CWCO vs. SW

Last updated Jun 4, 2026

CWCO (Consolidated Water Co. Ltd.) and SW (Smurfit WestRock PLC) are both stocks. CWCO operates in Utilities - Regulated Water (Utilities), while SW operates in Packaging & Containers (Consumer Cyclical). Over the past year, CWCO returned 8.94% vs 2.65% for SW. At a 0.31 correlation, their price movements are largely independent.

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.

Returns By Period

In the year-to-date period, CWCO achieves a -15.75% return, which is significantly lower than SW's 11.14% return.

CWCO

• 1D: -1.70%
• 1M: -8.19%
• YTD: -15.75%
• 6M: -12.50%
• 1Y: 8.94%
• 3Y*: 15.39%
• 5Y*: 20.55%
• 10Y*: 10.54%

SW

• 1D: -0.28%
• 1M: 12.20%
• YTD: 11.14%
• 6M: 18.99%
• 1Y: 2.65%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CWCO vs. SW - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CWCO Consolidated Water Co. Ltd.	-15.75%	38.70%	5.15%
SW Smurfit WestRock PLC	11.14%	-25.31%	18.10%

Correlation

The correlation between CWCO and SW is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.30
Correlation (All Time) Calculated using the full available price history since Jul 9, 2024	0.31

Fundamentals

EPS CWCO : $1.44 SW : $0.93
PE Ratio CWCO : 20.44 SW : 45.23
PS Ratio CWCO : 2.76 SW : 0.58
Total Revenue (TTM) CWCO : $128.33M SW : $28.91B
Gross Profit (TTM) CWCO : $46.99M SW : $5.30B
EBITDA (TTM) CWCO : $22.17M SW : $3.32B

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: 48
CWCO Sharpe Ratio Rank: 51
CWCO Sortino Ratio Rank: 45
CWCO Omega Ratio Rank: 45
CWCO Calmar Ratio Rank: 49
CWCO Martin Ratio Rank: 52

SW

SW Risk / Return Rank: 41
SW Sharpe Ratio Rank: 43
SW Sortino Ratio Rank: 40
SW Omega Ratio Rank: 39
SW Calmar Ratio Rank: 42
SW Martin Ratio Rank: 42

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	0.30	0.07	+0.23
Sortino ratio Return per unit of downside risk	0.62	0.39	+0.23
Omega ratio Gain probability vs. loss probability	1.08	1.05	+0.03
Calmar ratio Return relative to maximum drawdown	0.36	0.08	+0.27
Martin ratio Return relative to average drawdown	1.01	0.16	+0.85
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 0.30, which is higher than the SW Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of CWCO and SW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CWCO	SW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.30	0.07	+0.23
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.55	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.28	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.23	-0.03	+0.26

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	-25.29%	-31.37%	+6.08%
Max Drawdown (3Y) Largest decline over 3 years	-38.23%	—	—
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	-22.94%	-21.07%	-1.87%
Average Drawdown Average peak-to-trough decline	-38.29%	-17.32%	-20.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.92%	16.68%	-7.76%

Volatility

CWCO vs. SW - Volatility Comparison

The current volatility for Consolidated Water Co. Ltd. (CWCO) is 9.69%, while Smurfit WestRock PLC (SW) has a volatility of 12.41%. This indicates that CWCO experiences smaller price fluctuations and is considered to be less risky than SW based on this measure. 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	9.69%	12.41%	-2.72%
Volatility (6M) Calculated over the trailing 6-month period	22.18%	31.22%	-9.04%
Volatility (1Y) Calculated over the trailing 1-year period	30.20%	40.37%	-10.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.35%	40.47%	-3.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	38.02%	40.47%	-2.45%

Dividends

CWCO vs. SW - Dividend Comparison

CWCO's dividend yield for the trailing twelve months is around 1.90%, less than SW's 4.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CWCO Consolidated Water Co. Ltd.	1.90%	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	4.19%	4.46%	1.12%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

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 Jun 2026, Consolidated Water Co. Ltd. reported a gross profit of 10.92M and revenue of 29.97M. Therefore, the gross margin over that period was 36.4%.

SW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Smurfit WestRock PLC reported a gross profit of 1.27B and revenue of 7.71B. Therefore, the gross margin over that period was 16.4%.

CWCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Consolidated Water Co. Ltd. reported an operating income of 3.44M and revenue of 29.97M, resulting in an operating margin of 11.5%.

SW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Smurfit WestRock PLC reported an operating income of 253.00M and revenue of 7.71B, resulting in an operating margin of 3.3%.

CWCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Consolidated Water Co. Ltd. reported a net income of 3.78M and revenue of 29.97M, resulting in a net margin of 12.6%.

SW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Smurfit WestRock PLC reported a net income of 65.00M and revenue of 7.71B, resulting in a net margin of 0.8%.

Frequently Asked Questions

Can I hold both CWCO and SW in my portfolio?

CWCO and SW have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CWCO or SW?

SW has higher volatility (12.41%) compared to CWCO (9.69%). In terms of maximum drawdown, CWCO dropped -81.47% vs SW's -39.78%.

Which has better risk-adjusted returns?

CWCO currently has the higher Sharpe Ratio (0.30 vs 0.07), 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.