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Occidental Petroleum Corp.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Lower valuation, weak fundamentals
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3 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Mixed signals
1 signal unavailable
Profitability
3/4
Debt & liquidity
1/3
Efficiency
0/2
Earnings fell sharply year over year, with EPS down -34.0% against a sector median of -18.7%, and return on equity sits at 6.7%, well below the 12.4% sector median. The F-Score of 4/9 reflects mixed signals: profitability remains intact, but long-term debt and liquidity metrics score poorly. Valuation offers modest relief — the P/E of 9.0× runs -25% below the sector median — yet that discount reflects the weakness in fundamentals rather than a bargain. Forward consensus aligns with the company's track record of beating estimates, and analysts model reasonable earnings growth ahead. The tension lies in the gap between what the market expects and what SEC filings show: realized three-year earnings growth has lagged consensus forecasts, and the balance sheet carries structural strain that limits room for error if commodity prices soften further.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| COP | ConocoPhillips | 5/9 | 12% |
The market prices in an earnings decline; analyst sentiment is strengthening; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When OXY reports on 2026-11-09, track whether EPS growth narrows from its current -18.7% year-over-year gap versus the sector median. Also check whether the F-Score profitability block, currently 3/4, holds or slips — particularly the cash flow from operations signal.
Pull OXY's most recent 10-K on SEC EDGAR and focus on management's discussion of debt reduction progress, given the Leverage and Liquidity sub-score of 1/3. Cross-reference their stated targets against the balance sheet figures that drove the weak efficiency signals (0/2).
Pick two or three companies from the same-sector table in section 06 and line up one metric — ROE or P/E are natural starting points given OXY's 12.4× ROE and 12.0× P/E. The table is alphabetical with no ranking, so the selection and weighting of peers is yours to make.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: +63%-46%-22%-21%
Over 4 years: 1.141.542.212.03
Over 4 years: +41%-37%-5%-2%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 8 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +8% |
| — |
| CVX | Chevron | 6/9 | 7% | -7% | — |
| DVN | Devon Energy | 6/9 | 18% | +8% | — |
| EOG | EOG Resources | 4/9 | 17% | -4% | 28% |
| FANG | Diamondback Energy | 4/9 | 4% | +36% | 8% |
| HAL | Halliburton | 4/9 | 12% | -3% | 10% |
| KMI | Kinder Morgan | 7/9 | 10% | +12% | 28% |
| MPC | Marathon Petroleum | 7/9 | 23% | -4% | 6% |
| OXY | Occidental Petroleum Corp. | 4/9 | 7% | -2% | — |
| PSX | Phillips 66 | 7/9 | 16% | -8% | — |
| SLB | Schlumberger | 4/9 | 14% | -2% | — |
| VLO | Valero Energy | 6/9 | 10% | -6% | 3% |
| WMB | Williams Companies | 7/9 | 21% | +14% | 35% |
A sample of 13 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.