RRX vs. CRS

Last updated Jun 4, 2026

RRX (Regal Rexnord Corporation) and CRS (Carpenter Technology Corporation) are both stocks. Both are in the Industrials sector — RRX in Specialty Industrial Machinery, CRS in Metal Fabrication. Over the past 10 years, RRX returned 16.07%/yr vs 33.25%/yr for CRS. At a 0.38 correlation, their price movements are largely independent.

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.

Returns By Period

The year-to-date returns for both investments are quite close, with RRX having a 53.72% return and CRS slightly higher at 54.86%. Over the past 10 years, RRX has underperformed CRS with an annualized return of 16.07%, while CRS has yielded a comparatively higher 33.25% annualized return.

RRX

• 1D: 0.60%
• 1M: 1.31%
• YTD: 53.72%
• 6M: 56.70%
• 1Y: 59.72%
• 3Y*: 16.52%
• 5Y*: 10.83%
• 10Y*: 16.07%

CRS

• 1D: -0.04%
• 1M: 13.90%
• YTD: 54.86%
• 6M: 57.05%
• 1Y: 98.28%
• 3Y*: 116.45%
• 5Y*: 63.90%
• 10Y*: 33.25%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RRX vs. CRS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RRX Regal Rexnord Corporation	53.72%	-8.61%	5.74%	24.56%	-28.75%	46.56%	45.52%	24.03%	-7.20%	12.08%
CRS Carpenter Technology Corporation	54.86%	86.23%	141.72%	94.48%	29.50%	2.66%	-39.44%	42.12%	-29.16%	43.40%

Correlation

The correlation between RRX and CRS is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.38
Correlation (3Y) Calculated over the trailing 3-year period	0.42
Correlation (5Y) Calculated over the trailing 5-year period	0.45
Correlation (10Y) Calculated over the trailing 10-year period	0.51
Correlation (All Time) Calculated using the full available price history since Nov 6, 1987	0.38

The correlation between RRX and CRS shifts across timeframes, from 0.38 (all time) to 0.51 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap RRX : $14.38B CRS : $24.50B
EPS RRX : $4.30 CRS : $9.51
PE Ratio RRX : 50.04 CRS : 51.24
PEG Ratio RRX : 5.20 CRS : 0.04
PS Ratio RRX : 2.39 CRS : 8.10
PB Ratio RRX : 2.11 CRS : 11.85
Total Revenue (TTM) RRX : $6.00B CRS : $3.03B
Gross Profit (TTM) RRX : $2.25B CRS : $900.50M
EBITDA (TTM) RRX : $1.19B CRS : $745.50M

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: 76
RRX Sharpe Ratio Rank: 78
RRX Sortino Ratio Rank: 73
RRX Omega Ratio Rank: 71
RRX Calmar Ratio Rank: 80
RRX Martin Ratio Rank: 79

CRS

CRS Risk / Return Rank: 88
CRS Sharpe Ratio Rank: 88
CRS Sortino Ratio Rank: 86
CRS Omega Ratio Rank: 85
CRS Calmar Ratio Rank: 91
CRS Martin Ratio Rank: 90

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.

	RRX	CRS	Difference
Sharpe ratio Return per unit of total volatility	1.30	2.08	-0.78
Sortino ratio Return per unit of downside risk	1.93	2.88	-0.95
Omega ratio Gain probability vs. loss probability	1.24	1.37	-0.13
Calmar ratio Return relative to maximum drawdown	2.76	5.18	-2.42
Martin ratio Return relative to average drawdown	6.33	12.19	-5.86
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RRX vs. CRS - Sharpe Ratio Comparison

The current RRX Sharpe Ratio is 1.30, which is lower than the CRS Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of RRX and CRS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RRX	CRS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.30	2.08	-0.78
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.27	1.38	-1.11
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.44	0.68	-0.24
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.34	+0.06

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.

Drawdown Indicators

	RRX	CRS	Difference
Max Drawdown Largest peak-to-trough decline	-53.65%	-84.68%	+31.03%
Max Drawdown (1Y) Largest decline over 1 year	-21.72%	-19.08%	-2.64%
Max Drawdown (3Y) Largest decline over 3 years	-48.11%	-28.74%	-19.37%
Max Drawdown (5Y) Largest decline over 5 years	-48.11%	-44.04%	-4.07%
Max Drawdown (10Y) Largest decline over 10 years	-48.11%	-74.70%	+26.59%
Current Drawdown Current decline from peak	-6.96%	-0.04%	-6.92%
Average Drawdown Average peak-to-trough decline	-16.59%	-27.26%	+10.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.46%	8.09%	+1.37%

Volatility

RRX vs. CRS - Volatility Comparison

Regal Rexnord Corporation (RRX) has a higher volatility of 18.41% compared to Carpenter Technology Corporation (CRS) at 12.34%. This indicates that RRX's price experiences larger fluctuations and is considered to be riskier than CRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RRX	CRS	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.41%	12.34%	+6.07%
Volatility (6M) Calculated over the trailing 6-month period	37.08%	33.06%	+4.02%
Volatility (1Y) Calculated over the trailing 1-year period	46.15%	47.57%	-1.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	40.12%	46.60%	-6.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.40%	48.82%	-12.42%

Dividends

RRX vs. CRS - Dividend Comparison

RRX's dividend yield for the trailing twelve months is around 0.65%, more than CRS's 0.16% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CRS Carpenter Technology Corporation	0.16%	0.25%	0.47%	1.13%	2.17%	2.74%	2.75%	1.61%	2.13%	1.41%	1.99%	2.38%
RRX Regal Rexnord Corporation	0.65%	1.00%	0.90%	0.95%	1.15%	4.87%	0.98%	1.38%	1.57%	1.33%	1.37%	1.56%

Financials

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.

RRX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Regal Rexnord Corporation reported a gross profit of 549.90M and revenue of 1.48B. Therefore, the gross margin over that period was 37.2%.

CRS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Carpenter Technology Corporation reported a gross profit of 251.80M and revenue of 811.50M. Therefore, the gross margin over that period was 31.0%.

RRX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Regal Rexnord Corporation reported an operating income of 152.70M and revenue of 1.48B, resulting in an operating margin of 10.3%.

CRS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Carpenter Technology Corporation reported an operating income of 186.50M and revenue of 811.50M, resulting in an operating margin of 23.0%.

RRX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Regal Rexnord Corporation reported a net income of 64.30M and revenue of 1.48B, resulting in a net margin of 4.4%.

CRS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Carpenter Technology Corporation reported a net income of 139.60M and revenue of 811.50M, resulting in a net margin of 17.2%.

Frequently Asked Questions

Can I hold both RRX and CRS in my portfolio?

RRX and CRS have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RRX or CRS?

RRX has higher volatility (18.41%) compared to CRS (12.34%). In terms of maximum drawdown, RRX dropped -53.65% vs CRS's -84.68%.

Which has better risk-adjusted returns?

CRS currently has the higher Sharpe Ratio (2.08 vs 1.30), 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.