Black Stone Minerals LP (BSM)vsOccidental Petroleum Corporation (OXY)
BSM
Black Stone Minerals LP
$13.86
+0.07%
ENERGY · Cap: $2.97B
OXY
Occidental Petroleum Corporation
$52.00
-2.18%
ENERGY · Cap: $54.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Occidental Petroleum Corporation generates 5049% more annual revenue ($21.12B vs $410.17M). BSM leads profitability with a 72.5% profit margin vs 22.4%. OXY appears more attractively valued with a PEG of 1.19. OXY earns a higher WallStSmart Score of 65/100 (B-).
BSM
Buy55
out of 100
Grade: C-
OXY
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.7%
Fair Value
$9.58
Current Price
$13.86
$4.28 premium
Margin of Safety
+12.1%
Fair Value
$58.94
Current Price
$52.00
$6.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Keeps 73 of every $100 in revenue as profit
Every $100 of equity generates 28 in profit
Conservative balance sheet, low leverage
Earnings expanding 315.6% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Earnings declined 30.5%
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 8.3%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BSM
The strongest argument for BSM centers on P/E Ratio, Profit Margin, Return on Equity. Profitability is solid with margins at 72.5% and operating margin at 14.2%.
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 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : BSM
The primary concerns for BSM are PEG Ratio, Piotroski F-Score, EPS Growth.
Bear Case : OXY
The primary concerns for OXY are Piotroski F-Score, P/E Ratio, Revenue Growth. A P/E of 76.7x leaves little room for execution misses.
Key Dynamics to Monitor
BSM profiles as a mature stock while OXY is a declining play — different risk/reward profiles.
OXY carries more volatility with a beta of 0.12 — expect wider price swings.
BSM is growing revenue faster at 8.5% — sustainability is the question.
BSM generates stronger free cash flow (62M), providing more financial flexibility.
Bottom Line
OXY scores higher overall (65/100 vs 55/100), 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.
Black Stone Minerals LP
ENERGY · OIL & GAS E&P · USA
Black Stone Minerals, LP, owns and manages oil and natural gas mining interests. The company is headquartered in Houston, Texas.
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.
Compare with Other OIL & GAS E&P Stocks
Want to dig deeper into these stocks?