Northern Oil & Gas Inc (NOG)vsOccidental Petroleum Corporation (OXY)
NOG
Northern Oil & Gas Inc
$26.58
+1.03%
ENERGY · Cap: $2.74B
OXY
Occidental Petroleum Corporation
$61.46
+0.49%
ENERGY · Cap: $61.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Occidental Petroleum Corporation generates 1089% more annual revenue ($23.93B vs $2.01B). OXY leads profitability with a 30.3% profit margin vs -24.1%. OXY appears more attractively valued with a PEG of 1.23. OXY earns a higher WallStSmart Score of 83/100 (A-).
NOG
Buy61
out of 100
Grade: C+
OXY
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NOG.
Margin of Safety
+6.8%
Fair Value
$65.96
Current Price
$61.46
$4.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 57.1%
Earnings expanding 119.0% YoY
16.0% revenue growth
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Revenue surging 53.4% year-over-year
Earnings expanding 965.0% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Expensive relative to growth rate
ROE of -29.8% — below average capital efficiency
Negative free cash flow — burning cash
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NOG
The strongest argument for NOG centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 16.0% 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 : NOG
The primary concerns for NOG are Debt/Equity, PEG Ratio, Return on Equity.
Bear Case : OXY
The primary concerns for OXY are Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
NOG carries more volatility with a beta of 0.75 — expect wider price swings.
OXY is growing revenue faster at 53.4% — sustainability is the question.
OXY generates stronger free cash flow (2.7B), 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 61/100), backed by strong 30.3% margins and 53.4% revenue growth. Both earn "Exceptional 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.
Northern Oil & Gas Inc
ENERGY · OIL & GAS E&P · USA
Northern Oil and Gas, Inc., an independent energy company, is engaged in the acquisition, exploration, exploitation, development and production of crude oil and natural gas properties in the United States. The company is headquartered in Minnetonka, Minnesota.
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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