ExxonMobil vs Canadian Natural
ExxonMobil vs Canadian Natural: this page compares their business models, financial performance, and market context in a neutral, accessible way. It outlines how each company creates value, allocates capital, and positions itself within the energy landscape, helping readers understand differences without endorsing any approach. Educational content, not financial advice.
ExxonMobil vs Canadian Natural: this page compares their business models, financial performance, and market context in a neutral, accessible way. It outlines how each company creates value, allocates ...
Why It's Moving
ExxonMobil Crushes Q4 Earnings with Record Production, Powering Ahead Despite Oil Slump
- Record 4.7 million barrels/day full-year production—highest in 40 years—drove margins higher via Permian records at 1.8 million barrels/day and Guyana exceeding 700,000 gross barrels/day.
- Completed 10 key projects adding $3 billion in 2025 earnings, including early Yellowtail startup in Guyana and new facilities like Singapore Resid Upgrade for high-value products.
- $20 billion in 2025 buybacks plus 4% dividend hike to $1.03 quarterly reinforce 43-year growth streak, signaling robust capital returns amid cost savings of $15.1 billion since 2019.
CNQ Faces Venezuela Oil Flood Fears but Powers Ahead with Strong Production Outlook.
- Geopolitical headlines on Venezuela risking heavy oil market glut are rattling Canadian producers, creating short-term price disconnects despite CNQ's low break-even points.
- Post-Chevron acquisition, CNQ eyes 1.59-1.65 million BOE/d in 2026—up 50,000 BOE/d—with a lean $6.3 billion capex budget driving efficient growth.
- Fortress finances shine through: net debt-to-EBITDA at 0.9x, liquidity over C$4.3 billion, and ability to sustain dividends even at WTI crude below $40.
ExxonMobil Crushes Q4 Earnings with Record Production, Powering Ahead Despite Oil Slump
- Record 4.7 million barrels/day full-year production—highest in 40 years—drove margins higher via Permian records at 1.8 million barrels/day and Guyana exceeding 700,000 gross barrels/day.
- Completed 10 key projects adding $3 billion in 2025 earnings, including early Yellowtail startup in Guyana and new facilities like Singapore Resid Upgrade for high-value products.
- $20 billion in 2025 buybacks plus 4% dividend hike to $1.03 quarterly reinforce 43-year growth streak, signaling robust capital returns amid cost savings of $15.1 billion since 2019.
CNQ Faces Venezuela Oil Flood Fears but Powers Ahead with Strong Production Outlook.
- Geopolitical headlines on Venezuela risking heavy oil market glut are rattling Canadian producers, creating short-term price disconnects despite CNQ's low break-even points.
- Post-Chevron acquisition, CNQ eyes 1.59-1.65 million BOE/d in 2026—up 50,000 BOE/d—with a lean $6.3 billion capex budget driving efficient growth.
- Fortress finances shine through: net debt-to-EBITDA at 0.9x, liquidity over C$4.3 billion, and ability to sustain dividends even at WTI crude below $40.
Investment Analysis
ExxonMobil
XOM
Pros
- ExxonMobil demonstrates strong profitability with a net income of nearly $30 billion and robust operating segments across upstream, energy, and chemical products.
- The company maintains a stable dividend yield of 3.62%, reflecting consistent shareholder returns and financial strength.
- ExxonMobil has a large, diversified global resource portfolio that supports long-term production and growth potential.
Considerations
- The stock experienced volatility, with a beta of 0.38 indicating moderate market sensitivity and some price fluctuation risk.
- Recent analyst forecasts show mixed views with some predicting only modest price appreciation in the near term due to market uncertainties.
- ExxonMobil’s valuation metrics such as PE ratio around 16.6 imply limited margin for error in pricing, and cyclical risks inherent in fossil fuel demand remain.
Pros
- Canadian Natural Resources exhibits lower volatility compared to ExxonMobil, suggesting potentially less risk for investors.
- The company has demonstrated higher risk-adjusted returns year-to-date relative to ExxonMobil, indicating strong recent performance.
- CNQ benefits from a focused portfolio in the oil and gas sector with operational efficiencies that can capitalise on higher commodity prices.
Considerations
- Canadian Natural currently trades below key moving averages, indicating a bearish technical trend and potential near-term downside.
- The company has a lower stock score percentile historically, reflecting relatively subdued investor sentiment and valuation.
- Exposure to commodity cyclicality poses risks, as demand fluctuations can significantly impact revenues and profitability.
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ExxonMobil (XOM) Next Earnings Date
Exxon Mobil's next earnings date is estimated for late April to early May 2026, covering the first quarter of 2026 (Q1 2026). This projection aligns with the company's historical pattern of releasing Q1 results in late April or early May, as seen in prior years like April 26, 2024, for Q1 2024. No official date has been confirmed by the company as of now.
Canadian Natural (CNQ) Next Earnings Date
Canadian Natural Resources (CNQ) is estimated to report its next earnings for the Q4 2025 period around late February to early March 2026, with key estimates pointing to February 25-26 or March 5. The company has not yet confirmed the exact date, aligning with its historical pattern of early-year releases following year-end results. Investors should monitor for official announcements, as dates may shift slightly based on internal timelines.
ExxonMobil (XOM) Next Earnings Date
Exxon Mobil's next earnings date is estimated for late April to early May 2026, covering the first quarter of 2026 (Q1 2026). This projection aligns with the company's historical pattern of releasing Q1 results in late April or early May, as seen in prior years like April 26, 2024, for Q1 2024. No official date has been confirmed by the company as of now.
Canadian Natural (CNQ) Next Earnings Date
Canadian Natural Resources (CNQ) is estimated to report its next earnings for the Q4 2025 period around late February to early March 2026, with key estimates pointing to February 25-26 or March 5. The company has not yet confirmed the exact date, aligning with its historical pattern of early-year releases following year-end results. Investors should monitor for official announcements, as dates may shift slightly based on internal timelines.
Which Baskets Do They Appear In?
Oil's Ascent
WTI crude oil prices have climbed to their highest levels since April, creating promising opportunities in the energy sector. These carefully selected stocks are positioned to benefit directly from sustained higher oil prices, giving you access to potential growth in this important market.
Published: July 1, 2025
Explore BasketWhich Baskets Do They Appear In?
Oil's Ascent
WTI crude oil prices have climbed to their highest levels since April, creating promising opportunities in the energy sector. These carefully selected stocks are positioned to benefit directly from sustained higher oil prices, giving you access to potential growth in this important market.
Published: July 1, 2025
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