OCCIDENTAL PETROLEUM CORP (OXY) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:OXY • US6745991058
45.39 USD
-0.03 (-0.07%)
At close: Jan 30, 2026
44.12 USD
-1.27 (-2.8%)
Pre-Market: 2/2/2026, 5:40:02 AM
Taking everything into account, OXY scores 3 out of 10 in our fundamental rating. OXY was compared to 207 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 is valued expensive and 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.
- OXY had positive earnings in 4 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 (1.66%) which is in line with its industry peers.
- OXY has a Return On Equity (3.82%) which is comparable to the rest of the industry.
- OXY has a Return On Invested Capital (4.68%) which is in line with its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for OXY is significantly below the industry average of 21.94%.
- 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's Profit Margin of 5.20% is in line compared to the rest of the industry. OXY outperforms 46.38% of its industry peers.
- OXY's Profit Margin has improved in the last couple of years.
- Looking at the Operating Margin, with a value of 18.05%, OXY is in line with its industry, outperforming 54.11% of the companies in the same industry.
- In the last couple of years the Operating Margin of OXY has grown nicely.
- With a decent Gross Margin value of 63.58%, OXY is doing good in the industry, outperforming 72.46% 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
- The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so OXY is still creating some value.
- The number of shares outstanding for OXY has been increased compared to 1 year ago.
- The number of shares outstanding for OXY has been increased compared to 5 years ago.
- OXY has a worse debt/assets ratio than last year.
2.2 Solvency
- Based on the Altman-Z score of 1.44, we must say that OXY is in the distress zone and has some risk of bankruptcy.
- Looking at the Altman-Z score, with a value of 1.44, OXY is in line with its industry, outperforming 53.62% of the companies in the same industry.
- OXY has a debt to FCF ratio of 5.91. This is a neutral value as OXY would need 5.91 years to pay back of all of its debts.
- OXY has a Debt to FCF ratio of 5.91. This is comparable to the rest of the industry: OXY outperforms 59.90% 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.
- With a Debt to Equity ratio value of 0.57, OXY perfoms like the industry average, outperforming 43.96% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.57 | ||
| Debt/FCF | 5.91 | ||
| Altman-Z | 1.44 |
ROIC/WACC0.6
WACC7.83%
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.
- Looking at the Current ratio, with a value of 0.94, OXY is doing worse than 60.39% of the companies in the same industry.
- 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.
- The Quick ratio of OXY (0.71) is worse than 65.70% 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.
- Looking at the last year, OXY shows a decrease in Revenue. The Revenue has decreased by -1.98% in the last year.
- 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.
- Based on estimates for the next years, OXY will show a small growth in Revenue. The Revenue will grow by 2.80% on average per year.
EPS Next Y-34.38%
EPS Next 2Y-37.4%
EPS Next 3Y-14.93%
EPS Next 5Y-9.76%
Revenue Next Year-5.27%
Revenue Next 2Y-10.71%
Revenue Next 3Y-4.6%
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.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 16.81, which indicates a correct 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 28.32. OXY is valued slightly cheaper when compared to this.
- With a Price/Forward Earnings ratio of 33.47, OXY can be considered very expensive at the moment.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of OXY indicates a slightly more expensive valuation: OXY is more expensive than 60.39% of the companies listed in the same industry.
- Compared to an average S&P500 Price/Forward Earnings ratio of 25.57, OXY is valued a bit more expensive.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.81 | ||
| Fwd PE | 33.47 |
4.2 Price Multiples
- 78.74% 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 75.36% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.77 | ||
| EV/EBITDA | 5.12 |
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 -14.93% in the coming years.
PEG (NY)N/A
PEG (5Y)1.03
EPS Next 2Y-37.4%
EPS Next 3Y-14.93%
5. Dividend
5.1 Amount
- OXY has a Yearly Dividend Yield of 2.11%. Purely for dividend investing, there may be better candidates out there.
- Compared to an average industry Dividend Yield of 3.64, OXY has a dividend in line with its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.83, OXY has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.11% |
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-37.4%
EPS Next 3Y-14.93%
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 3 / 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 6 / 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 -34.38% 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 112.93%.