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OXY vs. OKE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

OXY vs. OKE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Occidental Petroleum Corporation (OXY) and ONEOK, Inc. (OKE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OXY achieves a 44.38% return, which is significantly higher than OKE's 21.04% return. Over the past 10 years, OXY has underperformed OKE with an annualized return of 0.47%, while OKE has yielded a comparatively higher 13.69% annualized return.


OXY

1D
0.29%
1M
0.65%
YTD
44.38%
6M
42.25%
1Y
45.68%
3Y*
1.39%
5Y*
16.56%
10Y*
0.47%

OKE

1D
2.08%
1M
-2.88%
YTD
21.04%
6M
21.70%
1Y
10.89%
3Y*
19.88%
5Y*
16.30%
10Y*
13.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OXY vs. OKE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OXY
Occidental Petroleum Corporation
44.38%-14.95%-15.91%-4.08%119.10%67.71%-56.63%-28.28%-13.05%8.49%
OKE
ONEOK, Inc.
21.04%-22.94%50.10%13.21%18.86%64.67%-43.45%47.76%6.27%-2.12%

Correlation

The correlation between OXY and OKE is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.58

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

0.54

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

0.64

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

0.63

Correlation (All Time)
Calculated using the full available price history since Jul 2, 1985

0.42

The correlation between OXY and OKE shifts across timeframes, from 0.42 (all time) to 0.64 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

OXY:

$6.02

OKE:

$5.61

PE Ratio

OXY:

9.82

OKE:

15.46

PEG Ratio

OXY:

0.07

OKE:

1.10

PS Ratio

OXY:

1.92

OKE:

1.55

Total Revenue (TTM)

OXY:

$23.18B

OKE:

$35.20B

Gross Profit (TTM)

OXY:

$5.46B

OKE:

$8.43B

EBITDA (TTM)

OXY:

$14.13B

OKE:

$7.85B

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Return for Risk

OXY vs. OKE — Risk / Return Rank

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

OXY
OXY Risk / Return Rank: 7575
Overall Rank
OXY Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
OXY Sortino Ratio Rank: 7272
Sortino Ratio Rank
OXY Omega Ratio Rank: 7171
Omega Ratio Rank
OXY Calmar Ratio Rank: 7878
Calmar Ratio Rank
OXY Martin Ratio Rank: 7575
Martin Ratio Rank

OKE
OKE Risk / Return Rank: 5151
Overall Rank
OKE Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
OKE Sortino Ratio Rank: 4646
Sortino Ratio Rank
OKE Omega Ratio Rank: 4646
Omega Ratio Rank
OKE Calmar Ratio Rank: 5555
Calmar Ratio Rank
OKE Martin Ratio Rank: 5555
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.

OXY vs. OKE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and ONEOK, Inc. (OKE). 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.


OXYOKEDifference

Sharpe ratio

Return per unit of total volatility

1.33

0.42

+0.91

Sortino ratio

Return per unit of downside risk

1.88

0.71

+1.16

Omega ratio

Gain probability vs. loss probability

1.24

1.09

+0.15

Calmar ratio

Return relative to maximum drawdown

2.41

0.63

+1.78

Martin ratio

Return relative to average drawdown

5.06

1.44

+3.62

OXY vs. OKE - Sharpe Ratio Comparison

The current OXY Sharpe Ratio is 1.33, which is higher than the OKE Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of OXY and OKE, 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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Sharpe Ratios by Period


OXYOKEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.33

0.42

+0.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

0.58

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

0.35

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.39

-0.19

Drawdowns

OXY vs. OKE - Drawdown Comparison

The maximum OXY drawdown since its inception was -88.45%, which is greater than OKE's maximum drawdown of -80.17%. Use the drawdown chart below to compare losses from any high point for OXY and OKE.


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Drawdown Indicators


OXYOKEDifference

Max Drawdown

Largest peak-to-trough decline

-88.45%

-80.17%

-8.28%

Max Drawdown (1Y)

Largest decline over 1 year

-19.94%

-21.02%

+1.08%

Max Drawdown (3Y)

Largest decline over 3 years

-46.94%

-42.17%

-4.77%

Max Drawdown (5Y)

Largest decline over 5 years

-50.77%

-42.17%

-8.60%

Max Drawdown (10Y)

Largest decline over 10 years

-88.39%

-80.17%

-8.22%

Current Drawdown

Current decline from peak

-17.98%

-20.00%

+2.02%

Average Drawdown

Average peak-to-trough decline

-20.15%

-16.67%

-3.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.50%

9.18%

+0.32%

Volatility

OXY vs. OKE - Volatility Comparison

Occidental Petroleum Corporation (OXY) has a higher volatility of 12.60% compared to ONEOK, Inc. (OKE) at 10.58%. This indicates that OXY's price experiences larger fluctuations and is considered to be riskier than OKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OXYOKEDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.60%

10.58%

+2.02%

Volatility (6M)

Calculated over the trailing 6-month period

27.11%

20.68%

+6.43%

Volatility (1Y)

Calculated over the trailing 1-year period

34.59%

26.00%

+8.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.54%

28.30%

+11.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.76%

38.89%

+9.87%

Dividends

OXY vs. OKE - Dividend Comparison

OXY's dividend yield for the trailing twelve months is around 1.66%, less than OKE's 4.84% yield.


PositionTTM20252024202320222021202020192018201720162015
OKE
ONEOK, Inc.
4.84%5.61%3.94%5.44%5.69%6.36%9.74%4.66%6.01%5.09%4.28%9.85%
OXY
Occidental Petroleum Corporation
1.66%2.33%1.78%1.21%0.83%0.14%4.74%7.62%5.05%4.15%4.24%4.39%

Financials

OXY vs. OKE - Financials Comparison

This section allows you to compare key financial metrics between Occidental Petroleum Corporation and ONEOK, 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


4.00B6.00B8.00B10.00B20222023202420252026
5.23B
9.62B
(OXY) Total Revenue
(OKE) Total Revenue
Values in USD except per share items

OXY vs. OKE - Profitability Comparison

The chart below illustrates the profitability comparison between Occidental Petroleum Corporation and ONEOK, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%202220232024202520260
26.7%
Portfolio components
OXY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported a gross profit of 0.00 and revenue of 5.23B. Therefore, the gross margin over that period was 0.0%.

OKE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ONEOK, Inc. reported a gross profit of 2.57B and revenue of 9.62B. Therefore, the gross margin over that period was 26.7%.

OXY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported an operating income of 236.00M and revenue of 5.23B, resulting in an operating margin of 4.5%.

OKE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ONEOK, Inc. reported an operating income of 1.43B and revenue of 9.62B, resulting in an operating margin of 14.9%.

OXY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported a net income of 3.18B and revenue of 5.23B, resulting in a net margin of 60.7%.

OKE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ONEOK, Inc. reported a net income of 774.00M and revenue of 9.62B, resulting in a net margin of 8.1%.


Frequently Asked Questions


OXY and OKE have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OXY has higher volatility (12.60%) compared to OKE (10.58%). In terms of maximum drawdown, OXY dropped -88.45% vs OKE's -80.17%.

OXY currently has the higher Sharpe Ratio (1.33 vs 0.42), 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.

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