COMPARE · Reviewed August 7, 2026
EOG vs VET
Verdict: Side-by-side breakdown using the Bull Rankings model. EOG scored 65.2, VET scored 65.6 — VET leads.
Compare another set
Different reporting periods. EOG's fundamentals are as of June 2026, but VET's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
EOG
EOG Resources, Inc.
65.2
$134.74 · $70.7B
fundamentals as of
Score gap
0.4
VET leads
VET
Vermilion Energy Inc.
65.6
$10.86 · $1.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
EOG
stronger →← stronger
VET
92
Qualityreturns · margins · balance sheet
66
50
Growthrevenue & earnings expansion
50
60
Valuevaluation vs sector peers
100
EOG and VET split the three pillars evenly.
Fundamentals, head-to-head
EOG
VET
$6.6bB+
FCF
$1.0bC+
+19.1%B+
Rev
+14.1%B+
0.26A-
D/E
0.63B
10.5xA-
P/E
—
1.16B+
PEG
—
—
P/S
1.3xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EOG
VET
12% below
Price vs fair valuelower is cheaper
93% below
~-5%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
+27%
1-yr DCF upside
+994%
+14%
5-yr DCF upside
+1339%
-1%
10-yr DCF upside
+2050%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EOG
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Cyclical growth
VET
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
- Foreign reporter (CAD)
The companies
EOGEOG Resources, Inc.
Why now
Oil & Gas E&P · market cap $70.7b. 11% off the 52-week high of $151.87. Revenue growing +19%, comfortably above the S&P median. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $158.33 (implying +18% upside).
Moat
Net margin 25% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 96% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
VETVermilion Energy Inc.
Why now
Oil & Gas E&P · market cap $1.7b. Down 27% from 52-week high of $14.82 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median.
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -37.0%) — path to GAAP profitability is the core thesis risk. ROE -29% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.