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Occidental Petroleum Corporation (OXY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6745991058

CUSIP

674599105

Sector

Energy

IPO Date

Dec 31, 1981

Highlights

Market Cap

$43.69B

EPS (TTM)

$3.65

PE Ratio

12.76

PEG Ratio

2.54

Total Revenue (TTM)

$27.14B

Gross Profit (TTM)

$9.65B

EBITDA (TTM)

$14.01B

Year Range

$45.79 - $70.30

Target Price

$62.37

Short %

6.27%

Short Ratio

2.83

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
OXY vs. CVX OXY vs. COP OXY vs. MPC OXY vs. HESM OXY vs. QQQX OXY vs. WST OXY vs. CPG OXY vs. VOO OXY vs. CVI OXY vs. OKE
Popular comparisons:
OXY vs. CVX OXY vs. COP OXY vs. MPC OXY vs. HESM OXY vs. QQQX OXY vs. WST OXY vs. CPG OXY vs. VOO OXY vs. CVI OXY vs. OKE

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Occidental Petroleum Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%JulyAugustSeptemberOctoberNovemberDecember
957.25%
3,383.31%
OXY (Occidental Petroleum Corporation)
Benchmark (^GSPC)

Returns By Period

Occidental Petroleum Corporation had a return of -21.68% year-to-date (YTD) and -22.45% in the last 12 months. Over the past 10 years, Occidental Petroleum Corporation had an annualized return of -2.61%, while the S&P 500 had an annualized return of 11.01%, indicating that Occidental Petroleum Corporation did not perform as well as the benchmark.


OXY

YTD

-21.68%

1M

-9.20%

6M

-24.22%

1Y

-22.45%

5Y*

4.82%

10Y*

-2.61%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of OXY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.58%5.28%7.61%1.77%-5.50%1.22%-3.51%-6.31%-9.16%-2.77%0.94%-21.68%
20232.86%-9.62%6.92%-1.44%-6.29%2.28%7.36%-0.54%3.61%-4.73%-4.30%1.27%-4.08%
202229.94%16.09%30.06%-2.91%25.81%-14.89%11.67%7.98%-13.28%18.14%-4.28%-9.17%119.10%
202115.89%32.65%0.07%-4.73%2.37%20.50%-16.53%-1.57%15.19%13.35%-11.57%-2.19%67.71%
2020-3.62%-17.57%-63.56%43.35%-21.99%41.39%-13.99%-19.06%-21.35%-8.79%72.62%9.89%-56.63%
20198.80%-0.94%1.28%-11.06%-15.47%2.66%2.15%-15.34%4.09%-8.93%-4.77%9.05%-28.28%
20181.78%-12.50%0.21%18.93%8.98%0.28%0.30%-4.84%3.92%-18.38%4.77%-11.63%-13.05%
2017-4.86%-3.28%-2.19%-2.87%-4.24%2.86%3.44%-3.60%8.91%0.56%9.18%5.65%8.49%
20161.80%0.03%0.50%12.01%-1.58%1.15%-1.10%2.84%-4.18%-0.01%-2.13%0.91%9.83%
2015-0.76%-2.65%-5.39%9.73%-2.38%0.42%-9.73%4.00%-8.41%12.68%1.41%-9.58%-12.65%
2014-7.92%10.22%-0.53%0.48%4.11%3.69%-4.79%6.16%-6.64%-7.51%-10.30%6.24%-8.92%
201315.22%-6.73%-4.07%13.90%3.15%-2.42%-0.20%-0.94%6.80%2.72%-1.17%0.84%27.75%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of OXY is 11, meaning it’s performing worse than 89% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of OXY is 1111
Overall Rank
The Sharpe Ratio Rank of OXY is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of OXY is 88
Sortino Ratio Rank
The Omega Ratio Rank of OXY is 1010
Omega Ratio Rank
The Calmar Ratio Rank of OXY is 1616
Calmar Ratio Rank
The Martin Ratio Rank of OXY is 1414
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for OXY, currently valued at -0.96, compared to the broader market-4.00-2.000.002.00-0.961.90
The chart of Sortino ratio for OXY, currently valued at -1.30, compared to the broader market-4.00-2.000.002.004.00-1.302.54
The chart of Omega ratio for OXY, currently valued at 0.85, compared to the broader market0.501.001.502.000.851.35
The chart of Calmar ratio for OXY, currently valued at -0.55, compared to the broader market0.002.004.006.00-0.552.81
The chart of Martin ratio for OXY, currently valued at -1.29, compared to the broader market0.0010.0020.00-1.2912.39
OXY
^GSPC

The current Occidental Petroleum Corporation Sharpe ratio is -0.96. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Occidental Petroleum Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.96
1.90
OXY (Occidental Petroleum Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Occidental Petroleum Corporation provided a 1.91% dividend yield over the last twelve months, with an annual payout of $0.88 per share. The company has been increasing its dividends for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.88$0.72$0.52$0.04$0.82$3.14$3.10$3.06$3.02$2.97$2.79$2.46

Dividend yield

1.91%1.21%0.83%0.14%4.74%7.62%5.05%4.15%4.24%4.39%3.46%2.69%

Monthly Dividends

The table displays the monthly dividend distributions for Occidental Petroleum Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.88
2023$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.72
2022$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.52
2021$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.04
2020$0.00$0.00$0.79$0.00$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.01$0.82
2019$0.00$0.00$0.78$0.00$0.00$0.78$0.00$0.00$0.79$0.00$0.00$0.79$3.14
2018$0.00$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.78$0.00$0.00$0.78$3.10
2017$0.00$0.00$0.76$0.00$0.00$0.76$0.00$0.00$0.77$0.00$0.00$0.77$3.06
2016$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.76$0.00$0.00$0.76$3.02
2015$0.00$0.00$0.72$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$2.97
2014$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.72$2.79
2013$0.61$0.00$0.00$0.61$0.00$0.00$0.61$0.00$0.00$0.61$2.46

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.9%
Occidental Petroleum Corporation has a dividend yield of 1.91%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%25.9%
Occidental Petroleum Corporation has a payout ratio of 25.88%, which is quite average when compared to the overall market. This suggests that Occidental Petroleum Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-37.68%
-3.58%
OXY (Occidental Petroleum Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Occidental Petroleum Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Occidental Petroleum Corporation was 88.42%, occurring on Oct 28, 2020. The portfolio has not yet recovered.

The current Occidental Petroleum Corporation drawdown is 37.68%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.42%May 3, 20112390Oct 28, 2020
-58.06%May 21, 2008129Nov 20, 2008517Dec 10, 2010646
-52.28%Jul 17, 1987882Jan 10, 19911699Sep 29, 19972581
-49.11%Dec 9, 1997308Mar 2, 1999510Mar 8, 2001818
-36.99%Nov 29, 198569Mar 10, 1986308May 28, 1987377

Volatility

Volatility Chart

The current Occidental Petroleum Corporation volatility is 6.42%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
6.42%
3.64%
OXY (Occidental Petroleum Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Occidental Petroleum Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Occidental Petroleum Corporation compared to its peers in the Oil & Gas E&P industry.


PE Ratio
20.040.060.080.012.8
The chart displays the price to earnings (P/E) ratio for OXY in comparison to other companies of the Oil & Gas E&P industry. Currently, OXY has a PE value of 12.8. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-20.0-10.00.010.020.030.02.5
The chart displays the price to earnings to growth (PEG) ratio for OXY in comparison to other companies of the Oil & Gas E&P industry. Currently, OXY has a PEG value of 2.5. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Occidental Petroleum Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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