(OXY) Occidental Petroleum - Overview

Sector: Energy | Industry: Oil & Gas E&P | Exchange: NYSE (USA) | Market Cap: 56.535m USD | Total Return: 44% in 12m

Crude Oil, Natural Gas, Gas Liquids, Chemicals
Total Rating 57
Safety 58
Buy Signal 1.84
Oil & Gas E&P
Industry Rotation: +23.6
Market Cap: 56.5B
Avg Turnover: 657M
Risk 3d forecast
Volatility42.6%
VaR 5th Pctl7.42%
VaR vs Median5.81%
Reward TTM
Sharpe Ratio1.04
Rel. Str. IBD82.8
Rel. Str. Peer Group50
Character TTM
Beta0.581
Beta Downside1.013
Hurst Exponent0.416
Drawdowns 3y
Max DD46.94%
CAGR/Max DD0.04
CAGR/Mean DD0.10
EPS (Earnings per Share) EPS (Earnings per Share) of OXY over the last years for every Quarter: "2021-03": -0.15, "2021-06": 0.32, "2021-09": 0.87, "2021-12": 1.48, "2022-03": 2.12, "2022-06": 3.16, "2022-09": 2.44, "2022-12": 1.61, "2023-03": 1.09, "2023-06": 0.68, "2023-09": 1.18, "2023-12": 0.74, "2024-03": 0.63, "2024-06": 1.03, "2024-09": 1, "2024-12": 0.8, "2025-03": 0.87, "2025-06": 0.39, "2025-09": 0.64, "2025-12": 0.31, "2026-03": 1.06,
EPS CAGR: -25.27%
EPS Trend: -72.5%
Last SUE: 4.00
Qual. Beats: 1
Revenue Revenue of OXY over the last years for every Quarter: 2021-03: 5185, 2021-06: 6102, 2021-09: 6881, 2021-12: 7794, 2022-03: 8214, 2022-06: 10352, 2022-09: 9376, 2022-12: 8219, 2023-03: 7118, 2023-06: 6602, 2023-09: 7272, 2023-12: 7339, 2024-03: 6213, 2024-06: 6875, 2024-09: 7087, 2024-12: 6924, 2025-03: 6803, 2025-06: 6317, 2025-09: 6624, 2025-12: 5013, 2026-03: 5230,
Rev. CAGR: -16.65%
Rev. Trend: -84.1%
Last SUE: -0.31
Qual. Beats: 0

Warnings

P/E ratio 76.8

Tailwinds

Tailwind, Pullback 52w, Avwap Ph Week, Confidence

Description: OXY Occidental Petroleum

Occidental Petroleum Corporation (OXY) is an international energy company focused on the exploration and production of crude oil, natural gas liquids, and natural gas. The firm operates through two primary segments: Oil and Gas, which handles upstream development, and Midstream and Marketing, which manages the processing, transportation, and storage of energy commodities.

As an integrated operator, Occidental benefits from a business model that captures value throughout the hydrocarbon lifecycle, from extraction to market delivery. The company maintains a significant presence in the Permian Basin, a region characterized by low break-even costs compared to many offshore or international plays. Furthermore, the company’s midstream infrastructure allows for the handling of carbon dioxide, a critical component for enhanced oil recovery (EOR) techniques used to increase mature well productivity.

For a deeper dive into these fundamentals, consider exploring the valuation metrics available on ValueRay.

Headlines to Watch Out For
  • Permian Basin production volume drives upstream revenue and operational cash flow
  • Global crude oil price volatility dictates quarterly earnings and dividend capacity
  • Direct Air Capture commercialization scale impacts long-term low-carbon segment valuation
  • Debt reduction progress and share buyback programs influence institutional investor sentiment
  • Midstream infrastructure capacity constraints affect regional price realizations and transport costs
Piotroski VR‑10 (Strict) 5.0
Net Income: 4.71b TTM > 0 and > 6% of Revenue
FCF/TA: 0.04 > 0.02 and ΔFCF/TA -0.82 > 1.0
NWC/Revenue: 8.29% < 20% (prev 0.34%; Δ 7.95% < -1%)
CFO/TA 0.12 > 3% & CFO 9.66b > Net Income 4.71b
Net Debt (11.86b) to EBITDA (11.05b): 1.07 < 3
Current Ratio: 1.21 > 1.5 & < 3
Outstanding Shares: last quarter (1.00b) vs 12m ago 1.75% < -2%
Gross Margin: 26.23% > 18% (prev 0.36%; Δ 2.59k% > 0.5%)
Asset Turnover: 28.03% > 50% (prev 32.59%; Δ -4.56% > 0%)
Interest Coverage Ratio: 3.25 > 6 (EBITDA TTM 11.05b / Interest Expense TTM 1.01b)
Altman Z'' 2.08
A: 0.02 (Total Current Assets 11.07b - Total Current Liabilities 9.15b) / Total Assets 80.46b
B: 0.31 (Retained Earnings 24.81b / Total Assets 80.46b)
C: 0.04 (EBIT TTM 3.29b / Avg Total Assets 82.72b)
D: 0.62 (Book Value of Equity 25.24b / Total Liabilities 40.90b)
Altman-Z'' Score: 2.08 = BBB
Beneish M -2.61
DSRI: 1.25 (Receivables 4.47b/4.27b, Revenue 23.18b/27.69b)
GMI: 1.38 (GM 26.23% / 36.09%)
AQI: 1.09 (AQ_t 0.08 / AQ_t-1 0.07)
SGI: 0.84 (Revenue 23.18b / 27.69b)
TATA: -0.06 (NI 4.71b - CFO 9.66b) / TA 80.46b)
Beneish M-Score: -2.61 (Cap -4..+1) = A
What is the price of OXY shares? As of May 18, 2026, the stock is trading at USD 59.62 with a total of 16,671,142 shares traded.
Over the past week, the price has changed by +12.43%, over one month by +10.84%, over three months by +30.39% and over the past year by +43.96%.
Is OXY a buy, sell or hold? Occidental Petroleum has received a consensus analysts rating of 3.33. Therefor, it is recommend to hold OXY.
  • StrongBuy: 4
  • Buy: 4
  • Hold: 17
  • Sell: 1
  • StrongSell: 1
What are the forecasts/targets for the OXY price?
Analysts Target Price 64.3 7.9%
Occidental Petroleum (OXY) - Fundamental Data Overview as of 16 May 2026
P/E Trailing = 76.8108
P/E Forward = 10.7759
P/S = 2.677
P/B = 1.7212
P/EG = 1.2375
Revenue TTM = 23.18b USD
EBIT TTM = 3.29b USD
EBITDA TTM = 11.05b USD
Long Term Debt = 14.48b USD (from longTermDebt, last quarter)
Short Term Debt = 424.0m USD (from shortTermDebt, last quarter)
Debt = 15.67b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 11.86b USD (from netDebt column, last quarter)
Enterprise Value = 68.40b USD (56.54b + Debt 15.67b - CCE 3.81b)
Interest Coverage Ratio = 3.25 (Ebit TTM 3.29b / Interest Expense TTM 1.01b)
EV/FCF = 19.17x (Enterprise Value 68.40b / FCF TTM 3.57b)
FCF Yield = 5.22% (FCF TTM 3.57b / Enterprise Value 68.40b)
FCF Margin = 15.39% (FCF TTM 3.57b / Revenue TTM 23.18b)
Net Margin = 20.31% (Net Income TTM 4.71b / Revenue TTM 23.18b)
Gross Margin = 26.23% ((Revenue TTM 23.18b - Cost of Revenue TTM 17.10b) / Revenue TTM)
Gross Margin QoQ = 11.85% (prev 27.81%)
Tobins Q-Ratio = 0.85 (Enterprise Value 68.40b / Total Assets 80.46b)
Interest Expense / Debt = 2.76% (Interest Expense 432.0m / Debt 15.67b)
Taxrate = 39.49% (154.0m / 390.0m)
NOPAT = 1.99b (EBIT 3.29b * (1 - 39.49%))
Current Ratio = 1.21 (Total Current Assets 11.07b / Total Current Liabilities 9.15b)
Debt / Equity = 0.40 (Debt 15.67b / totalStockholderEquity, last quarter 38.93b)
Debt / EBITDA = 1.07 (Net Debt 11.86b / EBITDA 11.05b)
Debt / FCF = 3.32 (Net Debt 11.86b / FCF TTM 3.57b)
Total Stockholder Equity = 36.74b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.69% (Net Income 4.71b / Total Assets 80.46b)
RoE = 12.82% (Net Income TTM 4.71b / Total Stockholder Equity 36.74b)
RoCE = 6.43% (EBIT 3.29b / Capital Employed (Equity 36.74b + L.T.Debt 14.48b))
RoIC = 4.10% (NOPAT 1.99b / Invested Capital 48.64b)
WACC = 6.65% (E(56.54b)/V(72.21b) * Re(8.03%) + D(15.67b)/V(72.21b) * Rd(2.76%) * (1-Tc(0.39)))
Discount Rate = 8.03% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 51.11 | Cagr: 2.31%
[DCF] Terminal Value 80.47% ; FCFF base≈3.92b ; Y1≈3.09b ; Y5≈2.03b
[DCF] Fair Price = 40.08 (EV 51.73b - Net Debt 11.86b = Equity 39.87b / Shares 994.6m; r=6.65% [WACC]; 5y FCF grow -25.35% → 3.0% )
EPS Correlation: -72.54 | EPS CAGR: -25.27% | SUE: 4.0 | # QB: 1
Revenue Correlation: -84.15 | Revenue CAGR: -16.65% | SUE: -0.31 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.67 | Chg30d=+22.27% | Revisions=+5% | Analysts=15
EPS next Quarter (2026-09-30): EPS=1.30 | Chg30d=+9.86% | Revisions=-16% | Analysts=15
EPS current Year (2026-12-31): EPS=5.42 | Chg30d=+28.11% | Revisions=-5% | GrowthEPS=+145.2% | GrowthRev=+16.9%
EPS next Year (2027-12-31): EPS=3.67 | Chg30d=+7.13% | Revisions=+27% | GrowthEPS=-32.2% | GrowthRev=-3.6%
[Analyst] Revisions Ratio: +27%