OCCIDENTAL PETROLEUM CORP (1OXY.MI) Stock Fundamental Analysis
BIT:1OXY - Euronext Milan - US6745991058 - Common Stock - Currency: EUR
We assign a fundamental rating of 4 out of 10 to 1OXY. 1OXY was compared to 61 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 decent growth rate and is not valued too expensively.
1. Profitability
1.1 Basic Checks
In the past year 1OXY was profitable.
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's Return On Assets of 2.84% is in line compared to the rest of the industry. 1OXY outperforms 42.62% of its industry peers.
Looking at the Return On Equity, with a value of 6.94%, 1OXY is doing worse than 60.66% of the companies in the same industry.
1OXY has a Return On Invested Capital (5.84%) which is in line with its industry peers.
1OXY had an Average Return On Invested Capital over the past 3 years of 9.21%. This is below the industry average of 13.70%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.84% | ||
| ROE | 6.94% | ||
| ROIC | 5.84% |
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 8.75%, 1OXY is in line with its industry, outperforming 55.74% of the companies in the same industry.
1OXY's Profit Margin has improved in the last couple of years.
Looking at the Operating Margin, with a value of 22.14%, 1OXY is in line with its industry, outperforming 57.38% 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 64.09%, 1OXY is in the better half of the industry, outperforming 70.49% of the companies in the same industry.
In the last couple of years the Gross Margin of 1OXY has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 22.14% | ||
| PM (TTM) | 8.75% | ||
| GM | 64.09% |
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.
1OXY has more shares outstanding than it did 1 year ago.
1OXY has more shares outstanding than it did 5 years ago.
1OXY has a worse debt/assets ratio than last year.
2.2 Solvency
Based on the Altman-Z score of 1.44, we must say that 1OXY is in the distress zone and has some risk of bankruptcy.
The Altman-Z score of 1OXY (1.44) is worse than 65.57% of its industry peers.
1OXY has a debt to FCF ratio of 5.77. This is a neutral value as 1OXY would need 5.77 years to pay back of all of its debts.
1OXY's Debt to FCF ratio of 5.77 is fine compared to the rest of the industry. 1OXY outperforms 60.66% of its industry peers.
1OXY has a Debt/Equity ratio of 0.69. This is a neutral value indicating 1OXY is somewhat dependend on debt financing.
1OXY has a worse Debt to Equity ratio (0.69) than 65.57% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.69 | ||
| Debt/FCF | 5.77 | ||
| Altman-Z | 1.44 |
ROIC/WACC0.68
WACC8.57%
2.3 Liquidity
1OXY has a Current Ratio of 1.01. This is a normal value and indicates that 1OXY is financially healthy and should not expect problems in meeting its short term obligations.
The Current ratio of 1OXY (1.01) is worse than 83.61% of its industry peers.
A Quick Ratio of 0.79 indicates that 1OXY may have some problems paying its short term obligations.
With a Quick ratio value of 0.79, 1OXY is not doing good in the industry: 85.25% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.01 | ||
| Quick Ratio | 0.79 |
3. Growth
3.1 Past
1OXY shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 14.55%, which is quite good.
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 2.02% in the last year.
1OXY shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.03% yearly.
EPS 1Y (TTM)14.55%
EPS 3Y11.15%
EPS 5Y16.39%
EPS Q2Q%38.1%
Revenue 1Y (TTM)2.02%
Revenue growth 3Y0.98%
Revenue growth 5Y5.03%
Sales Q2Q%13.86%
3.2 Future
Based on estimates for the next years, 1OXY will show a quite strong growth in Earnings Per Share. The EPS will grow by 9.51% on average per year.
The Revenue is expected to grow by 1.68% on average over the next years.
EPS Next Y-28.28%
EPS Next 2Y-4.21%
EPS Next 3Y4.24%
EPS Next 5Y9.51%
Revenue Next Year-2.74%
Revenue Next 2Y0.83%
Revenue Next 3Y1.68%
Revenue Next 5YN/A
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
1OXY is valuated reasonably with a Price/Earnings ratio of 11.93.
1OXY's Price/Earnings ratio is in line with the industry average.
The average S&P500 Price/Earnings ratio is at 27.35. 1OXY is valued rather cheaply when compared to this.
With a Price/Forward Earnings ratio of 13.91, 1OXY is valued correctly.
60.66% of the companies in the same industry are cheaper than 1OXY, based on the Price/Forward Earnings ratio.
When comparing the Price/Forward Earnings ratio of 1OXY to the average of the S&P500 Index (37.54), we can say 1OXY is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.93 | ||
| Fwd PE | 13.91 |
4.2 Price Multiples
The rest of the industry has a similar Enterprise Value to EBITDA ratio as 1OXY.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of 1OXY indicates a somewhat cheap valuation: 1OXY is cheaper than 63.93% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.8 | ||
| EV/EBITDA | 4.85 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)0.73
EPS Next 2Y-4.21%
EPS Next 3Y4.24%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 2.19%, 1OXY has a reasonable but not impressive dividend return.
In the last 3 months the price of 1OXY has falen by -21.94%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
Compared to an average industry Dividend Yield of 58.76, 1OXY is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 2.36, 1OXY has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.19% |
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 61.99% of its income as dividend. This is not a sustainable payout ratio.
DP61.99%
EPS Next 2Y-4.21%
EPS Next 3Y4.24%
BIT:1OXY (7/23/2025, 7:00:00 PM)
37.58
+0.16 (+0.44%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)
Earnings (Next)
Inst Owners49.54%
Inst Owner ChangeN/A
Ins Owners0.3%
Ins Owner ChangeN/A
Market Cap36.98B
Analysts67.33
Price Target43.18 (14.9%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.19% |
Yearly Dividend1.35
Dividend Growth(5Y)-13.01%
DP61.99%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)12.91%
Min EPS beat(2)12.14%
Max EPS beat(2)13.68%
EPS beat(4)4
Avg EPS beat(4)22.92%
Min EPS beat(4)12.14%
Max EPS beat(4)34.19%
EPS beat(8)7
Avg EPS beat(8)16.38%
EPS beat(12)8
Avg EPS beat(12)8.99%
EPS beat(16)12
Avg EPS beat(16)62.38%
Revenue beat(2)0
Avg Revenue beat(2)-2.88%
Min Revenue beat(2)-4.04%
Max Revenue beat(2)-1.72%
Revenue beat(4)1
Avg Revenue beat(4)-1.93%
Min Revenue beat(4)-4.04%
Max Revenue beat(4)0.1%
Revenue beat(8)3
Avg Revenue beat(8)-1.17%
Revenue beat(12)4
Avg Revenue beat(12)-1.46%
Revenue beat(16)8
Avg Revenue beat(16)-0.33%
PT rev (1m)-3.56%
PT rev (3m)-26.73%
EPS NQ rev (1m)1.47%
EPS NQ rev (3m)-59.1%
EPS NY rev (1m)1.92%
EPS NY rev (3m)-29.76%
Revenue NQ rev (1m)0.88%
Revenue NQ rev (3m)-8.26%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-6.76%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.93 | ||
| Fwd PE | 13.91 | ||
| P/S | 1.58 | ||
| P/FCF | 9.8 | ||
| P/OCF | 3.75 | ||
| P/B | 1.25 | ||
| P/tB | 1.25 | ||
| EV/EBITDA | 4.85 |
EPS(TTM)3.15
EY8.38%
EPS(NY)2.7
Fwd EY7.19%
FCF(TTM)3.84
FCFY10.21%
OCF(TTM)10.01
OCFY26.63%
SpS23.82
BVpS30
TBVpS30
PEG (NY)N/A
PEG (5Y)0.73
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.84% | ||
| ROE | 6.94% | ||
| ROCE | 8.1% | ||
| ROIC | 5.84% | ||
| ROICexc | 6.05% | ||
| ROICexgc | 6.05% | ||
| OM | 22.14% | ||
| PM (TTM) | 8.75% | ||
| GM | 64.09% | ||
| FCFM | 16.1% |
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 | 0.69 | ||
| Debt/FCF | 5.77 | ||
| Debt/EBITDA | 1.76 | ||
| Cap/Depr | 94.05% | ||
| Cap/Sales | 25.92% | ||
| Interest Coverage | 4.74 | ||
| Cash Conversion | 84.56% | ||
| Profit Quality | 184.11% | ||
| Current Ratio | 1.01 | ||
| Quick Ratio | 0.79 | ||
| Altman-Z | 1.44 |
F-Score5
WACC8.57%
ROIC/WACC0.68
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)14.55%
EPS 3Y11.15%
EPS 5Y16.39%
EPS Q2Q%38.1%
EPS Next Y-28.28%
EPS Next 2Y-4.21%
EPS Next 3Y4.24%
EPS Next 5Y9.51%
Revenue 1Y (TTM)2.02%
Revenue growth 3Y0.98%
Revenue growth 5Y5.03%
Sales Q2Q%13.86%
Revenue Next Year-2.74%
Revenue Next 2Y0.83%
Revenue Next 3Y1.68%
Revenue Next 5YN/A
EBIT growth 1Y10.01%
EBIT growth 3Y6.23%
EBIT growth 5Y13.4%
EBIT Next Year98.79%
EBIT Next 3Y30.91%
EBIT Next 5Y20.15%
FCF growth 1Y-60.88%
FCF growth 3Y-16.39%
FCF growth 5Y34.09%
OCF growth 1Y-29.57%
OCF growth 3Y3.11%
OCF growth 5Y9.18%