OCCIDENTAL PETROLEUM CORP (OXY) Fundamental Analysis & Valuation

NYSE:OXY • US6745991058

Current stock price

60.71 USD
+1.13 (+1.9%)
At close:
60.7896 USD
+0.08 (+0.13%)
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.
  • 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

  • OXY has a Return On Assets (1.91%) which is comparable to the rest of the industry.
  • OXY has a Return On Equity of 4.47%. This is comparable to the rest of the industry: OXY outperforms 42.11% of its industry peers.
  • With a Return On Invested Capital value of 3.45%, OXY is not doing good in the industry: 64.11% of the companies in the same industry are doing better.
  • OXY had an Average Return On Invested Capital over the past 3 years of 5.13%. This is significantly below the industry average of 22.30%.
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 has a Profit Margin (7.47%) which is in line with its industry peers.
  • In the last couple of years the Profit Margin of OXY has declined.
  • OXY has a Operating Margin of 17.24%. This is comparable to the rest of the industry: OXY outperforms 51.67% of its industry peers.
  • OXY's Operating Margin has declined in the last couple of years.
  • OXY has a better Gross Margin (69.82%) 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.
  • OXY has more shares outstanding than it did 1 year ago.
  • OXY has more shares outstanding than it did 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 1.50, 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 1.50, OXY is in line with its industry, outperforming 54.07% of the companies in the same 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.
  • OXY has a better Debt to FCF ratio (5.46) than 65.07% 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 of 0.57. This is comparable to the rest of the industry: OXY outperforms 47.85% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.57
Debt/FCF 5.46
Altman-Z 1.5
ROIC/WACC0.46
WACC7.45%
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

  • A Current Ratio of 0.94 indicates that OXY may have some problems paying its short term obligations.
  • The Current ratio of OXY (0.94) is worse than 63.16% 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.
  • The Quick ratio of OXY (0.74) is worse than 65.07% 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
  • The Revenue for OXY has decreased by -19.20% in the past year. This is quite bad
  • 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

  • Based on estimates for the next years, OXY will show a very strong growth in Earnings Per Share. The EPS will grow by 21.10% on average per year.
  • 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-14.5%
Revenue Next 2Y-5.48%
Revenue Next 3Y-2.24%
Revenue Next 5Y-0.88%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better 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.
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 27.47, 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.
  • Compared to an average S&P500 Price/Earnings ratio of 25.23, OXY is valued at the same level.
  • OXY is valuated quite expensively with a Price/Forward Earnings ratio of 47.17.
  • OXY's Price/Forward Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 23.28, OXY is valued quite expensively.
Industry RankSector Rank
PE 27.47
Fwd PE 47.17
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 69.38% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, OXY is valued a bit cheaper than the industry average as 69.86% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 14.59
EV/EBITDA 7.14
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

  • OXY has a Yearly Dividend Yield of 1.75%.
  • Compared to an average industry Dividend Yield of 3.35, 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 1.75%

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 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

  • 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 (3/20/2026, 8:15:54 PM)

After market: 60.7896 +0.08 (+0.13%)

60.71

+1.13 (+1.9%)

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-0.01%
Ins Owners0.31%
Ins Owner Change5.08%
Market Cap59.88B
Revenue(TTM)21.59B
Net Income(TTM)1.61B
Analysts66.25
Price Target53.56 (-11.78%)
Short Float %4.02%
Short Ratio1.94
Dividend
Industry RankSector Rank
Dividend Yield 1.75%
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)6.57%
PT rev (3m)5%
EPS NQ rev (1m)29.94%
EPS NQ rev (3m)5.75%
EPS NY rev (1m)-1.75%
EPS NY rev (3m)-21.85%
Revenue NQ rev (1m)0.27%
Revenue NQ rev (3m)-1.75%
Revenue NY rev (1m)1.47%
Revenue NY rev (3m)0.98%
Valuation
Industry RankSector Rank
PE 27.47
Fwd PE 47.17
P/S 2.77
P/FCF 14.59
P/OCF 5.69
P/B 1.66
P/tB 1.66
EV/EBITDA 7.14
EPS(TTM)2.21
EY3.64%
EPS(NY)1.29
Fwd EY2.12%
FCF(TTM)4.16
FCFY6.86%
OCF(TTM)10.68
OCFY17.59%
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 1.5
F-Score5
WACC7.45%
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-14.5%
Revenue Next 2Y-5.48%
Revenue Next 3Y-2.24%
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.


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 -41.77% 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%.