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XOM vs. EQNR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between XOM and EQNR is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.7

Performance

XOM vs. EQNR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Exxon Mobil Corporation (XOM) and Equinor ASA (EQNR). The values are adjusted to include any dividend payments, if applicable.

20.00%40.00%60.00%80.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
76.89%
17.81%
XOM
EQNR

Key characteristics

Sharpe Ratio

XOM:

0.43

EQNR:

-0.85

Sortino Ratio

XOM:

0.73

EQNR:

-1.05

Omega Ratio

XOM:

1.09

EQNR:

0.87

Calmar Ratio

XOM:

0.44

EQNR:

-0.65

Martin Ratio

XOM:

1.79

EQNR:

-1.68

Ulcer Index

XOM:

4.63%

EQNR:

13.62%

Daily Std Dev

XOM:

19.32%

EQNR:

27.09%

Max Drawdown

XOM:

-62.40%

EQNR:

-66.92%

Current Drawdown

XOM:

-14.42%

EQNR:

-35.05%

Fundamentals

Market Cap

XOM:

$474.71B

EQNR:

$63.17B

EPS

XOM:

$8.03

EQNR:

$3.27

PE Ratio

XOM:

13.45

EQNR:

6.94

PEG Ratio

XOM:

5.51

EQNR:

3.57

Total Revenue (TTM)

XOM:

$342.95B

EQNR:

$104.81B

Gross Profit (TTM)

XOM:

$85.46B

EQNR:

$35.07B

EBITDA (TTM)

XOM:

$75.25B

EQNR:

$42.63B

Returns By Period

In the year-to-date period, XOM achieves a 10.07% return, which is significantly higher than EQNR's -22.78% return.


XOM

YTD

10.07%

1M

-11.55%

6M

-1.12%

1Y

6.86%

5Y*

14.22%

10Y*

5.81%

EQNR

YTD

-22.78%

1M

-7.43%

6M

-15.63%

1Y

-22.83%

5Y*

9.01%

10Y*

N/A

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

XOM vs. EQNR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Exxon Mobil Corporation (XOM) and Equinor ASA (EQNR). 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 XOM, currently valued at 0.43, compared to the broader market-4.00-2.000.002.000.43-0.85
The chart of Sortino ratio for XOM, currently valued at 0.73, compared to the broader market-4.00-2.000.002.004.000.73-1.05
The chart of Omega ratio for XOM, currently valued at 1.09, compared to the broader market0.501.001.502.001.090.87
The chart of Calmar ratio for XOM, currently valued at 0.44, compared to the broader market0.002.004.006.000.44-0.65
The chart of Martin ratio for XOM, currently valued at 1.79, compared to the broader market0.0010.0020.001.79-1.68
XOM
EQNR

The current XOM Sharpe Ratio is 0.43, which is higher than the EQNR Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of XOM and EQNR, 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-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
0.43
-0.85
XOM
EQNR

Dividends

XOM vs. EQNR - Dividend Comparison

XOM's dividend yield for the trailing twelve months is around 3.61%, less than EQNR's 13.19% yield.


TTM20232022202120202019201820172016201520142013
XOM
Exxon Mobil Corporation
3.61%3.68%3.22%5.70%8.44%4.92%4.74%3.66%3.30%3.69%2.92%2.43%
EQNR
Equinor ASA
13.19%8.85%4.13%2.24%4.32%4.85%2.37%0.00%0.00%0.00%0.00%0.00%

Drawdowns

XOM vs. EQNR - Drawdown Comparison

The maximum XOM drawdown since its inception was -62.40%, smaller than the maximum EQNR drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for XOM and EQNR. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-14.42%
-35.05%
XOM
EQNR

Volatility

XOM vs. EQNR - Volatility Comparison

The current volatility for Exxon Mobil Corporation (XOM) is 4.85%, while Equinor ASA (EQNR) has a volatility of 9.65%. This indicates that XOM experiences smaller price fluctuations and is considered to be less risky than EQNR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%6.00%7.00%8.00%9.00%10.00%11.00%JulyAugustSeptemberOctoberNovemberDecember
4.85%
9.65%
XOM
EQNR

Financials

XOM vs. EQNR - Financials Comparison

This section allows you to compare key financial metrics between Exxon Mobil Corporation and Equinor ASA. 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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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