APA vs. MTDR
Compare and contrast key facts about Apache Corporation (APA) and Matador Resources Company (MTDR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APA or MTDR.
Key characteristics
APA | MTDR | |
---|---|---|
YTD Return | -5.28% | 15.40% |
1Y Return | -3.53% | 41.25% |
3Y Return (Ann) | 23.75% | 40.20% |
5Y Return (Ann) | 1.44% | 28.31% |
10Y Return (Ann) | -6.81% | 10.44% |
Sharpe Ratio | -0.06 | 1.13 |
Daily Std Dev | 34.90% | 36.63% |
Max Drawdown | -96.73% | -96.50% |
Current Drawdown | -70.84% | -9.33% |
Fundamentals
APA | MTDR | |
---|---|---|
Market Cap | $10.09B | $8.11B |
EPS | $9.25 | $7.05 |
PE Ratio | 3.62 | 9.63 |
PEG Ratio | 0.17 | 4.28 |
Revenue (TTM) | $8.09B | $2.62B |
Gross Profit (TTM) | $7.64B | $2.52B |
EBITDA (TTM) | $5.10B | $1.93B |
Correlation
The correlation between APA and MTDR is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
APA vs. MTDR - Performance Comparison
In the year-to-date period, APA achieves a -5.28% return, which is significantly lower than MTDR's 15.40% return. Over the past 10 years, APA has underperformed MTDR with an annualized return of -6.81%, while MTDR has yielded a comparatively higher 10.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Risk-Adjusted Performance
APA vs. MTDR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apache Corporation (APA) and Matador Resources Company (MTDR). 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.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Apache Corporation | -0.06 | ||||
Matador Resources Company | 1.13 |
Dividends
APA vs. MTDR - Dividend Comparison
APA's dividend yield for the trailing twelve months is around 2.97%, more than MTDR's 1.07% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Apache Corporation | 2.97% | 2.79% | 1.34% | 0.51% | 2.29% | 3.91% | 3.81% | 2.37% | 1.58% | 2.25% | 1.52% | 0.90% |
Matador Resources Company | 1.07% | 1.14% | 0.52% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
APA vs. MTDR - Drawdown Comparison
The maximum APA drawdown since its inception was -96.73%, roughly equal to the maximum MTDR drawdown of -96.50%. The drawdown chart below compares losses from any high point along the way for APA and MTDR
Volatility
APA vs. MTDR - Volatility Comparison
Apache Corporation (APA) has a higher volatility of 8.96% compared to Matador Resources Company (MTDR) at 7.32%. This indicates that APA's price experiences larger fluctuations and is considered to be riskier than MTDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.