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OXY vs. WST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

OXY vs. WST - Performance Comparison

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

0.00%10,000.00%20,000.00%30,000.00%40,000.00%JuneJulyAugustSeptemberOctoberNovember
1,056.09%
33,211.09%
OXY
WST

Returns By Period

In the year-to-date period, OXY achieves a -14.36% return, which is significantly lower than WST's -10.47% return. Over the past 10 years, OXY has underperformed WST with an annualized return of -1.95%, while WST has yielded a comparatively higher 20.35% annualized return.


OXY

YTD

-14.36%

1M

-2.15%

6M

-19.85%

1Y

-15.85%

5Y (annualized)

7.45%

10Y (annualized)

-1.95%

WST

YTD

-10.47%

1M

8.89%

6M

-11.45%

1Y

-8.42%

5Y (annualized)

16.25%

10Y (annualized)

20.35%

Fundamentals


OXYWST
Market Cap$47.03B$23.73B
EPS$3.86$6.75
PE Ratio13.0348.55
PEG Ratio1.816.12
Total Revenue (TTM)$20.02B$2.88B
Gross Profit (TTM)$6.88B$1.00B
EBITDA (TTM)$9.66B$747.50M

Key characteristics


OXYWST
Sharpe Ratio-0.70-0.23
Sortino Ratio-0.89-0.07
Omega Ratio0.900.99
Calmar Ratio-0.45-0.22
Martin Ratio-1.08-0.48
Ulcer Index13.87%18.37%
Daily Std Dev21.37%38.37%
Max Drawdown-88.42%-55.52%
Current Drawdown-31.85%-32.80%

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Correlation

-0.50.00.51.00.2

The correlation between OXY and WST is 0.17, 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.

Risk-Adjusted Performance

OXY vs. WST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and West Pharmaceutical Services, Inc. (WST). 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.


Sharpe ratio
The chart of Sharpe ratio for OXY, currently valued at -0.70, compared to the broader market-4.00-2.000.002.004.00-0.70-0.22
The chart of Sortino ratio for OXY, currently valued at -0.89, compared to the broader market-4.00-2.000.002.004.00-0.89-0.05
The chart of Omega ratio for OXY, currently valued at 0.90, compared to the broader market0.501.001.502.000.900.99
The chart of Calmar ratio for OXY, currently valued at -0.45, compared to the broader market0.002.004.006.00-0.45-0.21
The chart of Martin ratio for OXY, currently valued at -1.08, compared to the broader market0.0010.0020.0030.00-1.08-0.46
OXY
WST

The current OXY Sharpe Ratio is -0.70, which is lower than the WST Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of OXY and WST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio-1.00-0.500.000.50JuneJulyAugustSeptemberOctoberNovember
-0.70
-0.22
OXY
WST

Dividends

OXY vs. WST - Dividend Comparison

OXY's dividend yield for the trailing twelve months is around 1.66%, more than WST's 0.26% yield.


TTM20232022202120202019201820172016201520142013
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%
WST
West Pharmaceutical Services, Inc.
0.26%0.22%0.31%0.15%0.23%0.41%0.58%0.54%0.58%0.75%0.77%0.78%

Drawdowns

OXY vs. WST - Drawdown Comparison

The maximum OXY drawdown since its inception was -88.42%, which is greater than WST's maximum drawdown of -55.52%. Use the drawdown chart below to compare losses from any high point for OXY and WST. For additional features, visit the drawdowns tool.


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%JuneJulyAugustSeptemberOctoberNovember
-31.85%
-32.80%
OXY
WST

Volatility

OXY vs. WST - Volatility Comparison

The current volatility for Occidental Petroleum Corporation (OXY) is 5.26%, while West Pharmaceutical Services, Inc. (WST) has a volatility of 19.83%. This indicates that OXY experiences smaller price fluctuations and is considered to be less risky than WST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
5.26%
19.83%
OXY
WST

Financials

OXY vs. WST - Financials Comparison

This section allows you to compare key financial metrics between Occidental Petroleum Corporation and West Pharmaceutical Services, 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


Values in USD except per share items