Devon Energy vs Coterra Energy

This page compares Devon Energy Corporation and Coterra Energy Inc., examining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

This page compares Devon Energy Corporation and Coterra Energy Inc., examining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not f...

Comparison Snapshot

Key Financial Metrics

DVN

Metric

CTRA

$24.23B

Market Cap

$20.85B

13.89%

Potential Profit

17.01%

Buy

Analyst Rating

Buy

Why It's Moving

UBS Turns Bullish on Devon Energy as Cost Cuts and Oil Tailwinds Spark Pre-Market Gains

UBS raised its price target to $46 from $40, pointing to $1 billion in debt reduction by mid-2026 as a major catalyst for shareholder value.
Devon plans to cut 2026 capital requirements by $100 million versus 2025 levels, with production optimization already lifting output by 20,000 barrels of oil equivalent per day.
Retail sentiment shifted to neutral from bearish, fueled by drilling tech advances and industry consolidation driving down U.S. costs.

Sentiment:

🐃Bullish

UBS Turns Bullish on Devon Energy as Cost Cuts and Oil Tailwinds Spark Pre-Market Gains

UBS raised its price target to $46 from $40, pointing to $1 billion in debt reduction by mid-2026 as a major catalyst for shareholder value.
Devon plans to cut 2026 capital requirements by $100 million versus 2025 levels, with production optimization already lifting output by 20,000 barrels of oil equivalent per day.
Retail sentiment shifted to neutral from bearish, fueled by drilling tech advances and industry consolidation driving down U.S. costs.

Sentiment:

🐃Bullish

Investment Analysis

Devon Energy

DVN

Pros

Devon Energy exceeded Q3 2025 expectations with EPS of $1.04 and revenue of $4.33 billion, driven by operational efficiencies and strategic initiatives.
The company has demonstrated strong production growth while reducing capital expenditures by $400 million, reflecting effective cost management.
Devon Energy maintains a positive analyst consensus with a 32% average price target upside and strong free cash flow supporting share repurchases and debt reduction.

Considerations

Despite recent strong earnings, Devon Energy shares are forecasted to decline by around 9% by year-end 2025, indicating near-term bearish sentiment.
The company operates in cyclical commodity markets, with a net margin and profitability subject to volatility in energy prices and market demand.
Devon Energy's EPS is projected to decrease by over 13% this year before a modest recovery, suggesting some near-term earnings pressure.

Coterra Energy

CTRA

Pros

Coterra Energy shows lower stock volatility compared to Devon Energy, indicating potentially more stable price movements.
The company has demonstrated operational consistency with comparatively less downside drawdown over five years than Devon.
Coterra benefits from diversified production assets and steady revenue streams amid energy market fluctuations.

Considerations

Coterra’s profitability margins are generally lower than Devon Energy’s, impacting overall earnings potential.
The company faces similar cyclicality risks as other energy producers, with exposure to commodity price swings and market volatility.
Coterra’s recent financial performance and stock growth metrics lag behind Devon Energy, potentially limiting upside catalysts.

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About The Companies

Devon Energy (DVN)

Devon Energy Corporation (DVN) is an independent oil and natural gas exploration and production company with operations concentrated in North American shale basins. With a market capitalisation of about $20.35 billion, Devon focuses on high-return acreage and aims to deliver free cash flow through a combination of steady production, cost control and capital discipline. The company generates revenue by producing and marketing crude oil, natural gas and natural gas liquids, and its earnings are sensitive to commodity price swings. In recent years Devon has emphasised shareholder returns via dividends and share buybacks while investing in efficiency and emissions reduction initiatives. Key considerations for investors include exposure to volatile oil and gas prices, operational risks, and regulatory or environmental developments that may affect production and costs. This summary provides general educational information and is not personalised financial advice; investors should assess suitability and consider seeking independent advice before acting.

Coterra Energy (CTRA)

Coterra Energy (CTRA) is a US oil and gas exploration and production company with a focus on developing onshore hydrocarbon resources. Investors should know that the business is driven by production volumes, commodity prices (notably natural gas and liquids), and the company’s capital-allocation choices such as dividends, buybacks and reinvestment in its portfolio. Coterra’s value tends to move with energy markets and with operational factors like well performance and cost control. Key considerations include commodity-price volatility, regulatory and environmental risks, and the company’s debt profile and hedging strategy. Management decisions on drilling activity and capital spending materially affect short- and medium‑term cash flow. For cautious investors, look at balance-sheet strength, dividend policy and production outlook; for more risk-tolerant investors, production growth and cash-return potential may be appealing. This is general educational information and not personal financial advice — consider seeking regulated advice to assess suitability for your circumstances.

Devon Energy (DVN) Next Earnings Date

Devon Energy (DVN) is scheduled to report its next earnings on February 17, 2026, after market close. This release will cover the fourth quarter of 2025, aligning with the company's confirmed announcement and consensus estimates across multiple analyst sources. Investors should monitor for updates, as dates are occasionally subject to minor adjustments based on historical patterns.

Devon Energy (DVN) Next Earnings Date

Devon Energy (DVN) is scheduled to report its next earnings on February 17, 2026, after market close. This release will cover the fourth quarter of 2025, aligning with the company's confirmed announcement and consensus estimates across multiple analyst sources. Investors should monitor for updates, as dates are occasionally subject to minor adjustments based on historical patterns.

Which Baskets Do They Appear In?

Oil & 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 Basket

Which Baskets Do They Appear In?

Oil & 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 Basket

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Comparison Snapshot

Why It's Moving

UBS Turns Bullish on Devon Energy as Cost Cuts and Oil Tailwinds Spark Pre-Market Gains

UBS Turns Bullish on Devon Energy as Cost Cuts and Oil Tailwinds Spark Pre-Market Gains