OCCIDENTAL PETROLEUM CORP (1OXY.MI) Stock Fundamental Analysis
Europe - BIT:1OXY - US6745991058 - Common Stock
39.04 EUR
+0.05 (+0.13%)
1OXY gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 63 industry peers in the Oil, Gas & Consumable Fuels industry. While 1OXY is still in line with the averages on profitability rating, there are concerns on its financial health. 1OXY is valued correctly, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
In the past year 1OXY was profitable.
In the past year 1OXY had a positive cash flow from operations.
Of the past 5 years 1OXY 4 years were profitable.
1OXY had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
Looking at the Return On Assets, with a value of 2.00%, 1OXY is doing worse than 69.84% of the companies in the same industry.
1OXY has a worse Return On Equity (4.72%) than 73.02% of its industry peers.
1OXY has a Return On Invested Capital (5.19%) which is in line with its industry peers.
The Average Return On Invested Capital over the past 3 years for 1OXY is in line with the industry average of 10.01%.
The 3 year average ROIC (9.21%) for 1OXY is well above the current ROIC(5.19%). The reason for the recent decline needs to be investigated.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2% | ||
| ROE | 4.72% | ||
| ROIC | 5.19% |
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
The Profit Margin of 1OXY (6.21%) is comparable to the rest of the industry.
1OXY's Profit Margin has improved in the last couple of years.
With a Operating Margin value of 20.10%, 1OXY perfoms like the industry average, outperforming 55.56% of the companies in the same industry.
1OXY's Operating Margin has improved in the last couple of years.
Looking at the Gross Margin, with a value of 63.94%, 1OXY is in the better half of the industry, outperforming 73.02% of the companies in the same industry.
1OXY's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 20.1% | ||
| PM (TTM) | 6.21% | ||
| GM | 63.94% |
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
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), 1OXY is creating some value.
1OXY has more shares outstanding than it did 1 year ago.
Compared to 5 years ago, 1OXY has more shares outstanding
Compared to 1 year ago, 1OXY has a worse debt to assets ratio.
2.2 Solvency
1OXY has an Altman-Z score of 1.48. This is a bad value and indicates that 1OXY is not financially healthy and even has some risk of bankruptcy.
1OXY's Altman-Z score of 1.48 is on the low side compared to the rest of the industry. 1OXY is outperformed by 60.32% of its industry peers.
1OXY has a debt to FCF ratio of 4.98. This is a neutral value as 1OXY would need 4.98 years to pay back of all of its debts.
1OXY has a better Debt to FCF ratio (4.98) than 69.84% of its industry peers.
1OXY has a Debt/Equity ratio of 0.65. This is a neutral value indicating 1OXY is somewhat dependend on debt financing.
1OXY's Debt to Equity ratio of 0.65 is on the low side compared to the rest of the industry. 1OXY is outperformed by 61.90% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.65 | ||
| Debt/FCF | 4.98 | ||
| Altman-Z | 1.48 |
ROIC/WACC0.65
WACC7.93%
2.3 Liquidity
A Current Ratio of 1.05 indicates that 1OXY should not have too much problems paying its short term obligations.
1OXY has a Current ratio of 1.05. This is in the lower half of the industry: 1OXY underperforms 73.02% of its industry peers.
A Quick Ratio of 0.83 indicates that 1OXY may have some problems paying its short term obligations.
1OXY has a Quick ratio of 0.83. This is in the lower half of the industry: 1OXY underperforms 74.60% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.05 | ||
| Quick Ratio | 0.83 |
3. Growth
3.1 Past
1OXY shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -14.53%.
1OXY shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 16.39% yearly.
Looking at the last year, 1OXY shows a small growth in Revenue. The Revenue has grown by 0.10% in the last year.
Measured over the past years, 1OXY shows a small growth in Revenue. The Revenue has been growing by 5.03% on average per year.
EPS 1Y (TTM)-14.53%
EPS 3Y11.15%
EPS 5Y16.39%
EPS Q2Q%-62.14%
Revenue 1Y (TTM)0.1%
Revenue growth 3Y0.98%
Revenue growth 5Y5.03%
Sales Q2Q%-6.15%
3.2 Future
1OXY is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 8.13% yearly.
The Revenue is expected to grow by 2.80% on average over the next years.
EPS Next Y-31.56%
EPS Next 2Y-8.84%
EPS Next 3Y1.92%
EPS Next 5Y8.13%
Revenue Next Year-1.72%
Revenue Next 2Y-4.22%
Revenue Next 3Y-0.73%
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.
The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 14.96, the valuation of 1OXY can be described as correct.
1OXY's Price/Earnings is on the same level as the industry average.
When comparing the Price/Earnings ratio of 1OXY to the average of the S&P500 Index (27.90), we can say 1OXY is valued slightly cheaper.
The Price/Forward Earnings ratio is 15.93, which indicates a correct valuation of 1OXY.
Based on the Price/Forward Earnings ratio, 1OXY is valued a bit more expensive than 65.08% of the companies in the same industry.
1OXY's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 23.36.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 14.96 | ||
| Fwd PE | 15.93 |
4.2 Price Multiples
1OXY's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. 1OXY is cheaper than 61.90% of the companies in the same industry.
73.02% of the companies in the same industry are more expensive than 1OXY, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.44 | ||
| EV/EBITDA | 5.17 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)0.91
EPS Next 2Y-8.84%
EPS Next 3Y1.92%
5. Dividend
5.1 Amount
1OXY has a Yearly Dividend Yield of 2.17%. Purely for dividend investing, there may be better candidates out there.
1OXY's Dividend Yield is slightly below the industry average, which is at 57.51.
Compared to an average S&P500 Dividend Yield of 2.44, 1OXY has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.17% |
5.2 History
The dividend of 1OXY decreases each year by -13.01%.
Dividend Growth(5Y)-13.01%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
1OXY pays out 90.51% of its income as dividend. This is not a sustainable payout ratio.
DP90.51%
EPS Next 2Y-8.84%
EPS Next 3Y1.92%
BIT:1OXY (10/6/2025, 7:00:00 PM)
39.04
+0.05 (+0.13%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)
Earnings (Next)
Inst Owners50.39%
Inst Owner ChangeN/A
Ins Owners0.3%
Ins Owner ChangeN/A
Market Cap38.43B
Analysts67.33
Price Target44.79 (14.73%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.17% |
Yearly Dividend1.36
Dividend Growth(5Y)-13.01%
DP90.51%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)23.66%
Min EPS beat(2)12.14%
Max EPS beat(2)35.18%
EPS beat(4)4
Avg EPS beat(4)23.8%
Min EPS beat(4)12.14%
Max EPS beat(4)35.18%
EPS beat(8)8
Avg EPS beat(8)21.66%
EPS beat(12)8
Avg EPS beat(12)11.63%
EPS beat(16)12
Avg EPS beat(16)13.13%
Revenue beat(2)1
Avg Revenue beat(2)0.06%
Min Revenue beat(2)-1.72%
Max Revenue beat(2)1.85%
Revenue beat(4)1
Avg Revenue beat(4)-1.49%
Min Revenue beat(4)-4.04%
Max Revenue beat(4)1.85%
Revenue beat(8)4
Avg Revenue beat(8)-0.9%
Revenue beat(12)4
Avg Revenue beat(12)-1.55%
Revenue beat(16)8
Avg Revenue beat(16)-0.23%
PT rev (1m)2.59%
PT rev (3m)3.74%
EPS NQ rev (1m)-0.25%
EPS NQ rev (3m)-18.84%
EPS NY rev (1m)2.11%
EPS NY rev (3m)-4.57%
Revenue NQ rev (1m)0.18%
Revenue NQ rev (3m)4.05%
Revenue NY rev (1m)-0.46%
Revenue NY rev (3m)1.05%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 14.96 | ||
| Fwd PE | 15.93 | ||
| P/S | 1.66 | ||
| P/FCF | 9.44 | ||
| P/OCF | 3.71 | ||
| P/B | 1.26 | ||
| P/tB | 1.26 | ||
| EV/EBITDA | 5.17 |
EPS(TTM)2.61
EY6.69%
EPS(NY)2.45
Fwd EY6.28%
FCF(TTM)4.13
FCFY10.59%
OCF(TTM)10.51
OCFY26.93%
SpS23.5
BVpS30.92
TBVpS30.92
PEG (NY)N/A
PEG (5Y)0.91
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2% | ||
| ROE | 4.72% | ||
| ROCE | 7.2% | ||
| ROIC | 5.19% | ||
| ROICexc | 5.36% | ||
| ROICexgc | 5.36% | ||
| OM | 20.1% | ||
| PM (TTM) | 6.21% | ||
| GM | 63.94% | ||
| FCFM | 17.59% |
ROA(3y)8.36%
ROA(5y)1.51%
ROE(3y)20.32%
ROE(5y)-3.19%
ROIC(3y)9.21%
ROIC(5y)N/A
ROICexc(3y)9.39%
ROICexc(5y)N/A
ROICexgc(3y)9.46%
ROICexgc(5y)N/A
ROCE(3y)12.78%
ROCE(5y)N/A
ROICexcg growth 3Y1.28%
ROICexcg growth 5Y18.37%
ROICexc growth 3Y1.28%
ROICexc growth 5Y18.37%
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%
F-Score5
Asset Turnover0.32
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.65 | ||
| Debt/FCF | 4.98 | ||
| Debt/EBITDA | 1.77 | ||
| Cap/Depr | 95.02% | ||
| Cap/Sales | 27.15% | ||
| Interest Coverage | 3.96 | ||
| Cash Conversion | 91.92% | ||
| Profit Quality | 283.27% | ||
| Current Ratio | 1.05 | ||
| Quick Ratio | 0.83 | ||
| Altman-Z | 1.48 |
F-Score5
WACC7.93%
ROIC/WACC0.65
Cap/Depr(3y)83.82%
Cap/Depr(5y)63.35%
Cap/Sales(3y)20.24%
Cap/Sales(5y)17.2%
Profit Quality(3y)148.51%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-14.53%
EPS 3Y11.15%
EPS 5Y16.39%
EPS Q2Q%-62.14%
EPS Next Y-31.56%
EPS Next 2Y-8.84%
EPS Next 3Y1.92%
EPS Next 5Y8.13%
Revenue 1Y (TTM)0.1%
Revenue growth 3Y0.98%
Revenue growth 5Y5.03%
Sales Q2Q%-6.15%
Revenue Next Year-1.72%
Revenue Next 2Y-4.22%
Revenue Next 3Y-0.73%
Revenue Next 5Y2.8%
EBIT growth 1Y-2.38%
EBIT growth 3Y6.23%
EBIT growth 5Y13.4%
EBIT Next Year101.14%
EBIT Next 3Y30.9%
EBIT Next 5Y20.1%
FCF growth 1Y-43.2%
FCF growth 3Y-16.39%
FCF growth 5Y34.09%
OCF growth 1Y-14.36%
OCF growth 3Y3.11%
OCF growth 5Y9.18%