COMPARE · Data as of August 12, 2026
OXY vs VET
Verdict: Side-by-side breakdown using the Bull Rankings model. OXY scored 59.1, VET scored 65.3 — VET leads.
Compare another set
Different reporting periods. OXY'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.
OXY
Occidental Petroleum Corporation
59.1
$58.55 · $58.5B
fundamentals as of
Score gap
6.2
VET leads
VET
Vermilion Energy Inc.
65.3
$11.30 · $1.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
OXY
stronger →← stronger
VET
83
Qualityreturns · margins · balance sheet
65
50
Growthrevenue & earnings expansion
50
50
Valuevaluation vs sector peers
100
OXY and VET split the three pillars evenly.
Fundamentals, head-to-head
OXY
VET
$4.8bB
FCF
$1.0bC+
+4.0%C+
Rev
+14.1%B+
0.35B+
D/E
0.63B
17.4xB
P/E
—
1.07B+
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
OXY
VET
0% above
Price vs fair valuelower is cheaper
93% below
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
+11%
1-yr DCF upside
+959%
0%
5-yr DCF upside
+1293%
-14%
10-yr DCF upside
+1982%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
OXY
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
VET
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
- Foreign reporter (CAD)
The companies
OXYOccidental Petroleum Corporation
Why now
Oil & Gas E&P · market cap $58.5b. 13% off the 52-week high of $67.45. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $66.09 (implying +13% upside).
Moat
Net margin 35% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $58.5b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
VETVermilion Energy Inc.
Why now
Oil & Gas E&P · market cap $1.7b. Down 24% 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.
Where OXY and VET diverge
On the headline score the gap is 6.2 points in favour of VET. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueOXY 49.6 · VET 100.0VET +50.4
- QualityOXY 83.3 · VET 65.0OXY +18.3
- GrowthOXY 50.0 · VET 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.