ENB vs. OZK
ENB (Enbridge Inc.) and OZK (Bank OZK) are both stocks. ENB operates in Oil & Gas Midstream (Energy), while OZK operates in Banks - Regional (Financial Services). Over the past 10 years, ENB returned 9.68%/yr vs 6.90%/yr for OZK. At a 0.24 correlation, their price movements are largely independent.
Performance
ENB vs. OZK - Performance Comparison
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Returns By Period
In the year-to-date period, ENB achieves a 21.23% return, which is significantly higher than OZK's 15.44% return. Over the past 10 years, ENB has outperformed OZK with an annualized return of 9.68%, while OZK has yielded a comparatively lower 6.90% annualized return.
ENB
- 1D
- 0.07%
- 1M
- 3.68%
- YTD
- 21.23%
- 6M
- 21.95%
- 1Y
- 27.43%
- 3Y*
- 22.21%
- 5Y*
- 14.42%
- 10Y*
- 9.68%
OZK
- 1D
- 0.91%
- 1M
- 11.78%
- YTD
- 15.44%
- 6M
- 9.09%
- 1Y
- 18.62%
- 3Y*
- 13.26%
- 5Y*
- 7.75%
- 10Y*
- 6.90%
ENB vs. OZK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ENB Enbridge Inc. | 21.23% | 19.51% | 26.35% | -1.13% | 6.46% | 30.83% | -13.60% | 36.05% | -15.53% | -2.73% |
OZK Bank OZK | 15.44% | 7.45% | -7.36% | 29.12% | -11.24% | 53.15% | 7.57% | 38.23% | -52.03% | -6.51% |
Correlation
The correlation between ENB and OZK is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.24 |
The correlation between ENB and OZK shifts across timeframes, from 0.05 (1 year) to 0.34 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ENB:
$4.92
OZK:
$6.28
ENB:
11.48
OZK:
8.30
ENB:
0.53
OZK:
0.92
ENB:
1.34
OZK:
2.10
ENB:
$69.05B
OZK:
$2.80B
ENB:
$15.35B
OZK:
$1.56B
ENB:
$17.09B
OZK:
$992.96M
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Return for Risk
ENB vs. OZK — Risk / Return Rank
ENB
OZK
ENB vs. OZK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Enbridge Inc. (ENB) and Bank OZK (OZK). 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.
| ENB | OZK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.96 | ||
| Sortino ratioReturn per unit of downside risk | +1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.15 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 0.98 | +2.05 |
| Martin ratioReturn relative to average drawdown | 7.64 | 2.10 | +5.54 |
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Drawdowns
ENB vs. OZK - Drawdown Comparison
The maximum ENB drawdown since its inception was -46.35%, smaller than the maximum OZK drawdown of -70.41%. Use the drawdown chart below to compare losses from any high point for ENB and OZK.
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Drawdown Indicators
| ENB | OZK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.35% | -70.41% | +24.06% |
Max Drawdown (1Y)Largest decline over 1 year | -9.10% | -19.03% | +9.93% |
Max Drawdown (3Y)Largest decline over 3 years | -15.29% | -29.23% | +13.94% |
Max Drawdown (5Y)Largest decline over 5 years | -28.32% | -35.26% | +6.94% |
Max Drawdown (10Y)Largest decline over 10 years | -44.07% | -70.41% | +26.34% |
Current DrawdownCurrent decline from peak | -2.65% | 0.00% | -2.65% |
Average DrawdownAverage peak-to-trough decline | -10.83% | -15.62% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 8.88% | -5.24% |
Volatility
ENB vs. OZK - Volatility Comparison
Enbridge Inc. (ENB) has a higher volatility of 5.99% compared to Bank OZK (OZK) at 5.62%. This indicates that ENB's price experiences larger fluctuations and is considered to be riskier than OZK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ENB | OZK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 5.62% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 12.96% | 16.09% | -3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 24.74% | -8.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.65% | 34.67% | -16.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.33% | 38.97% | -14.64% |
Dividends
ENB vs. OZK - Dividend Comparison
ENB's dividend yield for the trailing twelve months is around 4.91%, more than OZK's 3.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENB Enbridge Inc. | 4.91% | 5.66% | 6.28% | 7.31% | 6.80% | 6.85% | 7.55% | 5.58% | 6.68% | 4.71% | 4.13% | 4.71% |
OZK Bank OZK | 3.49% | 3.78% | 3.55% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% |
Financials
ENB vs. OZK - Financials Comparison
This section allows you to compare key financial metrics between Enbridge Inc. and Bank OZK. 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
ENB vs. OZK - Profitability Comparison
ENB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Enbridge Inc. reported a gross profit of 0.00 and revenue of 22.36B. Therefore, the gross margin over that period was 0.0%.
OZK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank OZK reported a gross profit of 376.15M and revenue of 661.55M. Therefore, the gross margin over that period was 56.9%.
ENB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Enbridge Inc. reported an operating income of 3.23B and revenue of 22.36B, resulting in an operating margin of 14.4%.
OZK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank OZK reported an operating income of 211.61M and revenue of 661.55M, resulting in an operating margin of 32.0%.
ENB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Enbridge Inc. reported a net income of 2.95B and revenue of 22.36B, resulting in a net margin of 13.2%.
OZK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank OZK reported a net income of 163.36M and revenue of 661.55M, resulting in a net margin of 24.7%.
Frequently Asked Questions
ENB and OZK have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ENB has higher volatility (5.99%) compared to OZK (5.62%). In terms of maximum drawdown, ENB dropped -46.35% vs OZK's -70.41%.
ENB currently has the higher Sharpe Ratio (1.71 vs 0.76), 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.
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