WallStSmart

Canadian Natural Resources Ltd (CNQ)vsMagnolia Oil & Gas Corp (MGY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Canadian Natural Resources Ltd generates 2919% more annual revenue ($44.68B vs $1.48B). MGY leads profitability with a 28.8% profit margin vs 26.3%. MGY trades at a lower P/E of 10.5x. CNQ earns a higher WallStSmart Score of 79/100 (B+).

CNQ

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 9.0Value: 6.7Quality: 7.0
Piotroski: 6/9Altman Z: 2.05

MGY

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 9.0Value: 6.7Quality: 6.0
Piotroski: 3/9Altman Z: 2.81
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CNQUndervalued (+46.2%)

Margin of Safety

+46.2%

Fair Value

$95.86

Current Price

$47.63

$48.23 discount

UndervaluedFair: $95.86Overvalued

Intrinsic value data unavailable for MGY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNQ6 strengths · Avg: 9.5/10
Operating MarginProfitability
43.1%10/10

Strong operational efficiency at 43.1%

Revenue GrowthGrowth
69.5%10/10

Revenue surging 69.5% year-over-year

EPS GrowthGrowth
83.8%10/10

Earnings expanding 83.8% YoY

Market CapQuality
$103.22B9/10

Large-cap with strong market position

Return on EquityProfitability
25.1%9/10

Every $100 of equity generates 25 in profit

Profit MarginProfitability
26.3%9/10

Keeps 26 of every $100 in revenue as profit

MGY6 strengths · Avg: 9.7/10
P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Operating MarginProfitability
50.7%10/10

Strong operational efficiency at 50.7%

Revenue GrowthGrowth
50.1%10/10

Revenue surging 50.1% year-over-year

EPS GrowthGrowth
136.6%10/10

Earnings expanding 136.6% YoY

Profit MarginProfitability
28.8%9/10

Keeps 29 of every $100 in revenue as profit

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

Areas to Watch

CNQ1 concerns · Avg: 2.0/10
PEG RatioValuation
3.422/10

Expensive relative to growth rate

MGY1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CNQ

The strongest argument for CNQ centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 26.3% and operating margin at 43.1%. Revenue growth of 69.5% demonstrates continued momentum.

Bull Case : MGY

The strongest argument for MGY centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 28.8% and operating margin at 50.7%. Revenue growth of 50.1% demonstrates continued momentum.

Bear Case : CNQ

The primary concerns for CNQ are PEG Ratio.

Bear Case : MGY

The primary concerns for MGY are Piotroski F-Score.

Key Dynamics to Monitor

CNQ carries more volatility with a beta of 0.88 — expect wider price swings.

CNQ is growing revenue faster at 69.5% — sustainability is the question.

CNQ generates stronger free cash flow (4.4B), providing more financial flexibility.

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

Bottom Line

CNQ scores higher overall (79/100 vs 72/100), backed by strong 26.3% margins and 69.5% revenue growth. Both earn "Strong Buy" and "Strong 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.

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.

Magnolia Oil & Gas Corp

ENERGY · OIL & GAS E&P · USA

Magnolia Oil & Gas Corporation is engaged in the acquisition, development, exploration and production of oil, natural gas and natural gas liquid reserves in the United States. The company is headquartered in Houston, Texas.

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