ExxonMobil's third-quarter adjusted earnings exceeded expectations, with sequential growth driven by stronger global refining margins that offset the dip in oil prices. The company plans to repurchase $20 billion in shares in 2027, in line with 2026 levels.
Exxon responded to shareholder concerns by hiring outside managers in key roles, appointing new board members, and increasing disclosures.
Exxon's increased spending to grow volumes risks resulting in lower returns as it did previously. The timing could be off, given the current global oversupply and soft demand. Lower oil prices would result in lower-than-expected earnings.
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Metric
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XOM
|
CVX
|
BP
|
|---|---|---|---|
Price/Earnings (Normalized) | 22.27 | 21.35 | 11.36 |
Price/Book Value | 2.91 | 2.39 | 4.43 |
Price/Sales | 2.14 | 2.19 | 0.61 |
Price/Cash Flow | 11.65 | 9.94 | 3.30 |
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Metric
|
XOM
|
CVX
|
BP
|
|---|---|---|---|
Quick Ratio | 0.80 | 0.84 | 0.80 |
Current Ratio | 1.13 | 1.25 | 1.29 |
Interest Coverage | 59.52 | 22.46 | 5.34 |
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Metric
|
XOM
|
CVX
|
BP
|
|---|---|---|---|
Return on Assets (Normalized) | 8.50% | 6.86% | 8.52% |
Return on Equity (Normalized) | 14.95% | 11.95% | 43.16% |
Return on Invested Capital (Normalized) | 12.72% | 10.05% | 18.15% |
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1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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CVX
| LOCK|sLB$q@&^ | LOCK|wS<< | $454B | |||
| PetroChina Co Ltd Class H
PCCYF
| — | LOCK|dQp | $360B | |||
| Shell PLC
RYDAF
| — | LOCK|s% | $306B | |||
| Shell PLC ADR (Representing - Ordinary Shares)
SHEL
| LOCK|&<^%$f< | LOCK|?zd | $306B | |||
| TotalEnergies SE
TTE
| LOCK|b&XTtY | LOCK|yTv | $208B | |||
| Petroleo Brasileiro SA Petrobras ADR
PBR
| LOCK|lGs?QK | LOCK|vR? | $135B | |||
| BP PLC ADR
BP
| LOCK|^^n@N%M | LOCK|@km | $129B | |||
| Equinor ASA ADR
EQNR
| LOCK|s<c%V?X | LOCK|%z | $111B | |||
| Eni SpA ADR
E
| LOCK|$&s%q&! | LOCK|Xth | $86B |
United States