Ovintiv Inc. (OVV)

Positive revenue growth while CVE is negative. John Neff might see a notable competitive edge here.

Positive gross profit growth while CVE is negative. John Neff would see a clear operational edge over the competitor.

Positive EBIT growth while CVE is negative. John Neff might see a substantial edge in operational management.

Positive operating income growth while CVE is negative. John Neff might view this as a competitive edge in operations.

Positive net income growth while CVE is negative. John Neff might see a big relative performance advantage.

Positive EPS growth while CVE is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.

Positive diluted EPS growth while CVE is negative. John Neff might view this as a strong relative advantage in controlling dilution.

Slight or no buybacks while CVE is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.

Slight or no buyback while CVE is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.

Both companies cut dividends. Martin Whitman would look for a common factor, such as cyclical downturn or liquidity constraints.

Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.

Both face negative 5Y revenue/share CAGR. Martin Whitman would suspect macro headwinds or obsolete product offerings across the niche.

Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.

Both show negative 10Y OCF/share CAGR. Martin Whitman would question if the entire market or product set is shrinking or too capital-intensive.

Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.

Positive 10Y CAGR while CVE is negative. John Neff might see a substantial advantage in bottom-line trajectory.

Positive short-term CAGR while CVE is negative. John Neff would see a clear advantage in near-term profit trajectory.

Positive growth while CVE is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.

Positive 5Y equity/share CAGR while CVE is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

Positive short-term equity growth while CVE is negative. John Neff sees a strong advantage in near-term net worth buildup.

Stable or rising dividend while CVE is cutting. John Neff sees a strong advantage in consistent shareholder returns vs. a struggling peer.

Dividend/share CAGR of 4.83% while CVE is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

Our short-term dividend growth is positive while CVE cut theirs. John Neff views it as a comparative advantage in shareholder returns.

Our AR growth while CVE is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

We show growth while CVE is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.

Positive asset growth while CVE is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.

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We expand SG&A while CVE cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.