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BP vs. APA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BP and APA is 0.37, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

BP vs. APA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BP p.l.c. (BP) and Apache Corporation (APA). The values are adjusted to include any dividend payments, if applicable.

200.00%400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%NovemberDecember2025FebruaryMarchApril
1,165.83%
319.45%
BP
APA

Key characteristics

Sharpe Ratio

BP:

-0.77

APA:

-0.94

Sortino Ratio

BP:

-0.91

APA:

-1.27

Omega Ratio

BP:

0.87

APA:

0.82

Calmar Ratio

BP:

-0.70

APA:

-0.53

Martin Ratio

BP:

-1.32

APA:

-1.78

Ulcer Index

BP:

16.22%

APA:

26.21%

Daily Std Dev

BP:

27.96%

APA:

49.91%

Max Drawdown

BP:

-69.44%

APA:

-96.73%

Current Drawdown

BP:

-22.46%

APA:

-85.09%

Fundamentals

Market Cap

BP:

$76.06B

APA:

$5.91B

EPS

BP:

$0.14

APA:

$2.27

PE Ratio

BP:

208.50

APA:

7.20

PEG Ratio

BP:

13.74

APA:

0.17

PS Ratio

BP:

0.41

APA:

0.62

PB Ratio

BP:

1.30

APA:

1.12

Total Revenue (TTM)

BP:

$140.31B

APA:

$7.79B

Gross Profit (TTM)

BP:

$20.45B

APA:

$3.26B

EBITDA (TTM)

BP:

$18.35B

APA:

$3.30B

Returns By Period

In the year-to-date period, BP achieves a 0.14% return, which is significantly higher than APA's -27.26% return. Over the past 10 years, BP has outperformed APA with an annualized return of 1.97%, while APA has yielded a comparatively lower -11.32% annualized return.


BP

YTD

0.14%

1M

-13.79%

6M

-4.58%

1Y

-21.80%

5Y*

9.56%

10Y*

1.97%

APA

YTD

-27.26%

1M

-20.56%

6M

-32.33%

1Y

-47.38%

5Y*

11.43%

10Y*

-11.32%

*Annualized

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Risk-Adjusted Performance

BP vs. APA — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BP
The Risk-Adjusted Performance Rank of BP is 1313
Overall Rank
The Sharpe Ratio Rank of BP is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of BP is 1515
Sortino Ratio Rank
The Omega Ratio Rank of BP is 1414
Omega Ratio Rank
The Calmar Ratio Rank of BP is 99
Calmar Ratio Rank
The Martin Ratio Rank of BP is 1515
Martin Ratio Rank

APA
The Risk-Adjusted Performance Rank of APA is 99
Overall Rank
The Sharpe Ratio Rank of APA is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of APA is 99
Sortino Ratio Rank
The Omega Ratio Rank of APA is 88
Omega Ratio Rank
The Calmar Ratio Rank of APA is 1818
Calmar Ratio Rank
The Martin Ratio Rank of APA is 33
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.

BP vs. APA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BP p.l.c. (BP) and Apache Corporation (APA). 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.


The chart of Sharpe ratio for BP, currently valued at -0.77, compared to the broader market-2.00-1.000.001.002.003.00
BP: -0.77
APA: -0.94
The chart of Sortino ratio for BP, currently valued at -0.91, compared to the broader market-6.00-4.00-2.000.002.004.00
BP: -0.91
APA: -1.27
The chart of Omega ratio for BP, currently valued at 0.87, compared to the broader market0.501.001.502.00
BP: 0.87
APA: 0.82
The chart of Calmar ratio for BP, currently valued at -0.70, compared to the broader market0.001.002.003.004.005.00
BP: -0.70
APA: -0.53
The chart of Martin ratio for BP, currently valued at -1.32, compared to the broader market-5.000.005.0010.0015.0020.00
BP: -1.32
APA: -1.78

The current BP Sharpe Ratio is -0.77, which is comparable to the APA Sharpe Ratio of -0.94. The chart below compares the historical Sharpe Ratios of BP and APA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.00NovemberDecember2025FebruaryMarchApril
-0.77
-0.94
BP
APA

Dividends

BP vs. APA - Dividend Comparison

BP's dividend yield for the trailing twelve months is around 6.43%, more than APA's 6.12% yield.


TTM20242023202220212020201920182017201620152014
BP
BP p.l.c.
6.43%6.20%4.71%3.94%4.83%9.21%6.52%6.41%5.71%6.42%7.67%6.14%
APA
Apache Corporation
6.12%4.33%2.79%1.34%0.51%2.29%3.91%3.81%2.37%1.58%2.25%1.52%

Drawdowns

BP vs. APA - Drawdown Comparison

The maximum BP drawdown since its inception was -69.44%, smaller than the maximum APA drawdown of -96.73%. Use the drawdown chart below to compare losses from any high point for BP and APA. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-22.46%
-85.09%
BP
APA

Volatility

BP vs. APA - Volatility Comparison

The current volatility for BP p.l.c. (BP) is 17.36%, while Apache Corporation (APA) has a volatility of 35.01%. This indicates that BP experiences smaller price fluctuations and is considered to be less risky than APA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2025FebruaryMarchApril
17.36%
35.01%
BP
APA

Financials

BP vs. APA - Financials Comparison

This section allows you to compare key financial metrics between BP p.l.c. and Apache 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items