OCCIDENTAL PETROLEUM CORP (OXY) Fundamental Analysis & Valuation

NYSE:OXY • US6745991058

Current stock price

63.8701 USD
+0.91 (+1.45%)
Last:

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.
  • In the past year OXY had a positive cash flow from operations.
  • Each year in the past 5 years OXY has been profitable.
  • 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.
  • OXY has a Return On Equity (4.47%) which is comparable to the rest of the industry.
  • Looking at the Return On Invested Capital, with a value of 3.45%, OXY is doing worse than 63.64% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for OXY is significantly below the industry average of 23.10%.
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 51.67% of the companies in the same industry.
  • In the last couple of years the Profit Margin of OXY has declined.
  • OXY's Operating Margin of 17.24% is in line compared to the rest of the industry. OXY outperforms 52.15% of its industry peers.
  • OXY's Operating Margin has declined in the last couple of years.
  • The Gross Margin of OXY (69.82%) is better than 77.99% of its industry peers.
  • In the last couple of years the Gross Margin of OXY has grown nicely.
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

  • Based on the Altman-Z score of 1.53, we must say that OXY is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of OXY (1.53) is comparable to the rest of the industry.
  • 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.
  • The Debt to FCF ratio of OXY (5.46) is better than 65.55% 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.
  • OXY has a Debt to Equity ratio (0.57) which is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.57
Debt/FCF 5.46
Altman-Z 1.53
ROIC/WACC0.46
WACC7.47%
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 worse Current ratio (0.94) than 62.20% 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.
  • Looking at the Quick ratio, with a value of 0.74, OXY is doing worse than 64.11% of the companies in the same industry.
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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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
  • OXY shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -19.20%.
  • 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 21.10% on average over the next years. This is a very strong growth
  • The Revenue is expected to decrease by -0.88% on average over the next years.
EPS Next Y-41.77%
EPS Next 2Y-8.81%
EPS Next 3Y12.09%
EPS Next 5Y21.1%
Revenue Next Year-8.83%
Revenue Next 2Y-3.97%
Revenue Next 3Y-1.99%
Revenue Next 5Y-0.88%

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.
  • 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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3

4. OXY Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 28.90, OXY can be considered very expensive at the moment.
  • 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 26.21. OXY is around the same levels.
  • Based on the Price/Forward Earnings ratio of 49.63, the valuation of OXY can be described as expensive.
  • OXY's Price/Forward Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 23.13, OXY is valued quite expensively.
Industry RankSector Rank
PE 28.9
Fwd PE 49.63
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

  • Based on the Enterprise Value to EBITDA ratio, OXY is valued a bit cheaper than the industry average as 69.86% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, OXY is valued a bit cheaper than the industry average as 68.90% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 15.35
EV/EBITDA 7.33
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 grow with 12.09% in the coming years. This may justify a more expensive valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-8.81%
EPS Next 3Y12.09%

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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 1.59%, OXY has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 3.16, OXY has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.89, OXY has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.59%

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 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

  • OXY pays out 98.88% of its income as dividend. This is not a sustainable payout ratio.
DP98.88%
EPS Next 2Y-8.81%
EPS Next 3Y12.09%
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 (4/7/2026, 10:14:09 AM)

63.8701

+0.91 (+1.45%)

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 Change0%
Ins Owners0.31%
Ins Owner Change5.14%
Market Cap62.99B
Revenue(TTM)21.59B
Net Income(TTM)1.61B
Analysts68.75
Price Target58.24 (-8.81%)
Short Float %4.01%
Short Ratio1.77
Dividend
Industry RankSector Rank
Dividend Yield 1.59%
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)8.74%
PT rev (3m)15.13%
EPS NQ rev (1m)190.23%
EPS NQ rev (3m)70.78%
EPS NY rev (1m)0%
EPS NY rev (3m)-18.45%
Revenue NQ rev (1m)7.63%
Revenue NQ rev (3m)2.52%
Revenue NY rev (1m)9.43%
Revenue NY rev (3m)8.77%
Valuation
Industry RankSector Rank
PE 28.9
Fwd PE 49.63
P/S 2.92
P/FCF 15.35
P/OCF 5.98
P/B 1.75
P/tB 1.75
EV/EBITDA 7.33
EPS(TTM)2.21
EY3.46%
EPS(NY)1.29
Fwd EY2.01%
FCF(TTM)4.16
FCFY6.52%
OCF(TTM)10.68
OCFY16.72%
SpS21.89
BVpS36.54
TBVpS36.54
PEG (NY)N/A
PEG (5Y)N/A
Graham Number42.62
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 1.53
F-Score5
WACC7.47%
ROIC/WACC0.46
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-41.77%
EPS Next 2Y-8.81%
EPS Next 3Y12.09%
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-8.83%
Revenue Next 2Y-3.97%
Revenue Next 3Y-1.99%
Revenue Next 5Y-0.88%
EBIT growth 1Y-33.45%
EBIT growth 3Y-35.18%
EBIT growth 5YN/A
EBIT Next Year126.37%
EBIT Next 3Y39.65%
EBIT Next 5Y26.63%
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 3 / 10 to OCCIDENTAL PETROLEUM CORP (OXY). This can be considered as Overvalued.


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 28.9 and the Price/Book (PB) ratio is 1.75.


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

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