WallStSmart

Canadian Natural Resources Ltd (CNQ)vsCross Timbers Royalty Trust (CRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Canadian Natural Resources Ltd generates 689382% more annual revenue ($38.76B vs $5.62M). CRT leads profitability with a 79.1% profit margin vs 27.9%. CNQ trades at a lower P/E of 13.0x. CNQ earns a higher WallStSmart Score of 67/100 (B-).

CNQ

Strong Buy

67

out of 100

Grade: B-

Growth: 3.3Profit: 8.5Value: 7.3Quality: 5.0

CRT

Hold

39

out of 100

Grade: F

Growth: 2.0Profit: 8.5Value: 5.7Quality: 6.0
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CNQUndervalued (+76.9%)

Margin of Safety

+76.9%

Fair Value

$175.97

Current Price

$49.02

$126.95 discount

UndervaluedFair: $175.97Overvalued
CRTSignificantly Overvalued (-70.8%)

Margin of Safety

-70.8%

Fair Value

$5.03

Current Price

$9.50

$4.47 premium

UndervaluedFair: $5.03Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNQ5 strengths · Avg: 8.6/10
Market CapQuality
$102.25B9/10

Large-cap with strong market position

Return on EquityProfitability
25.8%9/10

Every $100 of equity generates 26 in profit

Profit MarginProfitability
27.9%9/10

Keeps 28 of every $100 in revenue as profit

P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$2.31B8/10

Generating 2.3B in free cash flow

CRT3 strengths · Avg: 9.3/10
Profit MarginProfitability
79.1%10/10

Keeps 79 of every $100 in revenue as profit

Operating MarginProfitability
77.9%10/10

Strong operational efficiency at 77.9%

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

Areas to Watch

CNQ3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

EPS GrowthGrowth
3.7%4/10

3.7% earnings growth

PEG RatioValuation
3.422/10

Expensive relative to growth rate

CRT4 concerns · Avg: 2.8/10
Market CapQuality
$58.32M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.9%3/10

ROE of 1.9% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
25.7x2/10

Trading at 25.7x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : CNQ

The strongest argument for CNQ centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 27.9% and operating margin at 19.6%.

Bull Case : CRT

The strongest argument for CRT centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 79.1% and operating margin at 77.9%.

Bear Case : CNQ

The primary concerns for CNQ are Revenue Growth, EPS Growth, PEG Ratio.

Bear Case : CRT

The primary concerns for CRT are Market Cap, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

CNQ profiles as a value stock while CRT is a declining play — different risk/reward profiles.

CNQ carries more volatility with a beta of 1.06 — expect wider price swings.

CNQ is growing revenue faster at 1.5% — sustainability is the question.

CNQ generates stronger free cash flow (2.3B), providing more financial flexibility.

Bottom Line

CNQ scores higher overall (67/100 vs 39/100), backed by strong 27.9% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Canadian Natural Resources Ltd

ENERGY · OIL & GAS E&P · USA

Canadian Natural Resources Limited acquires, explores, develops, produces, markets and sells crude oil, natural gas and natural gas liquids (NGL). The company is headquartered in Calgary, Canada.

Cross Timbers Royalty Trust

ENERGY · OIL & GAS E&P · USA

Cross Timbers Royalty Trust is an express trust in the United States. The company is headquartered in Dallas, Texas.

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