Ovintiv Inc. (OVV)

Revenue growth above 1.5x OBE's 1.64%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Gross profit growth 1.25-1.5x OBE's 33.33%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.

EBIT growth above 1.5x OBE's 71.43%. David Dodd would confirm if core operations or niche positioning yield superior profitability.

Operating income growth above 1.5x OBE's 11.11%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.

Net income growth above 1.5x OBE's 67.71%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.

EPS growth above 1.5x OBE's 67.67%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.

Diluted EPS growth above 1.5x OBE's 67.67%. David Dodd would see if there's a robust moat protecting these shareholder gains.

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

Reduced diluted shares while OBE is at 0.28%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

FCF growth above 1.5x OBE's 104.35%. David Dodd would verify if the firm’s strategic investments yield superior returns.

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 show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.

Positive 3Y OCF/share CAGR while OBE 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 exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.

Both are negative. Martin Whitman suspects the segment is in decline or saddled with persistent unprofitability or write-downs.

Both show negative equity/share growth mid-term. Martin Whitman suspects cyclical or structural challenges for each company.

Both show negative short-term equity/share CAGR. Martin Whitman suspects an industry slump or unprofitable expansions for both players.

Both reduced dividends long-term. Martin Whitman might check if sector-level headwinds forced universal cuts.

Both lowered dividends mid-term. Martin Whitman might suspect broad sector constraints or strategic shifts from dividends.

Both firms reduced dividends recently. Martin Whitman suspects broader macro or industry issues forcing cost and payout cuts.

No Data available this quarter, please select a different quarter.

Positive asset growth while OBE 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.

Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.

No Data available this quarter, please select a different quarter.

We cut SG&A while OBE invests at 5.88%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.