WallStSmart

Canadian Natural Resources Ltd (CNQ)vsGranite Ridge Resources Inc (GRNT)

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Smart Verdict

WallStSmart Research — data-driven comparison

Canadian Natural Resources Ltd generates 8807% more annual revenue ($38.63B vs $433.74M). CNQ leads profitability with a 25.1% profit margin vs -7.5%. CNQ earns a higher WallStSmart Score of 58/100 (C).

CNQ

Buy

58

out of 100

Grade: C

Growth: 2.0Profit: 8.5Value: 7.3Quality: 6.5
Piotroski: 6/9Altman Z: 2.05

GRNT

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 2.5Value: 5.0Quality: 4.0
Piotroski: 3/9Altman Z: 1.29
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CNQUndervalued (+45.4%)

Margin of Safety

+45.4%

Fair Value

$83.74

Current Price

$45.70

$38.04 discount

UndervaluedFair: $83.74Overvalued

Intrinsic value data unavailable for GRNT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNQ6 strengths · Avg: 9.0/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Return on EquityProfitability
30.3%10/10

Every $100 of equity generates 30 in profit

Market CapQuality
$98.47B9/10

Large-cap with strong market position

Profit MarginProfitability
25.1%9/10

Keeps 25 of every $100 in revenue as profit

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
21.8%8/10

Strong operational efficiency at 21.8%

GRNT2 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

EPS GrowthGrowth
59.2%10/10

Earnings expanding 59.2% YoY

Areas to Watch

CNQ3 concerns · Avg: 2.0/10
PEG RatioValuation
3.422/10

Expensive relative to growth rate

Revenue GrowthGrowth
-1.2%2/10

Revenue declined 1.2%

EPS GrowthGrowth
-45.3%2/10

Earnings declined 45.3%

GRNT4 concerns · Avg: 2.5/10
Market CapQuality
$634.42M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-6.0%2/10

ROE of -6.0% — below average capital efficiency

Free Cash FlowQuality
$-11.53M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : CNQ

The strongest argument for CNQ centers on P/E Ratio, Return on Equity, Market Cap. Profitability is solid with margins at 25.1% and operating margin at 21.8%.

Bull Case : GRNT

The strongest argument for GRNT centers on Price/Book, EPS Growth.

Bear Case : CNQ

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

Bear Case : GRNT

The primary concerns for GRNT are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

CNQ profiles as a declining stock while GRNT is a turnaround play — different risk/reward profiles.

CNQ carries more volatility with a beta of 0.91 — expect wider price swings.

GRNT is growing revenue faster at 5.0% — sustainability is the question.

CNQ generates stronger free cash flow (856M), providing more financial flexibility.

Bottom Line

CNQ scores higher overall (58/100 vs 45/100), backed by strong 25.1% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Canadian Natural Resources Ltd

ENERGY · OIL & GAS E&P · USA

Canadian Natural Resources Limited acquires, explores, develops, produces, markets and sells crude oil, natural gas and natural gas liquids (NGL). The company is headquartered in Calgary, Canada.

Granite Ridge Resources Inc

ENERGY · OIL & GAS E&P · USA

Granite Ridge Resources, Inc. manages private funds with interests in the Midland, Delaware, Bakken, Eagle Ford, DJ and Haynesville areas. The company is headquartered in Boston, Massachusetts.

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