WallStSmart

Devon Energy Corporation (DVN)vsObsidian Energy Ltd (OBE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Devon Energy Corporation generates 3354% more annual revenue ($18.78B vs $543.70M). DVN leads profitability with a 17.5% profit margin vs 5.1%. DVN trades at a lower P/E of 10.5x. DVN earns a higher WallStSmart Score of 79/100 (B+).

DVN

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 4.7Quality: 5.5
Piotroski: 3/9Altman Z: 1.99

OBE

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 5.5Value: 4.7Quality: 5.5
Piotroski: 4/9Altman Z: 1.46
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DVNSignificantly Overvalued (-42.8%)

Margin of Safety

-42.8%

Fair Value

$34.30

Current Price

$50.23

$15.93 premium

UndervaluedFair: $34.30Overvalued

Intrinsic value data unavailable for OBE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DVN6 strengths · Avg: 9.7/10
P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.1%10/10

Strong operational efficiency at 41.1%

Revenue GrowthGrowth
64.2%10/10

Revenue surging 64.2% year-over-year

Market CapQuality
$53.24B9/10

Large-cap with strong market position

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

OBE5 strengths · Avg: 9.8/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
35.7%10/10

Strong operational efficiency at 35.7%

Revenue GrowthGrowth
41.7%10/10

Revenue surging 41.7% year-over-year

EPS GrowthGrowth
190.5%10/10

Earnings expanding 190.5% YoY

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Areas to Watch

DVN4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.932/10

Expensive relative to growth rate

OBE4 concerns · Avg: 3.3/10
P/E RatioValuation
39.4x4/10

Premium valuation, high expectations priced in

Market CapQuality
$788.70M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.4%3/10

ROE of 1.4% — below average capital efficiency

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : DVN

The strongest argument for DVN centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 17.5% and operating margin at 41.1%. Revenue growth of 64.2% demonstrates continued momentum.

Bull Case : OBE

The strongest argument for OBE centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 41.7% demonstrates continued momentum.

Bear Case : DVN

The primary concerns for DVN are Altman Z-Score, Return on Equity, Piotroski F-Score.

Bear Case : OBE

The primary concerns for OBE are P/E Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

DVN profiles as a growth stock while OBE is a hypergrowth play — different risk/reward profiles.

DVN carries more volatility with a beta of 0.43 — expect wider price swings.

DVN is growing revenue faster at 64.2% — sustainability is the question.

OBE generates stronger free cash flow (-99M), providing more financial flexibility.

Bottom Line

DVN scores higher overall (79/100 vs 66/100), backed by strong 17.5% margins and 64.2% 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.

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.

Obsidian Energy Ltd

ENERGY · OIL & GAS E&P · USA

Obsidian Energy Ltd. explores, develops and produces oil and natural gas in Western Canada. The company is headquartered in Calgary, Canada.

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