DVA vs. OXY
DVA (DaVita Inc.) and OXY (Occidental Petroleum Corporation) are both stocks. DVA operates in Medical Care Facilities (Healthcare), while OXY operates in Oil & Gas E&P (Energy). Over the past 10 years, DVA returned 11.01%/yr vs -1.54%/yr for OXY. At a 0.20 correlation, their price movements are largely independent.
Performance
DVA vs. OXY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DVA achieves a 93.38% return, which is significantly higher than OXY's 20.50% return. Over the past 10 years, DVA has outperformed OXY with an annualized return of 11.01%, while OXY has yielded a comparatively lower -1.54% annualized return.
DVA
- 1D
- 1.23%
- 1M
- 13.04%
- YTD
- 93.38%
- 6M
- 93.57%
- 1Y
- 55.08%
- 3Y*
- 29.80%
- 5Y*
- 12.78%
- 10Y*
- 11.01%
OXY
- 1D
- -1.80%
- 1M
- -12.91%
- YTD
- 20.50%
- 6M
- 22.62%
- 1Y
- 17.62%
- 3Y*
- -4.16%
- 5Y*
- 10.94%
- 10Y*
- -1.54%
DVA vs. OXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DVA DaVita Inc. | 93.38% | -24.03% | 42.75% | 40.30% | -34.36% | -3.10% | 56.47% | 45.80% | -28.78% | 12.54% |
OXY Occidental Petroleum Corporation | 20.50% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
Correlation
The correlation between DVA and OXY is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 1995 | 0.20 |
Fundamentals
DVA:
$14.48
OXY:
$6.79
DVA:
15.17
OXY:
7.23
DVA:
2.37
OXY:
0.05
DVA:
0.86
OXY:
1.42
DVA:
$13.84B
OXY:
$23.18B
DVA:
$3.23B
OXY:
$5.46B
DVA:
$2.49B
OXY:
$14.13B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DVA vs. OXY — Risk / Return Rank
DVA
OXY
DVA vs. OXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DaVita Inc. (DVA) and Occidental Petroleum Corporation (OXY). 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.
| DVA | OXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.11 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 0.69 | +1.07 |
| Martin ratioReturn relative to average drawdown | 3.94 | 1.67 | +2.27 |
Loading charts...
Drawdowns
DVA vs. OXY - Drawdown Comparison
The maximum DVA drawdown since its inception was -92.91%, which is greater than OXY's maximum drawdown of -88.45%. Use the drawdown chart below to compare losses from any high point for DVA and OXY.
Loading charts...
Drawdown Indicators
| DVA | OXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.91% | -88.45% | -4.46% |
Max Drawdown (1Y)Largest decline over 1 year | -31.36% | -25.55% | -5.81% |
Max Drawdown (3Y)Largest decline over 3 years | -41.43% | -46.94% | +5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -51.10% | -50.77% | -0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -51.10% | -88.39% | +37.29% |
Current DrawdownCurrent decline from peak | 0.00% | -31.55% | +31.55% |
Average DrawdownAverage peak-to-trough decline | -20.03% | -20.15% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.01% | 10.57% | +3.44% |
Volatility
DVA vs. OXY - Volatility Comparison
The current volatility for DaVita Inc. (DVA) is 7.28%, while Occidental Petroleum Corporation (OXY) has a volatility of 8.82%. This indicates that DVA experiences smaller price fluctuations and is considered to be less risky than OXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DVA | OXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 8.82% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 34.92% | 27.47% | +7.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.99% | 34.50% | +8.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.30% | 39.26% | -1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.74% | 48.80% | -14.06% |
Dividends
DVA vs. OXY - Dividend Comparison
DVA has not paid dividends to shareholders, while OXY's dividend yield for the trailing twelve months is around 2.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVA DaVita 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% |
OXY Occidental Petroleum Corporation | 2.04% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
Financials
DVA vs. OXY - Financials Comparison
This section allows you to compare key financial metrics between DaVita Inc. and Occidental Petroleum 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.
Total Revenue: Total amount of money received from sales and other business activities
DVA vs. OXY - Profitability Comparison
DVA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported a gross profit of 0.00 and revenue of 3.42B. Therefore, the gross margin over that period was 0.0%.
OXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported a gross profit of 0.00 and revenue of 5.23B. Therefore, the gross margin over that period was 0.0%.
DVA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported an operating income of 481.89M and revenue of 3.42B, resulting in an operating margin of 14.1%.
OXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported an operating income of 236.00M and revenue of 5.23B, resulting in an operating margin of 4.5%.
DVA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported a net income of 197.53M and revenue of 3.42B, resulting in a net margin of 5.8%.
OXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported a net income of 3.18B and revenue of 5.23B, resulting in a net margin of 60.7%.
Frequently Asked Questions
DVA and OXY have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXY has higher volatility (8.82%) compared to DVA (7.28%). In terms of maximum drawdown, DVA dropped -92.91% vs OXY's -88.45%.
DVA currently has the higher Sharpe Ratio (1.29 vs 0.51), 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.
Find the right allocation for DVA and OXY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer