SR vs. RTX
SR (Spire Inc.) and RTX (Raytheon Technologies Corporation) are both stocks. SR operates in Utilities - Regulated Gas (Utilities), while RTX operates in Aerospace & Defense (Industrials). Over the past 10 years, SR returned 6.11%/yr vs 15.06%/yr for RTX. At a 0.29 correlation, their price movements are largely independent.
Performance
SR vs. RTX - Performance Comparison
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Returns By Period
In the year-to-date period, SR achieves a -1.04% return, which is significantly higher than RTX's -5.21% return. Over the past 10 years, SR has underperformed RTX with an annualized return of 6.11%, while RTX has yielded a comparatively higher 15.06% annualized return.
SR
- 1D
- -1.19%
- 1M
- -10.25%
- YTD
- -1.04%
- 6M
- -1.39%
- 1Y
- 12.25%
- 3Y*
- 12.24%
- 5Y*
- 6.84%
- 10Y*
- 6.11%
RTX
- 1D
- -0.98%
- 1M
- 0.21%
- YTD
- -5.21%
- 6M
- 3.20%
- 1Y
- 27.49%
- 3Y*
- 24.15%
- 5Y*
- 16.69%
- 10Y*
- 15.06%
SR vs. RTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SR Spire Inc. | -1.04% | 27.08% | 14.12% | -5.26% | 9.81% | 5.86% | -20.18% | 15.81% | 1.74% | 19.88% |
RTX Raytheon Technologies Corporation | -5.21% | 61.44% | 40.76% | -14.44% | 20.01% | 23.27% | -7.70% | 43.82% | -14.66% | 19.13% |
Correlation
The correlation between SR and RTX is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 1987 | 0.29 |
The correlation between SR and RTX shifts across timeframes, from 0.11 (1 year) to 0.30 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
SR:
$4.80B
RTX:
$235.46B
SR:
$6.06
RTX:
$5.34
SR:
13.38
RTX:
32.33
SR:
1.94
RTX:
2.60
SR:
1.40
RTX:
3.55
SR:
$2.47B
RTX:
$90.37B
SR:
$1.81B
RTX:
$18.27B
SR:
$721.80M
RTX:
$13.81B
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Return for Risk
SR vs. RTX — Risk / Return Rank
SR
RTX
SR vs. RTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Spire Inc. (SR) and Raytheon Technologies 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.
| SR | RTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.77 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.43 | -0.62 |
| Martin ratioReturn relative to average drawdown | 2.52 | 4.12 | -1.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SR | RTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.17 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.71 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.55 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.43 | 0.00 |
Drawdowns
SR vs. RTX - Drawdown Comparison
The maximum SR drawdown since its inception was -45.00%, smaller than the maximum RTX drawdown of -55.14%. Use the drawdown chart below to compare losses from any high point for SR and RTX.
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Drawdown Indicators
| SR | RTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.00% | -55.14% | +10.14% |
Max Drawdown (1Y)Largest decline over 1 year | -15.20% | -19.32% | +4.12% |
Max Drawdown (3Y)Largest decline over 3 years | -17.63% | -29.92% | +12.29% |
Max Drawdown (5Y)Largest decline over 5 years | -26.05% | -32.84% | +6.79% |
Max Drawdown (10Y)Largest decline over 10 years | -39.53% | -51.98% | +12.45% |
Current DrawdownCurrent decline from peak | -14.80% | -18.33% | +3.53% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -13.03% | +3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.88% | 6.68% | -1.80% |
Volatility
SR vs. RTX - Volatility Comparison
The current volatility for Spire Inc. (SR) is 6.05%, while Raytheon Technologies Corporation (RTX) has a volatility of 6.51%. This indicates that SR experiences smaller price fluctuations and is considered to be less risky than RTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SR | RTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 6.51% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 13.07% | 17.45% | -4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.17% | 23.65% | -5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.48% | 23.79% | -2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.34% | 27.71% | -3.37% |
Dividends
SR vs. RTX - Dividend Comparison
SR's dividend yield for the trailing twelve months is around 3.97%, more than RTX's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RTX Raytheon Technologies Corporation | 1.61% | 1.46% | 2.14% | 2.76% | 2.14% | 2.33% | 21.21% | 1.96% | 2.66% | 2.13% | 2.39% | 2.66% |
SR Spire Inc. | 3.97% | 3.85% | 4.50% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% |
Financials
SR vs. RTX - Financials Comparison
This section allows you to compare key financial metrics between Spire Inc. and Raytheon Technologies Corporation. 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
SR and RTX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RTX has higher volatility (6.51%) compared to SR (6.05%). In terms of maximum drawdown, SR dropped -45.00% vs RTX's -55.14%.
RTX currently has the higher Sharpe Ratio (1.17 vs 0.68), 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.
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