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CVX vs. GD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CVX vs. GD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Chevron Corporation (CVX) and General Dynamics Corporation (GD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CVX achieves a 24.24% return, which is significantly higher than GD's 7.53% return. Over the past 10 years, CVX has underperformed GD with an annualized return of 10.76%, while GD has yielded a comparatively higher 12.36% annualized return.


CVX

1D
-2.10%
1M
0.85%
YTD
24.24%
6M
25.63%
1Y
33.72%
3Y*
10.25%
5Y*
16.15%
10Y*
10.76%

GD

1D
5.22%
1M
3.58%
YTD
7.53%
6M
6.01%
1Y
32.49%
3Y*
21.43%
5Y*
15.84%
10Y*
12.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CVX vs. GD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CVX
Chevron Corporation
24.24%10.10%1.29%-13.63%58.46%46.24%-25.95%15.27%-9.75%10.59%
GD
General Dynamics Corporation
7.53%30.39%3.52%7.13%21.69%43.77%-13.14%14.80%-21.34%19.85%

Correlation

The correlation between CVX and GD is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

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

0.28

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

0.37

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

0.39

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2001

0.41

Over the past year, the correlation between CVX and GD has dropped to 0.15 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

CVX:

$369.02B

GD:

$98.36B

EPS

CVX:

$5.75

GD:

$15.92

PE Ratio

CVX:

32.29

GD:

22.54

PEG Ratio

CVX:

3.14

GD:

2.85

PS Ratio

CVX:

1.91

GD:

1.82

PB Ratio

CVX:

2.01

GD:

3.77

Total Revenue (TTM)

CVX:

$185.89B

GD:

$53.81B

Gross Profit (TTM)

CVX:

$47.27B

GD:

$7.48B

EBITDA (TTM)

CVX:

$40.44B

GD:

$6.26B

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Return for Risk

CVX vs. GD — Risk / Return Rank

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

CVX
CVX Risk / Return Rank: 8181
Overall Rank
CVX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
CVX Sortino Ratio Rank: 7979
Sortino Ratio Rank
CVX Omega Ratio Rank: 7979
Omega Ratio Rank
CVX Calmar Ratio Rank: 8181
Calmar Ratio Rank
CVX Martin Ratio Rank: 8181
Martin Ratio Rank

GD
GD Risk / Return Rank: 8383
Overall Rank
GD Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
GD Sortino Ratio Rank: 8484
Sortino Ratio Rank
GD Omega Ratio Rank: 8181
Omega Ratio Rank
GD Calmar Ratio Rank: 7979
Calmar Ratio Rank
GD Martin Ratio Rank: 8585
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.

CVX vs. GD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chevron Corporation (CVX) and General Dynamics Corporation (GD). 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.


CVXGDDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

-0.32

Omega ratioGain probability vs. loss probability

1.27

1.29

-0.02

Calmar ratioReturn relative to maximum drawdown

2.42

2.25

+0.18

Martin ratioReturn relative to average drawdown

5.99

7.71

-1.72

CVX vs. GD - Sharpe Ratio Comparison

The current CVX Sharpe Ratio is 1.54, which is comparable to the GD Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of CVX and GD, 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

CVX vs. GD - Drawdown Comparison

The maximum CVX drawdown since its inception was -55.77%, smaller than the maximum GD drawdown of -75.67%. Use the drawdown chart below to compare losses from any high point for CVX and GD.


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Drawdown Indicators


CVXGDDifference

Max Drawdown

Largest peak-to-trough decline

-55.77%

-75.67%

+19.90%

Max Drawdown (1Y)

Largest decline over 1 year

-13.99%

-14.53%

+0.54%

Max Drawdown (3Y)

Largest decline over 3 years

-20.64%

-22.55%

+1.91%

Max Drawdown (5Y)

Largest decline over 5 years

-24.95%

-22.55%

-2.40%

Max Drawdown (10Y)

Largest decline over 10 years

-55.77%

-51.63%

-4.14%

Current Drawdown

Current decline from peak

-11.19%

-1.87%

-9.32%

Average Drawdown

Average peak-to-trough decline

-11.39%

-15.61%

+4.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.64%

4.23%

+1.41%

Volatility

CVX vs. GD - Volatility Comparison

Chevron Corporation (CVX) and General Dynamics Corporation (GD) have volatilities of 7.58% and 7.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CVXGDDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.58%

7.89%

-0.31%

Volatility (6M)

Calculated over the trailing 6-month period

17.94%

17.92%

+0.02%

Volatility (1Y)

Calculated over the trailing 1-year period

22.07%

21.68%

+0.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.16%

20.55%

+4.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.16%

22.77%

+6.39%

Dividends

CVX vs. GD - Dividend Comparison

CVX's dividend yield for the trailing twelve months is around 3.76%, more than GD's 1.70% yield.


PositionTTM20252024202320222021202020192018201720162015
CVX
Chevron Corporation
3.76%4.49%4.50%4.05%3.16%4.52%6.11%3.95%4.12%3.45%3.64%4.76%
GD
General Dynamics Corporation
1.70%1.76%2.12%2.01%2.00%2.24%2.90%2.26%2.31%1.61%1.72%1.96%

Financials

CVX vs. GD - Financials Comparison

This section allows you to compare key financial metrics between Chevron Corporation and General Dynamics 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


10.00B20.00B30.00B40.00B50.00B60.00B70.00B20222023202420252026
47.56B
13.48B
(CVX) Total Revenue
(GD) Total Revenue
Values in USD except per share items

CVX vs. GD - Profitability Comparison

The chart below illustrates the profitability comparison between Chevron Corporation and General Dynamics 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%15.0%20.0%25.0%30.0%20222023202420252026
9.6%
10.5%
Portfolio components
CVX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Chevron Corporation reported a gross profit of 4.55B and revenue of 47.56B. Therefore, the gross margin over that period was 9.6%.

GD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, General Dynamics Corporation reported a gross profit of 1.42B and revenue of 13.48B. Therefore, the gross margin over that period was 10.5%.

CVX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Chevron Corporation reported an operating income of 3.24B and revenue of 47.56B, resulting in an operating margin of 6.8%.

GD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, General Dynamics Corporation reported an operating income of 1.42B and revenue of 13.48B, resulting in an operating margin of 10.5%.

CVX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Chevron Corporation reported a net income of 2.21B and revenue of 47.56B, resulting in a net margin of 4.7%.

GD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, General Dynamics Corporation reported a net income of 1.13B and revenue of 13.48B, resulting in a net margin of 8.4%.


Frequently Asked Questions


CVX and GD have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GD has higher volatility (7.89%) compared to CVX (7.58%). In terms of maximum drawdown, CVX dropped -55.77% vs GD's -75.67%.

CVX currently has the higher Sharpe Ratio (1.54 vs 1.51), 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 CVX and GD

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