WallStSmart

Occidental Petroleum Corporation (OXY)vsTamboran Resources Corporation (TBN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

OXY leads profitability with a 22.4% profit margin vs 0.0%. 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: 1.18

TBN

Avoid

24

out of 100

Grade: F

Growth: 4.3Profit: 3.0Value: 5.0Quality: 5.5
Piotroski: 2/9Altman Z: -3.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OXYUndervalued (+8.4%)

Margin of Safety

+8.4%

Fair Value

$58.72

Current Price

$56.05

$2.67 discount

UndervaluedFair: $58.72Overvalued

Intrinsic value data unavailable for TBN.

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
$54.79B9/10

Large-cap with strong market position

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

TBN2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

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

Weak financial health signals

P/E RatioValuation
74.5x2/10

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

TBN4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.14B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

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 1.20 suggests the stock is reasonably priced for its growth.

Bull Case : TBN

The strongest argument for TBN centers on Debt/Equity, Price/Book.

Bear Case : OXY

The primary concerns for OXY are Piotroski F-Score, P/E Ratio, Revenue Growth. A P/E of 74.5x leaves little room for execution misses.

Bear Case : TBN

The primary concerns for TBN are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

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

TBN carries more volatility with a beta of 0.25 — expect wider price swings.

TBN is growing revenue faster at 0.0% — sustainability is the question.

TBN generates stronger free cash flow (-29M), providing more financial flexibility.

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.

Tamboran Resources Corporation

ENERGY · OIL & GAS E&P · USA

Tamboran Resources Corporation is a prominent player in Australia's oil and gas sector, focusing on the exploration and development of unconventional gas resources in the Beetaloo Basin, Northern Territory. Committed to facilitating the transition to a lower-carbon economy, the company aims to become a key natural gas supplier while promoting sustainable energy solutions. With a foundation built on advanced technologies and innovative methodologies, Tamboran is well-positioned to meet the increasing demand for unconventional gas, bolstered by strong partnerships and a wealth of industry expertise.

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