CVI vs. PBR
Compare and contrast key facts about CVR Energy, Inc. (CVI) and Petróleo Brasileiro S.A. - Petrobras (PBR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVI or PBR.
Key characteristics
| CVI | PBR | |
|---|---|---|
| YTD Return | 1.80% | 8.93% |
| 1Y Return | 31.13% | 87.80% |
| 3Y Return (Ann) | 29.17% | 70.43% |
| 5Y Return (Ann) | 2.50% | 25.11% |
| 10Y Return (Ann) | 4.82% | 12.18% |
| Sharpe Ratio | 0.89 | 2.55 |
| Daily Std Dev | 37.13% | 33.65% |
| Max Drawdown | -92.39% | -95.28% |
| Current Drawdown | -19.25% | -25.19% |
Fundamentals
| CVI | PBR | |
|---|---|---|
| Market Cap | $3.34B | $110.05B |
| EPS | $7.65 | $3.60 |
| PE Ratio | 4.34 | 4.74 |
| PEG Ratio | -2.16 | 1.45 |
| Revenue (TTM) | $9.25B | $511.99B |
| Gross Profit (TTM) | $1.42B | $334.10B |
| EBITDA (TTM) | $1.42B | $246.18B |
Correlation
The correlation between CVI and PBR 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.
Performance
CVI vs. PBR - Performance Comparison
In the year-to-date period, CVI achieves a 1.80% return, which is significantly lower than PBR's 8.93% return. Over the past 10 years, CVI has underperformed PBR with an annualized return of 4.82%, while PBR has yielded a comparatively higher 12.18% 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
CVI vs. PBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CVR Energy, Inc. (CVI) and Petróleo Brasileiro S.A. - Petrobras (PBR). 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
CVI vs. PBR - Dividend Comparison
CVI's dividend yield for the trailing twelve months is around 14.81%, more than PBR's 12.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVI CVR Energy, Inc. | 14.81% | 14.85% | 15.32% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% | 12.92% | 32.81% |
PBR Petróleo Brasileiro S.A. - Petrobras | 12.96% | 18.47% | 60.50% | 18.59% | 2.42% | 1.53% | 0.98% | 0.00% | 0.00% | 0.00% | 6.57% | 1.91% |
Drawdowns
CVI vs. PBR - Drawdown Comparison
The maximum CVI drawdown since its inception was -92.39%, roughly equal to the maximum PBR drawdown of -95.28%. Use the drawdown chart below to compare losses from any high point for CVI and PBR. For additional features, visit the drawdowns tool.
Volatility
CVI vs. PBR - Volatility Comparison
CVR Energy, Inc. (CVI) has a higher volatility of 10.98% compared to Petróleo Brasileiro S.A. - Petrobras (PBR) at 8.30%. This indicates that CVI's price experiences larger fluctuations and is considered to be riskier than PBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CVI vs. PBR - Financials Comparison
This section allows you to compare key financial metrics between CVR Energy, Inc. and Petróleo Brasileiro S.A. - Petrobras. 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