WallStSmart

Occidental Petroleum Corporation (OXY)vsSM Energy Co (SM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Occidental Petroleum Corporation generates 613% more annual revenue ($21.59B vs $3.03B). SM leads profitability with a 21.4% profit margin vs 10.8%. OXY appears more attractively valued with a PEG of 3.49. OXY earns a higher WallStSmart Score of 53/100 (C-).

OXY

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 5.0Value: 4.7Quality: 3.8
Piotroski: 2/9Altman Z: 1.14

SM

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 7.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OXYSignificantly Overvalued (-414.6%)

Margin of Safety

-414.6%

Fair Value

$9.18

Current Price

$61.85

$52.67 premium

UndervaluedFair: $9.18Overvalued
SMUndervalued (+42.9%)

Margin of Safety

+42.9%

Fair Value

$38.35

Current Price

$31.50

$6.85 discount

UndervaluedFair: $38.35Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OXY4 strengths · Avg: 8.8/10
Revenue GrowthGrowth
148.9%10/10

Revenue surging 148.9% year-over-year

Market CapQuality
$60.74B9/10

Large-cap with strong market position

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.88B8/10

Generating 1.9B in free cash flow

SM4 strengths · Avg: 9.3/10
P/E RatioValuation
5.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
21.4%9/10

Keeps 21 of every $100 in revenue as profit

Operating MarginProfitability
26.9%8/10

Strong operational efficiency at 26.9%

Areas to Watch

OXY4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.492/10

Expensive relative to growth rate

P/E RatioValuation
45.4x2/10

Premium valuation, high expectations priced in

SM4 concerns · Avg: 2.0/10
PEG RatioValuation
10.982/10

Expensive relative to growth rate

Revenue GrowthGrowth
-17.1%2/10

Revenue declined 17.1%

EPS GrowthGrowth
-42.3%2/10

Earnings declined 42.3%

Free Cash FlowQuality
$-572.22M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : OXY

The strongest argument for OXY centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 148.9% demonstrates continued momentum.

Bull Case : SM

The strongest argument for SM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 21.4% and operating margin at 26.9%.

Bear Case : OXY

The primary concerns for OXY are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 45.4x leaves little room for execution misses.

Bear Case : SM

The primary concerns for SM are PEG Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

OXY profiles as a growth stock while SM is a declining play — different risk/reward profiles.

SM carries more volatility with a beta of 0.99 — expect wider price swings.

OXY is growing revenue faster at 148.9% — sustainability is the question.

OXY generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

OXY scores higher overall (53/100 vs 52/100) and 148.9% revenue growth. SM offers better value entry with a 42.9% margin of safety. Both earn "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.

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.

SM Energy Co

ENERGY · OIL & GAS E&P · USA

SM Energy Company, an independent energy company, is engaged in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. The company is headquartered in Denver, Colorado.

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