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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.

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Returns By Period

In the year-to-date period, NIC achieves a 26.19% return, which is significantly higher than RTX's 2.39% return. Both investments have delivered pretty close results over the past 10 years, with NIC having a 15.80% annualized return and RTX not far ahead at 16.13%.


NIC

1D
0.73%
1M
7.80%
YTD
26.19%
6M
22.72%
1Y
27.21%
3Y*
32.34%
5Y*
17.24%
10Y*
15.80%

RTX

1D
2.51%
1M
5.30%
YTD
2.39%
6M
1.09%
1Y
29.87%
3Y*
27.02%
5Y*
19.09%
10Y*
16.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NIC vs. RTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NIC
Nicolet Bankshares Inc.
26.19%16.76%31.91%1.93%-6.95%29.24%-10.16%51.33%-10.85%14.78%
RTX
RTX Corporation
2.39%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 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.23

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

0.24

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

0.31

Correlation (10Y)
Calculated over the trailing 10-year period

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 0.23 (1 year) to 0.35 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

NIC:

$11.59

RTX:

$5.34

PE Ratio

NIC:

13.15

RTX:

34.93

PEG Ratio

NIC:

0.52

RTX:

1.39

PS Ratio

NIC:

3.02

RTX:

2.80

Total Revenue (TTM)

NIC:

$579.85M

RTX:

$90.37B

Gross Profit (TTM)

NIC:

$296.00M

RTX:

$18.27B

EBITDA (TTM)

NIC:

$151.89M

RTX:

$13.81B

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Nicolet Bankshares Inc.

RTX Corporation

Return for Risk

NIC vs. RTX — Risk / Return Rank

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

NIC
NIC Risk / Return Rank: 6868
Overall Rank
NIC Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
NIC Sortino Ratio Rank: 6565
Sortino Ratio Rank
NIC Omega Ratio Rank: 6363
Omega Ratio Rank
NIC Calmar Ratio Rank: 7171
Calmar Ratio Rank
NIC Martin Ratio Rank: 7070
Martin Ratio Rank

RTX
RTX Risk / Return Rank: 7373
Overall Rank
RTX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
RTX Sortino Ratio Rank: 7474
Sortino Ratio Rank
RTX Omega Ratio Rank: 7171
Omega Ratio Rank
RTX Calmar Ratio Rank: 7070
Calmar Ratio Rank
RTX Martin Ratio Rank: 7373
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.

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

-0.35

Sortino ratioReturn per unit of downside risk

-0.45

Omega ratioGain probability vs. loss probability

1.17

1.23

-0.06

Calmar ratioReturn relative to maximum drawdown

1.53

1.55

-0.03

Martin ratioReturn relative to average drawdown

3.33

4.10

-0.76

NIC vs. RTX - Sharpe Ratio Comparison

The current NIC Sharpe Ratio is 0.86, which is comparable to the RTX Sharpe Ratio of 1.22. 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.


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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.


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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%

-28.99%

+7.26%

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

-5.15%

-11.78%

+6.63%

Average Drawdown

Average peak-to-trough decline

-11.17%

-13.03%

+1.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.18%

7.32%

+0.86%

Volatility

NIC vs. RTX - Volatility Comparison

Nicolet Bankshares Inc. (NIC) and RTX Corporation (RTX) have volatilities of 10.02% and 9.72%, 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.


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Volatility by Period


NICRTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.02%

9.72%

+0.30%

Volatility (6M)

Calculated over the trailing 6-month period

23.56%

19.09%

+4.47%

Volatility (1Y)

Calculated over the trailing 1-year period

31.89%

24.66%

+7.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.43%

24.05%

+6.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.89%

27.83%

+3.06%

Dividends

NIC vs. RTX - Dividend Comparison

NIC's dividend yield for the trailing twelve months is around 0.87%, less than RTX's 1.49% yield.


PositionTTM20252024202320222021202020192018201720162015
NIC
Nicolet Bankshares Inc.
0.87%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
1.49%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


0.005.00B10.00B15.00B20.00B25.00B20222023202420252026
158.21M
22.08B
(NIC) Total Revenue
(RTX) Total Revenue
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

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
20.8%
Portfolio components
NIC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nicolet Bankshares Inc. reported a gross profit of 0.00 and revenue of 158.21M. 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 Jun 2026, RTX Corporation reported a gross profit of 4.59B and revenue of 22.08B. 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 Jun 2026, Nicolet Bankshares Inc. reported an operating income of 0.00 and revenue of 158.21M, 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 Jun 2026, RTX Corporation reported an operating income of 2.56B and revenue of 22.08B, resulting in an operating margin of 11.6%.

NIC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nicolet Bankshares Inc. reported a net income of 15.20M and revenue of 158.21M, resulting in a net margin of 9.6%.

RTX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported a net income of 2.06B and revenue of 22.08B, resulting in a net margin of 9.3%.


Frequently Asked Questions


NIC and RTX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NIC has higher volatility (10.02%) compared to RTX (9.72%). In terms of maximum drawdown, NIC dropped -44.31% vs RTX's -55.14%.

RTX currently has the higher Sharpe Ratio (1.22 vs 0.86), 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.

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