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ZWS vs. FELE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ZWS vs. FELE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Zurn Water Solutions Corporation (ZWS) and Franklin Electric Co., Inc. (FELE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ZWS achieves a 7.26% return, which is significantly lower than FELE's 9.95% return. Over the past 10 years, ZWS has outperformed FELE with an annualized return of 27.77%, while FELE has yielded a comparatively lower 12.98% annualized return.


ZWS

1D
-0.68%
1M
3.42%
YTD
7.26%
6M
3.52%
1Y
41.61%
3Y*
26.10%
5Y*
35.78%
10Y*
27.77%

FELE

1D
0.25%
1M
6.29%
YTD
9.95%
6M
7.09%
1Y
24.33%
3Y*
3.26%
5Y*
6.91%
10Y*
12.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZWS vs. FELE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZWS
Zurn Water Solutions Corporation
7.26%25.81%28.08%40.63%-41.48%299.70%22.26%42.14%-11.80%32.82%
FELE
Franklin Electric Co., Inc.
9.95%-0.86%1.82%22.38%-14.85%37.80%22.08%35.26%-5.61%19.21%

Correlation

The correlation between ZWS and FELE is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.60

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

0.66

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

0.65

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

0.65

Correlation (All Time)
Calculated using the full available price history since Mar 29, 2012

0.60

The correlation between ZWS and FELE has been stable across timeframes, ranging from 0.60 to 0.66 - a consistent structural relationship.

Fundamentals

EPS

ZWS:

$1.25

FELE:

$4.40

PE Ratio

ZWS:

39.58

FELE:

23.74

PEG Ratio

ZWS:

2.43

FELE:

37.86

PS Ratio

ZWS:

4.85

FELE:

1.64

Total Revenue (TTM)

ZWS:

$1.74B

FELE:

$2.18B

Gross Profit (TTM)

ZWS:

$760.20M

FELE:

$766.99M

EBITDA (TTM)

ZWS:

$369.60M

FELE:

$258.17M

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Return for Risk

ZWS vs. FELE — Risk / Return Rank

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

ZWS
ZWS Risk / Return Rank: 8181
Overall Rank
ZWS Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
ZWS Sortino Ratio Rank: 8383
Sortino Ratio Rank
ZWS Omega Ratio Rank: 7979
Omega Ratio Rank
ZWS Calmar Ratio Rank: 8080
Calmar Ratio Rank
ZWS Martin Ratio Rank: 8282
Martin Ratio Rank

FELE
FELE Risk / Return Rank: 6666
Overall Rank
FELE Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
FELE Sortino Ratio Rank: 6161
Sortino Ratio Rank
FELE Omega Ratio Rank: 6565
Omega Ratio Rank
FELE Calmar Ratio Rank: 6868
Calmar Ratio Rank
FELE Martin Ratio Rank: 7070
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.

ZWS vs. FELE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Zurn Water Solutions Corporation (ZWS) and Franklin Electric Co., Inc. (FELE). 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.


ZWSFELEDifference
Sharpe ratioReturn per unit of total volatility

+0.52

Sortino ratioReturn per unit of downside risk

+1.21

Omega ratioGain probability vs. loss probability

1.29

1.18

+0.10

Calmar ratioReturn relative to maximum drawdown

2.46

1.34

+1.11

Martin ratioReturn relative to average drawdown

7.11

3.36

+3.76

ZWS vs. FELE - Sharpe Ratio Comparison

The current ZWS Sharpe Ratio is 1.41, which is higher than the FELE Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of ZWS and FELE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ZWS vs. FELE - Drawdown Comparison

The maximum ZWS drawdown since its inception was -52.43%, smaller than the maximum FELE drawdown of -71.12%. Use the drawdown chart below to compare losses from any high point for ZWS and FELE.


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Drawdown Indicators


ZWSFELEDifference

Max Drawdown

Largest peak-to-trough decline

-52.43%

-71.12%

+18.69%

Max Drawdown (1Y)

Largest decline over 1 year

-17.02%

-18.18%

+1.16%

Max Drawdown (3Y)

Largest decline over 3 years

-30.18%

-23.52%

-6.66%

Max Drawdown (5Y)

Largest decline over 5 years

-47.25%

-29.22%

-18.03%

Max Drawdown (10Y)

Largest decline over 10 years

-47.25%

-32.02%

-15.23%

Current Drawdown

Current decline from peak

-5.76%

-4.65%

-1.11%

Average Drawdown

Average peak-to-trough decline

-16.10%

-13.79%

-2.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.87%

7.26%

-1.39%

Volatility

ZWS vs. FELE - Volatility Comparison

Zurn Water Solutions Corporation (ZWS) has a higher volatility of 7.73% compared to Franklin Electric Co., Inc. (FELE) at 7.07%. This indicates that ZWS's price experiences larger fluctuations and is considered to be riskier than FELE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZWSFELEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.73%

7.07%

+0.66%

Volatility (6M)

Calculated over the trailing 6-month period

22.08%

23.43%

-1.35%

Volatility (1Y)

Calculated over the trailing 1-year period

29.77%

27.57%

+2.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.37%

27.05%

+35.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

51.67%

31.20%

+20.47%

Dividends

ZWS vs. FELE - Dividend Comparison

ZWS's dividend yield for the trailing twelve months is around 0.85%, less than FELE's 1.04% yield.


PositionTTM20252024202320222021202020192018201720162015
FELE
Franklin Electric Co., Inc.
1.04%1.11%1.03%0.93%0.98%0.74%0.90%1.01%1.09%0.92%1.02%1.42%
ZWS
Zurn Water Solutions Corporation
0.85%0.82%0.88%0.99%0.95%92.93%0.81%0.00%0.00%0.00%0.00%0.00%

Financials

ZWS vs. FELE - Financials Comparison

This section allows you to compare key financial metrics between Zurn Water Solutions Corporation and Franklin Electric Co., 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


200.00M300.00M400.00M500.00M600.00M20222023202420252026
433.00M
500.44M
(ZWS) Total Revenue
(FELE) Total Revenue
Values in USD except per share items

ZWS vs. FELE - Profitability Comparison

The chart below illustrates the profitability comparison between Zurn Water Solutions Corporation and Franklin Electric Co., 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
47.5%
35.0%
Portfolio components
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%.

FELE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Franklin Electric Co., Inc. reported a gross profit of 174.97M and revenue of 500.44M. Therefore, the gross margin over that period was 35.0%.

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%.

FELE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Franklin Electric Co., Inc. reported an operating income of 48.09M and revenue of 500.44M, resulting in an operating margin of 9.6%.

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%.

FELE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Franklin Electric Co., Inc. reported a net income of 34.33M and revenue of 500.44M, resulting in a net margin of 6.9%.


Frequently Asked Questions


ZWS and FELE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ZWS has higher volatility (7.73%) compared to FELE (7.07%). In terms of maximum drawdown, ZWS dropped -52.43% vs FELE's -71.12%.

ZWS currently has the higher Sharpe Ratio (1.41 vs 0.89), 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

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