WallStSmart

Occidental Petroleum Corporation (OXY)vsSM Energy Co (SM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Occidental Petroleum Corporation generates 484% more annual revenue ($21.12B vs $3.62B). OXY leads profitability with a 22.4% profit margin vs 3.6%. SM appears more attractively valued with a PEG of 0.54. OXY earns a higher WallStSmart Score of 65/100 (B-).

OXY

Strong Buy

65

out of 100

Grade: B-

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

SM

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 3.5Value: 8.7Quality: 5.0
Piotroski: 5/9Altman Z: 1.80
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OXYUndervalued (+3.5%)

Margin of Safety

+3.5%

Fair Value

$59.00

Current Price

$58.65

$0.35 discount

UndervaluedFair: $59.00Overvalued
SMUndervalued (+61.7%)

Margin of Safety

+61.7%

Fair Value

$84.07

Current Price

$33.95

$50.12 discount

UndervaluedFair: $84.07Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

SM4 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
73.0%10/10

Revenue surging 73.0% year-over-year

PEG RatioValuation
0.548/10

Growing faster than its price suggests

P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

Areas to Watch

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

SM4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.804/10

Grey zone — moderate risk

Return on EquityProfitability
2.3%3/10

ROE of 2.3% — below average capital efficiency

Profit MarginProfitability
3.6%3/10

3.6% margin — thin

EPS GrowthGrowth
-42.3%2/10

Earnings declined 42.3%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : SM

The strongest argument for SM centers on Price/Book, Revenue Growth, PEG Ratio. Revenue growth of 73.0% demonstrates continued momentum. PEG of 0.54 suggests the stock is reasonably priced for its growth.

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.

Bear Case : SM

The primary concerns for SM are Altman Z-Score, Return on Equity, Profit Margin. Thin 3.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

SM carries more volatility with a beta of 0.74 — expect wider price swings.

SM is growing revenue faster at 73.0% — sustainability is the question.

SM generates stronger free cash flow (85M), providing more financial flexibility.

Bottom Line

OXY scores higher overall (65/100 vs 53/100), backed by strong 22.4% margins. SM offers better value entry with a 61.7% margin of safety. 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.

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.

SM Energy Co

ENERGY · OIL & GAS E&P · USA

SM Energy Company, an independent energy company, is engaged in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. The company is headquartered in Denver, Colorado.

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