BP vs. XOM
Compare and contrast key facts about BP p.l.c. (BP) and Exxon Mobil Corporation (XOM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BP or XOM.
Key characteristics
| BP | XOM | |
|---|---|---|
| YTD Return | 3.89% | -3.27% |
| 1Y Return | 13.61% | 12.40% |
| 5Y Return (Ann) | 1.18% | 11.57% |
| 10Y Return (Ann) | 3.89% | 5.71% |
| Sharpe Ratio | 0.46 | 0.39 |
| Daily Std Dev | 31.99% | 32.48% |
| Max Drawdown | -69.45% | -62.40% |
Fundamentals
| BP | XOM | |
|---|---|---|
| Market Cap | $106.63B | $424.39B |
| EPS | $8.19 | $14.67 |
| PE Ratio | 4.34 | 7.16 |
| PEG Ratio | 13.74 | 1.69 |
| Revenue (TTM) | $246.70B | $398.44B |
| Gross Profit (TTM) | $70.17B | $133.72B |
| EBITDA (TTM) | $59.24B | $94.86B |
Correlation
The correlation between BP and XOM is 0.57, 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. XOM - Performance Comparison
In the year-to-date period, BP achieves a 3.89% return, which is significantly lower than XOM's -3.27% return. Over the past 10 years, BP has underperformed XOM with an annualized return of 3.89%, while XOM has yielded a comparatively higher 5.71% 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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BP vs. XOM - Dividend Comparison
BP's dividend yield for the trailing twelve months is around 6.10%, more than XOM's 5.12% 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% |
XOM Exxon Mobil Corporation | 5.12% | 3.27% | 6.03% | 9.47% | 5.96% | 6.01% | 4.84% | 4.53% | 5.25% | 4.29% | 3.67% | 3.91% |
BP vs. XOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BP p.l.c. (BP) and Exxon Mobil Corporation (XOM). 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 | ||||
XOM Exxon Mobil Corporation | 0.39 |
BP vs. XOM - Drawdown Comparison
The maximum BP drawdown for the period was -14.11%, roughly equal to the maximum XOM drawdown of -15.58%. The drawdown chart below compares losses from any high point along the way for BP and XOM
BP vs. XOM - Volatility Comparison
BP p.l.c. (BP) has a higher volatility of 9.81% compared to Exxon Mobil Corporation (XOM) at 8.07%. This indicates that BP's price experiences larger fluctuations and is considered to be riskier than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.