OGE vs. SBR
Compare and contrast key facts about OGE Energy Corp. (OGE) and Sabine Royalty Trust (SBR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OGE or SBR.
Key characteristics
| OGE | SBR | |
|---|---|---|
| YTD Return | 7.42% | -4.15% |
| 1Y Return | 4.96% | -1.16% |
| 3Y Return (Ann) | 6.90% | 33.48% |
| 5Y Return (Ann) | 1.69% | 15.06% |
| 10Y Return (Ann) | 4.42% | 10.13% |
| Sharpe Ratio | 0.18 | -0.13 |
| Daily Std Dev | 18.69% | 28.70% |
| Max Drawdown | -48.85% | -56.41% |
| Current Drawdown | -7.11% | -21.18% |
Fundamentals
| OGE | SBR | |
|---|---|---|
| Market Cap | $7.30B | $927.39M |
| EPS | $1.97 | $6.19 |
| PE Ratio | 18.47 | 10.28 |
| PEG Ratio | 3.42 | 0.00 |
| Revenue (TTM) | $2.71B | $87.34M |
| Gross Profit (TTM) | $1.21B | $125.98M |
| EBITDA (TTM) | $1.13B | -$4.72M |
Correlation
The correlation between OGE and SBR is 0.13, 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
OGE vs. SBR - Performance Comparison
In the year-to-date period, OGE achieves a 7.42% return, which is significantly higher than SBR's -4.15% return. Over the past 10 years, OGE has underperformed SBR with an annualized return of 4.42%, while SBR has yielded a comparatively higher 10.13% 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
OGE vs. SBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OGE Energy Corp. (OGE) and Sabine Royalty Trust (SBR). 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
OGE vs. SBR - Dividend Comparison
OGE's dividend yield for the trailing twelve months is around 4.56%, less than SBR's 9.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGE OGE Energy Corp. | 4.56% | 4.75% | 4.16% | 4.21% | 4.91% | 3.33% | 3.48% | 3.77% | 3.37% | 3.90% | 2.61% | 2.46% |
SBR Sabine Royalty Trust | 9.34% | 9.41% | 10.13% | 7.72% | 8.59% | 7.49% | 8.98% | 5.31% | 5.49% | 11.82% | 11.45% | 7.75% |
Drawdowns
OGE vs. SBR - Drawdown Comparison
The maximum OGE drawdown since its inception was -48.85%, smaller than the maximum SBR drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for OGE and SBR. For additional features, visit the drawdowns tool.
Volatility
OGE vs. SBR - Volatility Comparison
The current volatility for OGE Energy Corp. (OGE) is 4.54%, while Sabine Royalty Trust (SBR) has a volatility of 7.67%. This indicates that OGE experiences smaller price fluctuations and is considered to be less risky than SBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
OGE vs. SBR - Financials Comparison
This section allows you to compare key financial metrics between OGE Energy Corp. and Sabine Royalty Trust. 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