WallStSmart

Canadian Natural Resources Ltd (CNQ)vsOccidental Petroleum Corporation (OXY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Canadian Natural Resources Ltd generates 87% more annual revenue ($44.68B vs $23.93B). OXY leads profitability with a 30.3% profit margin vs 26.3%. OXY appears more attractively valued with a PEG of 1.23. OXY earns a higher WallStSmart Score of 83/100 (A-).

CNQ

Strong Buy

79

out of 100

Grade: B+

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

OXY

Exceptional Buy

83

out of 100

Grade: A-

Growth: 7.3Profit: 8.5Value: 6.0Quality: 5.0
Piotroski: 2/9Altman Z: 1.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CNQUndervalued (+46.2%)

Margin of Safety

+46.2%

Fair Value

$95.86

Current Price

$49.64

$46.22 discount

UndervaluedFair: $95.86Overvalued
OXYUndervalued (+9.9%)

Margin of Safety

+9.9%

Fair Value

$65.89

Current Price

$58.84

$7.05 discount

UndervaluedFair: $65.89Overvalued

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

OXY6 strengths · Avg: 9.5/10
Profit MarginProfitability
30.3%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
45.4%10/10

Strong operational efficiency at 45.4%

Revenue GrowthGrowth
53.4%10/10

Revenue surging 53.4% year-over-year

EPS GrowthGrowth
965.0%10/10

Earnings expanding 965.0% YoY

Market CapQuality
$61.44B9/10

Large-cap with strong market position

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

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

Expensive relative to growth rate

OXY2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.182/10

Distress zone — elevated risk

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 : OXY

The strongest argument for OXY centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 30.3% and operating margin at 45.4%. Revenue growth of 53.4% demonstrates continued momentum.

Bear Case : CNQ

The primary concerns for CNQ are PEG Ratio.

Bear Case : OXY

The primary concerns for OXY are Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

CNQ carries more volatility with a beta of 0.88 — expect wider price swings.

CNQ is growing revenue faster at 69.5% — 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

OXY scores higher overall (83/100 vs 79/100), backed by strong 30.3% margins and 53.4% revenue growth. CNQ offers better value entry with a 46.2% margin of safety. Both earn "Exceptional 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.

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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