OCCIDENTAL PETROLEUM CORP (OXY) Fundamental Analysis & Valuation

NYSE:OXY • US6745991058

54.19 USD
+0.95 (+1.78%)
At close: Mar 6, 2026
54.38 USD
+0.19 (+0.35%)
After Hours: 3/6/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

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

Fundamental Rating

3

We assign a fundamental rating of 3 out of 10 to OXY. OXY was compared to 207 industry peers in the Oil, Gas & Consumable Fuels industry. There are concerns on the financial health of OXY while its profitability can be described as average. OXY is valued expensive and it does not seem to be growing.


Dividend Valuation Growth Profitability Health

4

1. OXY Profitability Analysis

1.1 Basic Checks

  • In the past year OXY was profitable.
  • 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.
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

  • The Return On Assets of OXY (1.91%) is comparable to the rest of the industry.
  • Looking at the Return On Equity, with a value of 4.47%, OXY is in line with its industry, outperforming 42.03% of the companies in the same industry.
  • With a Return On Invested Capital value of 3.45%, OXY is not doing good in the industry: 65.70% of the companies in the same industry are doing better.
  • Measured over the past 3 years, the Average Return On Invested Capital for OXY is significantly below the industry average of 22.17%.
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

  • With a Profit Margin value of 7.47%, OXY perfoms like the industry average, outperforming 50.72% of the companies in the same industry.
  • OXY's Profit Margin has declined in the last couple of years.
  • Looking at the Operating Margin, with a value of 17.24%, OXY is in line with its industry, outperforming 52.17% of the companies in the same industry.
  • OXY's Operating Margin has declined in the last couple of years.
  • With a decent Gross Margin value of 69.82%, OXY is doing good in the industry, outperforming 79.23% of the companies in the same industry.
  • 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.
  • 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.
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

  • 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 in line with its industry peers.
  • OXY has a debt to FCF ratio of 5.46. This is a neutral value as OXY would need 5.46 years to pay back of all of its debts.
  • OXY's Debt to FCF ratio of 5.46 is fine compared to the rest of the industry. OXY outperforms 64.73% of its industry peers.
  • A Debt/Equity ratio of 0.57 indicates that OXY is somewhat dependend on debt financing.
  • The Debt to Equity ratio of OXY (0.57) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.57
Debt/FCF 5.46
Altman-Z 1.41
ROIC/WACC0.48
WACC7.16%
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.
  • Looking at the Current ratio, with a value of 0.94, OXY is doing worse than 61.35% 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 (0.74) is worse than 64.73% 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

  • OXY shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -36.13%.
  • The earnings per share for OXY have been decreasing by -38.13% on average. This is quite bad
  • Looking at the last year, OXY shows a very negative growth in Revenue. The Revenue has decreased by -19.20% in the last year.
  • 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.
  • OXY is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.27% yearly.
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

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • 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.
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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2

4. OXY Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 24.52 indicates a rather expensive valuation of OXY.
  • The rest of the industry has a similar Price/Earnings ratio as OXY.
  • Compared to an average S&P500 Price/Earnings ratio of 26.29, OXY is valued at the same level.
  • The Price/Forward Earnings ratio is 41.37, which means the current valuation is very expensive for OXY.
  • The rest of the industry has a similar Price/Forward Earnings ratio as OXY.
  • OXY is valuated expensively when we compare the Price/Forward Earnings ratio to 24.57, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 24.52
Fwd PE 41.37
OXY Price Earnings VS Forward Price EarningsOXY Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 71.50% 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 77.29% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 13.01
EV/EBITDA 6.48
OXY Per share dataOXY EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

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%

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

3

5. OXY Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.95%, OXY has a reasonable but not impressive dividend return.
  • OXY's Dividend Yield is comparable with the industry average which is at 3.39.
  • OXY's Dividend Yield is comparable with the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 1.95%

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
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 2Y1.21%
EPS Next 3Y-7.18%
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 (3/6/2026, 8:04:00 PM)

After market: 54.38 +0.19 (+0.35%)

54.19

+0.95 (+1.78%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-18
Earnings (Next)05-05
Inst Owners51.68%
Inst Owner Change-0.03%
Ins Owners0.31%
Ins Owner Change1.58%
Market Cap53.45B
Revenue(TTM)21.59B
Net Income(TTM)1.61B
Analysts66.25
Price Target53.56 (-1.16%)
Short Float %4.6%
Short Ratio2.71
Dividend
Industry RankSector Rank
Dividend Yield 1.95%
Yearly Dividend1.66
Dividend Growth(5Y)-3.9%
DP98.88%
Div Incr Years3
Div Non Decr Years3
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)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 RankSector Rank
PE 24.52
Fwd PE 41.37
P/S 2.47
P/FCF 13.01
P/OCF 5.07
P/B 1.48
P/tB 1.48
EV/EBITDA 6.48
EPS(TTM)2.21
EY4.08%
EPS(NY)1.31
Fwd EY2.42%
FCF(TTM)4.17
FCFY7.69%
OCF(TTM)10.69
OCFY19.73%
SpS21.92
BVpS36.57
TBVpS36.57
PEG (NY)N/A
PEG (5Y)N/A
Graham Number42.65
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 1.41
F-Score5
WACC7.16%
ROIC/WACC0.48
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%.