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BW vs SPY

Comparison between Babcock & Wilcox Enterprises Inc (BW, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BW, delivering a return of +13.3% compared to +13.0%

BW vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BW
$2.63B
Winner
SPY
$735B
Expense Ratio
BW
N/A
SPY
0.09%
Max Drawdown
BW
99.89%
Winner
SPY
56.47%
Sharpe Ratio
Winner
BW
2.72
SPY
1.62
5Y Beta
BW
2.64
Winner
SPY
1.00
Industry
BW
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
Winner
BW
-25.18
SPY
28.99
Forward P/E
BW
140.85
Winner
SPY
22.37
PEG Ratio
BW
-1.67
SPY
N/A
5Y Dividends CAGR
BW
N/A
SPY
5.43%
5Y EPS CAGR
BW
N/A
SPY
26.05%
Debt to Equity
Winner
BW
0.00%
SPY
32.40%
Free Cash Flow Yield
BW
-2.36%
SPY
N/A
P/S Ratio
BW
4.31
Winner
SPY
3.74
P/B Ratio
BW
60.56
Winner
SPY
5.61

BW vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BW
+5.76%
SPY
+1.90%
3M
Winner
BW
+23.02%
SPY
+8.55%
6M
Winner
BW
+187.85%
SPY
+8.18%
1Y
Winner
BW
+1111.11%
SPY
+25.79%
5Y(CAGR)
BW
+12.95%
Winner
SPY
+13.32%
10Y(CAGR)
BW
-22.92%
Winner
SPY
+15.19%
Max(CAGR)
BW
-20.44%
Winner
SPY
+8.47%

BW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBWSPY
2026+157.48%+8.26%
2025+266.47%+18.00%
2024+11.56%+25.59%
2023-73.98%+26.72%
2022-37.35%-18.64%
2021+169.25%+30.52%
2020-6.40%+17.28%
2019-20.99%+31.09%
2018-93.27%-5.24%
2017-66.25%+20.78%
2016-18.60%+13.59%
2015+4.87%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BW vs SPY Drawdown Comparison

The maximum drawdown for BW was -99.89%, occurring on Apr 21, 2025. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BW drawdown is -93.09%. The current SPY drawdown is -2.90%.

RankBWSPY
#1-99.89%
Apr 28, 2016 - Apr 21, 2025
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.54%
Aug 5, 2015 - Dec 24, 2015
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-13.02%
Dec 24, 2015 - Mar 17, 2016
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.24%
Jul 1, 2015 - Aug 3, 2015
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.09%
Mar 17, 2016 - Apr 15, 2016
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.15%
Apr 15, 2016 - Apr 22, 2016
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.32%
Apr 22, 2016 - Apr 26, 2016
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BW and SPY is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58
-101

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