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RGR vs. SWBI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between RGR and SWBI is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.4

Performance

RGR vs. SWBI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sturm, Ruger & Company, Inc. (RGR) and Smith & Wesson Brands, Inc. (SWBI). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%NovemberDecember2025FebruaryMarchApril
-4.78%
-27.91%
RGR
SWBI

Key characteristics

Sharpe Ratio

RGR:

-0.58

SWBI:

-1.13

Sortino Ratio

RGR:

-0.74

SWBI:

-1.52

Omega Ratio

RGR:

0.91

SWBI:

0.76

Calmar Ratio

RGR:

-0.27

SWBI:

-0.63

Martin Ratio

RGR:

-0.94

SWBI:

-1.66

Ulcer Index

RGR:

15.34%

SWBI:

26.99%

Daily Std Dev

RGR:

24.95%

SWBI:

39.53%

Max Drawdown

RGR:

-79.69%

SWBI:

-96.59%

Current Drawdown

RGR:

-47.82%

SWBI:

-70.94%

Fundamentals

Market Cap

RGR:

$646.18M

SWBI:

$397.34M

EPS

RGR:

$1.77

SWBI:

$0.65

PE Ratio

RGR:

21.78

SWBI:

13.89

Total Revenue (TTM)

RGR:

$398.82M

SWBI:

$493.05M

Gross Profit (TTM)

RGR:

$85.01M

SWBI:

$146.19M

EBITDA (TTM)

RGR:

$45.04M

SWBI:

$58.26M

Returns By Period

In the year-to-date period, RGR achieves a 9.65% return, which is significantly higher than SWBI's -9.44% return. Over the past 10 years, RGR has outperformed SWBI with an annualized return of 1.61%, while SWBI has yielded a comparatively lower 0.47% annualized return.


RGR

YTD

9.65%

1M

-1.67%

6M

-4.52%

1Y

-14.27%

5Y*

0.19%

10Y*

1.61%

SWBI

YTD

-9.44%

1M

-14.88%

6M

-27.28%

1Y

-44.97%

5Y*

11.45%

10Y*

0.47%

*Annualized

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Risk-Adjusted Performance

RGR vs. SWBI — Risk-Adjusted Performance Rank

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

RGR
The Risk-Adjusted Performance Rank of RGR is 2626
Overall Rank
The Sharpe Ratio Rank of RGR is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of RGR is 2020
Sortino Ratio Rank
The Omega Ratio Rank of RGR is 2020
Omega Ratio Rank
The Calmar Ratio Rank of RGR is 3636
Calmar Ratio Rank
The Martin Ratio Rank of RGR is 3232
Martin Ratio Rank

SWBI
The Risk-Adjusted Performance Rank of SWBI is 77
Overall Rank
The Sharpe Ratio Rank of SWBI is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of SWBI is 77
Sortino Ratio Rank
The Omega Ratio Rank of SWBI is 44
Omega Ratio Rank
The Calmar Ratio Rank of SWBI is 1414
Calmar Ratio Rank
The Martin Ratio Rank of SWBI is 55
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RGR vs. SWBI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sturm, Ruger & Company, Inc. (RGR) and Smith & Wesson Brands, Inc. (SWBI). 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.


The chart of Sharpe ratio for RGR, currently valued at -0.58, compared to the broader market-2.00-1.000.001.002.003.00
RGR: -0.58
SWBI: -1.13
The chart of Sortino ratio for RGR, currently valued at -0.74, compared to the broader market-6.00-4.00-2.000.002.004.00
RGR: -0.74
SWBI: -1.52
The chart of Omega ratio for RGR, currently valued at 0.91, compared to the broader market0.501.001.502.00
RGR: 0.91
SWBI: 0.76
The chart of Calmar ratio for RGR, currently valued at -0.27, compared to the broader market0.001.002.003.004.005.00
RGR: -0.27
SWBI: -0.63
The chart of Martin ratio for RGR, currently valued at -0.94, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
RGR: -0.94
SWBI: -1.66

The current RGR Sharpe Ratio is -0.58, which is higher than the SWBI Sharpe Ratio of -1.13. The chart below compares the historical Sharpe Ratios of RGR and SWBI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.20-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2025FebruaryMarchApril
-0.58
-1.13
RGR
SWBI

Dividends

RGR vs. SWBI - Dividend Comparison

RGR's dividend yield for the trailing twelve months is around 1.82%, less than SWBI's 5.76% yield.


TTM20242023202220212020201920182017201620152014
RGR
Sturm, Ruger & Company, Inc.
1.82%1.95%2.79%14.66%4.94%10.00%1.74%2.07%2.44%3.28%1.85%4.68%
SWBI
Smith & Wesson Brands, Inc.
5.76%5.05%3.39%4.38%1.63%0.56%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

RGR vs. SWBI - Drawdown Comparison

The maximum RGR drawdown since its inception was -79.69%, smaller than the maximum SWBI drawdown of -96.59%. Use the drawdown chart below to compare losses from any high point for RGR and SWBI. For additional features, visit the drawdowns tool.


-70.00%-65.00%-60.00%-55.00%-50.00%-45.00%NovemberDecember2025FebruaryMarchApril
-47.82%
-70.94%
RGR
SWBI

Volatility

RGR vs. SWBI - Volatility Comparison

The current volatility for Sturm, Ruger & Company, Inc. (RGR) is 4.59%, while Smith & Wesson Brands, Inc. (SWBI) has a volatility of 14.38%. This indicates that RGR experiences smaller price fluctuations and is considered to be less risky than SWBI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
4.59%
14.38%
RGR
SWBI

Financials

RGR vs. SWBI - Financials Comparison

This section allows you to compare key financial metrics between Sturm, Ruger & Company, Inc. and Smith & Wesson Brands, 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


Values in USD except per share items