OCCIDENTAL PETROLEUM CORP (OXY) Fundamental Analysis & Valuation

NYSE:OXY • US6745991058

Current stock price

57.12 USD
-0.71 (-1.23%)
At close:
56.9899 USD
-0.13 (-0.23%)
After Hours:

This OXY fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

4

1. OXY Profitability Analysis

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.
  • OXY had a positive operating cash flow in each of the past 5 years.
OXY Yearly Net Income VS EBIT VS OCF VS FCFOXY Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10B -10B

1.2 Ratios

  • OXY has a Return On Assets (1.91%) which is comparable to the rest of the industry.
  • With a Return On Equity value of 4.47%, OXY perfoms like the industry average, outperforming 44.98% of the companies in the same industry.
  • The Return On Invested Capital of OXY (3.45%) is worse than 64.11% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for OXY is significantly below the industry average of 22.77%.
Industry RankSector 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%
OXY Yearly ROA, ROE, ROICOXY Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 -40 -60 -80

1.3 Margins

  • OXY's Profit Margin of 7.47% is in line compared to the rest of the industry. OXY outperforms 51.67% of its industry peers.
  • 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 52.63% of the companies in the same industry.
  • In the last couple of years the Operating Margin of OXY has declined.
  • OXY's Gross Margin of 69.82% is fine compared to the rest of the industry. OXY outperforms 77.03% of its industry peers.
  • OXY's Gross Margin has improved in the last couple of years.
Industry RankSector 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%
OXY Yearly Profit, Operating, Gross MarginsOXY Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 50 -50

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2

2. OXY Health Analysis

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.
  • The number of shares outstanding for OXY has been increased compared to 5 years ago.
  • Compared to 1 year ago, OXY has an improved debt to assets ratio.
OXY Yearly Shares OutstandingOXY Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M
OXY Yearly Total Debt VS Total AssetsOXY Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20B 40B 60B 80B 100B

2.2 Solvency

  • Based on the Altman-Z score of 1.46, we must say that OXY is in the distress zone and has some risk of bankruptcy.
  • OXY's Altman-Z score of 1.46 is in line compared to the rest of the industry. OXY outperforms 51.67% of its industry peers.
  • 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 66.03% of the companies in the same industry.
  • A Debt/Equity ratio of 0.57 indicates that 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 RankSector Rank
Debt/Equity 0.57
Debt/FCF 5.46
Altman-Z 1.46
ROIC/WACC0.47
WACC7.34%
OXY Yearly LT Debt VS Equity VS FCFOXY Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

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 in the lower half of the industry: OXY underperforms 63.64% of its industry peers.
  • A Quick Ratio of 0.74 indicates that OXY may have some problems paying its short term obligations.
  • OXY has a Quick ratio of 0.74. This is in the lower half of the industry: OXY underperforms 64.59% of its industry peers.
Industry RankSector Rank
Current Ratio 0.94
Quick Ratio 0.74
OXY Yearly Current Assets VS Current LiabilitesOXY Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. OXY Growth Analysis

3.1 Past

  • The earnings per share for OXY have decreased strongly by -36.13% in the last year.
  • The earnings per share for OXY have been decreasing by -38.13% on average. This is quite bad
  • The Revenue for OXY has decreased by -19.20% in the past year. This is quite bad
  • The Revenue has been growing slightly by 3.93% on average over the past years.
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 21.10% on average over the next years. This is a very strong growth
  • The Revenue is expected to decrease by -1.96% on average over the next years.
EPS Next Y69.99%
EPS Next 2Y24.62%
EPS Next 3Y15.5%
EPS Next 5Y21.1%
Revenue Next Year-4.97%
Revenue Next 2Y-2.95%
Revenue Next 3Y-1.88%
Revenue Next 5Y-1.96%

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 decreasing: in the next years the growth will be less than in the last years.
OXY Yearly Revenue VS EstimatesOXY Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 10B 20B 30B
OXY Yearly EPS VS EstimatesOXY Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 0 2 -2 4 6 8

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5

4. OXY Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 25.85, which means the current valuation is very expensive for OXY.
  • OXY's Price/Earnings ratio is in line with the industry average.
  • OXY is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.42, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 15.20, the valuation of OXY can be described as correct.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of OXY is on the same level as its industry peers.
  • The average S&P500 Price/Forward Earnings ratio is at 22.24. OXY is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 25.85
Fwd PE 15.2
OXY Price Earnings VS Forward Price EarningsOXY Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, OXY is valued a bit cheaper than the industry average as 69.38% of the companies are valued more expensively.
  • OXY's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. OXY is cheaper than 71.29% of the companies in the same industry.
Industry RankSector Rank
P/FCF 13.8
EV/EBITDA 6.85
OXY Per share dataOXY EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • OXY's earnings are expected to grow with 15.50% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.37
PEG (5Y)N/A
EPS Next 2Y24.62%
EPS Next 3Y15.5%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

5. OXY Dividend Analysis

5.1 Amount

  • OXY has a Yearly Dividend Yield of 1.80%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 3.23, OXY has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.81, OXY has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.8%

5.2 History

  • The dividend of OXY decreases each year by -3.90%.
  • OXY has been paying a dividend for at least 10 years, so it has a reliable track record.
  • OXY has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-3.9%
Div Incr Years4
Div Non Decr Years4
OXY Yearly Dividends per shareOXY Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

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 2Y24.62%
EPS Next 3Y15.5%
OXY Yearly Income VS Free CF VS DividendOXY Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B -5B 10B -10B -15B
OXY Dividend Payout.OXY Dividend Payout, showing the Payout Ratio.OXY Dividend Payout.PayoutRetained Earnings

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OXY Fundamentals: All Metrics, Ratios and Statistics

OCCIDENTAL PETROLEUM CORP

NYSE:OXY (4/24/2026, 8:04:00 PM)

After market: 56.9899 -0.13 (-0.23%)

57.12

-0.71 (-1.23%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-18
Earnings (Next)05-05
Inst Owners51.36%
Inst Owner Change0.21%
Ins Owners0.32%
Ins Owner Change4.88%
Market Cap56.65B
Revenue(TTM)21.59B
Net Income(TTM)1.61B
Analysts68.75
Price Target62.83 (10%)
Short Float %4%
Short Ratio1.62
Dividend
Industry RankSector Rank
Dividend Yield 1.8%
Yearly Dividend1.66
Dividend Growth(5Y)-3.9%
DP98.88%
Div Incr Years4
Div Non Decr Years4
Ex-Date03-10
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)17.32%
PT rev (3m)24.95%
EPS NQ rev (1m)10.03%
EPS NQ rev (3m)89.3%
EPS NY rev (1m)191.92%
EPS NY rev (3m)177.06%
Revenue NQ rev (1m)1.18%
Revenue NQ rev (3m)4.76%
Revenue NY rev (1m)11.15%
Revenue NY rev (3m)12.62%
Valuation
Industry RankSector Rank
PE 25.85
Fwd PE 15.2
P/S 2.62
P/FCF 13.8
P/OCF 5.38
P/B 1.57
P/tB 1.57
EV/EBITDA 6.85
EPS(TTM)2.21
EY3.87%
EPS(NY)3.76
Fwd EY6.58%
FCF(TTM)4.14
FCFY7.25%
OCF(TTM)10.62
OCFY18.59%
SpS21.77
BVpS36.34
TBVpS36.34
PEG (NY)0.37
PEG (5Y)N/A
Graham Number42.5063 (-25.58%)
Profitability
Industry RankSector 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 RankSector 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 1.46
F-Score5
WACC7.34%
ROIC/WACC0.47
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 Y69.99%
EPS Next 2Y24.62%
EPS Next 3Y15.5%
EPS Next 5Y21.1%
Revenue 1Y (TTM)-19.2%
Revenue growth 3Y-16.16%
Revenue growth 5Y3.93%
Sales Q2Q%-20.68%
Revenue Next Year-4.97%
Revenue Next 2Y-2.95%
Revenue Next 3Y-1.88%
Revenue Next 5Y-1.96%
EBIT growth 1Y-33.45%
EBIT growth 3Y-35.18%
EBIT growth 5YN/A
EBIT Next Year187.62%
EBIT Next 3Y43.06%
EBIT Next 5Y23.57%
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 Fundamental Analysis 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 5 / 10 to OCCIDENTAL PETROLEUM CORP (OXY). This can be considered as Fairly Valued.


What is the profitability of OXY stock?

OCCIDENTAL PETROLEUM CORP (OXY) has a profitability rating of 4 / 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 25.85 and the Price/Book (PB) ratio is 1.57.


What is the financial health of OCCIDENTAL PETROLEUM CORP (OXY) stock?

The financial health rating of OCCIDENTAL PETROLEUM CORP (OXY) is 2 / 10.