SMR vs. WLDN
SMR (NuScale Power Corporation) and WLDN (Willdan Group, Inc.) are both stocks. Both are in the Industrials sector — SMR in Specialty Industrial Machinery, WLDN in Engineering & Construction. Over the past 5 years, SMR returned -0.32%/yr vs 19.75%/yr for WLDN. At a 0.22 correlation, their price movements are largely independent.
Performance
SMR vs. WLDN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SMR achieves a -30.20% return, which is significantly lower than WLDN's -7.10% return.
SMR
- 1D
- 3.34%
- 1M
- -17.31%
- YTD
- -30.20%
- 6M
- -46.07%
- 1Y
- -75.51%
- 3Y*
- 5.43%
- 5Y*
- -0.32%
- 10Y*
- —
WLDN
- 1D
- -1.21%
- 1M
- 5.75%
- YTD
- -7.10%
- 6M
- -6.97%
- 1Y
- 70.93%
- 3Y*
- 71.89%
- 5Y*
- 19.75%
- 10Y*
- 24.56%
SMR vs. WLDN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SMR NuScale Power Corporation | -30.20% | -20.97% | 444.98% | -67.93% | 2.29% | -0.89% | 1.20% |
WLDN Willdan Group, Inc. | -7.10% | 172.14% | 77.16% | 20.45% | -49.29% | -15.59% | 6.84% |
Correlation
The correlation between SMR and WLDN is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2020 | 0.22 |
Fundamentals
SMR:
$3.16B
WLDN:
$1.48B
SMR:
-$2.02
WLDN:
$3.71
SMR:
104.42
WLDN:
2.14
SMR:
2.71
WLDN:
4.78
SMR:
$18.10M
WLDN:
$684.28M
SMR:
$4.45M
WLDN:
$261.18M
SMR:
-$696.20M
WLDN:
$64.86M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SMR vs. WLDN — Risk / Return Rank
SMR
WLDN
SMR vs. WLDN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NuScale Power Corporation (SMR) and Willdan Group, Inc. (WLDN). 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.
| SMR | WLDN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.83 | ||
| Sortino ratioReturn per unit of downside risk | -2.99 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.26 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | 1.41 | -2.33 |
| Martin ratioReturn relative to average drawdown | -1.32 | 2.99 | -4.31 |
Loading charts...
Drawdowns
SMR vs. WLDN - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, roughly equal to the maximum WLDN drawdown of -89.19%. Use the drawdown chart below to compare losses from any high point for SMR and WLDN.
Loading charts...
Drawdown Indicators
| SMR | WLDN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.47% | -89.19% | +1.72% |
Max Drawdown (1Y)Largest decline over 1 year | -82.86% | -50.41% | -32.45% |
Max Drawdown (3Y)Largest decline over 3 years | -82.86% | -50.41% | -32.45% |
Max Drawdown (5Y)Largest decline over 5 years | -87.47% | -72.59% | -14.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -78.71% | — |
Current DrawdownCurrent decline from peak | -81.49% | -28.63% | -52.86% |
Average DrawdownAverage peak-to-trough decline | -35.08% | -42.35% | +7.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 57.39% | 23.78% | +33.61% |
Volatility
SMR vs. WLDN - Volatility Comparison
NuScale Power Corporation (SMR) has a higher volatility of 28.93% compared to Willdan Group, Inc. (WLDN) at 8.81%. This indicates that SMR's price experiences larger fluctuations and is considered to be riskier than WLDN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SMR | WLDN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 28.93% | 8.81% | +20.12% |
Volatility (6M)Calculated over the trailing 6-month period | 69.57% | 50.77% | +18.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 102.59% | 65.10% | +37.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 93.50% | 55.91% | +37.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.31% | 54.13% | +35.18% |
Dividends
SMR vs. WLDN - Dividend Comparison
Neither SMR nor WLDN has paid dividends to shareholders.
Financials
SMR vs. WLDN - Financials Comparison
This section allows you to compare key financial metrics between NuScale Power Corporation and Willdan Group, 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
SMR and WLDN have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMR has higher volatility (28.93%) compared to WLDN (8.81%). In terms of maximum drawdown, SMR dropped -87.47% vs WLDN's -89.19%.
WLDN currently has the higher Sharpe Ratio (1.09 vs -0.74), 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.
Find the right allocation for SMR and WLDN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer