OXY vs. CVI
Compare and contrast key facts about Occidental Petroleum Corporation (OXY) and CVR Energy, Inc. (CVI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OXY or CVI.
Performance
OXY vs. CVI - Performance Comparison
Returns By Period
In the year-to-date period, OXY achieves a -14.36% return, which is significantly higher than CVI's -34.61% return. Over the past 10 years, OXY has underperformed CVI with an annualized return of -1.95%, while CVI has yielded a comparatively higher -0.48% annualized return.
OXY
-14.36%
-2.15%
-19.85%
-15.85%
7.45%
-1.95%
CVI
-34.61%
-23.25%
-35.17%
-36.84%
-7.19%
-0.48%
Fundamentals
| OXY | CVI | |
|---|---|---|
| Market Cap | $47.03B | $1.86B |
| EPS | $3.86 | $0.69 |
| PE Ratio | 13.03 | 26.81 |
| PEG Ratio | 1.81 | -2.16 |
| Total Revenue (TTM) | $20.02B | $7.87B |
| Gross Profit (TTM) | $6.88B | $321.00M |
| EBITDA (TTM) | $9.66B | $492.00M |
Key characteristics
| OXY | CVI | |
|---|---|---|
| Sharpe Ratio | -0.70 | -0.84 |
| Sortino Ratio | -0.89 | -1.02 |
| Omega Ratio | 0.90 | 0.85 |
| Calmar Ratio | -0.45 | -0.69 |
| Martin Ratio | -1.08 | -1.55 |
| Ulcer Index | 13.87% | 24.89% |
| Daily Std Dev | 21.37% | 45.62% |
| Max Drawdown | -88.42% | -92.39% |
| Current Drawdown | -31.85% | -48.12% |
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Correlation
The correlation between OXY and CVI is 0.50, 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.
Risk-Adjusted Performance
OXY vs. CVI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and CVR Energy, Inc. (CVI). 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
OXY vs. CVI - Dividend Comparison
OXY's dividend yield for the trailing twelve months is around 1.66%, less than CVI's 7.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXY Occidental Petroleum Corporation | 1.66% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% | 3.46% | 2.69% |
CVI CVR Energy, Inc. | 7.97% | 14.85% | 15.32% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% | 12.92% | 32.81% |
Drawdowns
OXY vs. CVI - Drawdown Comparison
The maximum OXY drawdown since its inception was -88.42%, roughly equal to the maximum CVI drawdown of -92.39%. Use the drawdown chart below to compare losses from any high point for OXY and CVI. For additional features, visit the drawdowns tool.
Volatility
OXY vs. CVI - Volatility Comparison
The current volatility for Occidental Petroleum Corporation (OXY) is 5.26%, while CVR Energy, Inc. (CVI) has a volatility of 32.74%. This indicates that OXY experiences smaller price fluctuations and is considered to be less risky than CVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
OXY vs. CVI - Financials Comparison
This section allows you to compare key financial metrics between Occidental Petroleum Corporation and CVR Energy, 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.
Total Revenue: Total amount of money received from sales and other business activities