Dorchester Minerals LP (DMLP)vsDevon Energy Corporation (DVN)
DMLP
Dorchester Minerals LP
$29.55
-0.34%
ENERGY · Cap: $1.46B
DVN
Devon Energy Corporation
$50.23
-1.00%
ENERGY · Cap: $53.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Devon Energy Corporation generates 9976% more annual revenue ($18.78B vs $186.39M). DMLP leads profitability with a 45.3% profit margin vs 17.5%. DMLP appears more attractively valued with a PEG of 0.83. DVN earns a higher WallStSmart Score of 79/100 (B+).
DMLP
Strong Buy77
out of 100
Grade: B+
DVN
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.3%
Fair Value
$50.11
Current Price
$29.55
$20.56 discount
Margin of Safety
-42.8%
Fair Value
$34.30
Current Price
$50.23
$15.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 55.0%
Revenue surging 73.1% year-over-year
Earnings expanding 145.8% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 41.1%
Revenue surging 64.2% year-over-year
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Grey zone — moderate risk
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DMLP
The strongest argument for DMLP centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 45.3% and operating margin at 55.0%. Revenue growth of 73.1% demonstrates continued momentum.
Bull Case : DVN
The strongest argument for DVN centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 17.5% and operating margin at 41.1%. Revenue growth of 64.2% demonstrates continued momentum.
Bear Case : DMLP
The primary concerns for DMLP are Market Cap, Piotroski F-Score.
Bear Case : DVN
The primary concerns for DVN are Altman Z-Score, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
DMLP carries more volatility with a beta of 0.52 — expect wider price swings.
DMLP is growing revenue faster at 73.1% — sustainability is the question.
DMLP generates stronger free cash flow (64M), providing more financial flexibility.
Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DVN scores higher overall (79/100 vs 77/100), backed by strong 17.5% margins and 64.2% revenue growth. DMLP offers better value entry with a 49.3% margin of safety. 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.
Dorchester Minerals LP
ENERGY · OIL & GAS E&P · USA
Dorchester Minerals, LP is engaged in the acquisition, ownership and management of royalties, net proceeds and lease interests of producing and non-producing natural gas and crude oil in the United States. The company is headquartered in Dallas, Texas.
Devon Energy Corporation
ENERGY · OIL & GAS E&P · USA
Devon Energy Corporation is an American energy company engaged in hydrocarbon exploration in the American market.
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