SRE vs. OXY
Compare and contrast key facts about Sempra Energy (SRE) and Occidental Petroleum Corporation (OXY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRE or OXY.
Correlation
The correlation between SRE and OXY is 0.31, 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
SRE vs. OXY - Performance Comparison
Key characteristics
SRE:
-0.14
OXY:
-1.43
SRE:
0.01
OXY:
-2.05
SRE:
1.00
OXY:
0.74
SRE:
-0.14
OXY:
-0.87
SRE:
-0.42
OXY:
-1.76
SRE:
9.92%
OXY:
22.24%
SRE:
29.66%
OXY:
27.25%
SRE:
-45.00%
OXY:
-88.42%
SRE:
-29.37%
OXY:
-44.82%
Fundamentals
SRE:
$42.95B
OXY:
$38.10B
SRE:
$4.42
OXY:
$2.26
SRE:
14.91
OXY:
17.94
SRE:
1.73
OXY:
0.88
SRE:
$9.51B
OXY:
$20.75B
SRE:
$3.89B
OXY:
$7.61B
SRE:
$3.91B
OXY:
$9.63B
Returns By Period
In the year-to-date period, SRE achieves a -24.21% return, which is significantly lower than OXY's -17.53% return. Over the past 10 years, SRE has outperformed OXY with an annualized return of 5.09%, while OXY has yielded a comparatively lower -3.30% annualized return.
SRE
-24.21%
-7.53%
-18.96%
-4.02%
8.27%
5.09%
OXY
-17.53%
-10.47%
-26.59%
-38.99%
26.74%
-3.30%
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Risk-Adjusted Performance
SRE vs. OXY — Risk-Adjusted Performance Rank
SRE
OXY
SRE vs. OXY - Risk-Adjusted Performance Comparison
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.
Dividends
SRE vs. OXY - Dividend Comparison
SRE's dividend yield for the trailing twelve months is around 3.80%, more than OXY's 2.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRE Sempra Energy | 3.80% | 2.83% | 3.18% | 2.96% | 3.33% | 3.28% | 2.56% | 3.31% | 3.08% | 3.04% | 2.98% | 2.37% |
OXY Occidental Petroleum Corporation | 2.22% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% | 3.46% |
Drawdowns
SRE vs. OXY - Drawdown Comparison
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.
Volatility
SRE vs. OXY - Volatility Comparison
The current volatility for Sempra Energy (SRE) is 10.02%, while Occidental Petroleum Corporation (OXY) has a volatility of 15.60%. 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.
Financials
SRE vs. OXY - Financials Comparison
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.
Total Revenue: Total amount of money received from sales and other business activities