WallStSmart

Canadian Natural Resources Ltd (CNQ)vsKolibri Global Energy Inc. Common stock (KGEI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Canadian Natural Resources Ltd generates 67405% more annual revenue ($38.76B vs $57.42M). CNQ leads profitability with a 27.9% profit margin vs 27.0%. KGEI appears more attractively valued with a PEG of 1.40. 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

KGEI

Buy

59

out of 100

Grade: C

Growth: 3.3Profit: 7.5Value: 8.0Quality: 5.0
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
KGEIOvervalued (-14.7%)

Margin of Safety

-14.7%

Fair Value

$3.33

Current Price

$5.46

$2.13 premium

UndervaluedFair: $3.33Overvalued

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

KGEI4 strengths · Avg: 9.8/10
P/E RatioValuation
10.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
35.2%10/10

Strong operational efficiency at 35.2%

Profit MarginProfitability
27.0%9/10

Keeps 27 of every $100 in revenue as profit

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

KGEI4 concerns · Avg: 2.5/10
Market CapQuality
$178.30M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Revenue GrowthGrowth
-15.5%2/10

Revenue declined 15.5%

EPS GrowthGrowth
-42.2%2/10

Earnings declined 42.2%

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 : KGEI

The strongest argument for KGEI centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 27.0% and operating margin at 35.2%. PEG of 1.40 suggests the stock is reasonably priced for its growth.

Bear Case : CNQ

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

Bear Case : KGEI

The primary concerns for KGEI are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

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

KGEI carries more volatility with a beta of 1.88 — 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 59/100), backed by strong 27.9% margins. 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.

Kolibri Global Energy Inc. Common stock

ENERGY · OIL & GAS E&P · USA

Kolibri Global Energy Inc. engages in the exploration, development, production, and marketing of oil, gas clean and sustainable energy in the United States. The company is headquartered in Thousand Oaks, California.

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