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WST vs. OXY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
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.

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Returns By Period

In the year-to-date period, WST achieves a 13.65% return, which is significantly lower than OXY's 44.38% return. Over the past 10 years, WST has outperformed OXY with an annualized return of 15.72%, while OXY has yielded a comparatively lower 0.47% annualized return.


WST

1D
-1.31%
1M
3.82%
YTD
13.65%
6M
14.53%
1Y
49.58%
3Y*
-2.89%
5Y*
-1.01%
10Y*
15.72%

OXY

1D
0.29%
1M
0.65%
YTD
44.38%
6M
42.25%
1Y
45.68%
3Y*
1.39%
5Y*
16.56%
10Y*
0.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WST vs. OXY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WST
West Pharmaceutical Services, Inc.
13.65%-15.73%-6.75%49.97%-49.70%65.88%89.05%54.13%-0.08%17.02%
OXY
Occidental Petroleum Corporation
44.38%-14.95%-15.91%-4.08%119.10%67.71%-56.63%-28.28%-13.05%8.49%

Correlation

The correlation between WST and OXY is 0.00, 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

0.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.11

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Jan 6, 1988

0.17

The correlation between WST and OXY shifts across timeframes, from 0.00 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

WST:

$7.47

OXY:

$6.02

PE Ratio

WST:

41.79

OXY:

9.82

PS Ratio

WST:

7.04

OXY:

1.92

Total Revenue (TTM)

WST:

$3.22B

OXY:

$23.18B

Gross Profit (TTM)

WST:

$1.17B

OXY:

$5.46B

EBITDA (TTM)

WST:

$799.00M

OXY:

$14.13B

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Return for Risk

WST vs. OXY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WST
WST Risk / Return Rank: 7575
Overall Rank
WST Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
WST Sortino Ratio Rank: 7979
Sortino Ratio Rank
WST Omega Ratio Rank: 7575
Omega Ratio Rank
WST Calmar Ratio Rank: 7474
Calmar Ratio Rank
WST Martin Ratio Rank: 7171
Martin Ratio Rank

OXY
OXY Risk / Return Rank: 7575
Overall Rank
OXY Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
OXY Sortino Ratio Rank: 7272
Sortino Ratio Rank
OXY Omega Ratio Rank: 7171
Omega Ratio Rank
OXY Calmar Ratio Rank: 7878
Calmar Ratio Rank
OXY Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WST vs. OXY - Risk-Adjusted Trends 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.


WSTOXYDifference

Sharpe ratio

Return per unit of total volatility

1.21

1.33

-0.12

Sortino ratio

Return per unit of downside risk

2.25

1.88

+0.38

Omega ratio

Gain probability vs. loss probability

1.27

1.24

+0.03

Calmar ratio

Return relative to maximum drawdown

1.96

2.41

-0.44

Martin ratio

Return relative to average drawdown

3.94

5.06

-1.12

WST vs. OXY - Sharpe Ratio Comparison

The current WST Sharpe Ratio is 1.21, which is comparable to the OXY Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of WST and OXY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WSTOXYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

1.33

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

0.42

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.01

+0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.20

+0.19

Drawdowns

WST vs. OXY - Drawdown Comparison

The maximum WST drawdown since its inception was -59.29%, smaller than the maximum OXY drawdown of -88.45%. Use the drawdown chart below to compare losses from any high point for WST and OXY.


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Drawdown Indicators


WSTOXYDifference

Max Drawdown

Largest peak-to-trough decline

-59.29%

-88.45%

+29.16%

Max Drawdown (1Y)

Largest decline over 1 year

-24.70%

-19.94%

-4.76%

Max Drawdown (3Y)

Largest decline over 3 years

-53.79%

-46.94%

-6.85%

Max Drawdown (5Y)

Largest decline over 5 years

-59.29%

-50.77%

-8.52%

Max Drawdown (10Y)

Largest decline over 10 years

-59.29%

-88.39%

+29.10%

Current Drawdown

Current decline from peak

-32.97%

-17.98%

-14.99%

Average Drawdown

Average peak-to-trough decline

-16.88%

-20.15%

+3.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.32%

9.50%

+2.82%

Volatility

WST vs. OXY - Volatility Comparison

The current volatility for West Pharmaceutical Services, Inc. (WST) is 8.65%, while Occidental Petroleum Corporation (OXY) has a volatility of 12.60%. This indicates that WST 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


WSTOXYDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.65%

12.60%

-3.95%

Volatility (6M)

Calculated over the trailing 6-month period

25.52%

27.11%

-1.59%

Volatility (1Y)

Calculated over the trailing 1-year period

41.28%

34.59%

+6.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.56%

39.54%

+1.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.63%

48.76%

-14.13%

Dividends

WST vs. OXY - Dividend Comparison

WST's dividend yield for the trailing twelve months is around 0.28%, less than OXY's 1.66% yield.


PositionTTM20252024202320222021202020192018201720162015
OXY
Occidental Petroleum Corporation
1.66%2.33%1.78%1.21%0.83%0.14%4.74%7.62%5.05%4.15%4.24%4.39%
WST
West Pharmaceutical Services, Inc.
0.28%0.31%0.25%0.22%0.31%0.15%0.23%0.41%0.58%0.54%0.58%0.75%

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


0.002.00B4.00B6.00B8.00B10.00B20222023202420252026
844.90M
5.23B
(WST) Total Revenue
(OXY) Total Revenue
Values in USD except per share items

WST vs. OXY - Profitability Comparison

The chart below illustrates the profitability comparison between West Pharmaceutical Services, Inc. and Occidental Petroleum Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%20222023202420252026
35.1%
0
Portfolio components
WST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, West Pharmaceutical Services, Inc. reported a gross profit of 296.40M and revenue of 844.90M. Therefore, the gross margin over that period was 35.1%.

OXY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

WST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, West Pharmaceutical Services, Inc. reported an operating income of 177.10M and revenue of 844.90M, resulting in an operating margin of 21.0%.

OXY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Occidental Petroleum Corporation reported an operating income of 236.00M and revenue of 5.23B, resulting in an operating margin of 4.5%.

WST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, West Pharmaceutical Services, Inc. reported a net income of 138.80M and revenue of 844.90M, resulting in a net margin of 16.4%.

OXY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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


WST and OXY have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OXY has higher volatility (12.60%) compared to WST (8.65%). In terms of maximum drawdown, WST dropped -59.29% vs OXY's -88.45%.

OXY currently has the higher Sharpe Ratio (1.33 vs 1.21), 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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