WallStSmart

Devon Energy Corporation (DVN)vsVaalco Energy Inc (EGY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Devon Energy Corporation generates 5269% more annual revenue ($18.78B vs $349.81M). DVN leads profitability with a 17.5% profit margin vs -31.1%. DVN appears more attractively valued with a PEG of 2.93. DVN earns a higher WallStSmart Score of 79/100 (B+).

DVN

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 4.7Quality: 5.5
Piotroski: 3/9Altman Z: 1.99

EGY

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 4.0Value: 5.7Quality: 4.5
Piotroski: 1/9Altman Z: 1.03
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DVNSignificantly Overvalued (-42.8%)

Margin of Safety

-42.8%

Fair Value

$34.30

Current Price

$50.23

$15.93 premium

UndervaluedFair: $34.30Overvalued
EGYUndervalued (+48.7%)

Margin of Safety

+48.7%

Fair Value

$9.73

Current Price

$6.32

$3.41 discount

UndervaluedFair: $9.73Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DVN6 strengths · Avg: 9.7/10
P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.1%10/10

Strong operational efficiency at 41.1%

Revenue GrowthGrowth
64.2%10/10

Revenue surging 64.2% year-over-year

Market CapQuality
$53.24B9/10

Large-cap with strong market position

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

EGY5 strengths · Avg: 9.4/10
Operating MarginProfitability
47.5%10/10

Strong operational efficiency at 47.5%

Revenue GrowthGrowth
39.5%10/10

Revenue surging 39.5% year-over-year

EPS GrowthGrowth
389.6%10/10

Earnings expanding 389.6% YoY

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Areas to Watch

DVN4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.932/10

Expensive relative to growth rate

EGY4 concerns · Avg: 2.5/10
Market CapQuality
$630.10M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
3.982/10

Expensive relative to growth rate

Return on EquityProfitability
-28.6%2/10

ROE of -28.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : EGY

The strongest argument for EGY centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 39.5% demonstrates continued momentum.

Bear Case : DVN

The primary concerns for DVN are Altman Z-Score, Return on Equity, Piotroski F-Score.

Bear Case : EGY

The primary concerns for EGY are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

DVN profiles as a growth stock while EGY is a hypergrowth play — different risk/reward profiles.

DVN carries more volatility with a beta of 0.43 — expect wider price swings.

DVN is growing revenue faster at 64.2% — sustainability is the question.

EGY generates stronger free cash flow (-147M), providing more financial flexibility.

Bottom Line

DVN scores higher overall (79/100 vs 63/100), backed by strong 17.5% margins and 64.2% revenue growth. EGY offers better value entry with a 48.7% 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.

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.

Vaalco Energy Inc

ENERGY · OIL & GAS E&P · USA

VAALCO Energy, Inc., an independent energy company, acquires, explores, develops and produces crude oil and natural gas. The company is headquartered in Houston, Texas.

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