Added to YB: 2026-01-29
Pitch date: 2026-01-27
OXY [neutral]
Occidental Petroleum Corporation
+14.51%
current return
Author Info
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Company Info
Occidental Petroleum Corporation, together with its subsidiaries, engages in the acquisition, exploration, and development of oil and gas properties in the United States and internationally.
Market Cap
$45.4B
Pitch Price
$45.00
Price Target
N/A
Dividend
2.08%
EV/EBITDA
5.32
P/E
33.13
EV/Sales
2.82
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Our Q4 2025 Letter & Look Ahead: OXY
OXY (holding update): Oil down 13% in Q4, warrants -20%. At $60/bbl generates 8-12% FCF, ~$3.5B annually vs $42B market cap. Sold OXYChem, now pure-play Permian producer. Deleveraged balance sheet much healthier than past. Expects consolidation as synergies >$1B make M&A more attractive than drilling.
Read full article (2 min)