WallStSmart

Magnolia Oil & Gas Corp (MGY)vsOccidental Petroleum Corporation (OXY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Occidental Petroleum Corporation generates 1510% more annual revenue ($21.12B vs $1.31B). MGY leads profitability with a 24.8% profit margin vs 22.4%. MGY trades at a lower P/E of 16.3x. OXY earns a higher WallStSmart Score of 65/100 (B-).

MGY

Buy

50

out of 100

Grade: C-

Growth: 2.0Profit: 8.5Value: 5.0Quality: 6.0
Piotroski: 2/9Altman Z: 2.74

OXY

Strong Buy

65

out of 100

Grade: B-

Growth: 4.7Profit: 6.0Value: 5.3Quality: 3.8
Piotroski: 2/9Altman Z: 1.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MGYSignificantly Overvalued (-75.1%)

Margin of Safety

-75.1%

Fair Value

$15.40

Current Price

$27.80

$12.40 premium

UndervaluedFair: $15.40Overvalued
OXYUndervalued (+28.5%)

Margin of Safety

+28.5%

Fair Value

$66.05

Current Price

$53.03

$13.02 discount

UndervaluedFair: $66.05Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGY5 strengths · Avg: 8.4/10
Profit MarginProfitability
24.8%9/10

Keeps 25 of every $100 in revenue as profit

Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.6%8/10

Strong operational efficiency at 29.6%

OXY4 strengths · Avg: 9.0/10
EPS GrowthGrowth
315.6%10/10

Earnings expanding 315.6% YoY

Market CapQuality
$53.65B9/10

Large-cap with strong market position

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

MGY3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-2.8%2/10

Revenue declined 2.8%

EPS GrowthGrowth
-17.0%2/10

Earnings declined 17.0%

OXY4 concerns · Avg: 2.5/10
Return on EquityProfitability
4.0%3/10

ROE of 4.0% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
72.9x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-8.3%2/10

Revenue declined 8.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : MGY

The strongest argument for MGY centers on Profit Margin, Debt/Equity, P/E Ratio. Profitability is solid with margins at 24.8% and operating margin at 29.6%.

Bull Case : OXY

The strongest argument for OXY centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 22.4% and operating margin at 17.7%. PEG of 1.21 suggests the stock is reasonably priced for its growth.

Bear Case : MGY

The primary concerns for MGY are Piotroski F-Score, Revenue Growth, EPS Growth.

Bear Case : OXY

The primary concerns for OXY are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 72.9x leaves little room for execution misses.

Key Dynamics to Monitor

MGY carries more volatility with a beta of 0.75 — expect wider price swings.

MGY is growing revenue faster at -2.8% — sustainability is the question.

MGY generates stronger free cash flow (68M), providing more financial flexibility.

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

Bottom Line

OXY scores higher overall (65/100 vs 50/100), backed by strong 22.4% 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.

Magnolia Oil & Gas Corp

ENERGY · OIL & GAS E&P · USA

Magnolia Oil & Gas Corporation is engaged in the acquisition, development, exploration and production of oil, natural gas and natural gas liquid reserves in the United States. The company is headquartered in Houston, Texas.

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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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