OCCIDENTAL PETROLEUM CORP (1OXY.MI) Stock Fundamental Analysis
BIT:1OXY - Euronext Milan - US6745991058 - Common Stock - Currency: EUR
We assign a fundamental rating of 3 out of 10 to 1OXY. 1OXY was compared to 62 industry peers in the Oil, Gas & Consumable Fuels industry. 1OXY has a medium profitability rating, but doesn't score so well on its financial health evaluation. 1OXY has a correct valuation and a medium growth rate.
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
With a Return On Assets value of 2.84%, 1OXY is not doing good in the industry: 62.90% of the companies in the same industry are doing better.
1OXY has a worse Return On Equity (6.94%) than 64.52% of its industry peers.
1OXY has a Return On Invested Capital of 5.84%. This is in the lower half of the industry: 1OXY underperforms 61.29% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for 1OXY is significantly below the industry average of 14.24%.
| 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
1OXY's Profit Margin of 8.75% is in line compared to the rest of the industry. 1OXY outperforms 51.61% of its industry peers.
In the last couple of years the Profit Margin of 1OXY has grown nicely.
1OXY has a Operating Margin of 22.14%. This is comparable to the rest of the industry: 1OXY outperforms 56.45% of its industry peers.
In the last couple of years the Operating Margin of 1OXY has grown nicely.
Looking at the Gross Margin, with a value of 64.09%, 1OXY is in the better half of the industry, outperforming 69.35% 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
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), 1OXY 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.
Compared to 1 year ago, 1OXY has a worse debt to assets ratio.
2.2 Solvency
1OXY has an Altman-Z score of 1.46. 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 1.46 is on the low side compared to the rest of the industry. 1OXY is outperformed by 64.52% of its industry peers.
The Debt to FCF ratio of 1OXY is 5.77, which is a neutral value as it means it would take 1OXY, 5.77 years of fcf income to pay off all of its debts.
1OXY has a Debt to FCF ratio (5.77) which is in line with its industry peers.
A Debt/Equity ratio of 0.69 indicates that 1OXY is somewhat dependend on debt financing.
1OXY has a worse Debt to Equity ratio (0.69) than 69.35% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.69 | ||
| Debt/FCF | 5.77 | ||
| Altman-Z | 1.46 |
ROIC/WACC0.73
WACC7.95%
2.3 Liquidity
A Current Ratio of 1.01 indicates that 1OXY should not have too much problems paying its short term obligations.
1OXY's Current ratio of 1.01 is on the low side compared to the rest of the industry. 1OXY is outperformed by 85.48% of its industry peers.
A Quick Ratio of 0.79 indicates that 1OXY may have some problems paying its short term obligations.
The Quick ratio of 1OXY (0.79) is worse than 87.10% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.01 | ||
| Quick Ratio | 0.79 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 14.55% over the past 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.
The Revenue has been growing slightly by 2.02% in the past 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)14.55%
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
The Earnings Per Share is expected to grow by 9.51% on average over the next years. This is quite good.
1OXY is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 1.68% yearly.
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 correctly with a Price/Earnings ratio of 12.41.
The rest of the industry has a similar Price/Earnings ratio as 1OXY.
Compared to an average S&P500 Price/Earnings ratio of 26.92, 1OXY is valued rather cheaply.
The Price/Forward Earnings ratio is 14.45, which indicates a correct valuation of 1OXY.
1OXY's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. 1OXY is more expensive than 66.13% of the companies in the same industry.
When comparing the Price/Forward Earnings ratio of 1OXY to the average of the S&P500 Index (21.49), we can say 1OXY is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.41 | ||
| Fwd PE | 14.45 |
4.2 Price Multiples
1OXY's Enterprise Value to EBITDA is on the same level as the industry average.
1OXY's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. 1OXY is cheaper than 61.29% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.18 | ||
| EV/EBITDA | 4.98 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)0.76
EPS Next 2Y-4.21%
EPS Next 3Y4.24%
5. Dividend
5.1 Amount
1OXY has a Yearly Dividend Yield of 2.22%. Purely for dividend investing, there may be better candidates out there.
1OXY's Dividend Yield is slightly below the industry average, which is at 55.55.
Compared to an average S&P500 Dividend Yield of 2.43, 1OXY has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.22% |
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
61.99% of the earnings are spent on dividend by 1OXY. This is not a sustainable payout ratio.
DP61.99%
EPS Next 2Y-4.21%
EPS Next 3Y4.24%
BIT:1OXY (6/23/2025, 7:00:00 PM)
39.21
-0.73 (-1.84%)
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 Cap38.59B
Analysts67.33
Price Target43.18 (10.12%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.22% |
Yearly Dividend1.36
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)2.26%
EPS NQ rev (3m)-59.69%
EPS NY rev (1m)1.92%
EPS NY rev (3m)-29.76%
Revenue NQ rev (1m)1.11%
Revenue NQ rev (3m)-9.06%
Revenue NY rev (1m)0.34%
Revenue NY rev (3m)-6.76%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 12.41 | ||
| Fwd PE | 14.45 | ||
| P/S | 1.64 | ||
| P/FCF | 10.18 | ||
| P/OCF | 3.9 | ||
| P/B | 1.3 | ||
| P/tB | 1.3 | ||
| EV/EBITDA | 4.98 |
EPS(TTM)3.16
EY8.06%
EPS(NY)2.71
Fwd EY6.92%
FCF(TTM)3.85
FCFY9.82%
OCF(TTM)10.05
OCFY25.64%
SpS23.92
BVpS30.14
TBVpS30.14
PEG (NY)N/A
PEG (5Y)0.76
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 | 1.46 |
F-Score5
WACC7.95%
ROIC/WACC0.73
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%