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

Performance

WST vs. OXY - Performance Comparison

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

-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-4.42%
-15.51%
WST
OXY

Returns By Period

In the year-to-date period, WST achieves a -9.88% return, which is significantly higher than OXY's -12.02% return. Over the past 10 years, WST has outperformed OXY with an annualized return of 20.39%, while OXY has yielded a comparatively lower -1.54% annualized return.


WST

YTD

-9.88%

1M

10.60%

6M

-4.42%

1Y

-9.63%

5Y (annualized)

16.99%

10Y (annualized)

20.39%

OXY

YTD

-12.02%

1M

1.19%

6M

-15.51%

1Y

-12.47%

5Y (annualized)

7.41%

10Y (annualized)

-1.54%

Fundamentals


WSTOXY
Market Cap$22.57B$47.77B
EPS$6.73$3.65
PE Ratio46.3113.95
PEG Ratio5.822.76
Total Revenue (TTM)$2.88B$27.14B
Gross Profit (TTM)$1.00B$9.65B
EBITDA (TTM)$743.90M$12.93B

Key characteristics


WSTOXY
Sharpe Ratio-0.25-0.58
Sortino Ratio-0.09-0.71
Omega Ratio0.990.92
Calmar Ratio-0.24-0.38
Martin Ratio-0.52-0.88
Ulcer Index18.69%14.21%
Daily Std Dev38.61%21.43%
Max Drawdown-55.52%-88.42%
Current Drawdown-32.35%-29.99%

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Correlation

-0.50.00.51.00.2

The correlation between WST and OXY 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

WST vs. OXY - Risk-Adjusted Performance Comparison

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


Sharpe ratio
The chart of Sharpe ratio for WST, currently valued at -0.25, compared to the broader market-4.00-2.000.002.004.00-0.25-0.58
The chart of Sortino ratio for WST, currently valued at -0.09, compared to the broader market-4.00-2.000.002.004.00-0.09-0.71
The chart of Omega ratio for WST, currently valued at 0.99, compared to the broader market0.501.001.502.000.990.92
The chart of Calmar ratio for WST, currently valued at -0.24, compared to the broader market0.002.004.006.00-0.24-0.38
The chart of Martin ratio for WST, currently valued at -0.52, compared to the broader market0.0010.0020.0030.00-0.52-0.88
WST
OXY

The current WST Sharpe Ratio is -0.25, which is higher than the OXY Sharpe Ratio of -0.58. The chart below compares the historical Sharpe Ratios of WST 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.

Rolling 12-month Sharpe Ratio-1.00-0.500.000.50JuneJulyAugustSeptemberOctoberNovember
-0.25
-0.58
WST
OXY

Dividends

WST vs. OXY - Dividend Comparison

WST's dividend yield for the trailing twelve months is around 0.26%, less than OXY's 1.62% yield.


TTM20232022202120202019201820172016201520142013
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%
OXY
Occidental Petroleum Corporation
1.62%1.21%0.83%0.14%4.74%7.62%5.05%4.15%4.24%4.39%3.46%2.69%

Drawdowns

WST vs. OXY - Drawdown Comparison

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


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%JuneJulyAugustSeptemberOctoberNovember
-32.35%
-29.99%
WST
OXY

Volatility

WST vs. OXY - Volatility Comparison

West Pharmaceutical Services, Inc. (WST) has a higher volatility of 14.06% compared to Occidental Petroleum Corporation (OXY) at 5.55%. This indicates that WST's price experiences larger fluctuations and is considered to be riskier than OXY 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
14.06%
5.55%
WST
OXY

Financials

WST vs. OXY - Financials Comparison

This section allows you to compare key financial metrics between West Pharmaceutical Services, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items