OTTR vs. CVX
Compare and contrast key facts about Otter Tail Corporation (OTTR) and Chevron Corporation (CVX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OTTR or CVX.
Correlation
The correlation between OTTR and CVX is 0.53, 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.
Performance
OTTR vs. CVX - Performance Comparison
Loading data...
Key characteristics
OTTR:
-0.52
CVX:
-0.39
OTTR:
-0.59
CVX:
-0.42
OTTR:
0.93
CVX:
0.94
OTTR:
-0.53
CVX:
-0.50
OTTR:
-0.80
CVX:
-1.26
OTTR:
17.94%
CVX:
8.63%
OTTR:
27.56%
CVX:
25.14%
OTTR:
-65.96%
CVX:
-55.77%
OTTR:
-21.56%
CVX:
-17.31%
Fundamentals
OTTR:
$3.29B
CVX:
$246.58B
OTTR:
$7.02
CVX:
$8.75
OTTR:
11.20
CVX:
16.27
OTTR:
1.49
CVX:
3.84
OTTR:
2.49
CVX:
1.26
OTTR:
1.92
CVX:
1.64
OTTR:
$1.32B
CVX:
$194.44B
OTTR:
$533.06M
CVX:
$53.54B
OTTR:
$483.94M
CVX:
$43.57B
Returns By Period
In the year-to-date period, OTTR achieves a 5.53% return, which is significantly higher than CVX's -1.10% return. Over the past 10 years, OTTR has outperformed CVX with an annualized return of 14.45%, while CVX has yielded a comparatively lower 7.15% annualized return.
OTTR
5.53%
-3.20%
-2.39%
-14.30%
17.85%
14.45%
CVX
-1.10%
4.69%
-8.83%
-9.66%
14.74%
7.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
OTTR vs. CVX — Risk-Adjusted Performance Rank
OTTR
CVX
OTTR vs. CVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Otter Tail Corporation (OTTR) and Chevron Corporation (CVX). 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.
Loading data...
Dividends
OTTR vs. CVX - Dividend Comparison
OTTR's dividend yield for the trailing twelve months is around 2.56%, less than CVX's 4.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 2.56% | 2.53% | 2.06% | 2.81% | 2.18% | 3.47% | 2.73% | 2.70% | 2.88% | 3.06% | 4.62% | 3.91% |
CVX Chevron Corporation | 4.66% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% |
Drawdowns
OTTR vs. CVX - Drawdown Comparison
The maximum OTTR drawdown since its inception was -65.96%, which is greater than CVX's maximum drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for OTTR and CVX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
OTTR vs. CVX - Volatility Comparison
Otter Tail Corporation (OTTR) has a higher volatility of 8.79% compared to Chevron Corporation (CVX) at 6.82%. This indicates that OTTR's price experiences larger fluctuations and is considered to be riskier than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
OTTR vs. CVX - Financials Comparison
This section allows you to compare key financial metrics between Otter Tail Corporation and Chevron 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
OTTR vs. CVX - Profitability Comparison
OTTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported a gross profit of 138.89M and revenue of 337.35M. Therefore, the gross margin over that period was 41.2%.
CVX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a gross profit of 11.36B and revenue of 47.61B. Therefore, the gross margin over that period was 23.9%.
OTTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported an operating income of 84.00M and revenue of 337.35M, resulting in an operating margin of 24.9%.
CVX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported an operating income of -1.85B and revenue of 47.61B, resulting in an operating margin of -3.9%.
OTTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported a net income of 68.10M and revenue of 337.35M, resulting in a net margin of 20.2%.
CVX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a net income of 3.51B and revenue of 47.61B, resulting in a net margin of 7.4%.