WallStSmart

Kimbell Royalty Partners LP (KRP)vsOccidental Petroleum Corporation (OXY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Occidental Petroleum Corporation generates 6611% more annual revenue ($21.59B vs $321.74M). KRP leads profitability with a 28.3% profit margin vs 10.8%. KRP trades at a lower P/E of 23.7x. OXY earns a higher WallStSmart Score of 53/100 (C-).

KRP

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 5.7Quality: 6.5
Piotroski: 5/9

OXY

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 5.0Value: 4.7Quality: 3.8
Piotroski: 2/9Altman Z: 1.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KRPSignificantly Overvalued (-236.0%)

Margin of Safety

-236.0%

Fair Value

$4.22

Current Price

$14.53

$10.31 premium

UndervaluedFair: $4.22Overvalued
OXYSignificantly Overvalued (-414.6%)

Margin of Safety

-414.6%

Fair Value

$9.18

Current Price

$61.85

$52.67 premium

UndervaluedFair: $9.18Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KRP3 strengths · Avg: 9.0/10
Operating MarginProfitability
42.3%10/10

Strong operational efficiency at 42.3%

Profit MarginProfitability
28.3%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

OXY4 strengths · Avg: 8.8/10
Revenue GrowthGrowth
148.9%10/10

Revenue surging 148.9% year-over-year

Market CapQuality
$60.74B9/10

Large-cap with strong market position

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.88B8/10

Generating 1.9B in free cash flow

Areas to Watch

KRP2 concerns · Avg: 2.5/10
Market CapQuality
$1.60B3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-15.2%2/10

Earnings declined 15.2%

OXY4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.492/10

Expensive relative to growth rate

P/E RatioValuation
45.4x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : KRP

The strongest argument for KRP centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.3% and operating margin at 42.3%.

Bull Case : OXY

The strongest argument for OXY centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 148.9% demonstrates continued momentum.

Bear Case : KRP

The primary concerns for KRP are Market Cap, EPS Growth.

Bear Case : OXY

The primary concerns for OXY are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 45.4x leaves little room for execution misses.

Key Dynamics to Monitor

KRP profiles as a mature stock while OXY is a growth play — different risk/reward profiles.

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

OXY is growing revenue faster at 148.9% — sustainability is the question.

OXY generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

OXY scores higher overall (53/100 vs 51/100) and 148.9% revenue growth. Both earn "Buy" and "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.

Kimbell Royalty Partners LP

ENERGY · OIL & GAS E&P · USA

Kimbell Royalty Partners, LP, acquires and owns mineral and royalty interests in oil and natural gas properties in the United States. The company is headquartered in Fort Worth, Texas.

Occidental Petroleum Corporation

ENERGY · OIL & GAS E&P · USA

Occidental Petroleum Corporation is an American company engaged in hydrocarbon exploration in the United States, the Middle East, and Colombia as well as petrochemical manufacturing in the United States, Canada, and Chile.

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