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SPXC vs. BMI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SPXC and BMI is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

SPXC vs. BMI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPX Corporation (SPXC) and Badger Meter, Inc. (BMI). The values are adjusted to include any dividend payments, if applicable.

0.00%50,000.00%100,000.00%150,000.00%NovemberDecember2025FebruaryMarchApril
7,907.42%
153,021.02%
SPXC
BMI

Key characteristics

Sharpe Ratio

SPXC:

0.27

BMI:

0.55

Sortino Ratio

SPXC:

0.67

BMI:

1.00

Omega Ratio

SPXC:

1.08

BMI:

1.12

Calmar Ratio

SPXC:

0.33

BMI:

0.60

Martin Ratio

SPXC:

0.76

BMI:

1.79

Ulcer Index

SPXC:

14.65%

BMI:

9.38%

Daily Std Dev

SPXC:

41.57%

BMI:

30.68%

Max Drawdown

SPXC:

-81.12%

BMI:

-68.22%

Current Drawdown

SPXC:

-26.29%

BMI:

-8.82%

Fundamentals

Market Cap

SPXC:

$6.26B

BMI:

$6.37B

EPS

SPXC:

$4.30

BMI:

$4.55

PE Ratio

SPXC:

31.12

BMI:

47.55

PEG Ratio

SPXC:

1.21

BMI:

2.29

PS Ratio

SPXC:

3.16

BMI:

7.48

PB Ratio

SPXC:

4.52

BMI:

9.93

Total Revenue (TTM)

SPXC:

$1.52B

BMI:

$852.49M

Gross Profit (TTM)

SPXC:

$599.70M

BMI:

$347.44M

EBITDA (TTM)

SPXC:

$315.50M

BMI:

$186.87M

Returns By Period

In the year-to-date period, SPXC achieves a -8.04% return, which is significantly lower than BMI's 2.17% return. Over the past 10 years, SPXC has underperformed BMI with an annualized return of 21.16%, while BMI has yielded a comparatively higher 22.44% annualized return.


SPXC

YTD

-8.04%

1M

0.11%

6M

-14.89%

1Y

10.12%

5Y*

29.74%

10Y*

21.16%

BMI

YTD

2.17%

1M

11.99%

6M

7.43%

1Y

17.35%

5Y*

30.88%

10Y*

22.44%

*Annualized

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Risk-Adjusted Performance

SPXC vs. BMI — Risk-Adjusted Performance Rank

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

SPXC
The Risk-Adjusted Performance Rank of SPXC is 6161
Overall Rank
The Sharpe Ratio Rank of SPXC is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of SPXC is 5757
Sortino Ratio Rank
The Omega Ratio Rank of SPXC is 5656
Omega Ratio Rank
The Calmar Ratio Rank of SPXC is 6868
Calmar Ratio Rank
The Martin Ratio Rank of SPXC is 6262
Martin Ratio Rank

BMI
The Risk-Adjusted Performance Rank of BMI is 7171
Overall Rank
The Sharpe Ratio Rank of BMI is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of BMI is 6767
Sortino Ratio Rank
The Omega Ratio Rank of BMI is 6565
Omega Ratio Rank
The Calmar Ratio Rank of BMI is 7676
Calmar Ratio Rank
The Martin Ratio Rank of BMI is 7272
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.

SPXC vs. BMI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SPX Corporation (SPXC) and Badger Meter, Inc. (BMI). 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 SPXC, currently valued at 0.27, compared to the broader market-2.00-1.000.001.002.003.00
SPXC: 0.27
BMI: 0.55
The chart of Sortino ratio for SPXC, currently valued at 0.67, compared to the broader market-6.00-4.00-2.000.002.004.00
SPXC: 0.67
BMI: 1.00
The chart of Omega ratio for SPXC, currently valued at 1.08, compared to the broader market0.501.001.502.00
SPXC: 1.08
BMI: 1.12
The chart of Calmar ratio for SPXC, currently valued at 0.33, compared to the broader market0.001.002.003.004.005.00
SPXC: 0.33
BMI: 0.60
The chart of Martin ratio for SPXC, currently valued at 0.76, compared to the broader market-5.000.005.0010.0015.0020.00
SPXC: 0.76
BMI: 1.79

The current SPXC Sharpe Ratio is 0.27, which is lower than the BMI Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of SPXC and BMI, 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.27
0.55
SPXC
BMI

Dividends

SPXC vs. BMI - Dividend Comparison

SPXC has not paid dividends to shareholders, while BMI's dividend yield for the trailing twelve months is around 0.60%.


TTM20242023202220212020201920182017201620152014
SPXC
SPX Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.02%6.93%
BMI
Badger Meter, Inc.
0.60%0.58%0.64%0.78%0.71%0.74%0.99%1.14%1.03%1.16%1.33%1.25%

Drawdowns

SPXC vs. BMI - Drawdown Comparison

The maximum SPXC drawdown since its inception was -81.12%, which is greater than BMI's maximum drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for SPXC and BMI. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-26.29%
-8.82%
SPXC
BMI

Volatility

SPXC vs. BMI - Volatility Comparison

SPX Corporation (SPXC) and Badger Meter, Inc. (BMI) have volatilities of 17.02% and 16.63%, 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.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%NovemberDecember2025FebruaryMarchApril
17.02%
16.63%
SPXC
BMI

Financials

SPXC vs. BMI - Financials Comparison

This section allows you to compare key financial metrics between SPX Corporation and Badger Meter, 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