ExxonMobil vs Williams

This page compares ExxonMobil and Williams Companies, Inc. across business models, financial performance, and market context in clear, neutral terms for a general audience. Educational content, not financial advice.

This page compares ExxonMobil and Williams Companies, Inc. across business models, financial performance, and market context in clear, neutral terms for a general audience. Educational content, not fi...

Comparison Snapshot

Key Financial Metrics

XOM

Metric

WMB

$568.64B

Market Cap

$78.51B

-3.12%

Potential Profit

3.75%

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

Williams Companies gears up for Q4 earnings with analysts eyeing strong profit growth amid positive outlook.

Q4 diluted EPS expected at $0.57, up 21.3% YOY, highlighting resilient natural gas transportation amid energy sector tailwinds.
Full-year 2025 EPS forecast at $2.12, with 9.4% growth into 2026, underscoring long-term expansion potential.
22 analysts lean 'Moderate Buy' with a $69.35 mean target, bolstered by recent NESE project permits enhancing Northeast gas supply.

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

Williams Companies gears up for Q4 earnings with analysts eyeing strong profit growth amid positive outlook.

Q4 diluted EPS expected at $0.57, up 21.3% YOY, highlighting resilient natural gas transportation amid energy sector tailwinds.
Full-year 2025 EPS forecast at $2.12, with 9.4% growth into 2026, underscoring long-term expansion potential.
22 analysts lean 'Moderate Buy' with a $69.35 mean target, bolstered by recent NESE project permits enhancing Northeast gas supply.

Sentiment:

🐃Bullish

Investment Analysis

ExxonMobil

XOM

Pros

Generated strong third-quarter 2025 earnings of $7.5 billion and cash flow from operations of $14.8 billion, reflecting robust profitability.
Returned $9.4 billion to shareholders in the quarter, including increased dividends and substantial share repurchases, supporting investor confidence.
Advanced growth ambitions with key project start-ups, Permian acreage acquisitions, and expansion into carbon materials and computing power.

Considerations

Year-to-date earnings are lower than the same period in 2024, indicating a decline in overall profitability despite strong quarterly results.
Net profit margin of 9.18% is below some industry peers, suggesting relatively lower efficiency in converting revenue to profit.
Payout ratio of 56.25% limits retained earnings available for reinvestment in future growth opportunities.

Williams

WMB

Pros

Maintains a leading position in North American natural gas infrastructure with extensive pipeline and storage assets supporting stable cash flows.
Demonstrates strong operational reliability and consistent dividend growth, underpinned by long-term contracts and regulated business segments.
Benefited from increased demand for natural gas and LNG exports, driving volume growth and supporting earnings resilience.

Considerations

Exposed to regulatory and environmental risks associated with pipeline operations and energy transition policies, which could impact future projects.
Earnings can be sensitive to fluctuations in natural gas prices and demand, introducing volatility during periods of market uncertainty.
Capital-intensive business model requires ongoing investment in infrastructure, which may constrain free cash flow available for shareholder returns.

Related Market Insights

The Inflation Resilience Portfolio: Why These Stocks Could Weather the Storm

Invest in Nemo's Inflation Resilience Portfolio. Discover companies with pricing power & those benefiting from higher interest rates to thrive amidst persistent inflation.