ExxonMobil vs TotalEnergies
This page compares ExxonMobil and TotalEnergies, examining their business models, financial performance, and market context in clear, accessible terms. It presents how these energy majors approach growth, resilience, and opportunities in a changing landscape. Educational content, not financial advice.
This page compares ExxonMobil and TotalEnergies, examining their business models, financial performance, and market context in clear, accessible terms. It presents how these energy majors approach gro...
Why It's Moving
ExxonMobil Powers Ahead with Q3 Earnings Strength and Dividend Boost Amid Energy Sector Resilience
- Q3 earnings hit $7.5 billion with $14.8 billion in operating cash flow, offsetting weaker crude and chemical margins through Permian and Guyana volume gains and cost savings.
- Fourth-quarter dividend rose 4% to $1.03 per share, returning $9.4 billion to shareholders in Q3 and highlighting financial discipline.
- Advanced eight of 10 key 2025 projects on track, plus $20B low-carbon push through 2030 in CCS and hydrogen, aligning with faster-than-expected emissions cuts.
TotalEnergies Launches Ordinary Shares on NYSE, Boosting U.S. Investor Access.
- Completed NYSE ordinary share listing on Dec. 8, replacing ADRs with a 1:1 conversion, streamlining global trading structure.
- Repurchased 2.77 million shares for €157 million between Dec. 1-5, signaling management's confidence in the stock's value.
- J.P. Morgan downgraded to Neutral on Dec. 5, yet analyst consensus points to potential upside from current levels.
ExxonMobil Powers Ahead with Q3 Earnings Strength and Dividend Boost Amid Energy Sector Resilience
- Q3 earnings hit $7.5 billion with $14.8 billion in operating cash flow, offsetting weaker crude and chemical margins through Permian and Guyana volume gains and cost savings.
- Fourth-quarter dividend rose 4% to $1.03 per share, returning $9.4 billion to shareholders in Q3 and highlighting financial discipline.
- Advanced eight of 10 key 2025 projects on track, plus $20B low-carbon push through 2030 in CCS and hydrogen, aligning with faster-than-expected emissions cuts.
TotalEnergies Launches Ordinary Shares on NYSE, Boosting U.S. Investor Access.
- Completed NYSE ordinary share listing on Dec. 8, replacing ADRs with a 1:1 conversion, streamlining global trading structure.
- Repurchased 2.77 million shares for €157 million between Dec. 1-5, signaling management's confidence in the stock's value.
- J.P. Morgan downgraded to Neutral on Dec. 5, yet analyst consensus points to potential upside from current levels.
Which Baskets Do They Appear In?
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Explore BasketNatural Gas Investing: What's Next for Nigeria?
As Nigeria pivots to leverage its vast natural gas reserves for economic growth, this resource is becoming central to its energy transition strategy. This basket offers potential exposure to globally-listed energy companies, infrastructure providers, and technology firms participating in this development.
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Explore BasketBlue Chip Stocks: Could Global Giants Offer Stability?
Amid economic uncertainty, many seek stable, long-term growth opportunities for wealth preservation. This basket offers exposure to some of the world's largest and most well-established US/EU-listed companies, often recognised for their market leadership.
Published: September 16, 2025
Explore BasketWhich Baskets Do They Appear In?
Brazilian Energy Exposure (Global Majors Only)
Brazil's offshore energy sector is expanding significantly, driven by major new investments and discoveries. This collection may offer exposure to this growth through the US and EU-listed international companies central to the nation's energy development.
Published: October 16, 2025
Explore BasketNatural Gas Investing: What's Next for Nigeria?
As Nigeria pivots to leverage its vast natural gas reserves for economic growth, this resource is becoming central to its energy transition strategy. This basket offers potential exposure to globally-listed energy companies, infrastructure providers, and technology firms participating in this development.
Published: September 24, 2025
Explore BasketBlue Chip Stocks: Could Global Giants Offer Stability?
Amid economic uncertainty, many seek stable, long-term growth opportunities for wealth preservation. This basket offers exposure to some of the world's largest and most well-established US/EU-listed companies, often recognised for their market leadership.
Published: September 16, 2025
Explore BasketOil & Gas
Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.
Published: May 15, 2025
Explore BasketInvestment Analysis
ExxonMobil
XOM
Pros
- ExxonMobil leads the sector in upstream production volumes, with 2025 Q2 output at a post-merger high driven by growth in the Permian and Guyana.
- The company is returning industry-leading capital to shareholders, targeting $20 billion in share buybacks this year after strong operational cash flow.
- Structural cost savings and advantaged asset growth provide resilience against weaker crude price environments.
Considerations
- ExxonMobil faces heightened regulatory pressure in key markets, including ongoing lawsuits challenging climate disclosure laws in California.
- Upstream earnings have declined year-on-year due to lower crude realisations and higher depreciation despite volume growth.
- Heavy reliance on fossil fuels exposes the company to long-term transition risks as global decarbonisation efforts accelerate.
Pros
- TotalEnergies demonstrates lower share price volatility compared to ExxonMobil, suggesting comparatively less market risk for equity investors.
- The company maintains a strong, diversified portfolio including renewables alongside hydrocarbons, positioning it to adapt to energy transition shifts.
- TotalEnergies offers a competitive dividend yield compared to many regional peers, reflecting steady cash return policies.
Considerations
- TotalEnergies has recently been found guilty of greenwashing, potentially undermining investor and consumer confidence in its environmental commitments.
- Upstream profitability and share price momentum have lagged behind larger US peers, possibly reflecting slower execution on growth projects.
- Operates with a slightly lower profit margin and return on equity than ExxonMobil, indicating less relative efficiency in converting revenues to earnings.
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