ZWS vs. BTU
ZWS (Zurn Water Solutions Corporation) and BTU (Peabody Energy Corporation) are both stocks. ZWS operates in Utilities - Regulated Water (Utilities), while BTU operates in Thermal Coal (Energy). Over the past 5 years, ZWS returned 34.73%/yr vs 24.56%/yr for BTU. At a 0.20 correlation, their price movements are largely independent.
Performance
ZWS vs. BTU - Performance Comparison
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Returns By Period
In the year-to-date period, ZWS achieves a 4.28% return, which is significantly higher than BTU's -17.94% return.
ZWS
- 1D
- -2.78%
- 1M
- 0.54%
- YTD
- 4.28%
- 6M
- 1.44%
- 1Y
- 34.89%
- 3Y*
- 24.92%
- 5Y*
- 34.73%
- 10Y*
- 27.41%
BTU
- 1D
- 0.50%
- 1M
- -1.26%
- YTD
- -17.94%
- 6M
- -21.91%
- 1Y
- 83.76%
- 3Y*
- 6.88%
- 5Y*
- 24.56%
- 10Y*
- —
ZWS vs. BTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZWS Zurn Water Solutions Corporation | 4.28% | 25.81% | 28.08% | 40.63% | -41.48% | 299.70% | 22.26% | 42.14% | -11.80% | 12.74% |
BTU Peabody Energy Corporation | -17.94% | 44.18% | -12.80% | -7.03% | 162.36% | 317.84% | -73.57% | -67.32% | -21.62% | 31.10% |
Correlation
The correlation between ZWS and BTU 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 | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2017 | 0.20 |
The correlation between ZWS and BTU shifts across timeframes, from -0.02 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ZWS:
$1.25
BTU:
-$0.44
ZWS:
4.72
BTU:
0.76
ZWS:
$1.74B
BTU:
$3.86B
ZWS:
$760.20M
BTU:
$318.50M
ZWS:
$369.60M
BTU:
$401.20M
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Return for Risk
ZWS vs. BTU — Risk / Return Rank
ZWS
BTU
ZWS vs. BTU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zurn Water Solutions Corporation (ZWS) and Peabody Energy Corporation (BTU). 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.
| ZWS | BTU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 2.07 | -0.01 |
| Martin ratioReturn relative to average drawdown | 5.94 | 4.60 | +1.34 |
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Drawdowns
ZWS vs. BTU - Drawdown Comparison
The maximum ZWS drawdown since its inception was -52.43%, smaller than the maximum BTU drawdown of -98.07%. Use the drawdown chart below to compare losses from any high point for ZWS and BTU.
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Drawdown Indicators
| ZWS | BTU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.43% | -98.07% | +45.64% |
Max Drawdown (1Y)Largest decline over 1 year | -17.02% | -40.67% | +23.65% |
Max Drawdown (3Y)Largest decline over 3 years | -30.18% | -65.14% | +34.96% |
Max Drawdown (5Y)Largest decline over 5 years | -47.25% | -67.44% | +20.19% |
Max Drawdown (10Y)Largest decline over 10 years | -47.25% | — | — |
Current DrawdownCurrent decline from peak | -8.38% | -41.29% | +32.91% |
Average DrawdownAverage peak-to-trough decline | -16.10% | -48.04% | +31.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.89% | 18.28% | -12.39% |
Volatility
ZWS vs. BTU - Volatility Comparison
The current volatility for Zurn Water Solutions Corporation (ZWS) is 8.27%, while Peabody Energy Corporation (BTU) has a volatility of 21.90%. This indicates that ZWS experiences smaller price fluctuations and is considered to be less risky than BTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZWS | BTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.27% | 21.90% | -13.63% |
Volatility (6M)Calculated over the trailing 6-month period | 22.22% | 41.72% | -19.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.86% | 60.53% | -30.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.38% | 66.24% | -3.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.62% | 77.71% | -26.09% |
Dividends
ZWS vs. BTU - Dividend Comparison
ZWS's dividend yield for the trailing twelve months is around 0.87%, less than BTU's 1.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BTU Peabody Energy Corporation | 1.24% | 1.01% | 1.43% | 0.93% | 0.00% | 0.00% | 0.00% | 26.43% | 1.59% |
ZWS Zurn Water Solutions Corporation | 0.87% | 0.82% | 0.88% | 0.99% | 0.95% | 92.93% | 0.81% | 0.00% | 0.00% |
Financials
ZWS vs. BTU - Financials Comparison
This section allows you to compare key financial metrics between Zurn Water Solutions Corporation and Peabody Energy 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
ZWS vs. BTU - Profitability Comparison
ZWS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Zurn Water Solutions Corporation reported a gross profit of 205.80M and revenue of 433.00M. Therefore, the gross margin over that period was 47.5%.
BTU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Peabody Energy Corporation reported a gross profit of 49.70M and revenue of 1.02B. Therefore, the gross margin over that period was 4.9%.
ZWS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Zurn Water Solutions Corporation reported an operating income of 82.10M and revenue of 433.00M, resulting in an operating margin of 19.0%.
BTU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Peabody Energy Corporation reported an operating income of 19.20M and revenue of 1.02B, resulting in an operating margin of 1.9%.
ZWS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Zurn Water Solutions Corporation reported a net income of 58.90M and revenue of 433.00M, resulting in a net margin of 13.6%.
BTU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Peabody Energy Corporation reported a net income of 10.40M and revenue of 1.02B, resulting in a net margin of 1.0%.
Frequently Asked Questions
ZWS and BTU 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.
BTU has higher volatility (21.90%) compared to ZWS (8.27%). In terms of maximum drawdown, ZWS dropped -52.43% vs BTU's -98.07%.
BTU currently has the higher Sharpe Ratio (1.39 vs 1.18), 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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