Dorchester Minerals LP (DMLP)vsDevon Energy Corporation (DVN)
DMLP
Dorchester Minerals LP
$27.48
-2.28%
ENERGY · Cap: $1.31B
DVN
Devon Energy Corporation
$46.00
+1.57%
ENERGY · Cap: $52.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Devon Energy Corporation generates 9735% more annual revenue ($16.00B vs $162.71M). DMLP leads profitability with a 40.9% profit margin vs 14.2%. DMLP appears more attractively valued with a PEG of 0.83. DMLP earns a higher WallStSmart Score of 73/100 (B).
DMLP
Strong Buy73
out of 100
Grade: B
DVN
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.7%
Fair Value
$45.17
Current Price
$27.48
$17.69 discount
Margin of Safety
-63.1%
Fair Value
$27.78
Current Price
$46.00
$18.22 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 41 of every $100 in revenue as profit
Strong operational efficiency at 49.5%
Revenue surging 36.4% year-over-year
Earnings expanding 63.0% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : DMLP
The strongest argument for DMLP centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 40.9% and operating margin at 49.5%. Revenue growth of 36.4% demonstrates continued momentum.
Bull Case : DVN
The strongest argument for DVN centers on Market Cap, P/E Ratio, Price/Book.
Bear Case : DMLP
The primary concerns for DMLP are Market Cap, Piotroski F-Score.
Bear Case : DVN
The primary concerns for DVN are Altman Z-Score, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
DMLP profiles as a growth stock while DVN is a declining play — different risk/reward profiles.
DMLP carries more volatility with a beta of 0.54 — expect wider price swings.
DMLP is growing revenue faster at 36.4% — sustainability is the question.
DVN generates stronger free cash flow (635M), providing more financial flexibility.
Bottom Line
DMLP scores higher overall (73/100 vs 44/100), backed by strong 40.9% margins and 36.4% revenue growth. Both earn "Strong 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.
Dorchester Minerals LP
ENERGY · OIL & GAS E&P · USA
Dorchester Minerals, LP is engaged in the acquisition, ownership and management of royalties, net proceeds and lease interests of producing and non-producing natural gas and crude oil in the United States. The company is headquartered in Dallas, Texas.
Devon Energy Corporation
ENERGY · OIL & GAS E&P · USA
Devon Energy Corporation is an American energy company engaged in hydrocarbon exploration in the American market.
Compare with Other OIL & GAS E&P Stocks
Want to dig deeper into these stocks?