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Energy Sector Report

Oil & Gas Production Industry Report

Market Cap: $973.2B
Stocks: 89
Median P/E: 9.8x
Median ROIC: 8.6%

Data sourced from SEC EDGAR filings. Report refreshed weekly.

Part of the Energy sector.

Performance Dashboard

PeriodSector (MCW)Sector (Median)
1 Day+2.5%+1.1%
1 Week+2.7%+2.6%
1 Month
3 Months
6 Months
YTD+3.4%+1.0%
1 Year+2739.4%+20.1%
3 Years+58.3%+27.8%
5 Years+224.0%+116.3%

Today's Breadth: 45 advancing · 20 declining · 6 flat

Valuation Summary

MetricMedianP25P75vs 5Y Avg
P/E9.8x0.0x16.5x+41%
P/B1.0x0.0x1.4x-18%
P/S1.1x0.0x2.2x
P/FCF4.0x1.4x7.2x
EV/EBITDA5.1x3.9x7.3x
EV/EBIT11.0x7.7x23.7x
Earnings Yield
7.5%
FCF Yield
14.1%
Below Fair Value
22% of stocks

Profitability Profile

Margins

MetricMedian5Y AvgP25P75
Gross Margin34.6%32.5%15.4%43.2%
Operating Margin20.4%4.0%29.3%
Net Margin12.9%11.4%0.8%19.3%
FCF Margin31.9%15.2%49.3%

Returns on Capital

MetricMedian5Y AvgP25P75
ROE5.5%0.0%14.4%
ROA2.3%-2.4%6.7%
ROIC8.6%13.7%-0.3%12.8%

Growth Metrics

Metric1Y3Y CAGR5Y CAGR
Revenue+1.8%+1.1%+18.3%
EPS+13.5%-23.9%+14.5%
Free Cash Flow+23.6%-7.2%+19.0%

All values represent sector median growth rates.

Balance Sheet Health

Debt / Equity
0.5x
Net Debt / EBITDA
1.1x
Interest Coverage
3.1x
Current Ratio
1.0x

Altman Z-Score

Safe (>3): 13 (16%)
Gray (1.8–3): 20 (25%)
Distress (<1.8): 48 (59%)

Piotroski F-Score

Strong (7–9): 22 (25%)
Moderate (4–6): 41 (46%)
Weak (0–3): 26 (29%)

Top Companies

Symbol#Mkt CapP/EEV/EBITDAROICNet MgnRev Gr.Div YldYTDQual.
ENOG-L1$161.2B256.6x8.1%14.3%+34.4%0.1%3/9
E2$82.4B114.4%+6.8%1/9
EIPAF3$80.5B114.4%+7.2%1/9
EOG4$74.8B11.2x5.3x19.4%22.0%-4.5%3.9%+2.0%6/9
OXY5$59.4B24.6x5.4x4.5%7.6%-19.2%2.4%-1.2%4/9
FANG6$54.9B25.5x9.1x2.0%11.1%+35.8%2.7%+5.8%5/9
ENQ-L7$37.3B244.9x73.5x25.3%2/9
EQT8$35.5B16.3x5.9x9.6%23.6%+63.9%1.2%-0.3%2/9
DVN9$29.9B8.6x4.0x13.5%15.4%+7.8%2.7%+2.7%5/9
EC10$29.0B10.7%13.9%-3.3%+5.6%2/9
CTRA11$25.3B11.4x4.9x11.9%22.5%+40.1%3.4%+6.2%5/9
EXEEW12$25.3B13.9x5.3x8.7%15.0%+186.3%3.0%4/9
EXEEZ13$24.3B13.3x5.1x8.7%15.0%+186.3%3.1%4/9
EXEEL14$24.2B13.3x5.1x8.7%15.0%+186.3%3.2%4/9
EXE15$23.5B14.5x5.5x8.7%15.0%+186.3%2.9%-1.3%4/9
TLW-L16$18.6B5.4x2.4x19.0%3.6%-6.1%4/9
PR17$15.0B10.7x1.5x8.7%18.5%+1.3%4.4%+0.8%6/9
OVV18$14.6B7.9x4.7x6.8%13.9%-2.7%3.2%+1.3%4/9
APA19$14.2B6.0x2.2x25.8%15.6%-5.3%4.2%+6.7%6/9
PHAR-L20$11.8B4.4x1.3x17.3%17.4%-19.0%6.0%3/9

Industry Composition

IndustryStocksMarket Cap%
Crude Petroleum & Natural Gas75$732.7B75.3%
Oil & Gas Exploration & Production14$240.5B24.7%

Quality Distribution

0
1
2
3
4
5
6
7
8
9

Quality Score (0-9)

High Quality (7+)
2%
Median Piotroski F
5/9
Profitable Years
5 of 10

Dividends & Shareholder Returns

Paying Dividends
43%
Median Div Yield
3.4%
Median Buyback Yield
0.3%
Shareholder Yield
2.4%
Payout Ratio
37.8%
Div Growth (3Y)
7.1%
Div Growth (5Y)
19.2%

Strengths & Weaknesses

Strengths

  • +[Cash Flow]Robust cash generation improvement with a median 5-year FCF CAGR of 19.0%, supporting capital returns and reinvestment capacity.
  • +[Growth]Strong secular growth with a median 5-year revenue CAGR of 18.3%, outpacing nominal GDP.

Weaknesses

  • [Financial Health]59.3% of companies fall in the Altman Z-Score distress zone (<1.8), indicating elevated bankruptcy risk within the sector.
  • [Leverage]Tight interest coverage at 3.1x, leaving limited cushion for debt servicing if earnings decline.
  • [Quality]Only 2.2% of companies score 7+ on the quality checklist, reflecting structural challenges in achieving consistent returns across the sector.
  • [Valuation]Elevated valuations: current median P/E of 9.8x is 41.4% above the 5-year average, suggesting the sector may be pricing in optimistic growth expectations.

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