OCCIDENTAL PETROLEUM CORP (OXY) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:OXY - US6745991058 - Common Stock
42.76 USD
+0.09 (+0.21%)
Overall OXY gets a fundamental rating of 4 out of 10. We evaluated OXY against 209 industry peers in the Oil, Gas & Consumable Fuels industry. While OXY is still in line with the averages on profitability rating, there are concerns on its financial health. OXY has a valuation in line with the averages, but it does not seem to be growing.
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.
Of the past 5 years OXY 4 years were profitable.
OXY had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
OXY has a Return On Assets (1.66%) which is comparable to the rest of the industry.
The Return On Equity of OXY (3.82%) is comparable to the rest of the industry.
The Return On Invested Capital of OXY (4.68%) is comparable to the rest of the industry.
Measured over the past 3 years, the Average Return On Invested Capital for OXY is significantly below the industry average of 21.47%.
The 3 year average ROIC (9.21%) for OXY is well above the current ROIC(4.68%). The reason for the recent decline needs to be investigated.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.66% | ||
| ROE | 3.82% | ||
| ROIC | 4.68% |
ROA(3y)8.36%
ROA(5y)1.51%
ROE(3y)20.32%
ROE(5y)-3.19%
ROIC(3y)9.21%
ROIC(5y)N/A
1.3 Margins
OXY has a Profit Margin (5.20%) which is in line with its industry peers.
In the last couple of years the Profit Margin of OXY has grown nicely.
Looking at the Operating Margin, with a value of 18.05%, OXY is in line with its industry, outperforming 52.63% of the companies in the same industry.
OXY's Operating Margin has improved in the last couple of years.
With a decent Gross Margin value of 63.58%, OXY is doing good in the industry, outperforming 72.25% of the companies in the same industry.
OXY's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 18.05% | ||
| PM (TTM) | 5.2% | ||
| GM | 63.58% |
OM growth 3Y5.21%
OM growth 5Y7.97%
PM growth 3Y14.69%
PM growth 5YN/A
GM growth 3Y-0.7%
GM growth 5Y0.5%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), OXY is creating some value.
OXY has more shares outstanding than it did 1 year ago.
The number of shares outstanding for OXY has been increased compared to 5 years ago.
The debt/assets ratio for OXY is higher compared to a year ago.
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.
OXY has a Altman-Z score (1.41) which is comparable to the rest of the industry.
The Debt to FCF ratio of OXY is 5.91, which is a neutral value as it means it would take OXY, 5.91 years of fcf income to pay off all of its debts.
Looking at the Debt to FCF ratio, with a value of 5.91, OXY is in the better half of the industry, outperforming 60.77% 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 of 0.57. This is comparable to the rest of the industry: OXY outperforms 42.11% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.57 | ||
| Debt/FCF | 5.91 | ||
| Altman-Z | 1.41 |
ROIC/WACC0.59
WACC7.88%
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.
OXY has a Current ratio of 0.94. This is comparable to the rest of the industry: OXY outperforms 40.19% 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.
OXY's Quick ratio of 0.71 is on the low side compared to the rest of the industry. OXY is outperformed by 66.03% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.94 | ||
| Quick Ratio | 0.71 |
3. Growth
3.1 Past
OXY shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -20.59%.
The Earnings Per Share has been growing by 16.39% on average over the past years. This is quite good.
OXY shows a decrease in Revenue. In the last year, the revenue decreased by -1.98%.
OXY shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.03% yearly.
EPS 1Y (TTM)-20.59%
EPS 3Y11.15%
EPS 5Y16.39%
EPS Q2Q%-36%
Revenue 1Y (TTM)-1.98%
Revenue growth 3Y0.98%
Revenue growth 5Y5.03%
Sales Q2Q%-6.11%
3.2 Future
OXY is expected to show a decrease in Earnings Per Share. In the coming years, the EPS will decrease by -9.76% yearly.
The Revenue is expected to grow by 2.80% on average over the next years.
EPS Next Y-34.47%
EPS Next 2Y-27.4%
EPS Next 3Y-7.75%
EPS Next 5Y-9.76%
Revenue Next Year-3.1%
Revenue Next 2Y-9.87%
Revenue Next 3Y-4.54%
Revenue Next 5Y2.8%
3.3 Evolution
The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
OXY is valuated correctly with a Price/Earnings ratio of 15.84.
OXY's Price/Earnings ratio is in line with the industry average.
When comparing the Price/Earnings ratio of OXY to the average of the S&P500 Index (26.41), we can say OXY is valued slightly cheaper.
A Price/Forward Earnings ratio of 23.45 indicates a rather expensive valuation of OXY.
OXY's Price/Forward Earnings ratio is in line with the industry average.
OXY's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 35.40.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.84 | ||
| Fwd PE | 23.45 |
4.2 Price Multiples
76.56% 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 75.60% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.09 | ||
| EV/EBITDA | 4.91 |
4.3 Compensation for Growth
OXY has a very decent profitability rating, which may justify a higher PE ratio.
A cheap valuation may be justified as OXY's earnings are expected to decrease with -7.75% in the coming years.
PEG (NY)N/A
PEG (5Y)0.97
EPS Next 2Y-27.4%
EPS Next 3Y-7.75%
5. Dividend
5.1 Amount
OXY has a Yearly Dividend Yield of 2.32%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 5.92, OXY has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 2.32, OXY has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.32% |
5.2 History
The dividend of OXY decreases each year by -13.01%.
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)-13.01%
Div Incr Years3
Div Non Decr Years3
5.3 Sustainability
OXY pays out 112.93% of its income as dividend. This is not a sustainable payout ratio.
OXY's earnings and Dividend Rate are declining. This means the current dividend is most likely not sustainable.
DP112.93%
EPS Next 2Y-27.4%
EPS Next 3Y-7.75%
NYSE:OXY (12/5/2025, 3:05:03 PM)
42.76
+0.09 (+0.21%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)
Earnings (Next)
Inst Owners50.39%
Inst Owner Change1.16%
Ins Owners0.3%
Ins Owner Change0%
Market Cap42.13B
Revenue(TTM)26.60B
Net Income(TTM)1.38B
Analysts67.74
Price Target50.89 (19.01%)
Short Float %5.43%
Short Ratio3.66
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.32% |
Yearly Dividend1.59
Dividend Growth(5Y)-13.01%
DP112.93%
Div Incr Years3
Div Non Decr Years3
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)29.08%
Min EPS beat(2)22.98%
Max EPS beat(2)35.18%
EPS beat(4)4
Avg EPS beat(4)21%
Min EPS beat(4)12.14%
Max EPS beat(4)35.18%
EPS beat(8)8
Avg EPS beat(8)19.71%
EPS beat(12)9
Avg EPS beat(12)13.71%
EPS beat(16)12
Avg EPS beat(16)12.66%
Revenue beat(2)1
Avg Revenue beat(2)0.71%
Min Revenue beat(2)-0.43%
Max Revenue beat(2)1.85%
Revenue beat(4)1
Avg Revenue beat(4)-1.09%
Min Revenue beat(4)-4.04%
Max Revenue beat(4)1.85%
Revenue beat(8)3
Avg Revenue beat(8)-1.27%
Revenue beat(12)4
Avg Revenue beat(12)-1.37%
Revenue beat(16)7
Avg Revenue beat(16)-0.39%
PT rev (1m)-1.45%
PT rev (3m)-0.75%
EPS NQ rev (1m)-13.11%
EPS NQ rev (3m)-20.61%
EPS NY rev (1m)2.76%
EPS NY rev (3m)-2.24%
Revenue NQ rev (1m)-4.72%
Revenue NQ rev (3m)-10.68%
Revenue NY rev (1m)0.06%
Revenue NY rev (3m)-1.86%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 15.84 | ||
| Fwd PE | 23.45 | ||
| P/S | 1.58 | ||
| P/FCF | 11.09 | ||
| P/OCF | 3.74 | ||
| P/B | 1.16 | ||
| P/tB | 1.16 | ||
| EV/EBITDA | 4.91 |
EPS(TTM)2.7
EY6.31%
EPS(NY)1.82
Fwd EY4.26%
FCF(TTM)3.86
FCFY9.02%
OCF(TTM)11.42
OCFY26.71%
SpS27
BVpS36.81
TBVpS36.81
PEG (NY)N/A
PEG (5Y)0.97
Graham Number47.29
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.66% | ||
| ROE | 3.82% | ||
| ROCE | 6.48% | ||
| ROIC | 4.68% | ||
| ROICexc | 4.82% | ||
| ROICexgc | 4.82% | ||
| OM | 18.05% | ||
| PM (TTM) | 5.2% | ||
| GM | 63.58% | ||
| FCFM | 14.28% |
ROA(3y)8.36%
ROA(5y)1.51%
ROE(3y)20.32%
ROE(5y)-3.19%
ROIC(3y)9.21%
ROIC(5y)N/A
ROICexc(3y)9.39%
ROICexc(5y)N/A
ROICexgc(3y)9.46%
ROICexgc(5y)N/A
ROCE(3y)12.78%
ROCE(5y)N/A
ROICexgc growth 3Y1.28%
ROICexgc growth 5Y18.37%
ROICexc growth 3Y1.28%
ROICexc growth 5Y18.37%
OM growth 3Y5.21%
OM growth 5Y7.97%
PM growth 3Y14.69%
PM growth 5YN/A
GM growth 3Y-0.7%
GM growth 5Y0.5%
F-Score6
Asset Turnover0.32
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.57 | ||
| Debt/FCF | 5.91 | ||
| Debt/EBITDA | 1.64 | ||
| Cap/Depr | 94.47% | ||
| Cap/Sales | 28.03% | ||
| Interest Coverage | 3.49 | ||
| Cash Conversion | 88.66% | ||
| Profit Quality | 274.49% | ||
| Current Ratio | 0.94 | ||
| Quick Ratio | 0.71 | ||
| Altman-Z | 1.41 |
F-Score6
WACC7.88%
ROIC/WACC0.59
Cap/Depr(3y)83.82%
Cap/Depr(5y)63.35%
Cap/Sales(3y)20.24%
Cap/Sales(5y)17.2%
Profit Quality(3y)148.51%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-20.59%
EPS 3Y11.15%
EPS 5Y16.39%
EPS Q2Q%-36%
EPS Next Y-34.47%
EPS Next 2Y-27.4%
EPS Next 3Y-7.75%
EPS Next 5Y-9.76%
Revenue 1Y (TTM)-1.98%
Revenue growth 3Y0.98%
Revenue growth 5Y5.03%
Sales Q2Q%-6.11%
Revenue Next Year-3.1%
Revenue Next 2Y-9.87%
Revenue Next 3Y-4.54%
Revenue Next 5Y2.8%
EBIT growth 1Y-16.17%
EBIT growth 3Y6.23%
EBIT growth 5Y13.4%
EBIT Next Year101.14%
EBIT Next 3Y30.9%
EBIT Next 5Y12.71%
FCF growth 1Y-44.12%
FCF growth 3Y-16.39%
FCF growth 5Y34.09%
OCF growth 1Y-13.72%
OCF growth 3Y3.11%
OCF growth 5Y9.18%
OCCIDENTAL PETROLEUM CORP / OXY FAQ
Can you provide the ChartMill fundamental rating for OCCIDENTAL PETROLEUM CORP?
ChartMill assigns a fundamental rating of 4 / 10 to OXY.
What is the valuation status for OXY stock?
ChartMill assigns a valuation rating of 4 / 10 to OCCIDENTAL PETROLEUM CORP (OXY). This can be considered as Fairly Valued.
Can you provide the profitability details for OCCIDENTAL PETROLEUM CORP?
OCCIDENTAL PETROLEUM CORP (OXY) has a profitability rating of 6 / 10.
What is the valuation of OCCIDENTAL PETROLEUM CORP based on its PE and PB ratios?
The Price/Earnings (PE) ratio for OCCIDENTAL PETROLEUM CORP (OXY) is 15.84 and the Price/Book (PB) ratio is 1.16.
What is the financial health of OCCIDENTAL PETROLEUM CORP (OXY) stock?
The financial health rating of OCCIDENTAL PETROLEUM CORP (OXY) is 2 / 10.