NIU vs. SMR
NIU (Niu Technologies) and SMR (NuScale Power Corporation) 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 -42.31%/yr vs 1.64%/yr for SMR. At a 0.19 correlation, their price movements are largely independent.
Performance
NIU vs. SMR - Performance Comparison
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Returns By Period
In the year-to-date period, NIU achieves a -34.98% return, which is significantly lower than SMR's -23.36% return.
NIU
- 1D
- -3.90%
- 1M
- -17.92%
- YTD
- -34.98%
- 6M
- -39.76%
- 1Y
- -45.28%
- 3Y*
- -20.29%
- 5Y*
- -42.31%
- 10Y*
- —
SMR
- 1D
- -3.38%
- 1M
- -4.74%
- YTD
- -23.36%
- 6M
- -32.00%
- 1Y
- -70.25%
- 3Y*
- 14.31%
- 5Y*
- 1.64%
- 10Y*
- —
NIU vs. SMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
NIU Niu Technologies | -34.98% | 69.27% | -18.26% | -58.13% | -67.54% | -42.57% | -2.40% |
SMR NuScale Power Corporation | -23.36% | -20.97% | 444.98% | -67.93% | 2.29% | -0.89% | 1.20% |
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 9, 2020 | 0.19 |
Fundamentals
NIU:
$159.27M
SMR:
$3.47B
NIU:
-CN¥1.14
SMR:
-$2.02
NIU:
0.24
SMR:
114.66
NIU:
1.32
SMR:
2.98
NIU:
CN¥4.52B
SMR:
$18.10M
NIU:
CN¥881.65M
SMR:
$4.45M
NIU:
-CN¥128.12M
SMR:
-$696.20M
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Return for Risk
NIU vs. SMR — Risk / Return Rank
NIU
SMR
NIU vs. SMR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Niu Technologies (NIU) and NuScale Power Corporation (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.
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.
| NIU | SMR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 0.90 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.70 | -0.85 | +0.15 |
| Martin ratioReturn relative to average drawdown | -1.26 | -1.20 | -0.06 |
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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.
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Drawdown Indicators
| NIU | SMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.70% | -87.47% | -9.23% |
Max Drawdown (1Y)Largest decline over 1 year | -64.57% | -82.86% | +18.29% |
Max Drawdown (3Y)Largest decline over 3 years | -64.57% | -82.86% | +18.29% |
Max Drawdown (5Y)Largest decline over 5 years | -95.19% | -87.47% | -7.72% |
Current DrawdownCurrent decline from peak | -96.01% | -79.67% | -16.34% |
Average DrawdownAverage peak-to-trough decline | -65.77% | -35.27% | -30.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 36.00% | 58.68% | -22.68% |
Volatility
NIU vs. SMR - Volatility Comparison
The current volatility for Niu Technologies (NIU) is 15.23%, while NuScale Power Corporation (SMR) has a volatility of 31.26%. 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.
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Volatility by Period
| NIU | SMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.23% | 31.26% | -16.03% |
Volatility (6M)Calculated over the trailing 6-month period | 44.31% | 69.68% | -25.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.03% | 103.36% | -37.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 75.52% | 93.94% | -18.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 74.84% | 89.46% | -14.62% |
Dividends
NIU vs. SMR - Dividend Comparison
Neither NIU nor SMR has paid dividends to shareholders.
Financials
NIU vs. SMR - Financials Comparison
This section allows you to compare key financial metrics between Niu Technologies and NuScale Power 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
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.
SMR has higher volatility (31.26%) compared to NIU (15.23%). In terms of maximum drawdown, NIU dropped -96.70% vs SMR's -87.47%.
SMR currently has the higher Sharpe Ratio (-0.68 vs -0.69), 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.
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