PBR vs. CVI
Compare and contrast key facts about Petróleo Brasileiro S.A. - Petrobras (PBR) and CVR Energy, Inc. (CVI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBR or CVI.
Key characteristics
| PBR | CVI | |
|---|---|---|
| YTD Return | 6.76% | 11.31% |
| 1Y Return | 87.25% | 46.35% |
| 3Y Return (Ann) | 70.32% | 35.96% |
| 5Y Return (Ann) | 23.79% | 3.88% |
| 10Y Return (Ann) | 12.32% | 5.66% |
| Sharpe Ratio | 2.48 | 1.27 |
| Daily Std Dev | 33.58% | 36.16% |
| Max Drawdown | -95.28% | -92.39% |
| Current Drawdown | -26.67% | -11.70% |
Fundamentals
| PBR | CVI | |
|---|---|---|
| Market Cap | $110.05B | $3.34B |
| EPS | $3.60 | $7.65 |
| PE Ratio | 4.74 | 4.34 |
| PEG Ratio | 1.45 | -2.16 |
| Revenue (TTM) | $511.99B | $9.25B |
| Gross Profit (TTM) | $334.10B | $1.42B |
| EBITDA (TTM) | $246.18B | $1.42B |
Correlation
The correlation between PBR and CVI is 0.37, 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
PBR vs. CVI - Performance Comparison
In the year-to-date period, PBR achieves a 6.76% return, which is significantly lower than CVI's 11.31% return. Over the past 10 years, PBR has outperformed CVI with an annualized return of 12.32%, while CVI has yielded a comparatively lower 5.66% 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
PBR vs. CVI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Petróleo Brasileiro S.A. - Petrobras (PBR) 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
PBR vs. CVI - Dividend Comparison
PBR's dividend yield for the trailing twelve months is around 18.52%, more than CVI's 13.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBR Petróleo Brasileiro S.A. - Petrobras | 11.67% | 18.47% | 60.50% | 18.59% | 2.42% | 1.53% | 0.98% | 0.00% | 0.00% | 0.00% | 6.57% | 1.91% |
CVI CVR Energy, Inc. | 13.55% | 14.85% | 15.32% | 14.28% | 8.05% | 7.54% | 7.25% | 5.37% | 7.88% | 5.08% | 12.92% | 32.81% |
Drawdowns
PBR vs. CVI - Drawdown Comparison
The maximum PBR drawdown since its inception was -95.28%, roughly equal to the maximum CVI drawdown of -92.39%. Use the drawdown chart below to compare losses from any high point for PBR and CVI. For additional features, visit the drawdowns tool.
Volatility
PBR vs. CVI - Volatility Comparison
The current volatility for Petróleo Brasileiro S.A. - Petrobras (PBR) is 7.40%, while CVR Energy, Inc. (CVI) has a volatility of 8.55%. This indicates that PBR 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
PBR vs. CVI - Financials Comparison
This section allows you to compare key financial metrics between Petróleo Brasileiro S.A. - Petrobras 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