WallStSmart

EOG Resources Inc (EOG)vsExpand Energy Corporation (EXE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

EOG Resources Inc generates 82% more annual revenue ($23.57B vs $12.96B). EXE leads profitability with a 24.9% profit margin vs 23.3%. EOG appears more attractively valued with a PEG of 1.40. EOG earns a higher WallStSmart Score of 80/100 (A-).

EOG

Exceptional Buy

80

out of 100

Grade: A-

Growth: 6.7Profit: 8.5Value: 8.0Quality: 5.8
Piotroski: 2/9Altman Z: 2.87

EXE

Strong Buy

75

out of 100

Grade: B+

Growth: 6.0Profit: 8.5Value: 6.0Quality: 7.0
Piotroski: 5/9Altman Z: 2.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EOGUndervalued (+51.4%)

Margin of Safety

+51.4%

Fair Value

$243.17

Current Price

$130.03

$113.14 discount

UndervaluedFair: $243.17Overvalued
EXEUndervalued (+8.6%)

Margin of Safety

+8.6%

Fair Value

$113.11

Current Price

$95.94

$17.17 discount

UndervaluedFair: $113.11Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EOG6 strengths · Avg: 8.7/10
Operating MarginProfitability
37.9%10/10

Strong operational efficiency at 37.9%

Market CapQuality
$69.26B9/10

Large-cap with strong market position

Profit MarginProfitability
23.3%9/10

Keeps 23 of every $100 in revenue as profit

P/E RatioValuation
12.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.6%8/10

15.6% revenue growth

EXE6 strengths · Avg: 9.7/10
P/E RatioValuation
7.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
34.0%10/10

Strong operational efficiency at 34.0%

Revenue GrowthGrowth
41.0%10/10

Revenue surging 41.0% year-over-year

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Areas to Watch

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

Weak financial health signals

EXE2 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

PEG RatioValuation
23.282/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : EXE

The strongest argument for EXE centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 24.9% and operating margin at 34.0%. Revenue growth of 41.0% demonstrates continued momentum.

Bear Case : EOG

The primary concerns for EOG are Piotroski F-Score.

Bear Case : EXE

The primary concerns for EXE are EPS Growth, PEG Ratio.

Key Dynamics to Monitor

EXE carries more volatility with a beta of 0.35 — expect wider price swings.

EXE is growing revenue faster at 41.0% — sustainability is the question.

EXE generates stronger free cash flow (1.7B), providing more financial flexibility.

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

Bottom Line

EOG scores higher overall (80/100 vs 75/100), backed by strong 23.3% margins and 15.6% revenue growth. Both earn "Exceptional 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.

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.

Expand Energy Corporation

ENERGY · OIL & GAS E&P · USA

Expand Energy Corporation is an independent exploration and production company in the United States. The company is headquartered in Oklahoma City, Oklahoma.

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