OCCIDENTAL PETROLEUM CORP (OXY) Fundamental Analysis & Valuation

NYSE:OXY • US6745991058

Current stock price

58.4738 USD
+0.74 (+1.29%)
Last:

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.
  • OXY had positive earnings in each of the past 5 years.
  • Each year in the past 5 years OXY had a positive operating cash flow.
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

  • OXY has a Return On Assets (1.91%) which is comparable to the rest of the industry.
  • OXY's Return On Equity of 4.47% is in line compared to the rest of the industry. OXY outperforms 40.58% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 3.45%, OXY is doing worse than 65.22% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for OXY is significantly below the industry average of 22.49%.
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 51.21% of its industry peers.
  • OXY's Profit Margin has declined in the last couple of years.
  • The Operating Margin of OXY (17.24%) is comparable to the rest of the industry.
  • In the last couple of years the Operating Margin of OXY has declined.
  • OXY has a better Gross Margin (69.82%) than 79.23% of its industry peers.
  • OXY's Gross Margin has improved in the last couple of years.
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

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), OXY is destroying value.
  • Compared to 1 year ago, OXY has more shares outstanding
  • The number of shares outstanding for OXY has been increased compared to 5 years ago.
  • Compared to 1 year ago, OXY has an improved debt to assets ratio.
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 1.47. 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 (1.47) which is in line with its industry peers.
  • The Debt to FCF ratio of OXY is 5.46, which is a neutral value as it means it would take OXY, 5.46 years of fcf income to pay off all of its debts.
  • OXY has a better Debt to FCF ratio (5.46) than 64.73% 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.
  • The Debt to Equity ratio of OXY (0.57) is comparable to the rest of the industry.
Industry RankSector Rank
Debt/Equity 0.57
Debt/FCF 5.46
Altman-Z 1.47
ROIC/WACC0.47
WACC7.29%
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

  • A Current Ratio of 0.94 indicates that OXY may have some problems paying its short term obligations.
  • OXY has a Current ratio of 0.94. This is in the lower half of the industry: OXY underperforms 62.80% 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.
  • OXY's Quick ratio of 0.74 is on the low side compared to the rest of the industry. OXY is outperformed by 65.70% of its industry peers.
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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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%.
  • Measured over the past years, OXY shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -38.13% on average per year.
  • Looking at the last year, OXY shows a very negative growth in Revenue. The Revenue has decreased by -19.20% in the last year.
  • OXY shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.93% yearly.
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.
  • Based on estimates for the next years, OXY will show a decrease in Revenue. The Revenue will decrease by -0.88% on average per year.
EPS Next Y-41.77%
EPS Next 2Y-8.81%
EPS Next 3Y12.09%
EPS Next 5Y21.1%
Revenue Next Year-16.69%
Revenue Next 2Y-5.89%
Revenue Next 3Y-2.27%
Revenue Next 5Y-0.88%

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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2

4. OXY Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 26.46, OXY can be considered very expensive at the moment.
  • Compared to the rest of the industry, the Price/Earnings ratio of OXY is on the same level as its industry peers.
  • The average S&P500 Price/Earnings ratio is at 26.11. OXY is around the same levels.
  • The Price/Forward Earnings ratio is 45.44, which means the current valuation is very expensive for OXY.
  • Based on the Price/Forward Earnings ratio, OXY is valued a bit more expensive than the industry average as 60.39% of the companies are valued more cheaply.
  • OXY is valuated expensively when we compare the Price/Forward Earnings ratio to 24.12, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 26.46
Fwd PE 45.44
OXY Price Earnings VS Forward Price EarningsOXY Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • OXY's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. OXY is cheaper than 69.57% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, OXY is valued a bit cheaper than the industry average as 72.95% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 14.05
EV/EBITDA 6.87
OXY Per share dataOXY EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • A more expensive valuation may be justified as OXY's earnings are expected to grow with 12.09% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y-8.81%
EPS Next 3Y12.09%

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3

5. OXY Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.78%, OXY has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 3.47, OXY has a dividend in line with its industry peers.
  • OXY's Dividend Yield is comparable with the S&P500 average which is at 1.91.
Industry RankSector Rank
Dividend Yield 1.78%

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 Years3
Div Non Decr Years3
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 2Y-8.81%
EPS Next 3Y12.09%
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 (3/18/2026, 10:53:02 AM)

58.4738

+0.74 (+1.29%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-18
Earnings (Next)05-05
Inst Owners51.68%
Inst Owner Change-0.01%
Ins Owners0.31%
Ins Owner Change5.08%
Market Cap57.67B
Revenue(TTM)21.59B
Net Income(TTM)1.61B
Analysts66.25
Price Target53.56 (-8.4%)
Short Float %4.02%
Short Ratio1.94
Dividend
Industry RankSector Rank
Dividend Yield 1.78%
Yearly Dividend1.66
Dividend Growth(5Y)-3.9%
DP98.88%
Div Incr Years3
Div Non Decr Years3
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)6.57%
PT rev (3m)5%
EPS NQ rev (1m)-6.69%
EPS NQ rev (3m)-28.73%
EPS NY rev (1m)-1.75%
EPS NY rev (3m)-21.85%
Revenue NQ rev (1m)-1.83%
Revenue NQ rev (3m)-4.33%
Revenue NY rev (1m)-0.89%
Revenue NY rev (3m)-1.6%
Valuation
Industry RankSector Rank
PE 26.46
Fwd PE 45.44
P/S 2.67
P/FCF 14.05
P/OCF 5.48
P/B 1.6
P/tB 1.6
EV/EBITDA 6.87
EPS(TTM)2.21
EY3.78%
EPS(NY)1.29
Fwd EY2.2%
FCF(TTM)4.16
FCFY7.12%
OCF(TTM)10.68
OCFY18.26%
SpS21.89
BVpS36.54
TBVpS36.54
PEG (NY)N/A
PEG (5Y)N/A
Graham Number42.62
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 1.47
F-Score5
WACC7.29%
ROIC/WACC0.47
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 Y-41.77%
EPS Next 2Y-8.81%
EPS Next 3Y12.09%
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-16.69%
Revenue Next 2Y-5.89%
Revenue Next 3Y-2.27%
Revenue Next 5Y-0.88%
EBIT growth 1Y-33.45%
EBIT growth 3Y-35.18%
EBIT growth 5YN/A
EBIT Next Year126.37%
EBIT Next 3Y39.65%
EBIT Next 5Y26.63%
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 2 / 10 to OCCIDENTAL PETROLEUM CORP (OXY). This can be considered as Overvalued.


Can you provide the profitability details for OCCIDENTAL PETROLEUM CORP?

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


What is the earnings growth outlook for OCCIDENTAL PETROLEUM CORP?

The Earnings per Share (EPS) of OCCIDENTAL PETROLEUM CORP (OXY) is expected to decline by -41.77% in the next year.


Is the dividend of OCCIDENTAL PETROLEUM CORP sustainable?

The dividend rating of OCCIDENTAL PETROLEUM CORP (OXY) is 3 / 10 and the dividend payout ratio is 98.88%.