CANADIAN NATURAL RESOURCES (CNQ.CA) Fundamental Analysis & Valuation

TSX:CNQ • CA1363851017

Current stock price

66.51 CAD
+0.34 (+0.51%)
Last:

This CNQ.CA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. CNQ.CA Profitability Analysis

1.1 Basic Checks

  • CNQ had positive earnings in the past year.
  • In the past year CNQ had a positive cash flow from operations.
  • In the past 5 years CNQ has always been profitable.
  • In the past 5 years CNQ always reported a positive cash flow from operatings.
CNQ.CA Yearly Net Income VS EBIT VS OCF VS FCFCNQ.CA 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 5B 10B 15B

1.2 Ratios

  • CNQ's Return On Assets of 11.78% is amongst the best of the industry. CNQ outperforms 95.69% of its industry peers.
  • CNQ has a better Return On Equity (24.39%) than 97.13% of its industry peers.
  • The Return On Invested Capital of CNQ (9.40%) is better than 93.30% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for CNQ is above the industry average of 6.63%.
Industry RankSector Rank
ROA 11.78%
ROE 24.39%
ROIC 9.4%
ROA(3y)9.93%
ROA(5y)10.83%
ROE(3y)20.18%
ROE(5y)21.98%
ROIC(3y)10.51%
ROIC(5y)11.92%
CNQ.CA Yearly ROA, ROE, ROICCNQ.CA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20

1.3 Margins

  • Looking at the Profit Margin, with a value of 27.91%, CNQ belongs to the top of the industry, outperforming 93.78% of the companies in the same industry.
  • CNQ's Profit Margin has improved in the last couple of years.
  • CNQ has a Operating Margin of 25.81%. This is amongst the best in the industry. CNQ outperforms 82.30% of its industry peers.
  • In the last couple of years the Operating Margin of CNQ has declined.
  • CNQ has a Gross Margin of 48.46%. This is in the better half of the industry: CNQ outperforms 75.12% of its industry peers.
  • In the last couple of years the Gross Margin of CNQ has grown nicely.
Industry RankSector Rank
OM 25.81%
PM (TTM) 27.91%
GM 48.46%
OM growth 3Y-9.57%
OM growth 5YN/A
PM growth 3Y2.58%
PM growth 5YN/A
GM growth 3Y-4.61%
GM growth 5Y6.01%
CNQ.CA Yearly Profit, Operating, Gross MarginsCNQ.CA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40

7

2. CNQ.CA Health Analysis

2.1 Basic Checks

  • CNQ 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, CNQ has less shares outstanding
  • CNQ has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for CNQ has been reduced compared to a year ago.
CNQ.CA Yearly Shares OutstandingCNQ.CA Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B
CNQ.CA Yearly Total Debt VS Total AssetsCNQ.CA 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

2.2 Solvency

  • An Altman-Z score of 3.03 indicates that CNQ is not in any danger for bankruptcy at the moment.
  • With a decent Altman-Z score value of 3.03, CNQ is doing good in the industry, outperforming 78.95% of the companies in the same industry.
  • CNQ has a debt to FCF ratio of 2.42. This is a good value and a sign of high solvency as CNQ would need 2.42 years to pay back of all of its debts.
  • CNQ has a better Debt to FCF ratio (2.42) than 88.04% of its industry peers.
  • A Debt/Equity ratio of 0.43 indicates that CNQ is not too dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.43, CNQ is in line with its industry, outperforming 54.07% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.43
Debt/FCF 2.42
Altman-Z 3.03
ROIC/WACC1.25
WACC7.5%
CNQ.CA Yearly LT Debt VS Equity VS FCFCNQ.CA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10B 20B 30B 40B

2.3 Liquidity

  • A Current Ratio of 0.95 indicates that CNQ may have some problems paying its short term obligations.
  • CNQ has a Current ratio of 0.95. This is in the better half of the industry: CNQ outperforms 62.68% of its industry peers.
  • A Quick Ratio of 0.63 indicates that CNQ may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.63, CNQ is in line with its industry, outperforming 52.63% of the companies in the same industry.
  • CNQ does not score too well on the current and quick ratio evaluation. However, as it has excellent solvency and profitability, these ratios do not necessarly indicate liquidity issues and need to be evaluated against the specifics of the business.
Industry RankSector Rank
Current Ratio 0.95
Quick Ratio 0.63
CNQ.CA Yearly Current Assets VS Current LiabilitesCNQ.CA Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

4

3. CNQ.CA Growth Analysis

3.1 Past

  • CNQ shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 2.45%.
  • The earnings per share for CNQ have been decreasing by -14.02% on average. This is quite bad
  • The Revenue has grown by 8.71% in the past year. This is quite good.
  • Measured over the past years, CNQ shows a quite strong growth in Revenue. The Revenue has been growing by 18.07% on average per year.
EPS 1Y (TTM)2.45%
EPS 3Y-14.02%
EPS 5YN/A
EPS Q2Q%-11.83%
Revenue 1Y (TTM)8.71%
Revenue growth 3Y-2.87%
Revenue growth 5Y18.07%
Sales Q2Q%1.49%

3.2 Future

  • Based on estimates for the next years, CNQ will show a small growth in Earnings Per Share. The EPS will grow by 0.02% on average per year.
  • The Revenue is expected to grow by 0.24% on average over the next years.
EPS Next Y-18.2%
EPS Next 2Y0%
EPS Next 3Y23%
EPS Next 5Y0.02%
Revenue Next Year-5.58%
Revenue Next 2Y-1.56%
Revenue Next 3Y-0.52%
Revenue Next 5Y0.24%

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 accelerating.
  • 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.
CNQ.CA Yearly Revenue VS EstimatesCNQ.CA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 10B 20B 30B 40B
CNQ.CA Yearly EPS VS EstimatesCNQ.CA Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 0 2 4 6

5

4. CNQ.CA Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 18.74, CNQ is valued on the expensive side.
  • Compared to the rest of the industry, the Price/Earnings ratio of CNQ indicates a somewhat cheap valuation: CNQ is cheaper than 66.99% of the companies listed in the same industry.
  • CNQ's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 25.96.
  • Based on the Price/Forward Earnings ratio of 22.90, the valuation of CNQ can be described as rather expensive.
  • CNQ's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. CNQ is cheaper than 65.55% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 24.04, CNQ is valued at the same level.
Industry RankSector Rank
PE 18.74
Fwd PE 22.9
CNQ.CA Price Earnings VS Forward Price EarningsCNQ.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • CNQ's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. CNQ is cheaper than 74.16% of the companies in the same industry.
  • 71.77% of the companies in the same industry are more expensive than CNQ, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 16.67
EV/EBITDA 8.15
CNQ.CA Per share dataCNQ.CA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20

4.3 Compensation for Growth

  • CNQ has an outstanding profitability rating, which may justify a higher PE ratio.
  • A more expensive valuation may be justified as CNQ's earnings are expected to grow with 23.00% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y0%
EPS Next 3Y23%

5

5. CNQ.CA Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.78%, CNQ has a reasonable but not impressive dividend return.
  • CNQ's Dividend Yield is a higher than the industry average which is at 4.73.
  • Compared to an average S&P500 Dividend Yield of 1.91, CNQ pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.78%

5.2 History

  • The dividend of CNQ is nicely growing with an annual growth rate of 23.13%!
  • CNQ has been paying a dividend for at least 10 years, so it has a reliable track record.
  • The dividend of CNQ decreased recently.
Dividend Growth(5Y)23.13%
Div Incr Years1
Div Non Decr Years1
CNQ.CA Yearly Dividends per shareCNQ.CA Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2

5.3 Sustainability

  • 45.02% of the earnings are spent on dividend by CNQ. This is a bit on the high side, but may be sustainable.
  • CNQ's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP45.02%
EPS Next 2Y0%
EPS Next 3Y23%
CNQ.CA Yearly Income VS Free CF VS DividendCNQ.CA 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 10B
CNQ.CA Dividend Payout.CNQ.CA Dividend Payout, showing the Payout Ratio.CNQ.CA Dividend Payout.PayoutRetained Earnings

CNQ.CA Fundamentals: All Metrics, Ratios and Statistics

CANADIAN NATURAL RESOURCES

TSX:CNQ (3/13/2026, 7:00:00 PM)

66.51

+0.34 (+0.51%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)03-05
Earnings (Next)05-06
Inst Owners75.39%
Inst Owner ChangeN/A
Ins Owners2.24%
Ins Owner ChangeN/A
Market Cap138.65B
Revenue(TTM)38.76B
Net Income(TTM)10.82B
Analysts73.6
Price Target54.18 (-18.54%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.78%
Yearly Dividend2.33
Dividend Growth(5Y)23.13%
DP45.02%
Div Incr Years1
Div Non Decr Years1
Ex-Date03-20
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)8.59%
Min EPS beat(2)-0.27%
Max EPS beat(2)17.45%
EPS beat(4)3
Avg EPS beat(4)9.87%
Min EPS beat(4)-0.27%
Max EPS beat(4)17.45%
EPS beat(8)5
Avg EPS beat(8)5.69%
EPS beat(12)8
Avg EPS beat(12)5.63%
EPS beat(16)11
Avg EPS beat(16)5.08%
Revenue beat(2)0
Avg Revenue beat(2)-1.42%
Min Revenue beat(2)-2.64%
Max Revenue beat(2)-0.21%
Revenue beat(4)1
Avg Revenue beat(4)-0.32%
Min Revenue beat(4)-2.64%
Max Revenue beat(4)4.16%
Revenue beat(8)3
Avg Revenue beat(8)-0.11%
Revenue beat(12)7
Avg Revenue beat(12)1.24%
Revenue beat(16)11
Avg Revenue beat(16)3.61%
PT rev (1m)1.07%
PT rev (3m)0.12%
EPS NQ rev (1m)0.09%
EPS NQ rev (3m)-8.53%
EPS NY rev (1m)-3.83%
EPS NY rev (3m)-10.36%
Revenue NQ rev (1m)4.98%
Revenue NQ rev (3m)5.42%
Revenue NY rev (1m)-3.05%
Revenue NY rev (3m)-0.7%
Valuation
Industry RankSector Rank
PE 18.74
Fwd PE 22.9
P/S 3.58
P/FCF 16.67
P/OCF 9.18
P/B 3.13
P/tB 3.13
EV/EBITDA 8.15
EPS(TTM)3.55
EY5.34%
EPS(NY)2.9
Fwd EY4.37%
FCF(TTM)3.99
FCFY6%
OCF(TTM)7.25
OCFY10.9%
SpS18.59
BVpS21.28
TBVpS21.28
PEG (NY)N/A
PEG (5Y)N/A
Graham Number41.23
Profitability
Industry RankSector Rank
ROA 11.78%
ROE 24.39%
ROCE 11.94%
ROIC 9.4%
ROICexc 9.48%
ROICexgc 9.48%
OM 25.81%
PM (TTM) 27.91%
GM 48.46%
FCFM 21.45%
ROA(3y)9.93%
ROA(5y)10.83%
ROE(3y)20.18%
ROE(5y)21.98%
ROIC(3y)10.51%
ROIC(5y)11.92%
ROICexc(3y)10.63%
ROICexc(5y)12.09%
ROICexgc(3y)10.63%
ROICexgc(5y)12.09%
ROCE(3y)13.35%
ROCE(5y)15.13%
ROICexgc growth 3Y-18.62%
ROICexgc growth 5YN/A
ROICexc growth 3Y-18.62%
ROICexc growth 5YN/A
OM growth 3Y-9.57%
OM growth 5YN/A
PM growth 3Y2.58%
PM growth 5YN/A
GM growth 3Y-4.61%
GM growth 5Y6.01%
F-Score7
Asset Turnover0.42
Health
Industry RankSector Rank
Debt/Equity 0.43
Debt/FCF 2.42
Debt/EBITDA 0.99
Cap/Depr 72.37%
Cap/Sales 17.52%
Interest Coverage 10.23
Cash Conversion 77.92%
Profit Quality 76.85%
Current Ratio 0.95
Quick Ratio 0.63
Altman-Z 3.03
F-Score7
WACC7.5%
ROIC/WACC1.25
Cap/Depr(3y)122.21%
Cap/Depr(5y)103%
Cap/Sales(3y)23.99%
Cap/Sales(5y)19.81%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)2.45%
EPS 3Y-14.02%
EPS 5YN/A
EPS Q2Q%-11.83%
EPS Next Y-18.2%
EPS Next 2Y0%
EPS Next 3Y23%
EPS Next 5Y0.02%
Revenue 1Y (TTM)8.71%
Revenue growth 3Y-2.87%
Revenue growth 5Y18.07%
Sales Q2Q%1.49%
Revenue Next Year-5.58%
Revenue Next 2Y-1.56%
Revenue Next 3Y-0.52%
Revenue Next 5Y0.24%
EBIT growth 1Y2.84%
EBIT growth 3Y-12.16%
EBIT growth 5YN/A
EBIT Next Year108.82%
EBIT Next 3Y34.89%
EBIT Next 5Y23.59%
FCF growth 1Y816.81%
FCF growth 3Y-16.45%
FCF growth 5Y31.02%
OCF growth 1Y12.85%
OCF growth 3Y-7.99%
OCF growth 5Y26.23%

CANADIAN NATURAL RESOURCES / CNQ.CA Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for CANADIAN NATURAL RESOURCES?

ChartMill assigns a fundamental rating of 6 / 10 to CNQ.CA.


Can you provide the valuation status for CANADIAN NATURAL RESOURCES?

ChartMill assigns a valuation rating of 5 / 10 to CANADIAN NATURAL RESOURCES (CNQ.CA). This can be considered as Fairly Valued.


What is the profitability of CNQ stock?

CANADIAN NATURAL RESOURCES (CNQ.CA) has a profitability rating of 8 / 10.


What are the PE and PB ratios of CANADIAN NATURAL RESOURCES (CNQ.CA) stock?

The Price/Earnings (PE) ratio for CANADIAN NATURAL RESOURCES (CNQ.CA) is 18.74 and the Price/Book (PB) ratio is 3.13.


What is the financial health of CANADIAN NATURAL RESOURCES (CNQ.CA) stock?

The financial health rating of CANADIAN NATURAL RESOURCES (CNQ.CA) is 7 / 10.