BEP-UN.TO vs. CVX
Compare and contrast key facts about Brookfield Renewable Partners L.P (BEP-UN.TO) and Chevron Corporation (CVX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEP-UN.TO or CVX.
Key characteristics
| BEP-UN.TO | CVX | |
|---|---|---|
| YTD Return | 10.58% | 9.18% |
| 1Y Return | -7.13% | 7.74% |
| 3Y Return (Ann) | -1.95% | 18.00% |
| 5Y Return (Ann) | 14.33% | 10.56% |
| 10Y Return (Ann) | 12.71% | 7.08% |
| Sharpe Ratio | -0.23 | 0.46 |
| Daily Std Dev | 35.20% | 20.36% |
| Max Drawdown | -51.83% | -58.23% |
| Current Drawdown | -32.82% | -9.87% |
Fundamentals
| BEP-UN.TO | CVX | |
|---|---|---|
| Market Cap | CA$25.21B | $305.60B |
| EPS | -CA$0.63 | $10.88 |
| PEG Ratio | 3.52 | 4.51 |
| Revenue (TTM) | CA$5.20B | $192.79B |
| Gross Profit (TTM) | CA$3.30B | $98.89B |
| EBITDA (TTM) | CA$2.85B | $41.23B |
Correlation
The correlation between BEP-UN.TO and CVX is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BEP-UN.TO vs. CVX - Performance Comparison
In the year-to-date period, BEP-UN.TO achieves a 10.58% return, which is significantly higher than CVX's 9.18% return. Over the past 10 years, BEP-UN.TO has outperformed CVX with an annualized return of 12.71%, while CVX has yielded a comparatively lower 7.08% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BEP-UN.TO vs. CVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Renewable Partners L.P (BEP-UN.TO) and Chevron Corporation (CVX). 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.
Dividends
BEP-UN.TO vs. CVX - Dividend Comparison
BEP-UN.TO's dividend yield for the trailing twelve months is around 3.59%, less than CVX's 4.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEP-UN.TO Brookfield Renewable Partners L.P | 3.59% | 3.88% | 3.73% | 2.68% | 0.77% | 0.97% | 1.57% | 1.21% | 1.27% | 1.30% | 1.12% | 1.48% |
CVX Chevron Corporation | 4.84% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% | 3.12% |
Drawdowns
BEP-UN.TO vs. CVX - Drawdown Comparison
The maximum BEP-UN.TO drawdown since its inception was -51.83%, smaller than the maximum CVX drawdown of -58.23%. Use the drawdown chart below to compare losses from any high point for BEP-UN.TO and CVX. For additional features, visit the drawdowns tool.
Volatility
BEP-UN.TO vs. CVX - Volatility Comparison
Brookfield Renewable Partners L.P (BEP-UN.TO) has a higher volatility of 14.47% compared to Chevron Corporation (CVX) at 5.16%. This indicates that BEP-UN.TO's price experiences larger fluctuations and is considered to be riskier than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BEP-UN.TO vs. CVX - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Renewable Partners L.P and Chevron Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities