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BWXT vs SPY

Comparison between BWX Technologies Inc (BWXT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceBWXT has outperformed SPY, delivering a return of +26.8% compared to +13.2%

BWXT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
BWXT
$15B
Winner
SPY
$781B
Expense Ratio
BWXT
N/A
SPY
0.09%
Max Drawdown
Winner
BWXT
48.18%
SPY
56.47%
Sharpe Ratio
BWXT
-0.06
Winner
SPY
1.43
5Y Beta
BWXT
1.27
Winner
SPY
1.00
Industry
BWXT
Aerospace & Defense
SPY
N/A
P/E Ratio
BWXT
45.29
Winner
SPY
26.48
Forward P/E
BWXT
37.59
Winner
SPY
20.89
PEG Ratio
BWXT
2.40
Winner
SPY
0.30
Dividend Yield
BWXT
0.29%
SPY
N/A
5Y Dividends CAGR
Winner
BWXT
10.03%
SPY
6.00%
5Y EPS CAGR
BWXT
6.61%
Winner
SPY
26.40%
Debt to Equity
BWXT
151.37%
Winner
SPY
48.17%
Free Cash Flow Yield
BWXT
2.50%
SPY
N/A
P/S Ratio
BWXT
4.39
Winner
SPY
3.72
P/B Ratio
BWXT
12.07
Winner
SPY
5.55

BWXT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BWXT
-15.33%
Winner
SPY
+2.30%
3M
BWXT
-22.43%
Winner
SPY
+5.00%
6M
BWXT
-15.23%
Winner
SPY
+11.88%
1Y
BWXT
-6.73%
Winner
SPY
+22.80%
5Y(CAGR)
Winner
BWXT
+26.76%
SPY
+13.20%
10Y(CAGR)
Winner
BWXT
+17.27%
SPY
+15.26%
Max(CAGR)
Winner
BWXT
+16.57%
SPY
+8.59%

BWXT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBWXTSPY
2026-8.08%+13.10%
2025+56.24%+18.00%
2024+47.28%+25.59%
2023+34.98%+26.72%
2022+21.64%-18.64%
2021-17.57%+30.52%
2020-3.96%+17.28%
2019+61.65%+31.09%
2018-36.14%-5.24%
2017+55.48%+20.78%
2016+27.37%+13.59%
2015+47.55%+1.31%
2014-9.77%+14.56%
2013+30.53%+29.00%
2012+11.44%+14.17%
2011-7.37%+0.85%
2010+10.54%+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%

BWXT vs SPY Drawdown Comparison

The maximum drawdown for BWXT was -47.88%, occurring on Sep 22, 2011. Recovery took 718 trading sessions.

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

The current BWXT drawdown is -29.99%. The current SPY drawdown is -0.36%.

RankBWXTSPY
#1-47.88%
Mar 9, 2011 - Jan 15, 2014		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.74%
Apr 20, 2018 - Feb 19, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.10%
Feb 20, 2020 - Jun 13, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.87%
Apr 15, 2026 - Jul 29, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-32.87%
Nov 21, 2024 - Jun 11, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.14%
May 2, 2014 - Jul 2, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.01%
Nov 3, 2025 - Jan 16, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-17.38%
Mar 6, 2024 - Jul 23, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.95%
Dec 29, 2015 - Mar 1, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.98%
Jan 16, 2026 - Mar 25, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.90%
Aug 5, 2010 - Nov 18, 2010		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.75%
Mar 25, 2026 - Apr 8, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.63%
Jul 23, 2024 - Sep 23, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.94%
Aug 5, 2025 - Sep 29, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.54%
Oct 16, 2025 - Oct 29, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BWXT and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

BWXT vs SPY dividend yield comparison.

YearBWXTSPY
20260.32%0.48%
20250.58%1.07%
20240.86%1.21%
20231.20%1.40%
20221.52%1.65%
20211.75%1.20%
20201.26%1.52%
20191.10%1.75%
20181.67%2.04%
20170.69%1.80%
20160.91%2.03%
201530.37%2.06%
20141.32%1.87%
20130.99%1.81%
20120.31%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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