NGD vs. XOM
Compare and contrast key facts about New Gold Inc. (NGD) and Exxon Mobil Corporation (XOM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NGD or XOM.
Key characteristics
| NGD | XOM | |
|---|---|---|
| YTD Return | 69.86% | 24.61% |
| 1Y Return | 101.63% | 19.46% |
| 3Y Return (Ann) | 11.72% | 28.09% |
| 5Y Return (Ann) | 24.21% | 17.33% |
| 10Y Return (Ann) | -4.87% | 6.97% |
| Sharpe Ratio | 2.09 | 1.01 |
| Sortino Ratio | 2.83 | 1.51 |
| Omega Ratio | 1.31 | 1.18 |
| Calmar Ratio | 1.30 | 1.04 |
| Martin Ratio | 11.56 | 4.59 |
| Ulcer Index | 10.33% | 4.24% |
| Daily Std Dev | 57.28% | 19.28% |
| Max Drawdown | -96.73% | -62.40% |
| Current Drawdown | -82.35% | -3.11% |
Fundamentals
| NGD | XOM | |
|---|---|---|
| Market Cap | $2.01B | $529.48B |
| EPS | $0.02 | $8.03 |
| PE Ratio | 127.00 | 14.99 |
| PEG Ratio | -2.09 | 6.11 |
| Total Revenue (TTM) | $859.81M | $342.95B |
| Gross Profit (TTM) | $140.23M | $85.46B |
| EBITDA (TTM) | $327.59M | $61.44B |
Correlation
The correlation between NGD and XOM is 0.18, 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
NGD vs. XOM - Performance Comparison
In the year-to-date period, NGD achieves a 69.86% return, which is significantly higher than XOM's 24.61% return. Over the past 10 years, NGD has underperformed XOM with an annualized return of -4.87%, while XOM has yielded a comparatively higher 6.97% 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
NGD vs. XOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for New Gold Inc. (NGD) and Exxon Mobil Corporation (XOM). 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
NGD vs. XOM - Dividend Comparison
NGD has not paid dividends to shareholders, while XOM's dividend yield for the trailing twelve months is around 3.16%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NGD New Gold 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% |
XOM Exxon Mobil Corporation | 3.16% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% | 2.43% |
Drawdowns
NGD vs. XOM - Drawdown Comparison
The maximum NGD drawdown since its inception was -96.73%, which is greater than XOM's maximum drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for NGD and XOM. For additional features, visit the drawdowns tool.
Volatility
NGD vs. XOM - Volatility Comparison
New Gold Inc. (NGD) has a higher volatility of 13.09% compared to Exxon Mobil Corporation (XOM) at 4.55%. This indicates that NGD's price experiences larger fluctuations and is considered to be riskier than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NGD vs. XOM - Financials Comparison
This section allows you to compare key financial metrics between New Gold Inc. and Exxon Mobil 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