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CLFD vs. OCC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CLFD vs. OCC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Clearfield, Inc. (CLFD) and Optical Cable Corporation (OCC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CLFD achieves a 37.26% return, which is significantly lower than OCC's 399.78% return. Over the past 10 years, CLFD has underperformed OCC with an annualized return of 8.46%, while OCC has yielded a comparatively higher 26.09% annualized return.


CLFD

1D
-1.09%
1M
-8.51%
YTD
37.26%
6M
37.97%
1Y
0.00%
3Y*
-4.44%
5Y*
2.21%
10Y*
8.46%

OCC

1D
-0.71%
1M
76.16%
YTD
399.78%
6M
379.31%
1Y
723.70%
3Y*
74.99%
5Y*
43.94%
10Y*
26.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CLFD vs. OCC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CLFD
Clearfield, Inc.
37.26%-5.97%6.60%-69.11%11.51%241.50%77.33%40.52%-19.02%-40.82%
OCC
Optical Cable Corporation
399.78%23.27%33.70%-38.91%-17.69%100.30%-17.51%-14.70%58.09%-20.04%

Correlation

The correlation between CLFD and OCC is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Apr 2, 1996

0.09

Over the past year, CLFD and OCC have become more correlated (0.31) than their long-term average of 0.09, meaning their price movements have been converging.

Fundamentals

EPS

CLFD:

-$0.62

OCC:

$0.15

PS Ratio

CLFD:

4.06

OCC:

1.85

Total Revenue (TTM)

CLFD:

$136.22M

OCC:

$78.39M

Gross Profit (TTM)

CLFD:

$50.71M

OCC:

$25.60M

EBITDA (TTM)

CLFD:

$11.00M

OCC:

$2.53M

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Clearfield, Inc.

Optical Cable Corporation

Return for Risk

CLFD vs. OCC — Risk / Return Rank

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

CLFD
CLFD Risk / Return Rank: 4242
Overall Rank
CLFD Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
CLFD Sortino Ratio Rank: 4242
Sortino Ratio Rank
CLFD Omega Ratio Rank: 4343
Omega Ratio Rank
CLFD Calmar Ratio Rank: 4343
Calmar Ratio Rank
CLFD Martin Ratio Rank: 4242
Martin Ratio Rank

OCC
OCC Risk / Return Rank: 9797
Overall Rank
OCC Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
OCC Sortino Ratio Rank: 9696
Sortino Ratio Rank
OCC Omega Ratio Rank: 9494
Omega Ratio Rank
OCC Calmar Ratio Rank: 9898
Calmar Ratio Rank
OCC Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLFD vs. OCC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Clearfield, Inc. (CLFD) and Optical Cable Corporation (OCC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CLFDOCCDifference
Sharpe ratioReturn per unit of total volatility

-5.13

Sortino ratioReturn per unit of downside risk

-3.76

Omega ratioGain probability vs. loss probability

1.06

1.50

-0.44

Calmar ratioReturn relative to maximum drawdown

0.00

11.96

-11.96

Martin ratioReturn relative to average drawdown

0.00

25.21

-25.21

CLFD vs. OCC - Sharpe Ratio Comparison

The current CLFD Sharpe Ratio is 0.00, which is lower than the OCC Sharpe Ratio of 5.13. The chart below compares the historical Sharpe Ratios of CLFD and OCC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CLFD vs. OCC - Drawdown Comparison

The maximum CLFD drawdown since its inception was -98.62%, roughly equal to the maximum OCC drawdown of -99.43%. Use the drawdown chart below to compare losses from any high point for CLFD and OCC.


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Drawdown Indicators


CLFDOCCDifference

Max Drawdown

Largest peak-to-trough decline

-98.62%

-99.43%

+0.81%

Max Drawdown (1Y)

Largest decline over 1 year

-42.66%

-61.09%

+18.43%

Max Drawdown (3Y)

Largest decline over 3 years

-53.17%

-61.09%

+7.92%

Max Drawdown (5Y)

Largest decline over 5 years

-82.52%

-68.48%

-14.04%

Max Drawdown (10Y)

Largest decline over 10 years

-82.52%

-68.48%

-14.04%

Current Drawdown

Current decline from peak

-69.60%

-42.16%

-27.44%

Average Drawdown

Average peak-to-trough decline

-63.01%

-83.83%

+20.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.69%

28.92%

-1.23%

Volatility

CLFD vs. OCC - Volatility Comparison

The current volatility for Clearfield, Inc. (CLFD) is 22.49%, while Optical Cable Corporation (OCC) has a volatility of 61.04%. This indicates that CLFD experiences smaller price fluctuations and is considered to be less risky than OCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CLFDOCCDifference

Volatility (1M)

Calculated over the trailing 1-month period

22.49%

61.04%

-38.55%

Volatility (6M)

Calculated over the trailing 6-month period

43.94%

105.76%

-61.82%

Volatility (1Y)

Calculated over the trailing 1-year period

59.18%

142.75%

-83.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

56.96%

88.44%

-31.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.44%

76.64%

-24.20%

Dividends

CLFD vs. OCC - Dividend Comparison

Neither CLFD nor OCC has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CLFD
Clearfield, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OCC
Optical Cable Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.83%

Financials

CLFD vs. OCC - Financials Comparison

This section allows you to compare key financial metrics between Clearfield, Inc. and Optical Cable 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


20.00M40.00M60.00M80.00M100.00M20222023202420252026
34.39M
22.21M
(CLFD) Total Revenue
(OCC) Total Revenue
Values in USD except per share items

CLFD vs. OCC - Profitability Comparison

The chart below illustrates the profitability comparison between Clearfield, Inc. and Optical Cable Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
32.5%
34.2%
Portfolio components
CLFD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Clearfield, Inc. reported a gross profit of 11.16M and revenue of 34.39M. Therefore, the gross margin over that period was 32.5%.

OCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Optical Cable Corporation reported a gross profit of 7.59M and revenue of 22.21M. Therefore, the gross margin over that period was 34.2%.

CLFD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Clearfield, Inc. reported an operating income of -2.07M and revenue of 34.39M, resulting in an operating margin of -6.0%.

OCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Optical Cable Corporation reported an operating income of 1.30M and revenue of 22.21M, resulting in an operating margin of 5.9%.

CLFD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Clearfield, Inc. reported a net income of -528.00K and revenue of 34.39M, resulting in a net margin of -1.5%.

OCC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Optical Cable Corporation reported a net income of 1.05M and revenue of 22.21M, resulting in a net margin of 4.8%.


Frequently Asked Questions


CLFD and OCC have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OCC has higher volatility (61.04%) compared to CLFD (22.49%). In terms of maximum drawdown, CLFD dropped -98.62% vs OCC's -99.43%.

OCC currently has the higher Sharpe Ratio (5.13 vs 0.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for CLFD and OCC

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