CWCO vs. SW

Last updated Apr 1, 2026

Compare and contrast key facts about Consolidated Water Co. Ltd. (CWCO) and Smurfit WestRock PLC (SW).

Performance

CWCO vs. SW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Consolidated Water Co. Ltd. (CWCO) and Smurfit WestRock PLC (SW). The values are adjusted to include any dividend payments, if applicable.

CWCO vs. SW - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CWCO Consolidated Water Co. Ltd.	-5.78%	38.70%	5.15%
SW Smurfit WestRock PLC	3.96%	-25.31%	18.10%

Fundamentals

EPS CWCO : $1.05 SW : $2.37
PE Ratio CWCO : 31.48 SW : 16.81
PS Ratio CWCO : 4.06 SW : 0.47
Total Revenue (TTM) CWCO : $130.83M SW : $29.40B
Gross Profit (TTM) CWCO : $46.58M SW : $5.69B
EBITDA (TTM) CWCO : $24.46M SW : $3.67B

Returns By Period

In the year-to-date period, CWCO achieves a -5.78% return, which is significantly lower than SW's 3.96% return.

CWCO

• 1D: 0.33%
• 1M: -12.50%
• YTD: -5.78%
• 6M: -5.37%
• 1Y: 37.58%
• 3Y*: 28.10%
• 5Y*: 22.38%
• 10Y*: 12.89%

SW

• 1D: 4.18%
• 1M: -15.23%
• YTD: 3.96%
• 6M: -4.39%
• 1Y: -7.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CWCO vs. SW — Risk / Return Rank

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

CWCO

CWCO Risk / Return Rank: 79
CWCO Sharpe Ratio Rank: 81
CWCO Sortino Ratio Rank: 77
CWCO Omega Ratio Rank: 76
CWCO Calmar Ratio Rank: 76
CWCO Martin Ratio Rank: 83

SW

SW Risk / Return Rank: 33
SW Sharpe Ratio Rank: 33
SW Sortino Ratio Rank: 30
SW Omega Ratio Rank: 30
SW Calmar Ratio Rank: 35
SW Martin Ratio Rank: 34

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.

CWCO vs. SW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Consolidated Water Co. Ltd. (CWCO) and Smurfit WestRock PLC (SW). 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.

	CWCO	SW	Difference
Sharpe ratio Return per unit of total volatility	1.29	-0.19	+1.48
Sortino ratio Return per unit of downside risk	1.90	0.02	+1.88
Omega ratio Gain probability vs. loss probability	1.25	1.00	+0.24
Calmar ratio Return relative to maximum drawdown	1.84	-0.22	+2.05
Martin ratio Return relative to average drawdown	6.94	-0.46	+7.40
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CWCO vs. SW - Sharpe Ratio Comparison

The current CWCO Sharpe Ratio is 1.29, which is higher than the SW Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of CWCO and SW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CWCO	SW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.29	-0.19	+1.48
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.60	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.34	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.24	-0.12	+0.37

Correlation

The correlation between CWCO and SW is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

CWCO vs. SW - Dividend Comparison

CWCO's dividend yield for the trailing twelve months is around 1.60%, less than SW's 4.38% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CWCO Consolidated Water Co. Ltd.	1.60%	1.42%	1.16%	1.01%	2.30%	3.20%	2.82%	2.09%	3.64%	1.79%	2.76%	2.45%
SW Smurfit WestRock PLC	4.38%	4.46%	1.12%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

CWCO vs. SW - Drawdown Comparison

The maximum CWCO drawdown since its inception was -81.47%, which is greater than SW's maximum drawdown of -39.78%. Use the drawdown chart below to compare losses from any high point for CWCO and SW.

Drawdown Indicators

	CWCO	SW	Difference
Max Drawdown Largest peak-to-trough decline	-81.47%	-39.78%	-41.69%
Max Drawdown (1Y) Largest decline over 1 year	-20.58%	-31.37%	+10.79%
Max Drawdown (5Y) Largest decline over 5 years	-38.23%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-47.74%	—	—
Current Drawdown Current decline from peak	-13.82%	-26.16%	+12.34%
Average Drawdown Average peak-to-trough decline	-38.41%	-16.52%	-21.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.45%	14.63%	-9.18%

Volatility

CWCO vs. SW - Volatility Comparison

Consolidated Water Co. Ltd. (CWCO) and Smurfit WestRock PLC (SW) have volatilities of 14.12% and 14.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CWCO	SW	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.12%	14.22%	-0.10%
Volatility (6M) Calculated over the trailing 6-month period	22.12%	31.92%	-9.80%
Volatility (1Y) Calculated over the trailing 1-year period	29.17%	42.29%	-13.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.36%	40.30%	-2.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.97%	40.30%	-2.33%

Financials

CWCO vs. SW - Profitability Comparison

The chart below illustrates the profitability comparison between Consolidated Water Co. Ltd. and Smurfit WestRock PLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CWCO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Consolidated Water Co. Ltd. reported a gross profit of 12.95M and revenue of 35.12M. Therefore, the gross margin over that period was 36.9%.

SW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Smurfit WestRock PLC reported a gross profit of 1.38B and revenue of 7.58B. Therefore, the gross margin over that period was 18.2%.

CWCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Consolidated Water Co. Ltd. reported an operating income of 5.76M and revenue of 35.12M, resulting in an operating margin of 16.4%.

SW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Smurfit WestRock PLC reported an operating income of 389.00M and revenue of 7.58B, resulting in an operating margin of 5.1%.

CWCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Consolidated Water Co. Ltd. reported a net income of 5.53M and revenue of 35.12M, resulting in a net margin of 15.8%.

SW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Smurfit WestRock PLC reported a net income of 252.00M and revenue of 7.58B, resulting in a net margin of 3.3%.