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 Hits 12-Month High as Ambitious 2030 Plan Signals Surging Earnings and Cash Flow.
- Upgraded 2030 outlook delivers $5B earnings boost at constant prices, driven by advantaged assets like Permian Basin doubling to 2.5M oil-equivalent barrels per day.
- Cumulative cost savings expanded to $20B vs. 2019, with all 2030 GHG emissions goals now on track for 2026 ahead of schedule.
- Citigroup lifted price target to $118 while maintaining neutral; shares climb on resilient shareholder returns via $20B annual buybacks through 2026.
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.
ExxonMobil Hits 12-Month High as Ambitious 2030 Plan Signals Surging Earnings and Cash Flow.
- Upgraded 2030 outlook delivers $5B earnings boost at constant prices, driven by advantaged assets like Permian Basin doubling to 2.5M oil-equivalent barrels per day.
- Cumulative cost savings expanded to $20B vs. 2019, with all 2030 GHG emissions goals now on track for 2026 ahead of schedule.
- Citigroup lifted price target to $118 while maintaining neutral; shares climb on resilient shareholder returns via $20B annual buybacks through 2026.
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
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 (XOM) is scheduled to report its next earnings on Friday, January 30, 2026, before market open, covering the fourth quarter of 2025 (Q4 2025). The earnings call is set for 8:30 a.m. CST, featuring Chairman Darren Woods and key executives. This aligns with the company's historical late-January pattern for year-end results.
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.
ExxonMobil (XOM) Next Earnings Date
Exxon Mobil (XOM) is scheduled to report its next earnings on Friday, January 30, 2026, before market open, covering the fourth quarter of 2025 (Q4 2025). The earnings call is set for 8:30 a.m. CST, featuring Chairman Darren Woods and key executives. This aligns with the company's historical late-January pattern for year-end results.
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
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