WallStSmart

Occidental Petroleum Corporation (OXY)vsSan Juan Basin Royalty Trust (SJT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Occidental Petroleum Corporation generates 548545381% more annual revenue ($21.12B vs $3,850). OXY leads profitability with a 22.4% profit margin vs 0.0%. SJT appears more attractively valued with a PEG of 0.72. OXY earns a higher WallStSmart Score of 65/100 (B-).

OXY

Strong Buy

65

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 4.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.17

SJT

Avoid

24

out of 100

Grade: F

Growth: 2.0Profit: 2.5Value: 6.0Quality: 4.0
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OXYUndervalued (+3.5%)

Margin of Safety

+3.5%

Fair Value

$59.00

Current Price

$58.65

$0.35 discount

UndervaluedFair: $59.00Overvalued

Intrinsic value data unavailable for SJT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Earnings expanding 315.6% YoY

Market CapQuality
$58.77B9/10

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

SJT1 strengths · Avg: 8.0/10
PEG RatioValuation
0.728/10

Growing faster than its price suggests

Areas to Watch

OXY4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
79.8x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-8.3%2/10

Revenue declined 8.3%

Free Cash FlowQuality
$-298.00M2/10

Negative free cash flow — burning cash

SJT4 concerns · Avg: 2.8/10
Market CapQuality
$161.73M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
78.0x2/10

Trading at 78.0x book value

Comparative Analysis Report

WallStSmart Research

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 1.38 suggests the stock is reasonably priced for its growth.

Bull Case : SJT

The strongest argument for SJT centers on PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.

Bear Case : OXY

The primary concerns for OXY are Piotroski F-Score, P/E Ratio, Revenue Growth. A P/E of 79.8x leaves little room for execution misses.

Bear Case : SJT

The primary concerns for SJT are Market Cap, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

OXY profiles as a declining stock while SJT is a value play — different risk/reward profiles.

SJT carries more volatility with a beta of 0.55 — expect wider price swings.

OXY is growing revenue faster at -8.3% — sustainability is the question.

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

Bottom Line

OXY scores higher overall (65/100 vs 24/100), backed by strong 22.4% margins. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

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.

San Juan Basin Royalty Trust

ENERGY · OIL & GAS E&P · USA

The San Juan Basin Royalty Trust is an express trust in Texas. The company is headquartered in Houston, Texas.

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