Black Stone Minerals LP (BSM)vsOccidental Petroleum Corporation (OXY)
BSM
Black Stone Minerals LP
$13.30
-0.52%
ENERGY · Cap: $2.84B
OXY
Occidental Petroleum Corporation
$53.03
-1.69%
ENERGY · Cap: $53.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Occidental Petroleum Corporation generates 5167% more annual revenue ($21.12B vs $400.98M). BSM leads profitability with a 74.8% profit margin vs 22.4%. OXY appears more attractively valued with a PEG of 1.21. BSM earns a higher WallStSmart Score of 69/100 (B-).
BSM
Strong Buy69
out of 100
Grade: B-
OXY
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.4%
Fair Value
$10.60
Current Price
$13.30
$2.70 premium
Margin of Safety
+28.6%
Fair Value
$66.12
Current Price
$53.03
$13.09 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Keeps 75 of every $100 in revenue as profit
Strong operational efficiency at 82.7%
Earnings expanding 65.5% YoY
Every $100 of equity generates 27 in profit
Earnings expanding 315.6% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Revenue declined 11.6%
ROE of 4.0% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 8.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : BSM
The strongest argument for BSM centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 74.8% and operating margin at 82.7%. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bull Case : OXY
The strongest argument for OXY centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 22.4% and operating margin at 17.7%. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bear Case : BSM
The primary concerns for BSM are Revenue Growth.
Bear Case : OXY
The primary concerns for OXY are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 72.9x leaves little room for execution misses.
Key Dynamics to Monitor
OXY carries more volatility with a beta of 0.17 — expect wider price swings.
OXY is growing revenue faster at -8.3% — sustainability is the question.
Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BSM scores higher overall (69/100 vs 65/100), backed by strong 74.8% margins. OXY offers better value entry with a 28.6% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Black Stone Minerals LP
ENERGY · OIL & GAS E&P · USA
Black Stone Minerals, LP, owns and manages oil and natural gas mining interests. The company is headquartered in Houston, Texas.
Occidental Petroleum Corporation
ENERGY · OIL & GAS E&P · USA
Occidental Petroleum Corporation is an American company engaged in hydrocarbon exploration in the United States, the Middle East, and Colombia as well as petrochemical manufacturing in the United States, Canada, and Chile.
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