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NUE vs. SMR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NUE vs. SMR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nucor Corporation (NUE) and NuScale Power Corporation (SMR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NUE achieves a 55.89% return, which is significantly higher than SMR's -24.06% return.


NUE

1D
-0.39%
1M
11.38%
YTD
55.89%
6M
60.16%
1Y
111.60%
3Y*
22.06%
5Y*
20.51%
10Y*
20.15%

SMR

1D
2.48%
1M
-14.26%
YTD
-24.06%
6M
-50.09%
1Y
-68.68%
3Y*
10.94%
5Y*
1.52%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NUE vs. SMR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
NUE
Nucor Corporation
55.89%42.03%-31.95%33.75%17.39%118.45%-5.00%
SMR
NuScale Power Corporation
-24.06%-20.97%444.98%-67.93%2.29%-0.89%1.71%

Correlation

The correlation between NUE and SMR is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.22

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

0.21

Correlation (All Time)
Calculated using the full available price history since Dec 10, 2020

0.20

Fundamentals

Market Cap

NUE:

$58.10B

SMR:

$3.44B

EPS

NUE:

$10.12

SMR:

-$2.02

PS Ratio

NUE:

1.71

SMR:

113.60

PB Ratio

NUE:

2.71

SMR:

2.95

Total Revenue (TTM)

NUE:

$34.16B

SMR:

$18.10M

Gross Profit (TTM)

NUE:

$4.77B

SMR:

$4.45M

EBITDA (TTM)

NUE:

$3.49B

SMR:

-$696.20M

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Return for Risk

NUE vs. SMR — Risk / Return Rank

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

NUE
NUE Risk / Return Rank: 9696
Overall Rank
NUE Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
NUE Sortino Ratio Rank: 9696
Sortino Ratio Rank
NUE Omega Ratio Rank: 9595
Omega Ratio Rank
NUE Calmar Ratio Rank: 9494
Calmar Ratio Rank
NUE Martin Ratio Rank: 9595
Martin Ratio Rank

SMR
SMR Risk / Return Rank: 1313
Overall Rank
SMR Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
SMR Sortino Ratio Rank: 1313
Sortino Ratio Rank
SMR Omega Ratio Rank: 1616
Omega Ratio Rank
SMR Calmar Ratio Rank: 1010
Calmar Ratio Rank
SMR Martin Ratio Rank: 1515
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.

NUE vs. SMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nucor Corporation (NUE) 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.


NUESMRDifference
Sharpe ratioReturn per unit of total volatility

+4.46

Sortino ratioReturn per unit of downside risk

+5.25

Omega ratioGain probability vs. loss probability

1.54

0.91

+0.64

Calmar ratioReturn relative to maximum drawdown

6.09

-0.83

+6.92

Martin ratioReturn relative to average drawdown

18.29

-1.22

+19.51

NUE vs. SMR - Sharpe Ratio Comparison

The current NUE Sharpe Ratio is 3.80, which is higher than the SMR Sharpe Ratio of -0.66. The chart below compares the historical Sharpe Ratios of NUE 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.


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Sharpe Ratios by Period


NUESMRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.80

-0.66

+4.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.02

+0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.02

+0.40

Drawdowns

NUE vs. SMR - Drawdown Comparison

The maximum NUE drawdown since its inception was -68.34%, smaller than the maximum SMR drawdown of -87.47%. Use the drawdown chart below to compare losses from any high point for NUE and SMR.


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Drawdown Indicators


NUESMRDifference

Max Drawdown

Largest peak-to-trough decline

-68.34%

-87.47%

+19.13%

Max Drawdown (1Y)

Largest decline over 1 year

-18.43%

-82.86%

+64.43%

Max Drawdown (3Y)

Largest decline over 3 years

-47.79%

-82.86%

+35.07%

Max Drawdown (5Y)

Largest decline over 5 years

-47.79%

-87.47%

+39.68%

Max Drawdown (10Y)

Largest decline over 10 years

-57.21%

Current Drawdown

Current decline from peak

-3.39%

-79.86%

+76.47%

Average Drawdown

Average peak-to-trough decline

-21.14%

-34.97%

+13.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.12%

56.46%

-50.34%

Volatility

NUE vs. SMR - Volatility Comparison

The current volatility for Nucor Corporation (NUE) is 7.99%, while NuScale Power Corporation (SMR) has a volatility of 29.21%. This indicates that NUE 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


NUESMRDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.99%

29.21%

-21.22%

Volatility (6M)

Calculated over the trailing 6-month period

20.45%

69.12%

-48.67%

Volatility (1Y)

Calculated over the trailing 1-year period

29.59%

104.37%

-74.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.70%

93.41%

-55.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.97%

89.34%

-53.37%

Dividends

NUE vs. SMR - Dividend Comparison

NUE's dividend yield for the trailing twelve months is around 0.88%, while SMR has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
NUE
Nucor Corporation
0.88%1.35%1.86%1.19%1.52%1.50%3.03%2.85%2.97%2.38%2.52%3.70%
SMR
NuScale Power Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

NUE vs. SMR - Financials Comparison

This section allows you to compare key financial metrics between Nucor Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B12.00B20222023202420252026
9.50B
0
(NUE) Total Revenue
(SMR) Total Revenue
Values in USD except per share items

Frequently Asked Questions


NUE and SMR have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMR has higher volatility (29.21%) compared to NUE (7.99%). In terms of maximum drawdown, NUE dropped -68.34% vs SMR's -87.47%.

NUE currently has the higher Sharpe Ratio (3.80 vs -0.66), 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

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