Ovintiv Inc. (OVV)

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

Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.

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.

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.

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.

5Y OCF/share CAGR above 1.5x CVE's 100.00%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

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

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

5Y net income/share CAGR above 1.5x CVE's 100.00%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

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 355.76% 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.

Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.

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

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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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.