OCCIDENTAL PETROLEUM CORP (1OXY.MI) Stock Fundamental Analysis
Europe - BIT:1OXY - US6745991058 - Common Stock
38.77 EUR
+0.68 (+1.77%)
1OXY gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 65 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 has a valuation in line with the averages, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
1OXY had positive earnings in the past year.
1OXY had a positive operating cash flow in the past year.
1OXY had positive earnings in 4 of the past 5 years.
In the past 5 years 1OXY always reported a positive cash flow from operatings.
1.2 Ratios
1OXY has a Return On Assets of 2.00%. This is in the lower half of the industry: 1OXY underperforms 66.15% of its industry peers.
With a Return On Equity value of 4.72%, 1OXY is not doing good in the industry: 69.23% of the companies in the same industry are doing better.
Looking at the Return On Invested Capital, with a value of 5.19%, 1OXY is in line with its industry, outperforming 41.54% of the companies in the same industry.
1OXY had an Average Return On Invested Capital over the past 3 years of 9.21%. This is in line with the industry average of 9.91%.
The last Return On Invested Capital (5.19%) for 1OXY is well below the 3 year average (9.21%), which needs to be investigated, but indicates that 1OXY had better years and this may not be a problem.
| 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
Looking at the Profit Margin, with a value of 6.21%, 1OXY is in line with its industry, outperforming 43.08% of the companies in the same industry.
In the last couple of years the Profit Margin of 1OXY has grown nicely.
With a Operating Margin value of 20.10%, 1OXY perfoms like the industry average, outperforming 58.46% of the companies in the same industry.
1OXY's Operating Margin has improved in the last couple of years.
With a decent Gross Margin value of 63.94%, 1OXY is doing good in the industry, outperforming 75.38% 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
1OXY has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
Compared to 1 year ago, 1OXY has more shares outstanding
1OXY has more shares outstanding than it did 5 years ago.
1OXY has a worse debt/assets ratio than last year.
2.2 Solvency
1OXY has an Altman-Z score of 1.45. This is a bad value and indicates that 1OXY is not financially healthy and even has some risk of bankruptcy.
Looking at the Altman-Z score, with a value of 1.45, 1OXY is doing worse than 63.08% of the companies in the same industry.
The Debt to FCF ratio of 1OXY is 4.98, which is a neutral value as it means it would take 1OXY, 4.98 years of fcf income to pay off all of its debts.
With a decent Debt to FCF ratio value of 4.98, 1OXY is doing good in the industry, outperforming 70.77% of the companies in the same industry.
A Debt/Equity ratio of 0.65 indicates that 1OXY is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.65, 1OXY is doing worse than 61.54% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.65 | ||
| Debt/FCF | 4.98 | ||
| Altman-Z | 1.45 |
ROIC/WACC0.66
WACC7.87%
2.3 Liquidity
A Current Ratio of 1.05 indicates that 1OXY should not have too much problems paying its short term obligations.
Looking at the Current ratio, with a value of 1.05, 1OXY is doing worse than 72.31% of the companies in the same industry.
1OXY has a Quick Ratio of 1.05. This is a bad value and indicates that 1OXY is not financially healthy enough and could expect problems in meeting its short term obligations.
1OXY's Quick ratio of 0.83 is on the low side compared to the rest of the industry. 1OXY is outperformed by 73.85% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.05 | ||
| Quick Ratio | 0.83 |
3. Growth
3.1 Past
The earnings per share for 1OXY have decreased strongly by -14.53% in the last year.
1OXY shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 16.39% yearly.
1OXY shows a small growth in Revenue. In the last year, the Revenue has grown by 0.10%.
The Revenue has been growing slightly by 5.03% on average over the past years.
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
The Earnings Per Share is expected to grow by 6.37% on average over the next years.
Based on estimates for the next years, 1OXY will show a small growth in Revenue. The Revenue will grow by 1.41% on average per year.
EPS Next Y-32.97%
EPS Next 2Y-9.99%
EPS Next 3Y0.89%
EPS Next 5Y6.37%
Revenue Next Year-1.26%
Revenue Next 2Y0.42%
Revenue Next 3Y1.41%
Revenue Next 5YN/A
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 decreasing.
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
A Price/Earnings ratio of 14.85 indicates a correct valuation of 1OXY.
1OXY's Price/Earnings ratio is in line with the industry average.
1OXY is valuated rather cheaply when we compare the Price/Earnings ratio to 27.30, which is the current average of the S&P500 Index.
With a Price/Forward Earnings ratio of 16.21, 1OXY is valued correctly.
Based on the Price/Forward Earnings ratio, 1OXY is valued a bit more expensive than 60.00% of the companies in the same industry.
1OXY is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 22.73, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 14.85 | ||
| Fwd PE | 16.21 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, 1OXY is valued a bit cheaper than the industry average as 64.62% of the companies are valued more expensively.
Based on the Price/Free Cash Flow ratio, 1OXY is valued a bit cheaper than 73.85% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.36 | ||
| EV/EBITDA | 5.01 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)0.91
EPS Next 2Y-9.99%
EPS Next 3Y0.89%
5. Dividend
5.1 Amount
1OXY has a Yearly Dividend Yield of 2.02%. Purely for dividend investing, there may be better candidates out there.
The stock price of 1OXY dropped by -20.48% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
1OXY's Dividend Yield is slightly below the industry average, which is at 54.34.
Compared to an average S&P500 Dividend Yield of 2.38, 1OXY has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.02% |
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-9.99%
EPS Next 3Y0.89%
BIT:1OXY (9/10/2025, 7:00:00 PM)
38.77
+0.68 (+1.77%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)
Earnings (Next)
Inst Owners49.59%
Inst Owner ChangeN/A
Ins Owners0.3%
Ins Owner ChangeN/A
Market Cap38.17B
Analysts68
Price Target43.66 (12.61%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.02% |
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)-4.46%
PT rev (3m)-2.48%
EPS NQ rev (1m)-17.13%
EPS NQ rev (3m)-52.19%
EPS NY rev (1m)-10.95%
EPS NY rev (3m)-4.74%
Revenue NQ rev (1m)3.61%
Revenue NQ rev (3m)-6.08%
Revenue NY rev (1m)2.16%
Revenue NY rev (3m)1.87%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 14.85 | ||
| Fwd PE | 16.21 | ||
| P/S | 1.65 | ||
| P/FCF | 9.36 | ||
| P/OCF | 3.68 | ||
| P/B | 1.25 | ||
| P/tB | 1.25 | ||
| EV/EBITDA | 5.01 |
EPS(TTM)2.61
EY6.73%
EPS(NY)2.39
Fwd EY6.17%
FCF(TTM)4.14
FCFY10.68%
OCF(TTM)10.53
OCFY27.16%
SpS23.54
BVpS30.97
TBVpS30.97
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 | 1.45 |
F-Score5
WACC7.87%
ROIC/WACC0.66
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-32.97%
EPS Next 2Y-9.99%
EPS Next 3Y0.89%
EPS Next 5Y6.37%
Revenue 1Y (TTM)0.1%
Revenue growth 3Y0.98%
Revenue growth 5Y5.03%
Sales Q2Q%-6.15%
Revenue Next Year-1.26%
Revenue Next 2Y0.42%
Revenue Next 3Y1.41%
Revenue Next 5YN/A
EBIT growth 1Y-2.38%
EBIT growth 3Y6.23%
EBIT growth 5Y13.4%
EBIT Next Year100.1%
EBIT Next 3Y30.86%
EBIT Next 5Y19.24%
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%