COMPARE · Reviewed July 29, 2026
TTE vs VET
Verdict: Side-by-side breakdown using the Bull Rankings model. TTE scored 61.4, VET scored 65.6 — VET leads.
Compare another set
TTE
TotalEnergies SE
61.4
$87.25 · $193.7B
fundamentals as of
Score gap
4.2
VET leads
VET
Vermilion Energy Inc.
65.6
$11.44 · $1.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
TTE
stronger →← stronger
VET
81
Qualityreturns · margins · balance sheet
66
50
Growthrevenue & earnings expansion
50
57
Valuevaluation vs sector peers
100
TTE and VET split the three pillars evenly.
Fundamentals, head-to-head
TTE
VET
$16.2bA-
FCF
$990mC+
-6.2%D
Rev
+14.1%B+
0.48B
D/E
0.64B
10.9xA-
P/E
—
0.72A-
PEG
—
—
P/S
1.4xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
TTE
VET
2% below
Price vs fair valuelower is cheaper
92% below
~-2%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
+14%
1-yr DCF upside
+909%
+2%
5-yr DCF upside
+1226%
-12%
10-yr DCF upside
+1882%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TTE
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Revenue shrinking
VET
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
- Foreign reporter (CAD)
The companies
TTETotalEnergies SE
Why now
Oil & Gas Integrated · market cap $193.7b. 7% off the 52-week high of $94.17. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.72 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $95.00 (implying +9% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 121% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $193.7b 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
Revenue contracting -6% — the operational turn is not yet visible in the top line. 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.
VETVermilion Energy Inc.
Why now
Oil & Gas E&P · market cap $1.8b. Down 23% 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.