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RRX vs. CRS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

RRX vs. CRS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Regal Rexnord Corporation (RRX) and Carpenter Technology Corporation (CRS). The values are adjusted to include any dividend payments, if applicable.

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RRX vs. CRS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RRX
Regal Rexnord Corporation
33.71%-8.61%5.74%24.56%-28.75%46.56%45.52%24.03%-7.20%12.08%
CRS
Carpenter Technology Corporation
25.26%86.23%141.72%94.48%29.50%2.66%-39.44%42.12%-29.16%43.40%

Fundamentals

Market Cap

RRX:

$12.47B

CRS:

$19.83B

EPS

RRX:

$4.20

CRS:

$8.62

PE Ratio

RRX:

44.58

CRS:

45.71

PEG Ratio

RRX:

4.63

CRS:

0.04

PS Ratio

RRX:

2.10

CRS:

6.75

PB Ratio

RRX:

1.82

CRS:

9.99

Total Revenue (TTM)

RRX:

$5.93B

CRS:

$2.94B

Gross Profit (TTM)

RRX:

$2.23B

CRS:

$849.50M

EBITDA (TTM)

RRX:

$1.08B

CRS:

$711.30M

Returns By Period

In the year-to-date period, RRX achieves a 33.71% return, which is significantly higher than CRS's 25.26% return. Over the past 10 years, RRX has underperformed CRS with an annualized return of 13.31%, while CRS has yielded a comparatively higher 29.69% annualized return.


RRX

1D
5.30%
1M
-15.09%
YTD
33.71%
6M
31.13%
1Y
66.01%
3Y*
11.03%
5Y*
7.18%
10Y*
13.31%

CRS

1D
6.32%
1M
-0.98%
YTD
25.26%
6M
60.75%
1Y
118.29%
3Y*
108.12%
5Y*
59.12%
10Y*
29.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

RRX vs. CRS — Risk / Return Rank

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

RRX
RRX Risk / Return Rank: 8080
Overall Rank
RRX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
RRX Sortino Ratio Rank: 7878
Sortino Ratio Rank
RRX Omega Ratio Rank: 7676
Omega Ratio Rank
RRX Calmar Ratio Rank: 8484
Calmar Ratio Rank
RRX Martin Ratio Rank: 8181
Martin Ratio Rank

CRS
CRS Risk / Return Rank: 9393
Overall Rank
CRS Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
CRS Sortino Ratio Rank: 9292
Sortino Ratio Rank
CRS Omega Ratio Rank: 9191
Omega Ratio Rank
CRS Calmar Ratio Rank: 9696
Calmar Ratio Rank
CRS Martin Ratio Rank: 9494
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.

RRX vs. CRS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Regal Rexnord Corporation (RRX) and Carpenter Technology Corporation (CRS). 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.


RRXCRSDifference

Sharpe ratio

Return per unit of total volatility

1.31

2.33

-1.02

Sortino ratio

Return per unit of downside risk

1.97

3.04

-1.07

Omega ratio

Gain probability vs. loss probability

1.25

1.41

-0.16

Calmar ratio

Return relative to maximum drawdown

2.68

6.14

-3.46

Martin ratio

Return relative to average drawdown

6.23

14.29

-8.07

RRX vs. CRS - Sharpe Ratio Comparison

The current RRX Sharpe Ratio is 1.31, which is lower than the CRS Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of RRX and CRS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RRXCRSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

2.33

-1.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

1.27

-1.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.61

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.33

+0.07

Correlation

The correlation between RRX and CRS is 0.38, 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.


Dividends

RRX vs. CRS - Dividend Comparison

RRX's dividend yield for the trailing twelve months is around 0.75%, more than CRS's 0.20% yield.


TTM20252024202320222021202020192018201720162015
RRX
Regal Rexnord Corporation
0.75%1.00%0.90%0.95%1.15%4.87%0.98%1.38%1.57%1.33%1.37%1.56%
CRS
Carpenter Technology Corporation
0.20%0.25%0.47%1.13%2.17%2.74%2.75%1.61%2.13%1.41%1.99%2.38%

Drawdowns

RRX vs. CRS - Drawdown Comparison

The maximum RRX drawdown since its inception was -53.65%, smaller than the maximum CRS drawdown of -84.68%. Use the drawdown chart below to compare losses from any high point for RRX and CRS.


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Drawdown Indicators


RRXCRSDifference

Max Drawdown

Largest peak-to-trough decline

-53.65%

-84.68%

+31.03%

Max Drawdown (1Y)

Largest decline over 1 year

-22.59%

-19.24%

-3.35%

Max Drawdown (5Y)

Largest decline over 5 years

-48.11%

-47.01%

-1.10%

Max Drawdown (10Y)

Largest decline over 10 years

-48.11%

-74.70%

+26.59%

Current Drawdown

Current decline from peak

-16.27%

-4.36%

-11.91%

Average Drawdown

Average peak-to-trough decline

-16.62%

-27.36%

+10.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.73%

8.27%

+1.46%

Volatility

RRX vs. CRS - Volatility Comparison

Regal Rexnord Corporation (RRX) and Carpenter Technology Corporation (CRS) have volatilities of 17.73% and 17.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RRXCRSDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.73%

17.52%

+0.21%

Volatility (6M)

Calculated over the trailing 6-month period

33.99%

37.15%

-3.16%

Volatility (1Y)

Calculated over the trailing 1-year period

50.67%

51.08%

-0.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.92%

46.78%

-7.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.83%

48.74%

-12.91%

Financials

RRX vs. CRS - Financials Comparison

This section allows you to compare key financial metrics between Regal Rexnord Corporation and Carpenter Technology 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


500.00M1.00B1.50B20212022202320242025
1.52B
728.00M
(RRX) Total Revenue
(CRS) Total Revenue
Values in USD except per share items

RRX vs. CRS - Profitability Comparison

The chart below illustrates the profitability comparison between Regal Rexnord Corporation and Carpenter Technology Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-10.0%0.0%10.0%20.0%30.0%40.0%20212022202320242025
37.5%
30.0%
Portfolio components
RRX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Regal Rexnord Corporation reported a gross profit of 571.20M and revenue of 1.52B. Therefore, the gross margin over that period was 37.5%.

CRS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Carpenter Technology Corporation reported a gross profit of 218.30M and revenue of 728.00M. Therefore, the gross margin over that period was 30.0%.

RRX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Regal Rexnord Corporation reported an operating income of 159.20M and revenue of 1.52B, resulting in an operating margin of 10.5%.

CRS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Carpenter Technology Corporation reported an operating income of 155.20M and revenue of 728.00M, resulting in an operating margin of 21.3%.

RRX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Regal Rexnord Corporation reported a net income of 63.50M and revenue of 1.52B, resulting in a net margin of 4.2%.

CRS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Carpenter Technology Corporation reported a net income of 105.30M and revenue of 728.00M, resulting in a net margin of 14.5%.