WallStSmart

Vaalco Energy Inc (EGY)vsEOG Resources Inc (EOG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

EOG Resources Inc generates 7466% more annual revenue ($23.57B vs $311.54M). EOG leads profitability with a 23.3% profit margin vs -45.9%. EOG appears more attractively valued with a PEG of 1.12. EOG earns a higher WallStSmart Score of 80/100 (A-).

EGY

Avoid

32

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.7Quality: 3.5
Piotroski: 1/9Altman Z: 1.27

EOG

Exceptional Buy

80

out of 100

Grade: A-

Growth: 6.7Profit: 8.5Value: 8.0Quality: 7.0
Piotroski: 2/9Altman Z: 2.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EGYUndervalued (+42.5%)

Margin of Safety

+42.5%

Fair Value

$8.68

Current Price

$5.41

$3.27 discount

UndervaluedFair: $8.68Overvalued
EOGUndervalued (+39.3%)

Margin of Safety

+39.3%

Fair Value

$226.89

Current Price

$140.93

$85.96 discount

UndervaluedFair: $226.89Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EGY1 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EOG6 strengths · Avg: 8.8/10
Operating MarginProfitability
37.9%10/10

Strong operational efficiency at 37.9%

Market CapQuality
$73.81B9/10

Large-cap with strong market position

Profit MarginProfitability
23.3%9/10

Keeps 23 of every $100 in revenue as profit

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

P/E RatioValuation
13.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

EGY4 concerns · Avg: 2.5/10
Market CapQuality
$566.09M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
3.982/10

Expensive relative to growth rate

Return on EquityProfitability
-41.5%2/10

ROE of -41.5% — below average capital efficiency

EOG1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : EGY

The strongest argument for EGY centers on Price/Book.

Bull Case : EOG

The strongest argument for EOG centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 37.9%. Revenue growth of 15.6% demonstrates continued momentum.

Bear Case : EGY

The primary concerns for EGY are Market Cap, Piotroski F-Score, PEG Ratio.

Bear Case : EOG

The primary concerns for EOG are Piotroski F-Score.

Key Dynamics to Monitor

EGY profiles as a turnaround stock while EOG is a growth play — different risk/reward profiles.

EOG carries more volatility with a beta of 0.28 — expect wider price swings.

EOG is growing revenue faster at 15.6% — sustainability is the question.

EOG generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

EOG scores higher overall (80/100 vs 32/100), backed by strong 23.3% margins and 15.6% revenue growth. EGY offers better value entry with a 42.5% margin of safety. Both earn "Exceptional Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Vaalco Energy Inc

ENERGY · OIL & GAS E&P · USA

VAALCO Energy, Inc., an independent energy company, acquires, explores, develops and produces crude oil and natural gas. The company is headquartered in Houston, Texas.

EOG Resources Inc

ENERGY · OIL & GAS E&P · USA

EOG Resources, Inc. is an American energy company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in the Heritage Plaza building in Houston, Texas.

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