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OPXS vs. HWM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

OPXS vs. HWM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Optex Systems Holdings Inc. Common Stock (OPXS) and Howmet Aerospace Inc. (HWM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OPXS achieves a -17.56% return, which is significantly lower than HWM's 21.39% return. Over the past 10 years, OPXS has underperformed HWM with an annualized return of 19.13%, while HWM has yielded a comparatively higher 31.86% annualized return.


OPXS

1D
-2.18%
1M
8.04%
YTD
-17.56%
6M
-18.59%
1Y
32.69%
3Y*
54.66%
5Y*
50.18%
10Y*
19.13%

HWM

1D
-0.83%
1M
3.77%
YTD
21.39%
6M
28.10%
1Y
44.37%
3Y*
77.12%
5Y*
48.28%
10Y*
31.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OPXS vs. HWM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OPXS
Optex Systems Holdings Inc. Common Stock
-17.56%106.71%4.66%122.19%57.75%5.06%-9.64%50.38%23.80%70.34%
HWM
Howmet Aerospace Inc.
21.39%87.95%102.71%37.84%24.16%11.67%21.03%83.54%-37.43%48.40%

Correlation

The correlation between OPXS and HWM is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.14

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

0.11

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

0.11

Correlation (All Time)
Calculated using the full available price history since May 5, 2009

0.06

The correlation between OPXS and HWM shifts across timeframes, from 0.06 (all time) to 0.19 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

EPS

OPXS:

$127.40

HWM:

$4.31

PE Ratio

OPXS:

0.09

HWM:

57.70

PEG Ratio

OPXS:

0.00

HWM:

0.98

PS Ratio

OPXS:

0.02

HWM:

11.67

Total Revenue (TTM)

OPXS:

$3.78B

HWM:

$8.62B

Gross Profit (TTM)

OPXS:

$1.45B

HWM:

$2.81B

EBITDA (TTM)

OPXS:

$664.48M

HWM:

$2.66B

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Return for Risk

OPXS vs. HWM — Risk / Return Rank

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

OPXS
OPXS Risk / Return Rank: 5757
Overall Rank
OPXS Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
OPXS Sortino Ratio Rank: 5858
Sortino Ratio Rank
OPXS Omega Ratio Rank: 5555
Omega Ratio Rank
OPXS Calmar Ratio Rank: 5858
Calmar Ratio Rank
OPXS Martin Ratio Rank: 5757
Martin Ratio Rank

HWM
HWM Risk / Return Rank: 7979
Overall Rank
HWM Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
HWM Sortino Ratio Rank: 7777
Sortino Ratio Rank
HWM Omega Ratio Rank: 7373
Omega Ratio Rank
HWM Calmar Ratio Rank: 8080
Calmar Ratio Rank
HWM Martin Ratio Rank: 8383
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.

OPXS vs. HWM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Optex Systems Holdings Inc. Common Stock (OPXS) and Howmet Aerospace Inc. (HWM). 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.


OPXSHWMDifference
Sharpe ratioReturn per unit of total volatility

-1.01

Sortino ratioReturn per unit of downside risk

-0.95

Omega ratioGain probability vs. loss probability

1.14

1.25

-0.12

Calmar ratioReturn relative to maximum drawdown

0.79

2.81

-2.02

Martin ratioReturn relative to average drawdown

1.58

8.10

-6.52

OPXS vs. HWM - Sharpe Ratio Comparison

The current OPXS Sharpe Ratio is 0.45, which is lower than the HWM Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of OPXS and HWM, 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


OPXSHWMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.45

1.46

-1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.94

1.52

-0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.80

-0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.09

0.21

-0.31

Drawdowns

OPXS vs. HWM - Drawdown Comparison

The maximum OPXS drawdown since its inception was -99.87%, which is greater than HWM's maximum drawdown of -88.30%. Use the drawdown chart below to compare losses from any high point for OPXS and HWM.


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Drawdown Indicators


OPXSHWMDifference

Max Drawdown

Largest peak-to-trough decline

-99.87%

-88.30%

-11.57%

Max Drawdown (1Y)

Largest decline over 1 year

-41.80%

-15.89%

-25.91%

Max Drawdown (3Y)

Largest decline over 3 years

-45.68%

-19.41%

-26.27%

Max Drawdown (5Y)

Largest decline over 5 years

-45.68%

-23.19%

-22.49%

Max Drawdown (10Y)

Largest decline over 10 years

-76.40%

-64.81%

-11.59%

Current Drawdown

Current decline from peak

-97.28%

-9.12%

-88.16%

Average Drawdown

Average peak-to-trough decline

-95.72%

-31.02%

-64.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.80%

5.49%

+15.31%

Volatility

OPXS vs. HWM - Volatility Comparison

Optex Systems Holdings Inc. Common Stock (OPXS) has a higher volatility of 18.22% compared to Howmet Aerospace Inc. (HWM) at 11.35%. This indicates that OPXS's price experiences larger fluctuations and is considered to be riskier than HWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OPXSHWMDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.22%

11.35%

+6.87%

Volatility (6M)

Calculated over the trailing 6-month period

46.25%

24.03%

+22.22%

Volatility (1Y)

Calculated over the trailing 1-year period

73.33%

30.55%

+42.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

53.95%

32.03%

+21.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.94%

39.78%

+20.16%

Dividends

OPXS vs. HWM - Dividend Comparison

OPXS has not paid dividends to shareholders, while HWM's dividend yield for the trailing twelve months is around 0.19%.


PositionTTM20252024202320222021202020192018201720162015
HWM
Howmet Aerospace Inc.
0.19%0.21%0.24%0.31%0.25%0.13%0.05%0.39%1.42%0.88%40.49%1.22%
OPXS
Optex Systems Holdings Inc. Common Stock
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.05%3.64%0.00%0.00%

Financials

OPXS vs. HWM - Financials Comparison

This section allows you to compare key financial metrics between Optex Systems Holdings Inc. Common Stock and Howmet Aerospace Inc.. 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


0.001.00B2.00B3.00B4.00B20222023202420252026
3.75B
2.31B
(OPXS) Total Revenue
(HWM) Total Revenue
Values in USD except per share items

OPXS vs. HWM - Profitability Comparison

The chart below illustrates the profitability comparison between Optex Systems Holdings Inc. Common Stock and Howmet Aerospace Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%20222023202420252026
38.3%
36.9%
Portfolio components
OPXS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Optex Systems Holdings Inc. Common Stock reported a gross profit of 1.44B and revenue of 3.75B. Therefore, the gross margin over that period was 38.3%.

HWM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Howmet Aerospace Inc. reported a gross profit of 854.00M and revenue of 2.31B. Therefore, the gross margin over that period was 36.9%.

OPXS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Optex Systems Holdings Inc. Common Stock reported an operating income of 660.00M and revenue of 3.75B, resulting in an operating margin of 17.6%.

HWM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Howmet Aerospace Inc. reported an operating income of 734.00M and revenue of 2.31B, resulting in an operating margin of 31.7%.

OPXS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Optex Systems Holdings Inc. Common Stock reported a net income of 660.00M and revenue of 3.75B, resulting in a net margin of 17.6%.

HWM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Howmet Aerospace Inc. reported a net income of 580.00M and revenue of 2.31B, resulting in a net margin of 25.1%.


Frequently Asked Questions


OPXS and HWM have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OPXS has higher volatility (18.22%) compared to HWM (11.35%). In terms of maximum drawdown, OPXS dropped -99.87% vs HWM's -88.30%.

HWM currently has the higher Sharpe Ratio (1.46 vs 0.45), 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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