Verdict: Side-by-side breakdown using the Bull Rankings model. EXE scored 64.9, CNX scored 64.7 — EXE leads.
Compare another set
EXE
Expand Energy Corporation
Oil & Gas E&P · Quality-Growth
64.9
$88.22 · $20.4B
fundamentals as of
Score gap
0.2
EXE leads
CNX
CNX Resources Corporation
Oil & Gas E&P · Quality-Growth
64.7
$34.03 · $5.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestCNX5.5x
Fastest growthEXE+188.8%
Strongest balance sheetEXE0.19
Highest qualityEXE76 / 100
Largest discount to fair valueCNX-66%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
EXE
stronger →← stronger
CNX
76
Qualityreturns · margins · balance sheet
73
50
Growthrevenue & earnings expansion
50
72
Valuevaluation vs sector peers
74
EXE and CNX split the three pillars evenly.
Fundamentals, head-to-head
EXE
CNX
$2.5bB
FCF
$526mC+
+188.8%A
Rev
+48.9%A
0.19A-
D/E
0.49B
7.6xA-
P/E
5.5xA
0.82B+
PEG
1.93C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
EXE
CNX
49% below
Price vs fair valuelower is cheaper
66% below
~-10%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-13%/yr
+87%
1-yr DCF upside
+138%
+97%
5-yr DCF upside
+194%
+112%
10-yr DCF upside
+303%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EXE
Why this score
Buying back stock
Cut its dividend
Cyclical growth
CNX
Why this score
Diluting shareholders
Cyclical growth
The companies
EXEExpand Energy Corporation
Oil & Gas E&P · $88.22 · beta 0.40
Why now
Oil & Gas E&P · market cap $20.4b. Down 30% from 52-week high of $126.62 — deep drawdown territory. Revenue growing +189% — in hypergrowth territory. PEG 0.82 — paying under fair value for the growth rate. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $123.22 (implying +40% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Down 30% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
CNXCNX Resources Corporation
Oil & Gas E&P · $34.03 · beta 0.69
Why now
Oil & Gas E&P · market cap $5.0b. Down 22% from 52-week high of $43.62 — deep drawdown territory. Revenue growing +49% — in hypergrowth territory. 11 sell-side analysts rate this a Hold with a mean 1-yr target of $37.64 (implying +11% upside).
Moat
Net margin 44% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 21% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
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.
Common questions
Is EXE or CNX the better stock?
EXE scores higher: EXE 64.9, CNX 64.7 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
How are EXE and CNX scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.