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OCC vs. CLFD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

OCC vs. CLFD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Optical Cable Corporation (OCC) and Clearfield, Inc. (CLFD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OCC achieves a 399.78% return, which is significantly higher than CLFD's 37.26% return. Over the past 10 years, OCC has outperformed CLFD with an annualized return of 26.09%, while CLFD has yielded a comparatively lower 8.46% annualized return.


OCC

1D
-0.71%
1M
76.16%
YTD
399.78%
6M
379.31%
1Y
723.70%
3Y*
74.99%
5Y*
43.94%
10Y*
26.09%

CLFD

1D
-1.09%
1M
-8.51%
YTD
37.26%
6M
37.97%
1Y
0.00%
3Y*
-4.44%
5Y*
2.21%
10Y*
8.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OCC vs. CLFD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OCC
Optical Cable Corporation
399.78%23.27%33.70%-38.91%-17.69%100.30%-17.51%-14.70%58.09%-20.04%
CLFD
Clearfield, Inc.
37.26%-5.97%6.60%-69.11%11.51%241.50%77.33%40.52%-19.02%-40.82%

Correlation

The correlation between OCC and CLFD is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.31

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

0.19

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

0.15

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

0.11

Correlation (All Time)
Calculated using the full available price history since Apr 2, 1996

0.09

Over the past year, OCC and CLFD have become more correlated (0.31) than their long-term average of 0.09, meaning their price movements have been converging.

Fundamentals

EPS

OCC:

$0.15

CLFD:

-$0.62

PS Ratio

OCC:

1.85

CLFD:

4.06

Total Revenue (TTM)

OCC:

$78.39M

CLFD:

$136.22M

Gross Profit (TTM)

OCC:

$25.60M

CLFD:

$50.71M

EBITDA (TTM)

OCC:

$2.53M

CLFD:

$11.00M

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Optical Cable Corporation

Clearfield, Inc.

Return for Risk

OCC vs. CLFD — Risk / Return Rank

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

OCC
OCC Risk / Return Rank: 9797
Overall Rank
OCC Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
OCC Sortino Ratio Rank: 9696
Sortino Ratio Rank
OCC Omega Ratio Rank: 9494
Omega Ratio Rank
OCC Calmar Ratio Rank: 9898
Calmar Ratio Rank
OCC Martin Ratio Rank: 9797
Martin Ratio Rank

CLFD
CLFD Risk / Return Rank: 4242
Overall Rank
CLFD Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
CLFD Sortino Ratio Rank: 4242
Sortino Ratio Rank
CLFD Omega Ratio Rank: 4343
Omega Ratio Rank
CLFD Calmar Ratio Rank: 4343
Calmar Ratio Rank
CLFD Martin Ratio Rank: 4242
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.

OCC vs. CLFD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Optical Cable Corporation (OCC) and Clearfield, Inc. (CLFD). 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.


OCCCLFDDifference
Sharpe ratioReturn per unit of total volatility

+5.13

Sortino ratioReturn per unit of downside risk

+3.76

Omega ratioGain probability vs. loss probability

1.50

1.06

+0.44

Calmar ratioReturn relative to maximum drawdown

11.96

0.00

+11.96

Martin ratioReturn relative to average drawdown

25.21

0.00

+25.21

OCC vs. CLFD - Sharpe Ratio Comparison

The current OCC Sharpe Ratio is 5.13, which is higher than the CLFD Sharpe Ratio of 0.00. The chart below compares the historical Sharpe Ratios of OCC and CLFD, 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

OCC vs. CLFD - Drawdown Comparison

The maximum OCC drawdown since its inception was -99.43%, roughly equal to the maximum CLFD drawdown of -98.62%. Use the drawdown chart below to compare losses from any high point for OCC and CLFD.


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Drawdown Indicators


OCCCLFDDifference

Max Drawdown

Largest peak-to-trough decline

-99.43%

-98.62%

-0.81%

Max Drawdown (1Y)

Largest decline over 1 year

-61.09%

-42.66%

-18.43%

Max Drawdown (3Y)

Largest decline over 3 years

-61.09%

-53.17%

-7.92%

Max Drawdown (5Y)

Largest decline over 5 years

-68.48%

-82.52%

+14.04%

Max Drawdown (10Y)

Largest decline over 10 years

-68.48%

-82.52%

+14.04%

Current Drawdown

Current decline from peak

-42.16%

-69.60%

+27.44%

Average Drawdown

Average peak-to-trough decline

-83.83%

-63.01%

-20.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.92%

27.69%

+1.23%

Volatility

OCC vs. CLFD - Volatility Comparison

Optical Cable Corporation (OCC) has a higher volatility of 61.04% compared to Clearfield, Inc. (CLFD) at 22.49%. This indicates that OCC's price experiences larger fluctuations and is considered to be riskier than CLFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OCCCLFDDifference

Volatility (1M)

Calculated over the trailing 1-month period

61.04%

22.49%

+38.55%

Volatility (6M)

Calculated over the trailing 6-month period

105.76%

43.94%

+61.82%

Volatility (1Y)

Calculated over the trailing 1-year period

142.75%

59.18%

+83.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

88.44%

56.96%

+31.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

76.64%

52.44%

+24.20%

Dividends

OCC vs. CLFD - Dividend Comparison

Neither OCC nor CLFD has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CLFD
Clearfield, 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%
OCC
Optical Cable Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.83%

Financials

OCC vs. CLFD - Financials Comparison

This section allows you to compare key financial metrics between Optical Cable Corporation and Clearfield, Inc.. 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


20.00M40.00M60.00M80.00M100.00M20222023202420252026
22.21M
34.39M
(OCC) Total Revenue
(CLFD) Total Revenue
Values in USD except per share items

OCC vs. CLFD - Profitability Comparison

The chart below illustrates the profitability comparison between Optical Cable Corporation and Clearfield, Inc. 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%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
34.2%
32.5%
Portfolio components
OCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Optical Cable Corporation reported a gross profit of 7.59M and revenue of 22.21M. Therefore, the gross margin over that period was 34.2%.

CLFD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Clearfield, Inc. reported a gross profit of 11.16M and revenue of 34.39M. Therefore, the gross margin over that period was 32.5%.

OCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Optical Cable Corporation reported an operating income of 1.30M and revenue of 22.21M, resulting in an operating margin of 5.9%.

CLFD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Clearfield, Inc. reported an operating income of -2.07M and revenue of 34.39M, resulting in an operating margin of -6.0%.

OCC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Optical Cable Corporation reported a net income of 1.05M and revenue of 22.21M, resulting in a net margin of 4.8%.

CLFD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Clearfield, Inc. reported a net income of -528.00K and revenue of 34.39M, resulting in a net margin of -1.5%.


Frequently Asked Questions


OCC and CLFD have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OCC has higher volatility (61.04%) compared to CLFD (22.49%). In terms of maximum drawdown, OCC dropped -99.43% vs CLFD's -98.62%.

OCC currently has the higher Sharpe Ratio (5.13 vs 0.00), 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

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