SMNEY vs. RTX

Last updated Jun 13, 2026

SMNEY (Siemens Energy AG) and RTX (RTX Corporation) are both stocks. Both are in the Industrials sector — SMNEY in Specialty Industrial Machinery, RTX in Aerospace & Defense. At a 0.20 correlation, their price movements are largely independent.

Performance

SMNEY vs. RTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Siemens Energy AG (SMNEY) and RTX Corporation (RTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

RTX

• 1D: -0.37%
• 1M: 3.47%
• YTD: 0.82%
• 6M: 3.50%
• 1Y: 32.26%
• 3Y*: 25.18%
• 5Y*: 18.20%
• 10Y*: 15.68%

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

SMNEY vs. RTX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-31.90%	21.11%
RTX RTX Corporation	0.82%	61.44%	40.76%	-14.44%	20.01%	23.27%	-1.89%

Correlation

The correlation between SMNEY and RTX is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (3Y) Calculated over the trailing 3-year period	0.14
Correlation (5Y) Calculated over the trailing 5-year period	0.22
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020	0.20

Fundamentals

Market Cap SMNEY : $152.45B RTX : $250.45B
EPS SMNEY : €2.16 RTX : $5.34
PE Ratio SMNEY : 81.35 RTX : 34.39
PEG Ratio SMNEY : 0.76 RTX : 1.37
PS Ratio SMNEY : 3.93 RTX : 2.76
PB Ratio SMNEY : 13.51 RTX : 3.78
Total Revenue (TTM) SMNEY : €39.81B RTX : $90.37B
Gross Profit (TTM) SMNEY : €7.27B RTX : $18.27B
EBITDA (TTM) SMNEY : €4.73B RTX : $13.81B

Return for Risk

SMNEY vs. RTX — Risk / Return Rank

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

SMNEY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

RTX

RTX Risk / Return Rank: 76
RTX Sharpe Ratio Rank: 80
RTX Sortino Ratio Rank: 77
RTX Omega Ratio Rank: 75
RTX Calmar Ratio Rank: 73
RTX Martin Ratio Rank: 76

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.

SMNEY vs. RTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Siemens Energy AG (SMNEY) and RTX Corporation (RTX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	SMNEY	RTX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.34	—
Sortino ratio: Return per unit of downside risk	—	2.02	—
Omega ratio: Gain probability vs. loss probability	—	1.25	—
Calmar ratio: Return relative to maximum drawdown	—	1.68	—
Martin ratio: Return relative to average drawdown	—	4.55	—

Drawdowns

Drawdown Indicators

	SMNEY	RTX	Difference
Max Drawdown Largest peak-to-trough decline	—	-55.14%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-19.32%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-29.48%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-32.84%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-51.98%	—
Current Drawdown Current decline from peak	—	-13.13%	—
Average Drawdown Average peak-to-trough decline	—	-13.03%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	7.10%	—

Volatility

Volatility by Period

	SMNEY	RTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.72%	—
Volatility (6M) Calculated over the trailing 6-month period	—	18.40%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	24.26%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	23.94%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	27.77%	—

Dividends

SMNEY vs. RTX - Dividend Comparison

SMNEY has not paid dividends to shareholders, while RTX's dividend yield for the trailing twelve months is around 1.51%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RTX RTX Corporation	1.51%	1.46%	2.14%	2.76%	2.14%	2.33%	21.21%	1.96%	2.66%	2.13%	2.39%	2.66%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

SMNEY vs. RTX - Profitability Comparison

The chart below illustrates the profitability comparison between Siemens Energy AG and RTX Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SMNEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a gross profit of 2.09B and revenue of 9.68B. Therefore, the gross margin over that period was 21.6%.

RTX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported a gross profit of 4.59B and revenue of 22.08B. Therefore, the gross margin over that period was 20.8%.

SMNEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported an operating income of 962.00M and revenue of 9.68B, resulting in an operating margin of 9.9%.

RTX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported an operating income of 2.56B and revenue of 22.08B, resulting in an operating margin of 11.6%.

SMNEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a net income of 677.00M and revenue of 9.68B, resulting in a net margin of 7.0%.

RTX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RTX Corporation reported a net income of 2.06B and revenue of 22.08B, resulting in a net margin of 9.3%.

Frequently Asked Questions

Can I hold both SMNEY and RTX in my portfolio?

SMNEY and RTX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.