Ovintiv Inc. (OVV)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

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.

Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.

Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.

Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.

Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.

Maintaining or increasing dividends while CVE cut them. John Neff might see a strong edge in shareholder returns.

Positive 10Y revenue/share CAGR while CVE is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.

Positive 5Y CAGR while CVE is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

Positive 3Y CAGR while CVE is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

Positive long-term OCF/share growth while CVE is negative. John Neff would see a structural advantage in sustained cash generation.

Positive 3Y OCF/share CAGR while CVE is negative. John Neff might see a big short-term edge in operational efficiency.

Both face negative decade-long net income/share CAGR. Martin Whitman would suspect a shrinking or highly disrupted sector.

Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.

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 24.75% 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.

Positive BV/share change while CVE is negative. John Neff sees a clear edge over a competitor losing equity.

We have some new debt while CVE reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.

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