PortfoliosLab logoPortfoliosLab logo
SPXC vs. CSW
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SPXC vs. CSW - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, SPXC achieves a 14.99% return, which is significantly higher than CSW's -7.13% return.


SPXC

1D
-1.47%
1M
14.46%
YTD
14.99%
6M
4.60%
1Y
48.95%
3Y*
39.38%
5Y*
31.04%
10Y*
31.53%

CSW

1D
-0.93%
1M
6.29%
YTD
-7.13%
6M
-14.57%
1Y
-5.39%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPXC vs. CSW - Yearly Performance Comparison


2026 (YTD)2025
SPXC
SPX Corporation
14.99%26.86%
CSW
CSW Industrials Inc
-7.13%-4.50%

Correlation

The correlation between SPXC and CSW is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Jun 9, 2025

0.44

Fundamentals

Market Cap

SPXC:

$11.62B

CSW:

$4.55B

EPS

SPXC:

$5.19

CSW:

$6.68

PE Ratio

SPXC:

44.34

CSW:

40.71

PEG Ratio

SPXC:

0.01

CSW:

2.65

PS Ratio

SPXC:

4.78

CSW:

4.21

PB Ratio

SPXC:

5.09

CSW:

4.33

Total Revenue (TTM)

SPXC:

$2.35B

CSW:

$1.08B

Gross Profit (TTM)

SPXC:

$909.30M

CSW:

$453.68M

EBITDA (TTM)

SPXC:

$475.30M

CSW:

$211.08M

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

SPXC vs. CSW — Risk / Return Rank

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

SPXC
SPXC Risk / Return Rank: 7676
Overall Rank
SPXC Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
SPXC Sortino Ratio Rank: 7575
Sortino Ratio Rank
SPXC Omega Ratio Rank: 7373
Omega Ratio Rank
SPXC Calmar Ratio Rank: 7676
Calmar Ratio Rank
SPXC Martin Ratio Rank: 7777
Martin Ratio Rank

CSW
CSW Risk / Return Rank: 3232
Overall Rank
CSW Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
CSW Sortino Ratio Rank: 3131
Sortino Ratio Rank
CSW Omega Ratio Rank: 3232
Omega Ratio Rank
CSW Calmar Ratio Rank: 3232
Calmar Ratio Rank
CSW Martin Ratio Rank: 3333
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.

SPXC vs. CSW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPX Corporation (SPXC) and CSW Industrials Inc (CSW). 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.


SPXCCSWDifference
Sharpe ratioReturn per unit of total volatility

+1.43

Sortino ratioReturn per unit of downside risk

+1.90

Omega ratioGain probability vs. loss probability

1.23

1.00

+0.23

Calmar ratioReturn relative to maximum drawdown

1.95

-0.33

+2.28

Martin ratioReturn relative to average drawdown

4.99

-0.54

+5.53

SPXC vs. CSW - Sharpe Ratio Comparison

The current SPXC Sharpe Ratio is 1.23, which is higher than the CSW Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of SPXC and CSW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

SPXC vs. CSW - Drawdown Comparison

The maximum SPXC drawdown since its inception was -81.12%, which is greater than CSW's maximum drawdown of -25.35%. Use the drawdown chart below to compare losses from any high point for SPXC and CSW.


Loading charts...

Drawdown Indicators


SPXCCSWDifference

Max Drawdown

Largest peak-to-trough decline

-81.12%

-25.35%

-55.77%

Max Drawdown (1Y)

Largest decline over 1 year

-23.15%

-24.56%

+1.41%

Max Drawdown (3Y)

Largest decline over 3 years

-33.54%

Max Drawdown (5Y)

Largest decline over 5 years

-38.32%

Max Drawdown (10Y)

Largest decline over 10 years

-50.26%

Current Drawdown

Current decline from peak

-5.34%

-18.67%

+13.33%

Average Drawdown

Average peak-to-trough decline

-29.01%

-13.86%

-15.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.04%

14.90%

-5.86%

Volatility

SPXC vs. CSW - Volatility Comparison

The current volatility for SPX Corporation (SPXC) is 11.30%, while CSW Industrials Inc (CSW) has a volatility of 12.34%. This indicates that SPXC experiences smaller price fluctuations and is considered to be less risky than CSW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SPXCCSWDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.30%

12.34%

-1.04%

Volatility (6M)

Calculated over the trailing 6-month period

28.00%

30.67%

-2.67%

Volatility (1Y)

Calculated over the trailing 1-year period

36.72%

40.46%

-3.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.14%

40.37%

-5.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.46%

40.37%

-2.91%

Dividends

SPXC vs. CSW - Dividend Comparison

SPXC has not paid dividends to shareholders, while CSW's dividend yield for the trailing twelve months is around 0.41%.


PositionTTM20252024202320222021202020192018201720162015
CSW
CSW Industrials Inc
0.41%0.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPXC
SPX Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%386.22%

Financials

SPXC vs. CSW - Financials Comparison

This section allows you to compare key financial metrics between SPX Corporation and CSW Industrials 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


100.00M200.00M300.00M400.00M500.00M600.00M20222023202420252026
566.80M
308.96M
(SPXC) Total Revenue
(CSW) Total Revenue
Values in USD except per share items

SPXC vs. CSW - Profitability Comparison

The chart below illustrates the profitability comparison between SPX Corporation and CSW Industrials Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

35.0%40.0%45.0%20222023202420252026
40.7%
41.0%
Portfolio components
SPXC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SPX Corporation reported a gross profit of 230.60M and revenue of 566.80M. Therefore, the gross margin over that period was 40.7%.

CSW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported a gross profit of 126.61M and revenue of 308.96M. Therefore, the gross margin over that period was 41.0%.

SPXC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SPX Corporation reported an operating income of 87.70M and revenue of 566.80M, resulting in an operating margin of 15.5%.

CSW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported an operating income of 37.44M and revenue of 308.96M, resulting in an operating margin of 12.1%.

SPXC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SPX Corporation reported a net income of 59.90M and revenue of 566.80M, resulting in a net margin of 10.6%.

CSW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported a net income of 20.20M and revenue of 308.96M, resulting in a net margin of 6.5%.


Frequently Asked Questions


SPXC and CSW have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CSW has higher volatility (12.34%) compared to SPXC (11.30%). In terms of maximum drawdown, SPXC dropped -81.12% vs CSW's -25.35%.

SPXC currently has the higher Sharpe Ratio (1.23 vs -0.20), 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.

Portfolio Optimizer

Find the right allocation for SPXC and CSW

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