TotalEnergiesCanadian Natural
Live Report · Updated April 27, 2026

TotalEnergies vs Canadian Natural

TotalEnergies is one of the world's largest integrated energy companies investing aggressively across oil, gas, and renewables simultaneously while Canadian Natural Resources focuses on long-life, low...

Why It's Moving

TotalEnergies

TTE Faces Mixed Analyst Signals as Consensus Points to Varied 2026 Paths Amid Energy Sector Shifts.

  • Scotiabank maintained a Sector Perform rating on April 22 with a $97 target, signaling steady performance expectations despite market headwinds.
  • Recent upgrades like JP Morgan's shift to Buy in early March highlight optimism around TotalEnergies' strategic moves in renewables and upstream operations.
  • Contrasting forecasts show bullish medians around $100+ from some groups, while others predict drops to $72, underscoring uncertainty in global oil demand.
Sentiment:
⚖️Neutral
Canadian Natural

CNQ Stock Warning: Why Analysts See -42% Downside Risk

  • Oil prices tumbled as low as US$55 recently, hammered by China's economic slowdown and excess production from the US and Canada, eroding CNQ's revenue outlook.
  • Escalating US trade tensions with China threaten to push the oil market lower, risking a recession in the world's top importer and amplifying pressure on energy stocks like CNQ.
  • CNQ has shed 17% year-to-date and 35% over the past year, trading near oversold levels that could see further sharp declines if tariff battles intensify.
Sentiment:
🐻Bearish

Investment Analysis

Pros

  • TotalEnergies SE is a diversified multi-energy company with significant operations in renewables, biofuels, natural gas, and electricity, supporting long-term energy transition.
  • The company maintains a strong balance sheet with a modest debt-to-equity ratio around 44% and healthy return metrics including 14.76% normalized return on equity.
  • TotalEnergies benefits from a large market capitalization exceeding $135 billion, providing financial stability and market presence in the integrated oil and gas sector.

Considerations

  • TotalEnergies experienced an 11% year-over-year revenue decline in the last twelve months, indicating top-line pressure in a challenging macro environment.
  • The company’s stock liquidity ratios like quick ratio (0.60) and current ratio (1.07) are lower compared to peers, suggesting tighter short-term financial flexibility.
  • TotalEnergies’ future growth score is relatively low, reflecting concerns over growth catalysts amid the energy transition and near-term market uncertainties.

Pros

  • Canadian Natural Resources reported a 3.42% year-over-year revenue increase to CAD 38 billion, showing resilience and growth in commodity markets.
  • The company has a sizeable market capitalization of approximately USD 63 billion, positioning it as one of Canada's largest independent oil and gas producers.
  • Canadian Natural Resources focuses on exploration and development, leveraging strong operational capabilities in oil sands and natural gas liquids production.

Considerations

  • Canadian Natural’s quarterly revenue declined by nearly 4% recently, reflecting vulnerability to commodity price fluctuations and production challenges.
  • The company operates with a higher price-to-sales ratio (~2.24) compared to TotalEnergies, which may imply higher valuation risk or sensitivity to revenue changes.
  • Canadian Natural’s financial disclosures show less detail on liquidity and return metrics compared to integrated majors, adding some opacity on balance sheet strength.

TotalEnergies (TTE) Next Earnings Date

TotalEnergies (TTE) is scheduled to report its Q1 2026 earnings on Wednesday, April 29, 2026, before market open, with an earnings call at 11:40 AM ET. This release covers the first quarter of 2026, providing updates on operational performance and financial metrics. As of April 27, 2026, this remains the next confirmed earnings date per company announcements.

Canadian Natural (CNQ) Next Earnings Date

Canadian Natural Resources is scheduled to release its Q1 2026 earnings results on Thursday, May 7, 2026, with a conference call commencing at 9:00 a.m. ET. This represents the company's first quarterly earnings announcement of 2026 and will provide an overview of financial performance for the quarter ending March 31, 2026. The earnings release will occur before market open, allowing investors to review results ahead of regular trading hours.

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TTE
TTE$87.07
vs
CNQ
CNQ$43.00