Chevron vs Canadian Natural
Chevron and Canadian Natural are presented here to compare their business models, financial performance, and market context side by side. The page provides neutral, accessible information on how each company operates, generates revenue, and positions itself within the energy sector. Educational content, not financial advice.
Chevron and Canadian Natural are presented here to compare their business models, financial performance, and market context side by side. The page provides neutral, accessible information on how each ...
Why It's Moving
Chevron surges on Venezuela opportunity as Trump pledges U.S. oil role in reconstruction.
- President Trump's pledge positions Chevron for first-mover advantage in Venezuela's energy rebuild, reclaiming blocked market share.
- Shares up 13% in the past month and 7% recently, fueled by investor bets on geopolitical tailwinds and higher cash flows.
- Analysts maintain Buy ratings with targets implying upside, despite premium valuation and expected near-term earnings dip.
CNQ Surges to 1-Year High on Reports of Major Natural Gas Acquisition Push
- Regulatory filing with Canada's Competition Bureau flags CNQ's pursuit of Tourmaline's Peace River operations, including 2,428 wells and extensive pipeline network, for preliminary approval.
- Stock climbed sharply on 5.7 million shares traded, breaking past prior highs and reflecting optimism over strategic expansion in natural gas amid favorable sector dynamics.
- Deal talks position CNQ to capitalize on undervalued assets valued up to $1.4 billion, strengthening its infrastructure in Alberta's prolific Peace River region.
Chevron surges on Venezuela opportunity as Trump pledges U.S. oil role in reconstruction.
- President Trump's pledge positions Chevron for first-mover advantage in Venezuela's energy rebuild, reclaiming blocked market share.
- Shares up 13% in the past month and 7% recently, fueled by investor bets on geopolitical tailwinds and higher cash flows.
- Analysts maintain Buy ratings with targets implying upside, despite premium valuation and expected near-term earnings dip.
CNQ Surges to 1-Year High on Reports of Major Natural Gas Acquisition Push
- Regulatory filing with Canada's Competition Bureau flags CNQ's pursuit of Tourmaline's Peace River operations, including 2,428 wells and extensive pipeline network, for preliminary approval.
- Stock climbed sharply on 5.7 million shares traded, breaking past prior highs and reflecting optimism over strategic expansion in natural gas amid favorable sector dynamics.
- Deal talks position CNQ to capitalize on undervalued assets valued up to $1.4 billion, strengthening its infrastructure in Alberta's prolific Peace River region.
Investment Analysis
Chevron
CVX
Pros
- Chevron has a strong market capitalization above $310 billion, underlining its position as a major integrated energy company.
- Analysts generally maintain a 'Buy' rating with an average price target around $170 to $175, suggesting potential upside around 11-13%.
- Chevron offers a solid dividend yield near 4.5% with a history of dependable payouts and substantial free cash flow generation.
Considerations
- Recent forecasts indicate a potential short-term price decline of around 2-6% through late 2025, reflecting some bearish sentiment.
- Profitability margins are modest with net margins near 7%, which may limit its earnings resilience amid volatile oil prices.
- The stock's payout ratio is relatively high (around 88%), which could raise concerns about the sustainability of its dividends if earnings decline.
Pros
- Canadian Natural Resources maintains a diversified asset base including North America, North Sea, and Offshore Africa, with significant exposure to oil sands.
- The company offers an attractive dividend yield above 5%, supported by steady earnings and a relatively low P/E ratio near 11.
- Market analysts show positive sentiment with price targets almost doubling current levels, indicating strong growth expectations.
Considerations
- Canadian Natural's stock recently slipped below its 200-day moving average, indicating technical weakness and possible short-term headwinds.
- Operations are exposed to the capital-intensive and environmentally scrutinized oil sands sector, which may face regulatory and cost pressures.
- Beta above 1 indicates higher stock price volatility relative to the market, which might increase investment risk in volatile energy markets.
Related Market Insights
Oil's Ascent: Energy Stocks Poised for the Price Rally
WTI crude oil hits multi-month highs. Discover 16 energy stocks poised to profit from rising oil prices. Invest commission-free with fractional shares on Nemo.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
Oil's Ascent: Energy Stocks Poised for the Price Rally
WTI crude oil hits multi-month highs. Discover 16 energy stocks poised to profit from rising oil prices. Invest commission-free with fractional shares on Nemo.
Aimee Silverwood | Financial Analyst
July 25, 2025
Chevron (CVX) Next Earnings Date
Chevron (CVX) is scheduled to report its Q4 2025 earnings on January 30, 2026, before market open. The company will hold a conference call at 11:00 AM ET following the announcement. Analysts currently expect earnings per share of approximately $1.54 and revenue of roughly $48.18 billion for the quarter.
Canadian Natural (CNQ) Next Earnings Date
Canadian Natural Resources is estimated to report its Q4 2025 earnings on March 5, 2026. The company has not yet officially confirmed this date, but multiple analyst consensus sources project the earnings announcement for early March based on historical reporting patterns. This earnings release will cover the fourth quarter and full year 2025 results. Investors should monitor the company's investor relations website for official confirmation as the date approaches.
Chevron (CVX) Next Earnings Date
Chevron (CVX) is scheduled to report its Q4 2025 earnings on January 30, 2026, before market open. The company will hold a conference call at 11:00 AM ET following the announcement. Analysts currently expect earnings per share of approximately $1.54 and revenue of roughly $48.18 billion for the quarter.
Canadian Natural (CNQ) Next Earnings Date
Canadian Natural Resources is estimated to report its Q4 2025 earnings on March 5, 2026. The company has not yet officially confirmed this date, but multiple analyst consensus sources project the earnings announcement for early March based on historical reporting patterns. This earnings release will cover the fourth quarter and full year 2025 results. Investors should monitor the company's investor relations website for official confirmation as the date approaches.
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
Explore BasketBuy CVX or CNQ in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Chevron vs Williams
Chevron vs Williams: A stock comparison
Chevron vs Petrobras
Chevron vs Petrobras
Chevron vs Shell
Chevron Corporation vs Shell PLC - ADS