EXE vs. OXY: Expand Energy vs. Occidental Petroleum Stock Comparison
How do Expand Energy (EXE) and Occidental Petroleum (OXY) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Expand Energy (EXE) and Occidental Petroleum (OXY) both belong to the Oil, Gas & Consumable Fuels industry, though EXE is classified under Oil & Gas Exploration & Production while OXY falls under Integrated Oil & Gas.
Occidental Petroleum (OXY) has more than two decades of public-market history since December 31, 1981, whereas Expand Energy (EXE) listed on February 10, 2021 and has a much shorter record to draw on.
| Profile Item | EXE | OXY |
|---|---|---|
| Name | Expand Energy Corp | Occidental Petroleum Corp. |
| Country/Region | United States | United States |
| GICS Sector | Energy | Energy |
| GICS Industry Group | Energy | Energy |
| GICS Industry | Oil, Gas & Consumable Fuels | Oil, Gas & Consumable Fuels |
| GICS Sub-Industry | Oil & Gas Exploration & Production | Integrated Oil & Gas |
| Market Capitalization | 19.54 billion USD | 56.36 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | February 10, 2021 | December 31, 1981 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EXE | OXY |
|---|---|---|
| Total Return (1Y) | -22.30% | 38.05% |
| Total Return (3Y, Annualized) | 4.93% | -0.84% |
| Total Return (5Y, Annualized) | 9.88% | 12.24% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EXE | OXY |
|---|---|---|
| Volatility (1Y, Annualized) | 29.72% | 35.52% |
| Beta (5Y) | 0.40 | 0.19 |
| Max Drawdown (5Y) | -30.37% | -50.77% |
| Avg. Volume (3M) | 3.10M | 8.51M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EXE | OXY |
|---|---|---|
| Sharpe Ratio (1Y) | -0.89 | 0.95 |
| Sortino Ratio (1Y) | -1.27 | 1.42 |
Profitability
ROE (TTM)
Both Expand Energy (EXE) at 14.62% and Occidental Petroleum (OXY) at 10.63% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
EXE
Energy industry group
14.62%
- Max
- 53.85%
- Q3
- 24.79%
- EXE
- 14.62%
- Median
- 12.85%
- Q1
- 2.03%
- Min
- -29.09%
OXY
Energy industry group
10.63%
- Max
- 53.85%
- Q3
- 24.79%
- Median
- 12.85%
- OXY
- 10.63%
- Q1
- 2.03%
- Min
- -29.09%
Net Margin (TTM)
Occidental Petroleum (OXY) at 30.32% retains a top-quartile share of revenue as profit, ahead of Expand Energy (EXE) at 21.26%, which keeps about the industry-typical share.
EXE
Energy industry group
21.26%
- Max
- 56.92%
- Q3
- 22.92%
- EXE
- 21.26%
- Median
- 10.10%
- Q1
- 0.07%
- Min
- -27.38%
OXY
Energy industry group
30.32%
- Max
- 56.92%
- OXY
- 30.32%
- Q3
- 22.92%
- Median
- 10.10%
- Q1
- 0.07%
- Min
- -27.38%
Operating Margin (TTM)
Occidental Petroleum (OXY) at 45.44% operates in the top operating margin quartile, ahead of Expand Energy (EXE) at 23.18%, which runs around its industry’s norm.
EXE
Energy industry group
23.18%
- Max
- 71.31%
- Q3
- 33.75%
- EXE
- 23.18%
- Median
- 18.73%
- Q1
- 6.94%
- Min
- -24.52%
OXY
Energy industry group
45.44%
- Max
- 71.31%
- OXY
- 45.44%
- Q3
- 33.75%
- Median
- 18.73%
- Q1
- 6.94%
- Min
- -24.52%
Profitability Metrics
| Metric | EXE | OXY |
|---|---|---|
| ROE (TTM) | 14.62% | 10.63% |
| ROA (TTM) | 8.17% | 4.68% |
| Net Margin (TTM) | 21.26% | 30.32% |
| Operating Margin (TTM) | 23.18% | 45.44% |
| Gross Margin (TTM) | 45.86% | 73.32% |
Growth
Revenue Growth
Expand Energy (EXE) at 188.77% clears its industry range for revenue growth, far stronger top-line momentum than Occidental Petroleum (OXY) at -1.93%, which is closer to a typical peer reading.
EPS Growth
Only one side can be read here: Occidental Petroleum (OXY) reports EPS growth of -34.02%, ranked against its industry; Expand Energy (EXE) has no EPS growth figure this period.
Growth Metrics
| Metric | EXE | OXY |
|---|---|---|
| Revenue Growth (YoY) | 188.77% | -1.93% |
| Revenue Growth (3Y CAGR) | 2.13% | -16.16% |
| EPS Growth (YoY) | -- | -34.02% |
| EPS Growth (3Y CAGR) | -39.01% | -49.36% |
Financial Strength
Current Ratio (MRQ)
Both Expand Energy (EXE) at 0.90 and Occidental Petroleum (OXY) at 1.41 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
EXE
Energy industry group
0.90
- Max
- 3.64
- Q3
- 2.21
- Median
- 1.41
- EXE
- 0.90
- Q1
- 0.88
- Min
- 0.24
OXY
Energy industry group
1.41
- Max
- 3.64
- Q3
- 2.21
- OXY
- 1.41
- Median
- 1.41
- Q1
- 0.88
- Min
- 0.24
Debt / Equity (MRQ)
Expand Energy (EXE) at 0.24 keeps leverage in the lower industry quartile, while Occidental Petroleum (OXY) at 0.35 runs a more typical debt-to-equity mix.
EXE
Energy industry group
0.24
- Max
- 1.75
- Q3
- 0.93
- Median
- 0.54
- Q1
- 0.30
- EXE
- 0.24
- Min
- 0.00
OXY
Energy industry group
0.35
- Max
- 1.75
- Q3
- 0.93
- Median
- 0.54
- OXY
- 0.35
- Q1
- 0.30
- Min
- 0.00
Financial Strength Metrics
| Metric | EXE | OXY |
|---|---|---|
| Current Ratio (MRQ) | 0.90 | 1.41 |
| Debt / Equity (MRQ) | 0.24 | 0.35 |
| Net Debt / EBITDA | 0.68 | 0.76 |
Dividends
Dividend Yield (TTM)
Both Expand Energy (EXE) at 2.70% and Occidental Petroleum (OXY) at 1.77% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
EXE
Energy industry group
2.70%
- Max
- 8.57%
- Q3
- 3.58%
- EXE
- 2.70%
- Median
- 1.71%
- Q1
- 0.00%
- Min
- 0.00%
OXY
Energy industry group
1.77%
- Max
- 8.57%
- Q3
- 3.58%
- OXY
- 1.77%
- Median
- 1.71%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Expand Energy (EXE) at 19.84% and Occidental Petroleum (OXY) at 28.41% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
EXE
Energy industry group
19.84%
- Max
- 133.24%
- Q3
- 53.31%
- Median
- 25.24%
- EXE
- 19.84%
- Q1
- 0.00%
- Min
- 0.00%
OXY
Energy industry group
28.41%
- Max
- 133.24%
- Q3
- 53.31%
- OXY
- 28.41%
- Median
- 25.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EXE | OXY |
|---|---|---|
| Dividend Yield (TTM) | 2.70% | 1.77% |
| Dividend Payout Ratio (TTM) | 19.84% | 28.41% |
Valuation
P/E Ratio (TTM)
Expand Energy (EXE) at 7.30 sits in the cheaper P/E ratio quartile, while Occidental Petroleum (OXY) at 16.02 is closer to its industry’s usual earnings multiple — a discount for EXE, though growth and earnings durability still matter.
EXE
Energy industry group
7.30
- Max
- 39.54
- Q3
- 21.72
- Median
- 12.19
- Q1
- 7.71
- EXE
- 7.30
- Min
- 2.99
OXY
Energy industry group
16.02
- Max
- 39.54
- Q3
- 21.72
- OXY
- 16.02
- Median
- 12.19
- Q1
- 7.71
- Min
- 2.99
P/S Ratio (TTM)
On P/S ratio, both Expand Energy (EXE) at 1.51 and Occidental Petroleum (OXY) at 2.36 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
EXE
Energy industry group
1.51
- Max
- 5.40
- Q3
- 2.85
- Median
- 1.69
- EXE
- 1.51
- Q1
- 0.88
- Min
- 0.00
OXY
Energy industry group
2.36
- Max
- 5.40
- Q3
- 2.85
- OXY
- 2.36
- Median
- 1.69
- Q1
- 0.88
- Min
- 0.00
P/B Ratio (MRQ)
Expand Energy (EXE) at 1.00 sits in the lower P/B ratio quartile against book while Occidental Petroleum (OXY) at 1.68 is valued near its industry’s middle — EXE is cheaper on assets, though weigh it against ROE and asset quality.
EXE
Energy industry group
1.00
- Max
- 4.21
- Q3
- 2.38
- Median
- 1.51
- Q1
- 1.08
- EXE
- 1.00
- Min
- 0.01
OXY
Energy industry group
1.68
- Max
- 4.21
- Q3
- 2.38
- OXY
- 1.68
- Median
- 1.51
- Q1
- 1.08
- Min
- 0.01
Valuation Metrics
| Metric | EXE | OXY |
|---|---|---|
| P/E Ratio (TTM) | 7.30 | 16.02 |
| P/S Ratio (TTM) | 1.51 | 2.36 |
| P/B Ratio (MRQ) | 1.00 | 1.68 |
| Free Cash Flow Yield (TTM) | 7.00% | 6.72% |