ExxonMobil vs Enterprise Products

ExxonMobil and Enterprise Products Partners L.P. are compared to outline their business models, financial performance, and market context in a neutral, accessible manner. The page explains how each company operates, where revenue is generated, and how their market positions differ within energy and infrastructure sectors. Educational content, not financial advice.

ExxonMobil and Enterprise Products Partners L.P. are compared to outline their business models, financial performance, and market context in a neutral, accessible manner. The page explains how each co...

Comparison Snapshot

Key Financial Metrics

XOM

Metric

EPD

$568.64B

Market Cap

$71.50B

-3.12%

Potential Profit

8.13%

Buy

Analyst Rating

Buy

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.

Sentiment:

🐃Bullish

Enterprise Products Partners Bolsters Long-Term Payout Confidence with Massive Project Backlog

Pipeline network exceeding 50,000 miles generates stable fee-based revenues from long-term shipper contracts, ensuring cash flow consistency across business cycles.
Consistent distribution growth for more than 20 years underscores EPD's ability to prioritize unitholder returns even as 2025 earnings estimates face downward revisions.
Units up 4.7% over the past year, trading at an attractive EV/EBITDA of 10.40X below industry average, amid broader midstream valuation dynamics.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

Enterprise Products Partners Bolsters Long-Term Payout Confidence with Massive Project Backlog

Pipeline network exceeding 50,000 miles generates stable fee-based revenues from long-term shipper contracts, ensuring cash flow consistency across business cycles.
Consistent distribution growth for more than 20 years underscores EPD's ability to prioritize unitholder returns even as 2025 earnings estimates face downward revisions.
Units up 4.7% over the past year, trading at an attractive EV/EBITDA of 10.40X below industry average, amid broader midstream valuation dynamics.

Sentiment:

🐃Bullish

Investment Analysis

ExxonMobil

XOM

Pros

Reported strong Q3 2025 earnings of $7.5 billion and operational cash flow of $14.8 billion, demonstrating robust profitability and cash generation.
Aggressively returned capital with $9.4 billion returned to shareholders in Q3 2025 and increased quarterly dividend, indicating shareholder-friendly capital management.
Advancing growth via strategic Permian acreage acquisitions, expansion in carbon materials market, and investments in computing power, supporting long-term growth.

Considerations

Return on assets moderately low at around 6.8%, suggesting capital intensity and potential efficiency challenges compared to other sectors.
Stock price forecasts vary, with some predictions suggesting modest near-term declines or volatility despite longer-term optimism.
Significant exposure to commodity price fluctuations and regulatory risks typical of large integrated oil and gas companies.

Enterprise Products

EPD

Pros

Enterprise Products is a major midstream energy service provider with a large market cap, supporting scale and stability in energy infrastructure.
Trading at lower risk levels than historical norms with consistently good stock sentiment scores, suggesting market confidence in stability.
Builds consistent income through natural gas, natural gas liquids, and crude oil transportation and storage services, reducing direct commodity price sensitivity.

Considerations

Midstream sector exposure means earnings can be sensitive to volume fluctuations and regulatory changes impacting pipeline operations.
Less growth visibility compared to integrated oil majors like ExxonMobil, as midstream companies typically have limited upstream exploration upside.
Stock price tends to have lower volatility and may underperform during strong commodity price upswings compared to upstream-focused peers.

Related Market Insights

Venezuelan Oil's Return: A Game-Changer for U.S. Refiners

Discover how Venezuelan crude's return to US refineries creates tactical investment opportunities. Explore companies like Chevron, ExxonMobil, and Valero poised to benefit.