PortfoliosLab logoPortfoliosLab logo
NIC vs. RTX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NIC vs. RTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nicolet Bankshares Inc. (NIC) and RTX Corporation (RTX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, NIC achieves a 41.57% return, which is significantly higher than RTX's 18.23% return. Both investments have delivered pretty close results over the past 10 years, with NIC having a 17.23% annualized return and RTX not far behind at 16.97%.


NIC

1D
0.81%
1M
2.52%
6M
17.63%
YTD
41.57%
1Y
36.98%
3Y*
27.95%
5Y*
19.63%
10Y*
17.23%
ALL TIME*
17.66%

RTX

1D
0.39%
1M
8.02%
6M
7.92%
YTD
18.23%
1Y
39.44%
3Y*
37.63%
5Y*
22.54%
10Y*
16.97%
ALL TIME*
12.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$36.47M$36.85M$42.58M
$1.30B$1.06B$1.02B

NIC vs. RTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NIC
Nicolet Bankshares Inc.
41.57%16.76%31.91%1.93%-6.95%29.24%-10.16%51.33%-10.85%14.78%
RTX
RTX Corporation
18.23%61.44%40.76%-14.44%20.01%23.27%-7.70%43.82%-14.66%19.13%

Correlation

The correlation between NIC and RTX is 0.24, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.24

Correlation (3Y)
Balances recent behavior with more history.

0.25

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.30

Correlation (10Y)
Provides a long-term view across more market conditions.

0.35

Correlation (All Time)
Calculated using the full available price history since Jan 4, 2016

0.34

The correlation between NIC and RTX shifts across timeframes, from 0.24 (1 year) to 0.35 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

NIC:

$2.95B

RTX:

$290.06B

EPS

NIC:

$13.46

RTX:

$5.68

PE Ratio

NIC:

12.69

RTX:

37.89

PEG Ratio

NIC:

0.50

RTX:

1.51

PS Ratio

NIC:

3.34

RTX:

3.14

Total Revenue (TTM)

NIC:

$586.41M

RTX:

$93.50B

Gross Profit (TTM)

NIC:

$248.69M

RTX:

$19.02B

EBITDA (TTM)

NIC:

$260.57M

RTX:

$16.07B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Nicolet Bankshares Inc.

RTX Corporation

Return for Risk

NIC vs. RTX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

NIC
NIC Risk / Return Rank: 7676
Overall Rank
NIC Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
NIC Sortino Ratio Rank: 7373
Sortino Ratio Rank
NIC Omega Ratio Rank: 7272
Omega Ratio Rank
NIC Calmar Ratio Rank: 7878
Calmar Ratio Rank
NIC Martin Ratio Rank: 7777
Martin Ratio Rank

RTX
RTX Risk / Return Rank: 8282
Overall Rank
RTX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
RTX Sortino Ratio Rank: 8484
Sortino Ratio Rank
RTX Omega Ratio Rank: 8282
Omega Ratio Rank
RTX Calmar Ratio Rank: 7979
Calmar Ratio Rank
RTX Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

NIC vs. RTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nicolet Bankshares Inc. (NIC) and RTX Corporation (RTX). 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.


NICRTXDifference
Sharpe ratioReturn per unit of total volatility

-0.41

Sortino ratioReturn per unit of downside risk

-0.61

Omega ratioGain probability vs. loss probability

1.21

1.28

-0.07

Calmar ratioReturn relative to maximum drawdown

1.89

2.02

-0.12

Martin ratioReturn relative to average drawdown

4.43

5.05

-0.62

NIC vs. RTX - Sharpe Ratio Comparison

The current NIC Sharpe Ratio is 1.11, which is comparable to the RTX Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of NIC and RTX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

NIC vs. RTX - Drawdown Comparison

The maximum NIC drawdown since its inception was -44.31%, smaller than the maximum RTX drawdown of -55.14%. Use the drawdown chart below to compare losses from any high point for NIC and RTX.


Loading charts...

Drawdown Indicators


NICRTXDifference

Max Drawdown

Largest peak-to-trough decline

-44.31%

-55.14%

+10.83%

Max Drawdown (1Y)

Largest decline over 1 year

-17.90%

-19.32%

+1.42%

Max Drawdown (3Y)

Largest decline over 3 years

-21.73%

-20.40%

-1.33%

Max Drawdown (5Y)

Largest decline over 5 years

-44.31%

-32.84%

-11.47%

Max Drawdown (10Y)

Largest decline over 10 years

-44.31%

-51.98%

+7.67%

Current Drawdown

Current decline from peak

-1.29%

-1.54%

+0.25%

Average Drawdown

Average peak-to-trough decline

-11.08%

-13.01%

+1.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.65%

7.70%

-0.05%

Volatility

NIC vs. RTX - Volatility Comparison

The current volatility for Nicolet Bankshares Inc. (NIC) is 6.54%, while RTX Corporation (RTX) has a volatility of 9.54%. This indicates that NIC experiences smaller price fluctuations and is considered to be less risky than RTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


NICRTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.54%

9.54%

-3.00%

Volatility (6M)

Calculated over the trailing 6-month period

20.99%

20.04%

+0.95%

Volatility (1Y)

Calculated over the trailing 1-year period

30.66%

25.67%

+4.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.47%

24.21%

+6.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.78%

27.94%

+2.84%

Dividends

NIC vs. RTX - Dividend Comparison

NIC's dividend yield for the trailing twelve months is around 0.77%, less than RTX's 1.29% yield.


PositionTTM20252024202320222021202020192018201720162015
NIC
Nicolet Bankshares Inc.
0.77%1.02%1.04%0.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RTX
RTX Corporation
1.29%1.46%2.14%2.76%2.14%2.33%21.21%1.96%2.66%2.13%2.39%2.66%

Financials

NIC vs. RTX - Financials Comparison

This section allows you to compare key financial metrics between Nicolet Bankshares Inc. and RTX 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


Values in USD except per share items

NIC vs. RTX - Profitability Comparison

The chart below illustrates the profitability comparison between Nicolet Bankshares Inc. and RTX Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

NIC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Nicolet Bankshares Inc. reported a gross profit of 0.00 and revenue of 200.90M. Therefore, the gross margin over that period was 0.0%.

RTX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, RTX Corporation reported a gross profit of 5.13B and revenue of 24.71B. Therefore, the gross margin over that period was 20.8%.

NIC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Nicolet Bankshares Inc. reported an operating income of 0.00 and revenue of 200.90M, resulting in an operating margin of 0.0%.

RTX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, RTX Corporation reported an operating income of 2.81B and revenue of 24.71B, resulting in an operating margin of 11.4%.

NIC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Nicolet Bankshares Inc. reported a net income of 56.90M and revenue of 200.90M, resulting in a net margin of 28.3%.

RTX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, RTX Corporation reported a net income of 2.14B and revenue of 24.71B, resulting in a net margin of 8.7%.


Frequently Asked Questions


NIC and RTX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RTX has higher volatility (9.54%) compared to NIC (6.54%). In terms of maximum drawdown, NIC dropped -44.31% vs RTX's -55.14%.

RTX currently has the higher Sharpe Ratio (1.52 vs 1.11), 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 NIC and RTX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer