WallStSmart

Mach Natural Resources LP (MNR)vsOccidental Petroleum Corporation (OXY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Occidental Petroleum Corporation generates 1725% more annual revenue ($21.12B vs $1.16B). OXY leads profitability with a 22.4% profit margin vs 8.0%. MNR trades at a lower P/E of 17.1x. OXY earns a higher WallStSmart Score of 65/100 (B-).

MNR

Buy

56

out of 100

Grade: C

Growth: 8.0Profit: 4.5Value: 6.0Quality: 4.3
Piotroski: 2/9

OXY

Strong Buy

65

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 4.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MNR.

OXYUndervalued (+10.1%)

Margin of Safety

+10.1%

Fair Value

$58.85

Current Price

$52.89

$5.96 discount

UndervaluedFair: $58.85Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MNR4 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
43.8%10/10

Revenue surging 43.8% year-over-year

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
22.7%8/10

Earnings expanding 22.7% YoY

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

Earnings expanding 315.6% YoY

Market CapQuality
$52.02B9/10

Large-cap with strong market position

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Areas to Watch

MNR3 concerns · Avg: 2.3/10
Profit MarginProfitability
8.0%3/10

8.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Operating MarginProfitability
-2.6%1/10

Operating margin of -2.6%

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

Weak financial health signals

P/E RatioValuation
70.7x2/10

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 : MNR

The strongest argument for MNR centers on Price/Book, Revenue Growth, P/E Ratio. Revenue growth of 43.8% demonstrates continued momentum.

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 1.13 suggests the stock is reasonably priced for its growth.

Bear Case : MNR

The primary concerns for MNR are Profit Margin, Piotroski F-Score, Operating Margin.

Bear Case : OXY

The primary concerns for OXY are Piotroski F-Score, P/E Ratio, Revenue Growth. A P/E of 70.7x leaves little room for execution misses.

Key Dynamics to Monitor

MNR profiles as a hypergrowth stock while OXY is a declining play — different risk/reward profiles.

OXY carries more volatility with a beta of 0.15 — expect wider price swings.

MNR is growing revenue faster at 43.8% — sustainability is the question.

MNR generates stronger free cash flow (110M), providing more financial flexibility.

Bottom Line

OXY scores higher overall (65/100 vs 56/100), backed by strong 22.4% margins. Both earn "Strong 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.

Mach Natural Resources LP

ENERGY · OIL & GAS E&P · USA

Monmouth Real Estate Investment Corporation, founded in 1968, is one of the oldest public equity REITs in the world.

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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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