NIU vs. SMR

Last updated Jun 3, 2026

NIU (Niu Technologies) and SMR (Nuscale Power Corp) are both stocks. NIU operates in Auto Manufacturers (Consumer Cyclical), while SMR operates in Specialty Industrial Machinery (Industrials). Over the past 5 years, NIU returned -41.76%/yr vs 6.99%/yr for SMR. At a 0.19 correlation, their price movements are largely independent.

Performance

NIU vs. SMR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Niu Technologies (NIU) and Nuscale Power Corp (SMR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, NIU achieves a -26.07% return, which is significantly lower than SMR's -1.55% return.

NIU

• 1D: -4.68%
• 1M: -27.27%
• YTD: -26.07%
• 6M: -36.36%
• 1Y: -35.45%
• 3Y*: -15.71%
• 5Y*: -41.76%
• 10Y*: —

SMR

• 1D: 8.22%
• 1M: 14.91%
• YTD: -1.55%
• 6M: -26.23%
• 1Y: -56.45%
• 3Y*: 22.07%
• 5Y*: 6.99%
• 10Y*: —

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

NIU vs. SMR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
NIU Niu Technologies	-26.07%	69.27%	-18.26%	-58.13%	-67.54%	-42.57%	1.78%
SMR Nuscale Power Corp	-1.55%	-20.97%	444.98%	-67.93%	2.29%	-0.89%	1.71%

Correlation

The correlation between NIU and SMR is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.26
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (5Y) Calculated over the trailing 5-year period	0.19
Correlation (All Time) Calculated using the full available price history since Dec 10, 2020	0.19

Fundamentals

Market Cap NIU : $181.10M SMR : $4.46B
EPS NIU : -$1.14 SMR : -$2.02
PS Ratio NIU : 0.04 SMR : 147.28
PB Ratio NIU : 0.22 SMR : 3.82
Total Revenue (TTM) NIU : $4.52B SMR : $18.10M
Gross Profit (TTM) NIU : $881.65M SMR : $4.45M
EBITDA (TTM) NIU : -$128.12M SMR : -$696.20M

Return for Risk

NIU vs. SMR — Risk / Return Rank

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

NIU

NIU Risk / Return Rank: 18
NIU Sharpe Ratio Rank: 18
NIU Sortino Ratio Rank: 20
NIU Omega Ratio Rank: 21
NIU Calmar Ratio Rank: 18
NIU Martin Ratio Rank: 16

SMR

SMR Risk / Return Rank: 19
SMR Sharpe Ratio Rank: 17
SMR Sortino Ratio Rank: 20
SMR Omega Ratio Rank: 22
SMR Calmar Ratio Rank: 15
SMR Martin Ratio Rank: 20

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.

NIU vs. SMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Niu Technologies (NIU) and Nuscale Power Corp (SMR). 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.

	NIU	SMR	Difference
Sharpe ratio Return per unit of total volatility	-0.53	-0.55	+0.02
Sortino ratio Return per unit of downside risk	-0.46	-0.45	-0.01
Omega ratio Gain probability vs. loss probability	0.95	0.95	-0.01
Calmar ratio Return relative to maximum drawdown	-0.63	-0.68	+0.05
Martin ratio Return relative to average drawdown	-1.13	-1.01	-0.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NIU vs. SMR - Sharpe Ratio Comparison

The current NIU Sharpe Ratio is -0.53, which is comparable to the SMR Sharpe Ratio of -0.55. The chart below compares the historical Sharpe Ratios of NIU and SMR, 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

	NIU	SMR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.53	-0.55	+0.02
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.56	0.08	-0.63
Sharpe Ratio (All Time) Calculated using the full available price history	-0.22	0.07	-0.29

Drawdowns

NIU vs. SMR - Drawdown Comparison

The maximum NIU drawdown since its inception was -96.70%, which is greater than SMR's maximum drawdown of -87.47%. Use the drawdown chart below to compare losses from any high point for NIU and SMR.

Drawdown Indicators

	NIU	SMR	Difference
Max Drawdown Largest peak-to-trough decline	-96.70%	-87.47%	-9.23%
Max Drawdown (1Y) Largest decline over 1 year	-59.71%	-82.86%	+23.15%
Max Drawdown (3Y) Largest decline over 3 years	-64.72%	-82.86%	+18.14%
Max Drawdown (5Y) Largest decline over 5 years	-95.27%	-87.47%	-7.80%
Current Drawdown Current decline from peak	-95.47%	-73.89%	-21.58%
Average Drawdown Average peak-to-trough decline	-65.58%	-34.84%	-30.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	33.26%	55.58%	-22.32%

Volatility

NIU vs. SMR - Volatility Comparison

The current volatility for Niu Technologies (NIU) is 20.23%, while Nuscale Power Corp (SMR) has a volatility of 26.90%. This indicates that NIU experiences smaller price fluctuations and is considered to be less risky than SMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NIU	SMR	Difference
Volatility (1M) Calculated over the trailing 1-month period	20.23%	26.90%	-6.67%
Volatility (6M) Calculated over the trailing 6-month period	43.83%	69.13%	-25.30%
Volatility (1Y) Calculated over the trailing 1-year period	67.27%	103.28%	-36.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	75.45%	93.06%	-17.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	74.97%	89.14%	-14.17%

Dividends

NIU vs. SMR - Dividend Comparison

Neither NIU nor SMR has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both NIU and SMR in my portfolio?

NIU and SMR have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, NIU or SMR?

SMR has higher volatility (26.90%) compared to NIU (20.23%). In terms of maximum drawdown, NIU dropped -96.70% vs SMR's -87.47%.

Which has better risk-adjusted returns?

NIU currently has the higher Sharpe Ratio (-0.53 vs -0.55), 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.