OCCIDENTAL PETROLEUM CORP (OXY) Fundamental Analysis & Valuation

NYSE:OXY • US6745991058

Current stock price

58.71 USD
-1.87 (-3.09%)
At close:
58.69 USD
-0.02 (-0.03%)
After Hours:

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

4

1. OXY Profitability Analysis

1.1 Basic Checks

  • In the past year OXY was profitable.
  • OXY had a positive operating cash flow in the past year.
  • Each year in the past 5 years OXY has been profitable.
  • OXY had a positive operating cash flow in each of the past 5 years.
OXY Yearly Net Income VS EBIT VS OCF VS FCFOXY 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 10B -10B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 1.91%, OXY is in line with its industry, outperforming 43.54% of the companies in the same industry.
  • The Return On Equity of OXY (4.47%) is comparable to the rest of the industry.
  • The Return On Invested Capital of OXY (3.45%) is worse than 64.11% of its industry peers.
  • OXY had an Average Return On Invested Capital over the past 3 years of 5.13%. This is significantly below the industry average of 22.50%.
Industry RankSector Rank
ROA 1.91%
ROE 4.47%
ROIC 3.45%
ROA(3y)3.26%
ROA(5y)5.81%
ROE(3y)7.96%
ROE(5y)14.58%
ROIC(3y)5.13%
ROIC(5y)6.97%
OXY Yearly ROA, ROE, ROICOXY Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 -40 -60 -80

1.3 Margins

  • OXY's Profit Margin of 7.47% is in line compared to the rest of the industry. OXY outperforms 51.20% of its industry peers.
  • OXY's Profit Margin has declined in the last couple of years.
  • OXY has a Operating Margin of 17.24%. This is comparable to the rest of the industry: OXY outperforms 52.63% of its industry peers.
  • OXY's Operating Margin has declined in the last couple of years.
  • OXY has a better Gross Margin (69.82%) than 77.03% of its industry peers.
  • In the last couple of years the Gross Margin of OXY has grown nicely.
Industry RankSector Rank
OM 17.24%
PM (TTM) 7.47%
GM 69.82%
OM growth 3Y-22.69%
OM growth 5YN/A
PM growth 3Y-39.75%
PM growth 5YN/A
GM growth 3Y1.03%
GM growth 5Y4.67%
OXY Yearly Profit, Operating, Gross MarginsOXY Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 50 -50

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2

2. OXY Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so OXY is destroying value.
  • The number of shares outstanding for OXY has been increased compared to 1 year ago.
  • The number of shares outstanding for OXY has been increased compared to 5 years ago.
  • The debt/assets ratio for OXY has been reduced compared to a year ago.
OXY Yearly Shares OutstandingOXY Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M
OXY Yearly Total Debt VS Total AssetsOXY 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 100B

2.2 Solvency

  • OXY has an Altman-Z score of 1.51. This is a bad value and indicates that OXY is not financially healthy and even has some risk of bankruptcy.
  • OXY has a Altman-Z score of 1.51. This is comparable to the rest of the industry: OXY outperforms 50.72% of its industry peers.
  • OXY has a debt to FCF ratio of 5.46. This is a neutral value as OXY would need 5.46 years to pay back of all of its debts.
  • OXY has a better Debt to FCF ratio (5.46) than 66.51% of its industry peers.
  • OXY has a Debt/Equity ratio of 0.57. This is a neutral value indicating OXY is somewhat dependend on debt financing.
  • With a Debt to Equity ratio value of 0.57, OXY perfoms like the industry average, outperforming 46.89% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.57
Debt/FCF 5.46
Altman-Z 1.51
ROIC/WACC0.46
WACC7.42%
OXY Yearly LT Debt VS Equity VS FCFOXY Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

2.3 Liquidity

  • OXY has a Current Ratio of 0.94. This is a bad value and indicates that OXY is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Current ratio of OXY (0.94) is worse than 63.64% of its industry peers.
  • OXY has a Quick Ratio of 0.94. This is a bad value and indicates that OXY is not financially healthy enough and could expect problems in meeting its short term obligations.
  • With a Quick ratio value of 0.74, OXY is not doing good in the industry: 64.59% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.94
Quick Ratio 0.74
OXY Yearly Current Assets VS Current LiabilitesOXY Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. OXY Growth Analysis

3.1 Past

  • OXY shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -36.13%.
  • The earnings per share for OXY have been decreasing by -38.13% on average. This is quite bad
  • Looking at the last year, OXY shows a very negative growth in Revenue. The Revenue has decreased by -19.20% in the last year.
  • Measured over the past years, OXY shows a small growth in Revenue. The Revenue has been growing by 3.93% on average per year.
EPS 1Y (TTM)-36.13%
EPS 3Y-38.13%
EPS 5YN/A
EPS Q2Q%-61.25%
Revenue 1Y (TTM)-19.2%
Revenue growth 3Y-16.16%
Revenue growth 5Y3.93%
Sales Q2Q%-20.68%

3.2 Future

  • Based on estimates for the next years, OXY will show a very strong growth in Earnings Per Share. The EPS will grow by 21.10% on average per year.
  • The Revenue is expected to decrease by -1.96% on average over the next years.
EPS Next Y69.99%
EPS Next 2Y24.62%
EPS Next 3Y15.5%
EPS Next 5Y21.1%
Revenue Next Year-4.97%
Revenue Next 2Y-2.95%
Revenue Next 3Y-1.88%
Revenue Next 5Y-1.96%

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.
OXY Yearly Revenue VS EstimatesOXY Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 10B 20B 30B
OXY Yearly EPS VS EstimatesOXY Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 0 2 -2 4 6 8

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5

4. OXY Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 26.57 indicates a quite expensive valuation of OXY.
  • OXY's Price/Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 26.64, OXY is valued at the same level.
  • OXY is valuated correctly with a Price/Forward Earnings ratio of 15.63.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of OXY is on the same level as its industry peers.
  • OXY's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 21.36.
Industry RankSector Rank
PE 26.57
Fwd PE 15.63
OXY Price Earnings VS Forward Price EarningsOXY Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • OXY's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. OXY is cheaper than 69.86% of the companies in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of OXY indicates a somewhat cheap valuation: OXY is cheaper than 71.77% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 14.18
EV/EBITDA 7.15
OXY Per share dataOXY EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • OXY's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • OXY's earnings are expected to grow with 15.50% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.38
PEG (5Y)N/A
EPS Next 2Y24.62%
EPS Next 3Y15.5%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

5. OXY Dividend Analysis

5.1 Amount

  • OXY has a Yearly Dividend Yield of 1.72%. Purely for dividend investing, there may be better candidates out there.
  • OXY's Dividend Yield is comparable with the industry average which is at 3.20.
  • Compared to an average S&P500 Dividend Yield of 1.82, OXY has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.72%

5.2 History

  • The dividend of OXY decreases each year by -3.90%.
  • OXY has been paying a dividend for at least 10 years, so it has a reliable track record.
  • OXY has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-3.9%
Div Incr Years4
Div Non Decr Years4
OXY Yearly Dividends per shareOXY Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • OXY pays out 98.88% of its income as dividend. This is not a sustainable payout ratio.
DP98.88%
EPS Next 2Y24.62%
EPS Next 3Y15.5%
OXY Yearly Income VS Free CF VS DividendOXY 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 -5B 10B -10B -15B
OXY Dividend Payout.OXY Dividend Payout, showing the Payout Ratio.OXY Dividend Payout.PayoutRetained Earnings

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OXY Fundamentals: All Metrics, Ratios and Statistics

OCCIDENTAL PETROLEUM CORP

NYSE:OXY (5/1/2026, 8:04:00 PM)

After market: 58.69 -0.02 (-0.03%)

58.71

-1.87 (-3.09%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Industry Strength86.96
Industry Growth39.13
Earnings (Last)02-18
Earnings (Next)05-05
Inst Owners51.36%
Inst Owner Change0.21%
Ins Owners0.32%
Ins Owner Change4.88%
Market Cap58.22B
Revenue(TTM)21.59B
Net Income(TTM)1.61B
Analysts68.75
Price Target64.81 (10.39%)
Short Float %3.59%
Short Ratio1.43
Dividend
Industry RankSector Rank
Dividend Yield 1.72%
Yearly Dividend1.66
Dividend Growth(5Y)-3.9%
DP98.88%
Div Incr Years4
Div Non Decr Years4
Ex-Date03-10
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)45.61%
Min EPS beat(2)22.98%
Max EPS beat(2)68.23%
EPS beat(4)4
Avg EPS beat(4)34.63%
Min EPS beat(4)12.14%
Max EPS beat(4)68.23%
EPS beat(8)8
Avg EPS beat(8)27.81%
EPS beat(12)10
Avg EPS beat(12)20.36%
EPS beat(16)12
Avg EPS beat(16)14.86%
Revenue beat(2)0
Avg Revenue beat(2)-2.81%
Min Revenue beat(2)-5.19%
Max Revenue beat(2)-0.43%
Revenue beat(4)1
Avg Revenue beat(4)-1.37%
Min Revenue beat(4)-5.19%
Max Revenue beat(4)1.85%
Revenue beat(8)2
Avg Revenue beat(8)-2.83%
Revenue beat(12)4
Avg Revenue beat(12)-1.3%
Revenue beat(16)6
Avg Revenue beat(16)-1.16%
PT rev (1m)17.32%
PT rev (3m)24.95%
EPS NQ rev (1m)10.03%
EPS NQ rev (3m)89.3%
EPS NY rev (1m)191.92%
EPS NY rev (3m)177.06%
Revenue NQ rev (1m)1.18%
Revenue NQ rev (3m)4.76%
Revenue NY rev (1m)11.15%
Revenue NY rev (3m)12.62%
Valuation
Industry RankSector Rank
PE 26.57
Fwd PE 15.63
P/S 2.7
P/FCF 14.18
P/OCF 5.53
P/B 1.62
P/tB 1.62
EV/EBITDA 7.15
EPS(TTM)2.21
EY3.76%
EPS(NY)3.76
Fwd EY6.4%
FCF(TTM)4.14
FCFY7.05%
OCF(TTM)10.62
OCFY18.09%
SpS21.77
BVpS36.34
TBVpS36.34
PEG (NY)0.38
PEG (5Y)N/A
Graham Number42.5063 (-27.6%)
Profitability
Industry RankSector Rank
ROA 1.91%
ROE 4.47%
ROCE 4.98%
ROIC 3.45%
ROICexc 3.54%
ROICexgc 3.54%
OM 17.24%
PM (TTM) 7.47%
GM 69.82%
FCFM 19.01%
ROA(3y)3.26%
ROA(5y)5.81%
ROE(3y)7.96%
ROE(5y)14.58%
ROIC(3y)5.13%
ROIC(5y)6.97%
ROICexc(3y)5.26%
ROICexc(5y)7.13%
ROICexgc(3y)5.33%
ROICexgc(5y)7.17%
ROCE(3y)7.41%
ROCE(5y)10.06%
ROICexgc growth 3Y-37.94%
ROICexgc growth 5YN/A
ROICexc growth 3Y-37.94%
ROICexc growth 5YN/A
OM growth 3Y-22.69%
OM growth 5YN/A
PM growth 3Y-39.75%
PM growth 5YN/A
GM growth 3Y1.03%
GM growth 5Y4.67%
F-Score5
Asset Turnover0.26
Health
Industry RankSector Rank
Debt/Equity 0.57
Debt/FCF 5.46
Debt/EBITDA 1.83
Cap/Depr 85.32%
Cap/Sales 29.76%
Interest Coverage 2.98
Cash Conversion 93.58%
Profit Quality 254.65%
Current Ratio 0.94
Quick Ratio 0.74
Altman-Z 1.51
F-Score5
WACC7.42%
ROIC/WACC0.46
Cap/Depr(3y)90.62%
Cap/Depr(5y)74.15%
Cap/Sales(3y)26.07%
Cap/Sales(5y)20.31%
Profit Quality(3y)200.57%
Profit Quality(5y)239.43%
High Growth Momentum
Growth
EPS 1Y (TTM)-36.13%
EPS 3Y-38.13%
EPS 5YN/A
EPS Q2Q%-61.25%
EPS Next Y69.99%
EPS Next 2Y24.62%
EPS Next 3Y15.5%
EPS Next 5Y21.1%
Revenue 1Y (TTM)-19.2%
Revenue growth 3Y-16.16%
Revenue growth 5Y3.93%
Sales Q2Q%-20.68%
Revenue Next Year-4.97%
Revenue Next 2Y-2.95%
Revenue Next 3Y-1.88%
Revenue Next 5Y-1.96%
EBIT growth 1Y-33.45%
EBIT growth 3Y-35.18%
EBIT growth 5YN/A
EBIT Next Year187.62%
EBIT Next 3Y43.06%
EBIT Next 5Y23.57%
FCF growth 1Y-7.15%
FCF growth 3Y-30.66%
FCF growth 5Y23.65%
OCF growth 1Y-7.93%
OCF growth 3Y-14.43%
OCF growth 5Y21.64%

OCCIDENTAL PETROLEUM CORP / OXY Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for OCCIDENTAL PETROLEUM CORP?

ChartMill assigns a fundamental rating of 3 / 10 to OXY.


What is the valuation status of OCCIDENTAL PETROLEUM CORP (OXY) stock?

ChartMill assigns a valuation rating of 5 / 10 to OCCIDENTAL PETROLEUM CORP (OXY). This can be considered as Fairly Valued.


What is the profitability of OXY stock?

OCCIDENTAL PETROLEUM CORP (OXY) has a profitability rating of 4 / 10.


What is the valuation of OCCIDENTAL PETROLEUM CORP based on its PE and PB ratios?

The Price/Earnings (PE) ratio for OCCIDENTAL PETROLEUM CORP (OXY) is 26.57 and the Price/Book (PB) ratio is 1.62.


What is the financial health of OCCIDENTAL PETROLEUM CORP (OXY) stock?

The financial health rating of OCCIDENTAL PETROLEUM CORP (OXY) is 2 / 10.