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BWXT vs. CARR: BWX Technologies vs. Carrier Global Stock Comparison

How do BWX Technologies (BWXT) and Carrier Global (CARR) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

BWX Technologies (BWXT) and Carrier Global (CARR) both fall under the Capital Goods industry group, but BWXT is classified in Aerospace & Defense while CARR is classified in Building Products.

Company profile comparison for BWX Technologies (BWXT) and Carrier Global (CARR)
Profile ItemBWXTCARR
NameBWX Technologies, Inc.Carrier Global Corp.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryAerospace & DefenseBuilding Products
GICS Sub-IndustryAerospace & DefenseBuilding Products
Market Capitalization10.95 billion USD42.86 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 2, 2010March 19, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BWXT
CARR
GSPC
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BWX Technologies (BWXT) vs. Carrier Global (CARR), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for BWX Technologies (BWXT) and Carrier Global (CARR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for BWX Technologies (BWXT) and Carrier Global (CARR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for BWX Technologies (BWXT) and Carrier Global (CARR)
MetricBWXTCARR
Total Return (1Y)-33.33%-4.90%
Total Return (3Y, Annualized)20.43%3.62%
Total Return (5Y, Annualized)20.57%1.11%

Risk Profile

Drawdown History

BWXT
CARR
GSPC
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BWX Technologies (BWXT) vs. Carrier Global (CARR), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for BWX Technologies (BWXT) and Carrier Global (CARR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for BWX Technologies (BWXT) and Carrier Global (CARR)
MetricBWXTCARR
Volatility (1Y, Annualized)45.97%35.35%
Beta (5Y)0.731.32
Max Drawdown (5Y)-51.64%-39.75%
Avg. Volume (3M)1.19M6.08M

Risk-Adjusted Performance

Risk-Return Positioning

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BWXT and CARR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for BWX Technologies (BWXT) and Carrier Global (CARR)
MetricBWXTCARR
Sharpe Ratio (1Y)-0.82-0.26
Sortino Ratio (1Y)-1.11-0.36

Profitability

ROE (TTM)

Carrier Global (CARR) reports a negative ROE of -13.44%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile BWX Technologies (BWXT) reports 28.27%, ranking against industry peers normally.

BWXT

Capital Goods industry group

28.27%

Max
40.55%
BWXT
28.27%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%

CARR

Capital Goods industry group

-13.44%

Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
CARR
-13.44%
Min
-17.12%
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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

Carrier Global (CARR) reports a negative net margin of -7.90%, usually indicating a net loss over the period. Meanwhile BWX Technologies (BWXT) reports 10.41%, ranking against industry peers normally.

BWXT

Capital Goods industry group

10.41%

Max
27.47%
Q3
12.10%
BWXT
10.41%
Median
6.30%
Q1
1.40%
Min
-12.89%

CARR

Capital Goods industry group

-7.90%

Max
27.47%
Q3
12.10%
Median
6.30%
Q1
1.40%
CARR
-7.90%
Min
-12.89%
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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both BWX Technologies (BWXT) at 11.55% and Carrier Global (CARR) at 11.00% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BWXT

Capital Goods industry group

11.55%

Max
36.60%
Q3
18.33%
BWXT
11.55%
Median
11.12%
Q1
5.14%
Min
-12.63%

CARR

Capital Goods industry group

11.00%

Max
36.60%
Q3
18.33%
Median
11.12%
CARR
11.00%
Q1
5.14%
Min
-12.63%
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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for BWX Technologies (BWXT) and Carrier Global (CARR)
MetricBWXTCARR
ROE (TTM)28.27%-13.44%
ROA (TTM)5.49%3.43%
Net Margin (TTM)10.41%-7.90%
Operating Margin (TTM)11.55%11.00%
Gross Margin (TTM)22.61%24.38%

Growth

Revenue Growth

BWX Technologies (BWXT) at 18.30% is around its peer norm for revenue growth, while Carrier Global (CARR) at -3.29% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their Revenue Growth across different time periods.

EPS Growth

BWX Technologies (BWXT) at 16.61% is around its peer norm for EPS growth, while Carrier Global (CARR) at -72.03% drops into the bottom quartile, signaling weaker earnings momentum.

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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for BWX Technologies (BWXT) and Carrier Global (CARR)
MetricBWXTCARR
Revenue Growth (YoY)18.30%-3.29%
Revenue Growth (3Y CAGR)12.73%7.95%
EPS Growth (YoY)16.61%-72.03%
EPS Growth (3Y CAGR)11.25%-25.14%

Financial Strength

Current Ratio (MRQ)

BWX Technologies (BWXT) at 1.88 keeps current ratio within its industry’s typical mid-range, while Carrier Global (CARR) at 1.00 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for CARR.

BWXT

Capital Goods industry group

1.88

Max
5.22
Q3
2.95
Median
2.08
BWXT
1.88
Q1
1.43
Min
0.36

CARR

Capital Goods industry group

1.00

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
CARR
1.00
Min
0.36
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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both BWX Technologies (BWXT) at 1.43 and Carrier Global (CARR) at 1.14 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.

BWXT

Capital Goods industry group

1.43

Max
2.33
BWXT
1.43
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00

CARR

Capital Goods industry group

1.14

Max
2.33
CARR
1.14
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for BWX Technologies (BWXT) and Carrier Global (CARR)
MetricBWXTCARR
Current Ratio (MRQ)1.881.00
Debt / Equity (MRQ)1.431.14
Net Debt / EBITDA2.923.24

Dividends

Dividend Yield (TTM)

Carrier Global (CARR) at 1.80% delivers top-quartile income for its industry, while BWX Technologies (BWXT) at 0.92% pays a more typical yield — both are credible income propositions, CARR the richer one.

BWXT

Capital Goods industry group

0.92%

Max
2.66%
Q3
1.14%
BWXT
0.92%
Median
0.24%
Q1
0.00%
Min
0.00%

CARR

Capital Goods industry group

1.80%

Max
2.66%
CARR
1.80%
Q3
1.14%
Median
0.24%
Q1
0.00%
Min
0.00%
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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

BWX Technologies (BWXT) at 26.04% pays out a band-typical share of earnings, while Carrier Global (CARR) at 67.39% distributes more than its industry norm — less retained, thinner cover.

BWXT

Capital Goods industry group

26.04%

Max
67.39%
Q3
28.02%
BWXT
26.04%
Median
6.86%
Q1
0.00%
Min
0.00%

CARR

Capital Goods industry group

67.39%

CARR
67.39%
Max
67.39%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for BWX Technologies (BWXT) and Carrier Global (CARR)
MetricBWXTCARR
Dividend Yield (TTM)0.92%1.80%
Dividend Payout Ratio (TTM)26.04%67.39%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: BWX Technologies (BWXT) trades at 29.37 times trailing earnings, ranked against its peers, while Carrier Global (CARR) has no P/E ratio this period.

BWXT

Capital Goods industry group

29.37

Max
59.38
Q3
35.92
BWXT
29.37
Median
25.41
Q1
19.47
Min
3.03

CARR

Capital Goods industry group

--

Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
Min
3.03
CARR
--
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BWX Technologies (BWXT) vs. Carrier Global (CARR): CARR does not report P/E ratio, so it has no value marker; BWXT is benchmarked against the Capital Goods industry group.

P/S Ratio (TTM)

On P/S ratio, both BWX Technologies (BWXT) at 3.04 and Carrier Global (CARR) at 1.88 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

BWXT

Capital Goods industry group

3.04

Max
7.54
Q3
3.76
BWXT
3.04
Median
2.15
Q1
1.03
Min
0.03

CARR

Capital Goods industry group

1.88

Max
7.54
Q3
3.76
Median
2.15
CARR
1.88
Q1
1.03
Min
0.03
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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Carrier Global (CARR) at 4.27 is valued about in line with its industry on P/B ratio, while BWX Technologies (BWXT) at 7.72 carries an above-peer premium to book — BWXT is pricier on assets.

BWXT

Capital Goods industry group

7.72

Max
9.66
BWXT
7.72
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08

CARR

Capital Goods industry group

4.27

Max
9.66
Q3
5.00
CARR
4.27
Median
3.12
Q1
1.81
Min
-1.08
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BWX Technologies (BWXT) vs. Carrier Global (CARR): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for BWX Technologies (BWXT) and Carrier Global (CARR)
MetricBWXTCARR
P/E Ratio (TTM)29.37--
P/S Ratio (TTM)3.041.88
P/B Ratio (MRQ)7.724.27
Free Cash Flow Yield (TTM)2.64%4.54%