BP vs. CVI
Compare and contrast key facts about BP p.l.c. (BP) and CVR Energy, Inc. (CVI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BP or CVI.
Key characteristics
| BP | CVI | |
|---|---|---|
| YTD Return | 3.89% | -20.84% |
| 1Y Return | 13.61% | -17.77% |
| 5Y Return (Ann) | 1.18% | 1.38% |
| 10Y Return (Ann) | 3.89% | 1.14% |
| Sharpe Ratio | 0.46 | -0.31 |
| Daily Std Dev | 31.99% | 56.37% |
| Max Drawdown | -69.45% | -92.39% |
Fundamentals
| BP | CVI | |
|---|---|---|
| Market Cap | $106.63B | $2.37B |
| EPS | $8.19 | $5.32 |
| PE Ratio | 4.34 | 4.43 |
| PEG Ratio | 13.74 | -2.16 |
| Revenue (TTM) | $246.70B | $10.81B |
| Gross Profit (TTM) | $70.17B | $1.42B |
| EBITDA (TTM) | $59.24B | $1.37B |
Correlation
The correlation between BP and CVI is 0.48, 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.
BP vs. CVI - Performance Comparison
In the year-to-date period, BP achieves a 3.89% return, which is significantly lower than CVI's -20.84% return. Over the past 10 years, BP has outperformed CVI with an annualized return of 3.89%, while CVI has yielded a comparatively lower 1.14% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
BP vs. CVI - Dividend Comparison
BP's dividend yield for the trailing twelve months is around 6.10%, less than CVI's 20.89% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BP BP p.l.c. | 6.10% | 4.02% | 5.15% | 10.32% | 7.88% | 8.24% | 7.77% | 9.32% | 12.02% | 10.22% | 7.88% | 8.75% |
CVI CVR Energy, Inc. | 20.89% | 13.23% | 14.99% | 10.65% | 10.47% | 10.77% | 8.55% | 13.67% | 9.93% | 26.48% | 74.75% | 0.00% |
BP vs. CVI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BP p.l.c. (BP) and CVR Energy, Inc. (CVI). 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 | |
|---|---|---|---|---|---|
BP BP p.l.c. | 0.46 | ||||
CVI CVR Energy, Inc. | -0.31 |
BP vs. CVI - Drawdown Comparison
The maximum BP drawdown for the period was -14.11%, higher than the maximum CVI drawdown of -42.22%. The drawdown chart below compares losses from any high point along the way for BP and CVI
BP vs. CVI - Volatility Comparison
The current volatility for BP p.l.c. (BP) is 9.81%, while CVR Energy, Inc. (CVI) has a volatility of 14.99%. This indicates that BP experiences smaller price fluctuations and is considered to be less risky than CVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.