Correlation
The correlation between LUV and OXY is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
LUV vs. OXY
Compare and contrast key facts about Southwest Airlines Co. (LUV) and Occidental Petroleum Corporation (OXY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUV or OXY.
Performance
LUV vs. OXY - Performance Comparison
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Key characteristics
LUV:
0.87
OXY:
-0.93
LUV:
1.19
OXY:
-1.27
LUV:
1.17
OXY:
0.83
LUV:
0.46
OXY:
-0.63
LUV:
2.85
OXY:
-1.47
LUV:
10.02%
OXY:
21.69%
LUV:
40.91%
OXY:
33.66%
LUV:
-78.23%
OXY:
-88.41%
LUV:
-44.65%
OXY:
-43.49%
Fundamentals
LUV:
$18.74B
OXY:
$40.96B
LUV:
$0.90
OXY:
$2.44
LUV:
36.54
OXY:
16.85
LUV:
0.56
OXY:
1.22
LUV:
0.68
OXY:
1.49
LUV:
2.00
OXY:
1.53
LUV:
$27.58B
OXY:
$27.55B
LUV:
$5.08B
OXY:
$10.16B
LUV:
$2.58B
OXY:
$13.20B
Returns By Period
In the year-to-date period, LUV achieves a 0.86% return, which is significantly higher than OXY's -15.66% return. Over the past 10 years, LUV has outperformed OXY with an annualized return of -0.11%, while OXY has yielded a comparatively lower -3.32% annualized return.
LUV
0.86%
23.66%
5.34%
35.29%
-7.99%
2.13%
-0.11%
OXY
-15.66%
2.75%
-16.81%
-30.97%
-15.27%
27.34%
-3.32%
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Risk-Adjusted Performance
LUV vs. OXY — Risk-Adjusted Performance Rank
LUV
OXY
LUV vs. OXY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Southwest Airlines Co. (LUV) 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.
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Dividends
LUV vs. OXY - Dividend Comparison
LUV's dividend yield for the trailing twelve months is around 2.14%, less than OXY's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUV Southwest Airlines Co. | 2.14% | 2.14% | 3.12% | 0.00% | 0.00% | 0.39% | 1.30% | 1.30% | 0.73% | 0.75% | 0.66% | 0.52% |
OXY Occidental Petroleum Corporation | 2.17% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.40% | 3.47% |
Drawdowns
LUV vs. OXY - Drawdown Comparison
The maximum LUV drawdown since its inception was -78.23%, smaller than the maximum OXY drawdown of -88.41%. Use the drawdown chart below to compare losses from any high point for LUV and OXY.
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Volatility
LUV vs. OXY - Volatility Comparison
The current volatility for Southwest Airlines Co. (LUV) is 8.71%, while Occidental Petroleum Corporation (OXY) has a volatility of 10.49%. This indicates that LUV 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.
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Financials
LUV vs. OXY - Financials Comparison
This section allows you to compare key financial metrics between Southwest Airlines Co. 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
LUV vs. OXY - Profitability Comparison
LUV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Southwest Airlines Co. reported a gross profit of 867.00M and revenue of 6.43B. Therefore, the gross margin over that period was 13.5%.
OXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Occidental Petroleum Corporation reported a gross profit of 2.46B and revenue of 6.80B. Therefore, the gross margin over that period was 36.1%.
LUV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Southwest Airlines Co. reported an operating income of -223.00M and revenue of 6.43B, resulting in an operating margin of -3.5%.
OXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Occidental Petroleum Corporation reported an operating income of 1.48B and revenue of 6.80B, resulting in an operating margin of 21.7%.
LUV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Southwest Airlines Co. reported a net income of -149.00M and revenue of 6.43B, resulting in a net margin of -2.3%.
OXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Occidental Petroleum Corporation reported a net income of 936.00M and revenue of 6.80B, resulting in a net margin of 13.8%.