OCCIDENTAL PETROLEUM CORP (OXY) Stock Fundamental Analysis
NYSE:OXY • US6745991058
52.43 USD
+0.59 (+1.14%)
At close: Feb 23, 2026
52.4 USD
-0.03 (-0.06%)
After Hours: 2/23/2026, 7:07:46 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 (1.91%) which is in line with its industry peers.
- The Return On Equity of OXY (4.47%) is comparable to the rest of the industry.
- OXY's Return On Invested Capital of 3.45% is on the low side compared to the rest of the industry. OXY is outperformed by 66.02% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for OXY is significantly below the industry average of 21.98%.
| 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
- With a Profit Margin value of 7.47%, OXY perfoms like the industry average, outperforming 50.97% of the companies in the same industry.
- OXY's Profit Margin has declined in the last couple of years.
- The Operating Margin of OXY (17.24%) is comparable to the rest of the industry.
- OXY's Operating Margin has declined in the last couple of years.
- Looking at the Gross Margin, with a value of 69.82%, OXY is in the better half of 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
- The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so OXY is destroying value.
- The number of shares outstanding for OXY has been increased compared to 1 year ago.
- Compared to 5 years ago, OXY has more shares outstanding
- The debt/assets ratio for OXY has been reduced compared to a year ago.
2.2 Solvency
- Based on the Altman-Z score of 1.39, we must say that OXY is in the distress zone and has some risk of bankruptcy.
- The Altman-Z score of OXY (1.39) 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.
- Looking at the Debt to FCF ratio, with a value of 5.46, OXY is in the better half of the industry, outperforming 64.08% of the companies in the same industry.
- 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 | 1.39 |
ROIC/WACC0.49
WACC7.07%
2.3 Liquidity
- A Current Ratio of 0.94 indicates that OXY may have some problems paying its short term obligations.
- With a Current ratio value of 0.94, OXY is not doing good in the industry: 61.65% of the companies in the same industry are doing better.
- 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: 65.05% 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%.
- OXY shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -38.13% yearly.
- The Revenue for OXY has decreased by -19.20% in the past year. This is quite bad
- Measured over the past years, OXY shows a small growth in Revenue. The Revenue has been growing by 3.93% on average per year.
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.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. Valuation
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 23.72, which indicates a rather expensive current valuation of OXY.
- Compared to the rest of the industry, the Price/Earnings ratio of OXY is on the same level as its industry peers.
- The average S&P500 Price/Earnings ratio is at 26.64. OXY is around the same levels.
- With a Price/Forward Earnings ratio of 40.03, OXY can be considered very expensive at the moment.
- OXY's Price/Forward Earnings ratio is in line with the industry average.
- OXY is valuated rather expensively when we compare the Price/Forward Earnings ratio to 27.75, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.72 | ||
| Fwd PE | 40.03 |
4.2 Price Multiples
- 71.36% of the companies in the same industry are more expensive than OXY, based on the Enterprise Value to EBITDA ratio.
- Based on the Price/Free Cash Flow ratio, OXY is valued a bit cheaper than the industry average as 75.24% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 12.58 | ||
| EV/EBITDA | 6.35 |
4.3 Compensation for Growth
- A cheap valuation may be justified as OXY's earnings are expected to decrease with -7.18% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y1.21%
EPS Next 3Y-7.18%
5. Dividend
5.1 Amount
- OXY has a Yearly Dividend Yield of 2.01%.
- Compared to an average industry Dividend Yield of 3.54, OXY has a dividend in line with its industry peers.
- OXY's Dividend Yield is comparable with the S&P500 average which is at 1.80.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.01% |
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
- OXY pays out 98.88% of its income as dividend. This is not a sustainable payout ratio.
DP98.88%
EPS Next 2Y1.21%
EPS Next 3Y-7.18%
52.43
+0.59 (+1.14%)
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 Cap51.65B
Revenue(TTM)21.59B
Net Income(TTM)1.61B
Analysts66.88
Price Target50.26 (-4.14%)
Short Float %5.15%
Short Ratio3.44
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.01% |
Yearly Dividend1.66
Dividend Growth(5Y)-3.9%
DP98.88%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)44.25%
Min EPS beat(2)22.98%
Max EPS beat(2)65.51%
EPS beat(4)4
Avg EPS beat(4)33.95%
Min EPS beat(4)12.14%
Max EPS beat(4)65.51%
EPS beat(8)8
Avg EPS beat(8)27.47%
EPS beat(12)10
Avg EPS beat(12)20.13%
EPS beat(16)12
Avg EPS beat(16)14.69%
Revenue beat(2)0
Avg Revenue beat(2)-2.92%
Min Revenue beat(2)-5.41%
Max Revenue beat(2)-0.43%
Revenue beat(4)1
Avg Revenue beat(4)-1.43%
Min Revenue beat(4)-5.41%
Max Revenue beat(4)1.85%
Revenue beat(8)2
Avg Revenue beat(8)-2.85%
Revenue beat(12)4
Avg Revenue beat(12)-1.32%
Revenue beat(16)6
Avg Revenue beat(16)-1.17%
PT rev (1m)-0.06%
PT rev (3m)-1.24%
EPS NQ rev (1m)-28.4%
EPS NQ rev (3m)-57.3%
EPS NY rev (1m)-5.09%
EPS NY rev (3m)-4.96%
Revenue NQ rev (1m)-0.88%
Revenue NQ rev (3m)-8.91%
Revenue NY rev (1m)-0.22%
Revenue NY rev (3m)-2.46%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.72 | ||
| Fwd PE | 40.03 | ||
| P/S | 2.39 | ||
| P/FCF | 12.58 | ||
| P/OCF | 4.9 | ||
| P/B | 1.43 | ||
| P/tB | 1.43 | ||
| EV/EBITDA | 6.35 |
EPS(TTM)2.21
EY4.22%
EPS(NY)1.31
Fwd EY2.5%
FCF(TTM)4.17
FCFY7.95%
OCF(TTM)10.69
OCFY20.39%
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 | 1.39 |
F-Score5
WACC7.07%
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 Year124.95%
EBIT Next 3Y43.9%
EBIT Next 5Y24.06%
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%.