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 61910% more annual revenue ($44.68B vs $72.05M). KGEI leads profitability with a 26.9% profit margin vs 26.3%. KGEI appears more attractively valued with a PEG of 0.79. KGEI earns a higher WallStSmart Score of 79/100 (B+).

CNQ

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 9.0Value: 6.7Quality: 7.0
Piotroski: 6/9Altman Z: 2.05

KGEI

Strong Buy

79

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 6.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.22
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CNQUndervalued (+47.9%)

Margin of Safety

+47.9%

Fair Value

$96.11

Current Price

$50.32

$45.79 discount

UndervaluedFair: $96.11Overvalued
KGEISignificantly Overvalued (-20.9%)

Margin of Safety

-20.9%

Fair Value

$3.16

Current Price

$6.56

$3.40 premium

UndervaluedFair: $3.16Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNQ6 strengths · Avg: 9.5/10
Operating MarginProfitability
43.1%10/10

Strong operational efficiency at 43.1%

Revenue GrowthGrowth
69.5%10/10

Revenue surging 69.5% year-over-year

EPS GrowthGrowth
83.8%10/10

Earnings expanding 83.8% YoY

Market CapQuality
$103.22B9/10

Large-cap with strong market position

Return on EquityProfitability
25.1%9/10

Every $100 of equity generates 25 in profit

Profit MarginProfitability
26.3%9/10

Keeps 26 of every $100 in revenue as profit

KGEI6 strengths · Avg: 9.8/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
55.4%10/10

Strong operational efficiency at 55.4%

Revenue GrowthGrowth
102.9%10/10

Revenue surging 102.9% year-over-year

EPS GrowthGrowth
187.5%10/10

Earnings expanding 187.5% YoY

Profit MarginProfitability
26.9%9/10

Keeps 27 of every $100 in revenue as profit

Areas to Watch

CNQ1 concerns · Avg: 2.0/10
PEG RatioValuation
3.422/10

Expensive relative to growth rate

KGEI4 concerns · Avg: 2.8/10
Market CapQuality
$225.26M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.6%3/10

ROE of 6.6% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-4.85M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : CNQ

The strongest argument for CNQ centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 26.3% and operating margin at 43.1%. Revenue growth of 69.5% demonstrates continued momentum.

Bull Case : KGEI

The strongest argument for KGEI centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 26.9% and operating margin at 55.4%. Revenue growth of 102.9% demonstrates continued momentum.

Bear Case : CNQ

The primary concerns for CNQ are PEG Ratio.

Bear Case : KGEI

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

Key Dynamics to Monitor

KGEI carries more volatility with a beta of 1.47 — expect wider price swings.

KGEI is growing revenue faster at 102.9% — sustainability is the question.

CNQ generates stronger free cash flow (4.4B), providing more financial flexibility.

Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CNQ scores higher overall (79/100 vs 79/100), backed by strong 26.3% margins and 69.5% revenue growth. 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.

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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