WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Occidental Petroleum Corporation generates 6590% more annual revenue ($21.12B vs $315.70M). KRP leads profitability with a 23.6% profit margin vs 22.4%. OXY appears more attractively valued with a PEG of 1.38. OXY earns a higher WallStSmart Score of 65/100 (B-).

KRP

Hold

44

out of 100

Grade: D

Growth: 3.3Profit: 7.0Value: 3.7Quality: 6.8
Piotroski: 4/9

OXY

Strong Buy

65

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 4.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.17
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for KRP.

OXYUndervalued (+3.5%)

Margin of Safety

+3.5%

Fair Value

$59.00

Current Price

$58.65

$0.35 discount

UndervaluedFair: $59.00Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KRP2 strengths · Avg: 8.5/10
Profit MarginProfitability
23.6%9/10

Keeps 24 of every $100 in revenue as profit

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

OXY4 strengths · Avg: 9.0/10
EPS GrowthGrowth
315.6%10/10

Earnings expanding 315.6% YoY

Market CapQuality
$58.77B9/10

Large-cap with strong market position

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

KRP4 concerns · Avg: 2.8/10
P/E RatioValuation
33.2x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.64B3/10

Smaller company, higher risk/reward

PEG RatioValuation
2.712/10

Expensive relative to growth rate

Revenue GrowthGrowth
-6.7%2/10

Revenue declined 6.7%

OXY4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
79.8x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-8.3%2/10

Revenue declined 8.3%

Free Cash FlowQuality
$-298.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : KRP

The strongest argument for KRP centers on Profit Margin, Price/Book. Profitability is solid with margins at 23.6% and operating margin at 18.8%.

Bull Case : OXY

The strongest argument for OXY centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 22.4% and operating margin at 17.7%. PEG of 1.38 suggests the stock is reasonably priced for its growth.

Bear Case : KRP

The primary concerns for KRP are P/E Ratio, Market Cap, PEG Ratio.

Bear Case : OXY

The primary concerns for OXY are Piotroski F-Score, P/E Ratio, Revenue Growth. A P/E of 79.8x leaves little room for execution misses.

Key Dynamics to Monitor

KRP carries more volatility with a beta of 0.27 — expect wider price swings.

KRP is growing revenue faster at -6.7% — sustainability is the question.

KRP generates stronger free cash flow (49M), providing more financial flexibility.

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

Bottom Line

OXY scores higher overall (65/100 vs 44/100), backed by strong 22.4% margins. 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.

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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