WallStSmart

Canadian Natural Resources Ltd (CNQ)vsGeoPark Ltd (GPRK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Canadian Natural Resources Ltd generates 7770% more annual revenue ($38.76B vs $492.50M). CNQ leads profitability with a 27.9% profit margin vs 10.1%. GPRK trades at a lower P/E of 9.9x. 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

GPRK

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 8.3Quality: 4.5
Piotroski: 2/9Altman Z: 1.19
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
GPRKUndervalued (+80.8%)

Margin of Safety

+80.8%

Fair Value

$44.93

Current Price

$9.47

$35.46 discount

UndervaluedFair: $44.93Overvalued

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

GPRK4 strengths · Avg: 9.3/10
P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
103.5%10/10

Earnings expanding 103.5% YoY

Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

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

GPRK4 concerns · Avg: 2.5/10
Market CapQuality
$493.17M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-23.3%2/10

Revenue declined 23.3%

Altman Z-ScoreHealth
1.192/10

Distress zone — elevated risk

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 : GPRK

The strongest argument for GPRK centers on P/E Ratio, EPS Growth, Return on Equity.

Bear Case : CNQ

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

Bear Case : GPRK

The primary concerns for GPRK are Market Cap, Piotroski F-Score, Revenue Growth. Debt-to-equity of 2.86 is elevated, increasing financial risk.

Key Dynamics to Monitor

CNQ profiles as a value stock while GPRK 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 57/100), backed by strong 27.9% margins. GPRK offers better value entry with a 80.8% margin of safety. Both earn "Strong Buy" and "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.

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.

GeoPark Ltd

ENERGY · OIL & GAS E&P · USA

GeoPark Limited is engaged in the exploration, development and production of oil and gas reserves in Chile, Colombia, Brazil, Argentina, Peru and Ecuador. The company is headquartered in Santiago, Chile.

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