SRE vs. OXY

In the year-to-date period, SRE achieves a -14.09% return, which is significantly higher than OXY's -17.90% return. Over the past 10 years, SRE has outperformed OXY with an annualized return of 6.50%, while OXY has yielded a comparatively lower -3.70% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Sempra Energy (SRE) 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.

The current SRE Sharpe Ratio is 0.25, which is higher than the OXY Sharpe Ratio of -1.21. The chart below compares the historical Sharpe Ratios of SRE and OXY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SRE's dividend yield for the trailing twelve months is around 3.35%, more than OXY's 2.23% yield.

The maximum SRE drawdown since its inception was -45.00%, smaller than the maximum OXY drawdown of -88.42%. Use the drawdown chart below to compare losses from any high point for SRE and OXY. For additional features, visit the drawdowns tool.

The current volatility for Sempra Energy (SRE) is 12.31%, while Occidental Petroleum Corporation (OXY) has a volatility of 22.92%. This indicates that SRE 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.

This section allows you to compare key financial metrics between Sempra Energy 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.