COMPARE · Data as of August 21, 2026
VET vs XOM
Verdict: Side-by-side breakdown using the Bull Rankings model. VET scored 65.2, XOM scored 55.6 — VET leads.
Compare another set
Different reporting periods. XOM'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.
VET
Vermilion Energy Inc.
65.2
$12.73 · $1.9B
fundamentals as of
Score gap
9.6
VET leads
XOM
ExxonMobil Holdings Corporation
55.6
$167.72 · $689.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthVET+14.1%
- Strongest balance sheetXOM0.16
- Highest qualityXOM72 / 100
- Largest discount to fair valueVET-92%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
VET
stronger →← stronger
XOM
65
Qualityreturns · margins · balance sheet
72
50
Growthrevenue & earnings expansion
50
100
Valuevaluation vs sector peers
48
VET and XOM split the three pillars evenly.
Fundamentals, head-to-head
VET
XOM
$1.0bC+
FCF
$30.6bA
+14.1%B+
Rev
-4.5%D+
0.63B
D/E
0.16A
1.5xB+
P/S
—
—
PEG
1.25B
—
P/E
21.6xC+
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
VET
XOM
92% below
Price vs fair valuelower is cheaper
85% above
decline
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
+848%
1-yr DCF upside
-40%
+1146%
5-yr DCF upside
-46%
+1762%
10-yr DCF upside
-53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
VET
Why this score
- Raising its dividend
- Cyclical growth
- Foreign reporter (CAD)
XOM
Why this score
- Revenue shrinking
- Short track record
The companies
VETVermilion Energy Inc.
Why now
Oil & Gas E&P · market cap $1.9b. 14% off the 52-week high of $14.82. 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.
XOMExxonMobil Holdings Corporation
Why now
Oil & Gas Integrated · market cap $689.7b. 5% off the 52-week high of $176.41. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $168.55 (implying +0% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $689.7b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
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 VET and XOM diverge
On the headline score the gap is 9.6 points in favor of VET. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueVET 100.0 · XOM 48.1VET +51.9
- QualityVET 64.7 · XOM 71.7XOM +7.0
- GrowthVET 50.0 · XOM 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.