SONVY vs. OXY
SONVY (Sonova Holding AG) and OXY (Occidental Petroleum Corporation) are both stocks. SONVY operates in Medical Devices (Healthcare), while OXY operates in Oil & Gas E&P (Energy). Over the past 10 years, SONVY returned 8.16%/yr vs -1.02%/yr for OXY. At a 0.17 correlation, their price movements are largely independent.
Performance
SONVY vs. OXY - Performance Comparison
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Returns By Period
In the year-to-date period, SONVY achieves a -0.35% return, which is significantly lower than OXY's 29.83% return. Over the past 10 years, SONVY has outperformed OXY with an annualized return of 8.16%, while OXY has yielded a comparatively lower -1.02% annualized return.
SONVY
- 1D
- -0.24%
- 1M
- 2.12%
- 6M
- -2.50%
- YTD
- -0.35%
- 1Y
- -11.56%
- 3Y*
- 0.05%
- 5Y*
- -5.28%
- 10Y*
- 8.16%
OXY
- 1D
- 1.13%
- 1M
- -6.46%
- 6M
- 24.56%
- YTD
- 29.83%
- 1Y
- 16.57%
- 3Y*
- -2.70%
- 5Y*
- 13.36%
- 10Y*
- -1.02%
SONVY vs. OXY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SONVY Sonova Holding AG | -0.35% | -19.14% | 1.08% | 40.76% | -38.84% | 50.90% | 15.56% | 40.60% | 6.46% | 32.49% |
OXY Occidental Petroleum Corporation | 29.83% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
Correlation
The correlation between SONVY and OXY is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since May 12, 2010 | 0.17 |
The correlation between SONVY and OXY shifts across timeframes, from -0.06 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SONVY:
$14.92B
OXY:
$52.61B
SONVY:
CHF 3.61
OXY:
$6.79
SONVY:
11.24
OXY:
7.79
SONVY:
1.63
OXY:
1.53
SONVY:
CHF 7.47B
OXY:
$23.18B
SONVY:
CHF 5.42B
OXY:
$5.46B
SONVY:
CHF 1.81B
OXY:
$14.13B
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Return for Risk
SONVY vs. OXY — Risk / Return Rank
SONVY
OXY
SONVY vs. OXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sonova Holding AG (SONVY) and Occidental Petroleum Corporation (OXY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SONVY | OXY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.11 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.46 | 0.65 | -1.11 |
| Martin ratioReturn relative to average drawdown | -0.86 | 1.56 | -2.43 |
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Drawdowns
SONVY vs. OXY - Drawdown Comparison
The maximum SONVY drawdown since its inception was -51.00%, smaller than the maximum OXY drawdown of -88.45%. Use the drawdown chart below to compare losses from any high point for SONVY and OXY.
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Drawdown Indicators
| SONVY | OXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.00% | -88.45% | +37.45% |
Max Drawdown (1Y)Largest decline over 1 year | -29.15% | -27.29% | -1.86% |
Max Drawdown (3Y)Largest decline over 3 years | -43.67% | -46.94% | +3.27% |
Max Drawdown (5Y)Largest decline over 5 years | -51.00% | -50.77% | -0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -51.00% | -88.39% | +37.39% |
Current DrawdownCurrent decline from peak | -37.16% | -26.25% | -10.91% |
Average DrawdownAverage peak-to-trough decline | -17.20% | -20.16% | +2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.45% | 11.36% | +4.09% |
Volatility
SONVY vs. OXY - Volatility Comparison
The current volatility for Sonova Holding AG (SONVY) is 8.07%, while Occidental Petroleum Corporation (OXY) has a volatility of 10.72%. This indicates that SONVY experiences smaller price fluctuations and is considered to be less risky than OXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SONVY | OXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 10.72% | -2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 20.90% | 27.97% | -7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.66% | 34.69% | -8.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.17% | 39.19% | -9.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.71% | 48.84% | -20.13% |
Dividends
SONVY vs. OXY - Dividend Comparison
SONVY's dividend yield for the trailing twelve months is around 2.37%, more than OXY's 1.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXY Occidental Petroleum Corporation | 1.89% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
SONVY Sonova Holding AG | 2.37% | 2.08% | 1.46% | 1.57% | 1.94% | 0.88% | 0.00% | 0.72% | 1.60% | 2.37% | 2.90% | 1.74% |
Financials
SONVY vs. OXY - Financials Comparison
This section allows you to compare key financial metrics between Sonova Holding AG and Occidental Petroleum 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
SONVY vs. OXY - Profitability Comparison
SONVY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Sonova Holding AG reported a gross profit of 1.40B and revenue of 1.83B. Therefore, the gross margin over that period was 76.5%.
OXY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
SONVY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Sonova Holding AG reported an operating income of 393.19M and revenue of 1.83B, resulting in an operating margin of 21.5%.
OXY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Occidental Petroleum Corporation reported an operating income of 236.00M and revenue of 5.23B, resulting in an operating margin of 4.5%.
SONVY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Sonova Holding AG reported a net income of 357.98M and revenue of 1.83B, resulting in a net margin of 19.6%.
OXY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Occidental Petroleum Corporation reported a net income of 3.18B and revenue of 5.23B, resulting in a net margin of 60.7%.
Frequently Asked Questions
SONVY and OXY have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXY has higher volatility (10.72%) compared to SONVY (8.07%). In terms of maximum drawdown, SONVY dropped -51.00% vs OXY's -88.45%.
OXY currently has the higher Sharpe Ratio (0.51 vs -0.50), 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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