

PLMR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Palomar Holdings, Inc. reported a gross profit of 0.00 and revenue of 278.94M. Therefore, the gross margin over that period was 0.0%.

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%.

PLMR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Palomar Holdings, Inc. reported an operating income of 0.00 and revenue of 278.94M, resulting in an operating margin of 0.0%.

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%.

PLMR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Palomar Holdings, Inc. reported a net income of 42.95M and revenue of 278.94M, resulting in a net margin of 15.4%.


Frequently Asked Questions


CW and PLMR have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PLMR has higher volatility (11.03%) compared to CW (10.40%). In terms of maximum drawdown, CW dropped -59.19% vs PLMR's -62.86%.

CW currently has the higher Sharpe Ratio (1.83 vs -0.79), 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

Find the right allocation for CW and PLMR

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