Imperial Oil vs ONEOK

This page compares Imperial Oil and ONEOK, exploring their business models, financial performance, and the market context in which they operate. Readers can consider how each company approaches energy supply, diversification, and growth strategies while maintaining a neutral, accessible tone for broad audiences. Educational content, not financial advice.

This page compares Imperial Oil and ONEOK, exploring their business models, financial performance, and the market context in which they operate. Readers can consider how each company approaches energy...

Comparison Snapshot

Key Financial Metrics

IMO

Metric

OKE

$57.98B

Market Cap

$54.18B

-56.23%

Potential Profit

2.90%

Hold

Analyst Rating

Buy

Why It's Moving

IMO Stock Warning: Analysts Flag -55% Downside Risk Amid Profit-Taking Pullback

Profit-taking hit after strong 11.2% weekly rally from February 2-9, signaling overextension and inviting analyst scrutiny on sustainability.
TSE: IMO closed at 163.06, up 2.88% on February 13 with solid volume of 341,741 shares, yet pulling back amid sector headwinds.
Energy peers face macro oil volatility, amplifying downside risks as analysts highlight potential 55% drop tied to weakening demand signals.

Sentiment:

🐻Bearish

ONEOK Shares Climb as Institutions Pile In Ahead of Earnings Spotlight

Texas Yale Capital scooped up 15,450 shares, while M&G PLC boosted its stake by 8.3%, reflecting institutional bets on OKE's steady pipeline operations.
Stock opened at $86.09 with a robust 5% dividend yield after recent hike to $1.07 quarterly, attracting income-focused players.
Upcoming Feb 23 earnings project $9.49B revenue surge of 35.6% YoY, though EPS may dip 5.1%; recent quarter's +2% beat keeps upside hopes alive.

Sentiment:

🐃Bullish

IMO Stock Warning: Analysts Flag -55% Downside Risk Amid Profit-Taking Pullback

Profit-taking hit after strong 11.2% weekly rally from February 2-9, signaling overextension and inviting analyst scrutiny on sustainability.
TSE: IMO closed at 163.06, up 2.88% on February 13 with solid volume of 341,741 shares, yet pulling back amid sector headwinds.
Energy peers face macro oil volatility, amplifying downside risks as analysts highlight potential 55% drop tied to weakening demand signals.

Sentiment:

🐻Bearish

ONEOK Shares Climb as Institutions Pile In Ahead of Earnings Spotlight

Texas Yale Capital scooped up 15,450 shares, while M&G PLC boosted its stake by 8.3%, reflecting institutional bets on OKE's steady pipeline operations.
Stock opened at $86.09 with a robust 5% dividend yield after recent hike to $1.07 quarterly, attracting income-focused players.
Upcoming Feb 23 earnings project $9.49B revenue surge of 35.6% YoY, though EPS may dip 5.1%; recent quarter's +2% beat keeps upside hopes alive.

Sentiment:

🐃Bullish

Investment Analysis

Imperial Oil

IMO

Pros

Imperial Oil has a strong market capitalization exceeding C$64 billion, indicating significant size and stability in the Canadian oil sector.
The company maintains a robust balance sheet with a low debt-to-equity ratio, reducing financial risk and supporting consistent dividend payments.
It is advancing production efficiency through proprietary technologies like SA-SAGD and solvent extraction, which may boost output by 200,000 b/d by 2030.

Considerations

Imperial Oil's stock has shown a relatively volatile price range over the past year, reflecting exposure to oil price fluctuations and industry cyclicality.
Analyst consensus remains cautious with a 'hold' rating and mixed price targets, indicating uncertainty about near-term growth prospects.
The company's downstream refining operations face ongoing challenges from industry transitions and regulatory pressures on emissions.

ONEOK

OKE

Pros

ONEOK holds a substantial market capitalization near $46 billion, underlining its position as a major midstream energy infrastructure player.
The company benefits from stable cash flows due to its focus on natural gas gathering, processing, and transportation services with long-term contracts.
ONEOK’s asset base and operations are well positioned to support North American energy exports, aligning with rising natural gas demand.

Considerations

ONEOK's business is exposed to commodity price volatility and regulatory risks stemming from environmental policies impacting fossil fuel infrastructure.
Its earnings and cash flows are sensitive to fluctuations in natural gas production volumes and pipeline capacity utilisation.
The midstream sector’s capital-intensive nature and growth projects carry execution risks and may strain financial flexibility amid market uncertainties.

Related Market Insights

Energy Consolidation Wave: The Supermajor Acquisition Catalyst

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Related Market Insights

Energy Consolidation Wave: The Supermajor Acquisition Catalyst

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About The Companies

Imperial Oil (IMO)

Imperial Oil Ltd (IMO) is a Canadian integrated oil and gas company operating across upstream production (including oil sands), refining, chemicals and retail fuel marketing under the Esso/Imperial brand. The company’s performance is closely linked to global crude prices, refining margins and domestic policy such as carbon pricing. Its integrated model can provide diversification across the value chain, but the business remains capital intensive and exposed to commodity volatility, operational risks and evolving energy transition requirements. Investors commonly focus on cash flow, dividend history and capital expenditure plans when assessing Imperial Oil, while also monitoring regulatory and sustainability developments. Market capitalisation is approximately $42.37 billion based on the provided data. This summary is for general, educational purposes only and is not personalised investment advice; suitability depends on your individual circumstances and you should consult a regulated financial adviser before making decisions.

ONEOK (OKE)

ONEOK Inc. (ticker: OKE) is a US midstream energy company that transports, stores and processes natural gas and natural gas liquids (NGLs). It operates an extensive network of pipelines, fractionation and storage facilities that connect production regions with industrial users and export points. With a market capitalisation of about $43.42bn, ONEOK’s revenue mix leans on fee-based contracts and long-term agreements that can provide relatively steady cash flows compared with exploration-focused peers. The company has historically returned capital via dividends and share activity, but distributions depend on business performance and board decisions. Key considerations for investors include exposure to commodity volumes and NGL prices, regulatory and environmental developments, and interest-rate sensitivity that can affect infrastructure valuations. This summary is for general educational purposes only and is not personalised financial advice; investments can fall as well as rise, and ONEOK may not be suitable for all investors.

Imperial Oil (IMO) Next Earnings Date

Imperial Oil (IMO) is scheduled to report its next earnings on May 1, 2026. This release will cover the Q1 2026 financial results, following the Q4 2025 report issued on January 30, 2026. Executives are expected to hold the earnings call on that date to discuss performance and outlook.

ONEOK (OKE) Next Earnings Date

ONEOK's next earnings date is scheduled for February 23, 2026, covering the Q4 2025 period. This release aligns with the company's historical pattern of reporting fourth-quarter results in late February. A conference call is anticipated the following day.

Imperial Oil (IMO) Next Earnings Date

Imperial Oil (IMO) is scheduled to report its next earnings on May 1, 2026. This release will cover the Q1 2026 financial results, following the Q4 2025 report issued on January 30, 2026. Executives are expected to hold the earnings call on that date to discuss performance and outlook.

ONEOK (OKE) Next Earnings Date

ONEOK's next earnings date is scheduled for February 23, 2026, covering the Q4 2025 period. This release aligns with the company's historical pattern of reporting fourth-quarter results in late February. A conference call is anticipated the following day.

Which Baskets Do They Appear In?

Energy Consolidation Wave: The Supermajor Acquisition Catalyst

This carefully selected group of stocks represents companies positioned to benefit from the energy sector consolidation triggered by Chevron's $53 billion Hess acquisition. Our expert analysts have identified these opportunities across the energy value chain as potential targets or beneficiaries of this industry-transforming trend.

Published: July 21, 2025

Explore Basket

Which Baskets Do They Appear In?

Energy Consolidation Wave: The Supermajor Acquisition Catalyst

This carefully selected group of stocks represents companies positioned to benefit from the energy sector consolidation triggered by Chevron's $53 billion Hess acquisition. Our expert analysts have identified these opportunities across the energy value chain as potential targets or beneficiaries of this industry-transforming trend.

Published: July 21, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

IMO Stock Warning: Analysts Flag -55% Downside Risk Amid Profit-Taking Pullback

ONEOK Shares Climb as Institutions Pile In Ahead of Earnings Spotlight

IMO Stock Warning: Analysts Flag -55% Downside Risk Amid Profit-Taking Pullback

ONEOK Shares Climb as Institutions Pile In Ahead of Earnings Spotlight