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SVT vs. BMI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SVT vs. BMI - Performance Comparison

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

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Returns By Period


SVT

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

BMI

1D
3.32%
1M
8.50%
YTD
-25.14%
6M
-26.77%
1Y
-48.39%
3Y*
-2.87%
5Y*
7.63%
10Y*
14.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SVT vs. BMI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SVT
Servotronics, Inc.
0.00%323.37%-11.30%18.37%-16.72%49.35%-15.61%2.79%-9.03%14.10%
BMI
Badger Meter, Inc.
-25.14%-17.15%38.28%42.58%3.23%14.11%46.37%33.46%4.09%30.91%

Correlation

The correlation between SVT and BMI is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.06

Correlation (10Y)
Calculated over the trailing 10-year period

0.07

Correlation (All Time)
Calculated using the full available price history since Sep 10, 1984

0.04

Fundamentals

Total Revenue (TTM)

SVT:

$46.17M

BMI:

$896.73M

Gross Profit (TTM)

SVT:

$8.89M

BMI:

$370.96M

EBITDA (TTM)

SVT:

$10.37M

BMI:

$199.34M

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Return for Risk

SVT vs. BMI — Risk / Return Rank

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

SVT

BMI
BMI Risk / Return Rank: 55
Overall Rank
BMI Sharpe Ratio Rank: 33
Sharpe Ratio Rank
BMI Sortino Ratio Rank: 66
Sortino Ratio Rank
BMI Omega Ratio Rank: 33
Omega Ratio Rank
BMI Calmar Ratio Rank: 66
Calmar Ratio Rank
BMI Martin Ratio Rank: 55
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.

SVT vs. BMI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Servotronics, Inc. (SVT) 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.


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

SVT vs. BMI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SVTBMIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

Drawdowns

SVT vs. BMI - Drawdown Comparison


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Drawdown Indicators


SVTBMIDifference

Max Drawdown

Largest peak-to-trough decline

-68.22%

Max Drawdown (1Y)

Largest decline over 1 year

-54.14%

Max Drawdown (3Y)

Largest decline over 3 years

-55.06%

Max Drawdown (5Y)

Largest decline over 5 years

-55.06%

Max Drawdown (10Y)

Largest decline over 10 years

-55.06%

Current Drawdown

Current decline from peak

-48.39%

Average Drawdown

Average peak-to-trough decline

-19.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

33.72%

Volatility

SVT vs. BMI - Volatility Comparison


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Volatility by Period


SVTBMIDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.03%

Volatility (6M)

Calculated over the trailing 6-month period

38.58%

Volatility (1Y)

Calculated over the trailing 1-year period

44.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.68%

Dividends

SVT vs. BMI - Dividend Comparison

SVT has not paid dividends to shareholders, while BMI's dividend yield for the trailing twelve months is around 1.23%.


PositionTTM20252024202320222021202020192018201720162015
BMI
Badger Meter, Inc.
1.23%0.85%0.58%0.64%0.78%0.71%0.74%0.99%1.14%1.03%1.16%1.33%
SVT
Servotronics, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.59%1.61%2.70%1.49%1.80%

Financials

SVT vs. BMI - Financials Comparison

This section allows you to compare key financial metrics between Servotronics, Inc. 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


0.0050.00M100.00M150.00M200.00M20222023202420252026
11.70M
202.28M
(SVT) Total Revenue
(BMI) Total Revenue
Values in USD except per share items

Frequently Asked Questions


SVT and BMI have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for SVT and BMI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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