OCCIDENTAL PETROLEUM CORP (OXY) Stock Fundamental Analysis
NYSE:OXY • US6745991058
53.08 USD
+1.65 (+3.21%)
At close: Feb 27, 2026
53.1 USD
+0.02 (+0.04%)
After Hours: 2/27/2026, 8:25:47 PM
We assign a fundamental rating of 3 out of 10 to OXY. OXY was compared to 206 industry peers in the Oil, Gas & Consumable Fuels industry. OXY has a medium profitability rating, but doesn't score so well on its financial health evaluation. OXY has a expensive valuation and it also scores bad on growth.
1. Profitability
1.1 Basic Checks
- OXY had positive earnings in the past year.
- OXY had a positive operating cash flow in the past year.
- OXY had positive earnings in each of the past 5 years.
- In the past 5 years OXY always reported a positive cash flow from operatings.
1.2 Ratios
- OXY has a Return On Assets of 1.91%. This is comparable to the rest of the industry: OXY outperforms 41.75% of its industry peers.
- OXY's Return On Equity of 4.47% is in line compared to the rest of the industry. OXY outperforms 41.26% of its industry peers.
- OXY has a worse Return On Invested Capital (3.45%) than 66.02% of its industry peers.
- OXY had an Average Return On Invested Capital over the past 3 years of 5.13%. This is significantly below the industry average of 21.99%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.91% | ||
| ROE | 4.47% | ||
| ROIC | 3.45% |
ROA(3y)3.26%
ROA(5y)5.81%
ROE(3y)7.96%
ROE(5y)14.58%
ROIC(3y)5.13%
ROIC(5y)6.97%
1.3 Margins
- OXY has a Profit Margin (7.47%) which is comparable to the rest of the industry.
- OXY's Profit Margin has declined in the last couple of years.
- With a Operating Margin value of 17.24%, OXY perfoms like the industry average, outperforming 51.46% of the companies in the same industry.
- In the last couple of years the Operating Margin of OXY has declined.
- With a decent Gross Margin value of 69.82%, OXY is doing good in the industry, outperforming 77.67% of the companies in the same industry.
- OXY's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 17.24% | ||
| PM (TTM) | 7.47% | ||
| GM | 69.82% |
OM growth 3Y-22.69%
OM growth 5YN/A
PM growth 3Y-39.75%
PM growth 5YN/A
GM growth 3Y1.03%
GM growth 5Y4.67%
2. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), OXY is destroying value.
- OXY has more shares outstanding than it did 1 year ago.
- OXY has more shares outstanding than it did 5 years ago.
- Compared to 1 year ago, OXY has an improved debt to assets ratio.
2.2 Solvency
- OXY has an Altman-Z score of 1.41. This is a bad value and indicates that OXY is not financially healthy and even has some risk of bankruptcy.
- The Altman-Z score of OXY (1.41) is comparable to the rest of the industry.
- The Debt to FCF ratio of OXY is 5.46, which is a neutral value as it means it would take OXY, 5.46 years of fcf income to pay off all of its debts.
- OXY has a better Debt to FCF ratio (5.46) than 64.08% of its industry peers.
- OXY has a Debt/Equity ratio of 0.57. This is a neutral value indicating OXY is somewhat dependend on debt financing.
- OXY has a Debt to Equity ratio (0.57) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.57 | ||
| Debt/FCF | 5.46 | ||
| Altman-Z | 1.41 |
ROIC/WACC0.49
WACC7.01%
2.3 Liquidity
- OXY has a Current Ratio of 0.94. This is a bad value and indicates that OXY is not financially healthy enough and could expect problems in meeting its short term obligations.
- The Current ratio of OXY (0.94) is worse than 61.16% of its industry peers.
- OXY has a Quick Ratio of 0.94. This is a bad value and indicates that OXY is not financially healthy enough and could expect problems in meeting its short term obligations.
- With a Quick ratio value of 0.74, OXY is not doing good in the industry: 64.08% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.94 | ||
| Quick Ratio | 0.74 |
3. Growth
3.1 Past
- OXY shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -36.13%.
- Measured over the past years, OXY shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -38.13% on average per year.
- The Revenue for OXY has decreased by -19.20% in the past year. This is quite bad
- OXY shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.93% yearly.
EPS 1Y (TTM)-36.13%
EPS 3Y-38.13%
EPS 5YN/A
EPS Q2Q%-61.25%
Revenue 1Y (TTM)-19.2%
Revenue growth 3Y-16.16%
Revenue growth 5Y3.93%
Sales Q2Q%-20.68%
3.2 Future
- The Earnings Per Share is expected to grow by 12.68% on average over the next years. This is quite good.
- Based on estimates for the next years, OXY will show a small growth in Revenue. The Revenue will grow by 4.27% on average per year.
EPS Next Y-40.73%
EPS Next 2Y1.21%
EPS Next 3Y-7.18%
EPS Next 5Y12.68%
Revenue Next Year-15.78%
Revenue Next 2Y-5.29%
Revenue Next 3Y-0.04%
Revenue Next 5Y4.27%
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 24.02, which indicates a rather expensive current valuation of OXY.
- OXY's Price/Earnings is on the same level as the industry average.
- OXY's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.10.
- Based on the Price/Forward Earnings ratio of 40.52, the valuation of OXY can be described as expensive.
- OXY's Price/Forward Earnings ratio is in line with the industry average.
- The average S&P500 Price/Forward Earnings ratio is at 28.06. OXY is valued slightly more expensive when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.02 | ||
| Fwd PE | 40.52 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of OXY indicates a somewhat cheap valuation: OXY is cheaper than 70.87% of the companies listed in the same industry.
- Based on the Price/Free Cash Flow ratio, OXY is valued a bit cheaper than 75.24% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 12.74 | ||
| EV/EBITDA | 6.46 |
4.3 Compensation for Growth
- OXY's earnings are expected to decrease with -7.18% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y1.21%
EPS Next 3Y-7.18%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 2.02%, OXY has a reasonable but not impressive dividend return.
- OXY's Dividend Yield is comparable with the industry average which is at 3.48.
- OXY's Dividend Yield is comparable with the S&P500 average which is at 1.83.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.02% |
5.2 History
- The dividend of OXY decreases each year by -3.90%.
- OXY has paid a dividend for at least 10 years, which is a reliable track record.
- OXY has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-3.9%
Div Incr Years3
Div Non Decr Years3
5.3 Sustainability
- 98.88% of the earnings are spent on dividend by OXY. This is not a sustainable payout ratio.
DP98.88%
EPS Next 2Y1.21%
EPS Next 3Y-7.18%
53.08
+1.65 (+3.21%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-18 2026-02-18/amc
Earnings (Next)05-05 2026-05-05/amc
Inst Owners51.36%
Inst Owner Change-0.7%
Ins Owners0.31%
Ins Owner Change1.51%
Market Cap52.29B
Revenue(TTM)21.59B
Net Income(TTM)1.61B
Analysts66.88
Price Target53.56 (0.9%)
Short Float %5.15%
Short Ratio3.44
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.02% |
Yearly Dividend1.66
Dividend Growth(5Y)-3.9%
DP98.88%
Div Incr Years3
Div Non Decr Years3
Ex-Date03-10 2026-03-10 (0.26)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)45.61%
Min EPS beat(2)22.98%
Max EPS beat(2)68.23%
EPS beat(4)4
Avg EPS beat(4)34.63%
Min EPS beat(4)12.14%
Max EPS beat(4)68.23%
EPS beat(8)8
Avg EPS beat(8)27.81%
EPS beat(12)10
Avg EPS beat(12)20.36%
EPS beat(16)12
Avg EPS beat(16)14.86%
Revenue beat(2)0
Avg Revenue beat(2)-2.81%
Min Revenue beat(2)-5.19%
Max Revenue beat(2)-0.43%
Revenue beat(4)1
Avg Revenue beat(4)-1.37%
Min Revenue beat(4)-5.19%
Max Revenue beat(4)1.85%
Revenue beat(8)2
Avg Revenue beat(8)-2.83%
Revenue beat(12)4
Avg Revenue beat(12)-1.3%
Revenue beat(16)6
Avg Revenue beat(16)-1.16%
PT rev (1m)6.51%
PT rev (3m)5.25%
EPS NQ rev (1m)-19.37%
EPS NQ rev (3m)-40.99%
EPS NY rev (1m)-3.4%
EPS NY rev (3m)-28.17%
Revenue NQ rev (1m)-2.86%
Revenue NQ rev (3m)-5.19%
Revenue NY rev (1m)-0.15%
Revenue NY rev (3m)-2%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.02 | ||
| Fwd PE | 40.52 | ||
| P/S | 2.42 | ||
| P/FCF | 12.74 | ||
| P/OCF | 4.97 | ||
| P/B | 1.45 | ||
| P/tB | 1.45 | ||
| EV/EBITDA | 6.46 |
EPS(TTM)2.21
EY4.16%
EPS(NY)1.31
Fwd EY2.47%
FCF(TTM)4.17
FCFY7.85%
OCF(TTM)10.69
OCFY20.14%
SpS21.92
BVpS36.57
TBVpS36.57
PEG (NY)N/A
PEG (5Y)N/A
Graham Number42.65
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.91% | ||
| ROE | 4.47% | ||
| ROCE | 4.98% | ||
| ROIC | 3.45% | ||
| ROICexc | 3.54% | ||
| ROICexgc | 3.54% | ||
| OM | 17.24% | ||
| PM (TTM) | 7.47% | ||
| GM | 69.82% | ||
| FCFM | 19.01% |
ROA(3y)3.26%
ROA(5y)5.81%
ROE(3y)7.96%
ROE(5y)14.58%
ROIC(3y)5.13%
ROIC(5y)6.97%
ROICexc(3y)5.26%
ROICexc(5y)7.13%
ROICexgc(3y)5.33%
ROICexgc(5y)7.17%
ROCE(3y)7.41%
ROCE(5y)10.06%
ROICexgc growth 3Y-37.94%
ROICexgc growth 5YN/A
ROICexc growth 3Y-37.94%
ROICexc growth 5YN/A
OM growth 3Y-22.69%
OM growth 5YN/A
PM growth 3Y-39.75%
PM growth 5YN/A
GM growth 3Y1.03%
GM growth 5Y4.67%
F-Score5
Asset Turnover0.26
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.57 | ||
| Debt/FCF | 5.46 | ||
| Debt/EBITDA | 1.83 | ||
| Cap/Depr | 85.32% | ||
| Cap/Sales | 29.76% | ||
| Interest Coverage | 2.98 | ||
| Cash Conversion | 93.58% | ||
| Profit Quality | 254.65% | ||
| Current Ratio | 0.94 | ||
| Quick Ratio | 0.74 | ||
| Altman-Z | 1.41 |
F-Score5
WACC7.01%
ROIC/WACC0.49
Cap/Depr(3y)90.62%
Cap/Depr(5y)74.15%
Cap/Sales(3y)26.07%
Cap/Sales(5y)20.31%
Profit Quality(3y)200.57%
Profit Quality(5y)239.43%
High Growth Momentum
Growth
EPS 1Y (TTM)-36.13%
EPS 3Y-38.13%
EPS 5YN/A
EPS Q2Q%-61.25%
EPS Next Y-40.73%
EPS Next 2Y1.21%
EPS Next 3Y-7.18%
EPS Next 5Y12.68%
Revenue 1Y (TTM)-19.2%
Revenue growth 3Y-16.16%
Revenue growth 5Y3.93%
Sales Q2Q%-20.68%
Revenue Next Year-15.78%
Revenue Next 2Y-5.29%
Revenue Next 3Y-0.04%
Revenue Next 5Y4.27%
EBIT growth 1Y-33.45%
EBIT growth 3Y-35.18%
EBIT growth 5YN/A
EBIT Next Year126.96%
EBIT Next 3Y39.05%
EBIT Next 5Y23.98%
FCF growth 1Y-7.15%
FCF growth 3Y-30.66%
FCF growth 5Y23.65%
OCF growth 1Y-7.93%
OCF growth 3Y-14.43%
OCF growth 5Y21.64%
OCCIDENTAL PETROLEUM CORP / OXY FAQ
Can you provide the ChartMill fundamental rating for OCCIDENTAL PETROLEUM CORP?
ChartMill assigns a fundamental rating of 3 / 10 to OXY.
What is the valuation status of OCCIDENTAL PETROLEUM CORP (OXY) stock?
ChartMill assigns a valuation rating of 2 / 10 to OCCIDENTAL PETROLEUM CORP (OXY). This can be considered as Overvalued.
Can you provide the profitability details for OCCIDENTAL PETROLEUM CORP?
OCCIDENTAL PETROLEUM CORP (OXY) has a profitability rating of 4 / 10.
What is the earnings growth outlook for OCCIDENTAL PETROLEUM CORP?
The Earnings per Share (EPS) of OCCIDENTAL PETROLEUM CORP (OXY) is expected to decline by -40.73% in the next year.
Is the dividend of OCCIDENTAL PETROLEUM CORP sustainable?
The dividend rating of OCCIDENTAL PETROLEUM CORP (OXY) is 3 / 10 and the dividend payout ratio is 98.88%.