Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Oil & Gas Integrated Stocks

Oil & Gas Integrated: BP p.l.c. owns the largest revenue base AND the fastest current growth.

01 · the industry itself · before any single company

How has Oil & Gas Integrated moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 9% ahead of S&P 500. Earnings across its companies fell 14% on average over the last four reported quarters.

BASING · +2 joined~Moving with the index2 of 16 companies ahead of S&P 500 by 5% or more over three months1 is 20% or more behind over a year while earnings grew 20% or more

RS — · 13/16 >200d (+0) · 2/16 lead (+2) · EPS 8/16↑

20050020262025202420232022 635348 TRAILING 12-MONTH EPS · 100 AT THE START0100200Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 13 reportingJun 2022 · trailing 12-month earnings per share at 143, against 100 at the start · no comparable year yet · 13 reportingSep 2022 · trailing 12-month earnings per share at 200, against 100 at the start · no comparable year yet · 13 reportingDec 2022 · trailing 12-month earnings per share at 172, against 100 at the start · no comparable year yet · 13 reportingMar 2023 · trailing 12-month earnings per share at 174, against 100 at the start · up 67.5% on a year ago · 13 reportingJun 2023 · trailing 12-month earnings per share at 147, against 100 at the start · up 1.5% on a year ago · 13 reportingSep 2023 · trailing 12-month earnings per share at 144, against 100 at the start · down 20.1% on a year ago · 13 reportingDec 2023 · trailing 12-month earnings per share at 107, against 100 at the start · down 36.7% on a year ago · 13 reportingMar 2024 · trailing 12-month earnings per share at 98, against 100 at the start · down 41.3% on a year ago · 13 reportingJun 2024 · trailing 12-month earnings per share at 95, against 100 at the start · down 36.0% on a year ago · 13 reportingSep 2024 · trailing 12-month earnings per share at 93, against 100 at the start · down 29.6% on a year ago · 13 reportingDec 2024 · trailing 12-month earnings per share at 91, against 100 at the start · down 21.6% on a year ago · 13 reportingMar 2025 · trailing 12-month earnings per share at 90, against 100 at the start · down 20.1% on a year ago · 13 reportingJun 2025 · trailing 12-month earnings per share at 85, against 100 at the start · down 22.9% on a year ago · 13 reportingSep 2025 · trailing 12-month earnings per share at 88, against 100 at the start · down 14.3% on a year ago · 13 reportingDec 2025 · trailing 12-month earnings per share at 89, against 100 at the start · down 13.9% on a year ago · 13 reportingMar 2026 · trailing 12-month earnings per share at 98, against 100 at the start · down 4.6% on a year ago · 13 reportingNot reported yet — earnings trail price by a quarter or two98 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20050020262025202420232022 635348 TRAILING 12-MONTH EPS · 100 AT THE START0100200Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 13 reportingJun 2022 · trailing 12-month earnings per share at 143, against 100 at the start · no comparable year yet · 13 reportingSep 2022 · trailing 12-month earnings per share at 200, against 100 at the start · no comparable year yet · 13 reportingDec 2022 · trailing 12-month earnings per share at 172, against 100 at the start · no comparable year yet · 13 reportingMar 2023 · trailing 12-month earnings per share at 174, against 100 at the start · up 67.5% on a year ago · 13 reportingJun 2023 · trailing 12-month earnings per share at 147, against 100 at the start · up 1.5% on a year ago · 13 reportingSep 2023 · trailing 12-month earnings per share at 144, against 100 at the start · down 20.1% on a year ago · 13 reportingDec 2023 · trailing 12-month earnings per share at 107, against 100 at the start · down 36.7% on a year ago · 13 reportingMar 2024 · trailing 12-month earnings per share at 98, against 100 at the start · down 41.3% on a year ago · 13 reportingJun 2024 · trailing 12-month earnings per share at 95, against 100 at the start · down 36.0% on a year ago · 13 reportingSep 2024 · trailing 12-month earnings per share at 93, against 100 at the start · down 29.6% on a year ago · 13 reportingDec 2024 · trailing 12-month earnings per share at 91, against 100 at the start · down 21.6% on a year ago · 13 reportingMar 2025 · trailing 12-month earnings per share at 90, against 100 at the start · down 20.1% on a year ago · 13 reportingJun 2025 · trailing 12-month earnings per share at 85, against 100 at the start · down 22.9% on a year ago · 13 reportingSep 2025 · trailing 12-month earnings per share at 88, against 100 at the start · down 14.3% on a year ago · 13 reportingDec 2025 · trailing 12-month earnings per share at 89, against 100 at the start · down 13.9% on a year ago · 13 reportingMar 2026 · trailing 12-month earnings per share at 98, against 100 at the start · down 4.6% on a year ago · 13 reportingNot reported yet — earnings trail price by a quarter or two98No earnings on file this far back — the price series reaches further than the filings do
Oil & Gas Integrated, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 16 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Oil & Gas Integrated outperforming S&P 500?

Oil & Gas Integrated has outperformed S&P 500 by 17.4% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 1.2%. 10 of 14 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Cenovus Energy Inc. is the strongest against the sector itself at +13%.

-1.2%Sector vs S&P 500 · 13 weeks
+17.4%Sector vs S&P 500 · 52 weeks
10/14Stocks leading S&P 500
7/14Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: current leadership is concentrated, so durability matters more than rank.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Oil & Gas Integrated has outperformed S&P 500 by 17.4% over 52 weeks and 1.2% over 13 weeks. 10 of 14 covered companies beat the S&P 500 on Mansfield relative strength, while 7 of 14 beat the sector itself. BP p.l.c. leads with revenue of $194,685 million, based on 4 of 14 comparable companies through Mar 2026.

Companies
14
complete canonical membership
Combined market value
$2.1T
ExxonMobil Holdings Corporation
Revenue growing
3/4
positive TTM year-on-year growth
Beating S&P 500
10/14
positive Mansfield relative strength
Comparing 4 of 14
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Equinor ASA has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 57.8% evidence confidence.
Petróleo Brasileiro S.A. - Petrobras looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Equinor ASAEQNR 66.8/100Thin evidence · provisional58% evidence TURNING 22.1/35 Revenue — · PAT — · OPM change 1.8 pp 45% evidence 16.6/25 ROCE 12.7% · OPM 31.5% 76% evidence 11.0/20 P/E 8.6× · PEG — 15% evidence 17.1/20 RS sector 11.5% · RS bench 16.6% · 1Y 59.9%2 of 12 weeks ahead 100% evidence
Exact sum: 22.1 + 16.6 + 11 + 17.1 = 66.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2Cenovus Energy Inc.CVE 60.9/100Thin evidence · provisional58% evidence ASLEEP 23.2/35 Revenue — · PAT — · OPM change 9.3 pp 45% evidence 13.4/25 ROCE 7.9% · OPM 18.8% 76% evidence 10.3/20 P/E 9.8× · PEG — 15% evidence 14.0/20 RS sector 13% · RS bench 18.4% · 1Y 93.2%6 of 12 weeks ahead 100% evidence
Exact sum: 23.2 + 13.4 + 10.3 + 14 = 60.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Imperial Oil LimitedIMO 57.5/100Thin evidence · provisional58% evidence ASLEEP 19.7/35 Revenue — · PAT — · OPM change -3.3 pp 45% evidence 18.9/25 ROCE 85.8% · OPM 9.8% 76% evidence 8.7/20 P/E 18.7× · PEG — 15% evidence 10.2/20 RS sector 0.9% · RS bench 6.3% · 1Y 49.4%0 of 12 weeks ahead 100% evidence
Exact sum: 19.7 + 18.9 + 8.7 + 10.2 = 57.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4YPF Sociedad AnónimaYPF 56.6/100Mixed-positive evidence64% evidence TURNING 18.8/35 Revenue -3.5% · PAT -119.1% · OPM change 14 pp 62% evidence 9.5/25 ROCE 4.5% · OPM 17.9% 76% evidence 9.7/20 P/E 12.7× · PEG — 15% evidence 18.6/20 RS sector 9.3% · RS bench 15.1% · 1Y 44.8%9 of 12 weeks ahead 100% evidence
Exact sum: 18.8 + 9.5 + 9.7 + 18.6 = 56.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5TotalEnergies SETTE 53.9/100Thin evidence · provisional58% evidence ASLEEP 21.0/35 Revenue — · PAT — · OPM change 7.1 pp 45% evidence 16.5/25 ROCE 12.5% · OPM 20.5% 76% evidence 10.6/20 P/E 9.7× · PEG — 15% evidence 5.8/20 RS sector -2.8% · RS bench 2.4% · 1Y 38.9%1 of 12 weeks ahead 100% evidence
Exact sum: 21 + 16.5 + 10.6 + 5.8 = 53.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Petróleo Brasileiro S.A. - PetrobrasPBR-A 53.8/100Mixed-positive evidence75% evidence ASLEEP 14.2/35 Revenue 3.3% · PAT 100% · OPM change -1.2 pp 83% evidence 11.3/25 ROCE 4.2% · OPM 33.3% 76% evidence 16.3/20 P/E 6.1× · PEG 0.12 65% evidence 12.0/20 RS sector 1.2% · RS bench 6.1% · 1Y 50.2%1 of 12 weeks ahead 70% evidence
Exact sum: 14.2 + 11.3 + 16.3 + 12 = 53.8 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
7Shell plcSHEL 52.5/100Thin evidence · provisional58% evidence TURNING 20.3/35 Revenue — · PAT — · OPM change 1.7 pp 45% evidence 12.1/25 ROCE 5.1% · OPM 14.9% 76% evidence 10.8/20 P/E 8.6× · PEG — 15% evidence 9.3/20 RS sector -4.6% · RS bench 1.3% · 1Y 25.4%0 of 12 weeks ahead 100% evidence
Exact sum: 20.3 + 12.1 + 10.8 + 9.3 = 52.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8Chevron CorporationCVX 52.2/100Thin evidence · provisional58% evidence TURNING 19.9/35 Revenue — · PAT — · OPM change -2.5 pp 45% evidence 15.4/25 ROCE 13.1% · OPM 6.8% 76% evidence 9.4/20 P/E 15.9× · PEG — 15% evidence 7.5/20 RS sector -6.5% · RS bench -0.9% · 1Y 22.8%0 of 12 weeks ahead 100% evidence
Exact sum: 19.9 + 15.4 + 9.4 + 7.5 = 52.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9ExxonMobil Holdings CorporationXOM 47.1/100Thin evidence · provisional58% evidence TURNING 16.6/35 Revenue — · PAT — · OPM change -5.6 pp 45% evidence 10.8/25 ROCE 4.8% · OPM 6.4% 76% evidence 9.0/20 P/E 17.6× · PEG — 15% evidence 10.7/20 RS sector -2.6% · RS bench 2.8% · 1Y 44.2%0 of 12 weeks ahead 100% evidence
Exact sum: 16.6 + 10.8 + 9 + 10.7 = 47.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Suncor Energy Inc.SU 43.5/100Mixed-negative evidence81% evidence ASLEEP 11.4/35 Revenue 0.9% · PAT 3.8% · OPM change 0.9 pp 83% evidence 10.8/25 ROCE 3.8% · OPM 21.1% 76% evidence 8.3/20 P/E 17.4× · PEG 1.87 65% evidence 13.0/20 RS sector 5% · RS bench 10.2% · 1Y 64.3%1 of 12 weeks ahead 100% evidence
Exact sum: 11.4 + 10.8 + 8.3 + 13 = 43.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11Eni S.p.A.E 43.0/100Thin evidence · provisional58% evidence ASLEEP 16.3/35 Revenue — · PAT — · OPM change 0.5 pp 45% evidence 5.4/25 ROCE 2% · OPM 3.5% 76% evidence 9.9/20 P/E 12.2× · PEG — 15% evidence 11.4/20 RS sector 3.5% · RS bench 8.7% · 1Y 54.4%1 of 12 weeks ahead 100% evidence
Exact sum: 16.3 + 5.4 + 9.9 + 11.4 = 43 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12National Fuel Gas CompanyNFG 39.3/100Thin evidence · provisional58% evidence BASING 13.1/35 Revenue — · PAT — · OPM change -3.1 pp 45% evidence 9.8/25 ROCE 2.4% · OPM 40.4% 76% evidence 10.1/20 P/E 10.7× · PEG — 15% evidence 6.3/20 RS sector -19% · RS bench -13.4% · 1Y -7.2%0 of 12 weeks ahead 100% evidence
Exact sum: 13.1 + 9.8 + 10.1 + 6.3 = 39.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13BP p.l.c.BP 37.4/100Mixed-negative evidence64% evidence ASLEEP 17.3/35 Revenue 4% · PAT — · OPM change 7 pp 62% evidence 7.7/25 ROCE 3.8% · OPM 14.3% 76% evidence 8.5/20 P/E 39.2× · PEG — 15% evidence 3.9/20 RS sector -7.3% · RS bench -1.9% · 1Y 24.3%1 of 12 weeks ahead 100% evidence
Exact sum: 17.3 + 7.7 + 8.5 + 3.9 = 37.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14Diversified Energy CompanyDEC 35.8/100Thin evidence · provisional35% evidence BASING 16.3/35 Revenue — · PAT — · OPM change — 8% evidence 5.0/25 ROCE 0% · OPM — 61% evidence 11.5/20 P/E 3× · PEG — 15% evidence 3.0/20 RS sector -22.1% · RS bench -16.9% · 1Y -8%0 of 12 weeks ahead 70% evidence
Exact sum: 16.3 + 5 + 11.5 + 3 = 35.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 14 companies
04 · what price has already done

Market action

Cenovus Energy Inc. has the strongest one-year price move in Oil & Gas Integrated at +93.2%. It also leads on Mansfield relative strength against the S&P 500 at +18.4%. 10 of 14 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

BP p.l.c. has the highest Revenue among the 14 Oil & Gas Integrated companies compared here, at $194,685 million. Petróleo Brasileiro S.A. - Petrobras is next at $91,657 million. The same company also holds the highest Revenue growth, at 4%. 4 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: BP p.l.c. is the scale leader at $194,685 million, 112.4% ahead of Petróleo Brasileiro S.A. - Petrobras. BP p.l.c.'s growth is 4% from a $194,685 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderBP p.l.c. · $194,685 million
Gap112.4% versus #2 · Petróleo Brasileiro S.A. - Petrobras
Persistence3/8 recent comparable periods
Coverage4/14 companies · 253 observations

Investor read: BP p.l.c. is the scale benchmark; BP p.l.c. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: BP p.l.c.'s growth falls below BP p.l.c.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1BP p.l.c. BP$194.7B
Revenue growthfastest growers
1BP p.l.c. BP4.0%
Revenue · company comparison
4/14 level · 4/14 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
ExxonMobil Holdings Corporation XOM$83.2B2.6%Jun 2026
Shell plc SHEL$69.7B0.7%Jun 2026
BP p.l.c. BP$52.3B11%Mar 2026
TotalEnergies SE TTE$49.5B3.4%Jun 2026
Chevron Corporation CVX$47.6B3.2%Jun 2026
Equinor ASA EQNR$27.8B-6.9%Jun 2026
Petróleo Brasileiro S.A. - Petrobras PBR-A$23.5B12%Mar 2026
Eni S.p.A. E$20.1B4.6%Jun 2026
Suncor Energy Inc. SU$14.5B18%Mar 2026
Imperial Oil Limited IMO$12.4B-0.4%Jun 2026
Cenovus Energy Inc. CVE$12.4B-7.1%Jun 2026
YPF Sociedad Anónima YPF$5.0B11%Mar 2026
Diversified Energy Company DEC$1.1B111%Mar 2026
National Fuel Gas Company NFG$858M18%Jun 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

BP p.l.c. · BP

$36.2B
$50.6B
$49.3B
$67.9B
$55.0B
$69.3B
$56.2B
$48.5B
$53.3B
$52.1B
$48.9B
$47.3B
$47.3B
$45.8B
$46.9B
$46.6B
$48.4B
$47.4B
$52.3B

Cenovus Energy Inc. · CVE

$12.7B
$13.7B
$16.2B
$19.2B
$17.5B
$14.1B
$12.3B
$12.2B
$14.6B
$13.1B
$13.1B
$14.6B
$13.8B
$12.8B
$13.3B
$12.3B
$13.2B
$10.9B
$12.4B

Chevron Corporation · CVX

$42.6B
$45.9B
$52.3B
$65.4B
$63.5B
$54.5B
$48.8B
$47.2B
$51.9B
$48.9B
$46.6B
$49.6B
$48.9B
$48.3B
$46.1B
$44.4B
$48.2B
$45.8B
$47.6B

Eni S.p.A. · E

$19.3B
$27.1B
$32.5B
$31.8B
$37.6B
$31.8B
$27.4B
$19.8B
$22.7B
$25.0B
$23.2B
$23.1B
$21.0B
$24.0B
$19.2B
$19.1B
$20.5B
$18.2B
$20.1B

Equinor ASA · EQNR

$23.3B
$32.6B
$36.4B
$36.5B
$43.6B
$34.3B
$29.2B
$22.9B
$26.0B
$29.1B
$25.1B
$25.5B
$25.4B
$27.7B
$29.9B
$25.1B
$26.0B
$25.3B
$27.8B

ExxonMobil Holdings Corporation · XOM

$71.9B
$81.3B
$87.7B
$111.3B
$106.5B
$93.2B
$83.6B
$80.8B
$88.6B
$81.7B
$80.4B
$90.0B
$87.8B
$81.1B
$81.1B
$79.5B
$83.3B
$80.0B
$83.2B

Imperial Oil Limited · IMO

$10.2B
$12.3B
$12.7B
$17.3B
$15.1B
$14.4B
$12.1B
$11.8B
$13.9B
$13.0B
$12.2B
$13.3B
$13.2B
$12.5B
$12.5B
$11.2B
$12.0B
$11.3B
$12.4B

Petróleo Brasileiro S.A. - Petrobras · PBR-A

$23.3B
$24.1B
$27.2B
$34.7B
$32.4B
$30.0B
$26.8B
$23.0B
$25.6B
$27.1B
$23.8B
$23.5B
$23.4B
$20.8B
$21.1B
$21.0B
$23.5B
$23.6B
$23.5B

Shell plc · SHEL

$60.0B
$85.3B
$84.2B
$100.1B
$95.7B
$101.3B
$87.0B
$74.6B
$76.4B
$78.7B
$72.5B
$74.5B
$71.1B
$66.3B
$69.2B
$65.4B
$68.2B
$64.1B
$69.7B

Suncor Energy Inc. · SU

$10.1B
$11.1B
$13.3B
$16.1B
$14.9B
$13.9B
$11.9B
$11.7B
$12.6B
$12.8B
$12.4B
$12.9B
$12.9B
$12.5B
$12.3B
$12.0B
$12.6B
$12.0B
$14.5B

TotalEnergies SE · TTE

$49.1B
$55.3B
$64.0B
$70.4B
$65.0B
$54.6B
$58.2B
$51.5B
$54.4B
$54.8B
$51.9B
$49.2B
$47.4B
$47.1B
$47.9B
$44.7B
$43.8B
$45.9B
$49.5B

YPF Sociedad Anónima · YPF

$3.6B
$3.7B
$3.6B
$4.8B
$5.0B
$4.6B
$4.2B
$4.0B
$4.2B
$4.2B
$4.2B
$4.8B
$5.2B
$4.8B
$4.5B
$4.5B
$4.6B
$4.6B
$5.0B

Revenue growth · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

BP p.l.c. · BP

86%
52%
37%
14%
-28%
-3.2%
-25%
-13%
-2.6%
-11%
-12%
-4.0%
-1.4%
2.5%
3.6%
11%

Cenovus Energy Inc. · CVE

80%
38%
2.5%
-24%
-36%
-17%
-6.6%
6.5%
19%
-5.2%
-2.4%
1.8%
-16%
-4.5%
-15%
-7.1%

Chevron Corporation · CVX

81%
49%
19%
-6.6%
-28%
-18%
-10%
-4.6%
5.0%
-5.8%
-1.2%
-1.0%
-10%
-1.6%
-5.3%
3.2%

Eni S.p.A. · E

91%
95%
17%
-16%
-38%
-40%
-21%
-15%
16%
-7.2%
-4.2%
-17%
-17%
-2.2%
-24%
4.6%

Equinor ASA · EQNR

109%
88%
5.3%
-20%
-37%
-40%
-15%
-14%
12%
-2.2%
-4.8%
19%
-1.5%
2.4%
-8.4%
-6.9%

ExxonMobil Holdings Corporation · XOM

69%
48%
15%
-4.7%
-27%
-17%
-12%
-3.9%
11%
-0.9%
-0.8%
0.8%
-12%
-5.1%
-1.3%
2.6%

Imperial Oil Limited · IMO

116%
48%
17%
-4.7%
-32%
-8.0%
-9.7%
1.6%
13%
-4.7%
-3.5%
1.8%
-16%
-9.2%
-10%
-0.4%

Petróleo Brasileiro S.A. - Petrobras · PBR-A

65%
39%
25%
-1.5%
-34%
-21%
-9.6%
-11%
2.1%
-8.6%
-23%
-11%
-10%
0.5%
13%
12%

Shell plc · SHEL

65%
59%
19%
3.3%
-25%
-20%
-22%
-17%
-0.2%
-6.9%
-16%
-4.5%
-12%
-4.1%
-3.3%
0.7%

Suncor Energy Inc. · SU

76%
47%
25%
-11%
-27%
-15%
-8.0%
3.9%
10.0%
1.9%
-2.2%
-0.5%
-7.0%
-2.6%
-3.9%
18%

TotalEnergies SE · TTE

69%
32%
-1.3%
-8.9%
-27%
-16%
0.3%
-11%
-4.6%
-13%
-14%
-7.7%
-9.2%
-7.6%
-2.5%
3.4%

YPF Sociedad Anónima · YPF

44%
41%
26%
17%
-15%
-17%
-9.7%
-0.8%
19%
24%
13%
8.0%
-7.0%
-12%
-4.1%
11%
06 · compare level, then change

Operating Economics & Margin Trend

National Fuel Gas Company has the highest OPM among the 14 Oil & Gas Integrated companies compared here, at 40.4%. Petróleo Brasileiro S.A. - Petrobras is next at 33.3%. YPF Sociedad Anónima has the highest Margin change at +14 percentage points, so level and change sit with different companies. Its OPM series carries 19 reported observations across the 20-quarter window.

What the numbers say: National Fuel Gas Company leads opm at 40.4%; YPF Sociedad Anónima leads margin change at +14 percentage points.

LeaderNational Fuel Gas Company · 40.4%
Gap21.3% versus #2 · Petróleo Brasileiro S.A. - Petrobras
Persistence4/8 recent comparable periods
Coverage13/14 companies · 247 observations

Investor read: National Fuel Gas Company sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
Margin changefastest expanders
3TotalEnergies SE TTE+7.1 pp
4BP p.l.c. BP+7.0 pp
5Equinor ASA EQNR+1.8 pp
Operating margin · company comparison
13/14 level · 13/14 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
National Fuel Gas Company NFG40%−3.1 ppJun 2026
Petróleo Brasileiro S.A. - Petrobras PBR-A33%−1.2 ppMar 2026
Equinor ASA EQNR32%+1.8 ppJun 2026
Suncor Energy Inc. SU21%+0.9 ppMar 2026
TotalEnergies SE TTE21%+7.1 ppJun 2026
Cenovus Energy Inc. CVE19%+9.3 ppJun 2026
YPF Sociedad Anónima YPF18%+14.0 ppMar 2026
Shell plc SHEL15%+1.7 ppJun 2026
BP p.l.c. BP14%+7.0 ppMar 2026
Imperial Oil Limited IMO9.8%−3.3 ppJun 2026
Chevron Corporation CVX6.8%−2.5 ppJun 2026
ExxonMobil Holdings Corporation XOM6.4%−5.6 ppJun 2026
Eni S.p.A. E3.5%+0.5 ppJun 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

BP p.l.c. · BP

-3.5%
6.7%
-37%
21%
3.1%
24%
21%
7.0%
15%
3.1%
9.8%
3.2%
2.8%
-2.4%
7.3%
7.0%
7.4%
0.2%
14%

Cenovus Energy Inc. · CVE

11%
-1.8%
12%
19%
12%
7.5%
6.4%
8.6%
18%
7.4%
12%
9.9%
7.3%
6.0%
9.5%
5.7%
11%
9.1%
19%

Chevron Corporation · CVX

14%
11%
14%
20%
19%
15%
16%
13%
13%
11%
13%
11%
10%
4.9%
9.3%
9.0%
8.8%
8.5%
6.8%

Eni S.p.A. · E

15%
21%
17%
19%
18%
-1.3%
9.2%
8.9%
14%
3.4%
12%
6.9%
6.5%
-1.6%
3.0%
6.1%
6.5%
-4.6%
3.5%

Equinor ASA · EQNR

41%
42%
51%
49%
60%
48%
43%
31%
29%
30%
30%
30%
27%
32%
30%
23%
20%
22%
32%

ExxonMobil Holdings Corporation · XOM

11%
10%
6.8%
19%
19%
18%
17%
12%
13%
10%
12%
12%
13%
9.6%
12%
11%
11%
7.4%
6.4%

Imperial Oil Limited · IMO

12%
9.1%
12%
18%
16%
16%
13%
7.2%
15%
13%
13%
11%
12%
12%
13%
11%
5.5%
5.4%
9.8%

Petróleo Brasileiro S.A. - Petrobras · PBR-A

53%
43%
45%
56%
44%
37%
43%
37%
39%
30%
38%
29%
36%
13%
35%
25%
34%
23%
33%

Shell plc · SHEL

0.9%
14%
15%
24%
9.6%
17%
16%
6.9%
14%
1.8%
14%
11%
9.9%
7.4%
13%
9.2%
10%
8.5%
15%

Suncor Energy Inc. · SU

19%
19%
30%
37%
3.0%
27%
21%
16%
21%
17%
20%
19%
21%
16%
20%
13%
20%
17%
21%

TotalEnergies SE · TTE

14%
15%
19%
20%
19%
5.4%
15%
13%
18%
12%
14%
13%
10%
14%
13%
9.7%
13%
9.8%
21%

YPF Sociedad Anónima · YPF

12%
-5.1%
10%
17%
13%
9.5%
7.9%
3.2%
-13%
-34%
15%
11%
14%
-11%
3.9%
8.3%
12%
13%
18%

Margin change · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

BP p.l.c. · BP

+7.4 pp
+6.6 pp
+17.5 pp
+58.6 pp
−14.0 pp
+11.6 pp
−21.1 pp
−11.6 pp
−3.8 pp
−11.9 pp
−5.5 pp
−2.5 pp
+3.8 pp
+4.6 pp
+2.6 pp
+7.0 pp

Cenovus Energy Inc. · CVE

+13.5 pp
+1.2 pp
+9.3 pp
−5.3 pp
−10.0 pp
+6.3 pp
−0.1 pp
+5.9 pp
+1.3 pp
−11.0 pp
−1.4 pp
−2.8 pp
−4.2 pp
+3.8 pp
+3.1 pp
+9.3 pp

Chevron Corporation · CVX

+10.8 pp
+4.3 pp
+4.0 pp
+2.1 pp
−6.2 pp
−5.7 pp
−3.6 pp
−3.0 pp
−2.1 pp
−2.9 pp
−6.1 pp
−3.4 pp
−2.2 pp
−1.2 pp
+3.6 pp
−2.5 pp

Eni S.p.A. · E

+6.8 pp
+3.1 pp
−22.3 pp
−7.3 pp
−9.9 pp
−3.8 pp
+4.7 pp
+2.3 pp
−2.0 pp
−7.3 pp
−5.0 pp
−8.5 pp
−0.8 pp
0.0 pp
−3.0 pp
+0.5 pp

Equinor ASA · EQNR

+18.3 pp
+18.7 pp
+6.7 pp
−7.7 pp
−17.8 pp
−31.2 pp
−18.2 pp
−12.4 pp
−0.8 pp
−1.5 pp
+1.5 pp
−0.7 pp
−7.3 pp
−6.9 pp
−10.0 pp
+1.8 pp

ExxonMobil Holdings Corporation · XOM

+11.4 pp
+7.8 pp
+7.8 pp
+10.0 pp
−6.5 pp
−5.6 pp
−7.9 pp
−4.5 pp
0.0 pp
−0.7 pp
−0.5 pp
−0.3 pp
−1.0 pp
−1.6 pp
−2.2 pp
−5.6 pp

Imperial Oil Limited · IMO

+12.8 pp
+4.2 pp
+6.5 pp
+1.3 pp
−11.1 pp
−0.8 pp
−2.9 pp
−0.5 pp
+3.8 pp
−3.0 pp
−0.6 pp
+0.4 pp
−0.1 pp
−6.4 pp
−6.7 pp
−3.3 pp

Petróleo Brasileiro S.A. - Petrobras · PBR-A

+14.0 pp
−9.6 pp
−6.1 pp
−1.9 pp
−19.5 pp
−4.6 pp
−7.3 pp
−5.4 pp
−8.3 pp
−3.2 pp
−16.2 pp
−3.3 pp
−3.2 pp
−1.9 pp
+9.9 pp
−1.2 pp

Shell plc · SHEL

+17.6 pp
+8.7 pp
+3.0 pp
+0.6 pp
−16.9 pp
+4.5 pp
−15.6 pp
−1.7 pp
+3.9 pp
−4.2 pp
+5.6 pp
−0.6 pp
−1.6 pp
+0.3 pp
+1.1 pp
+1.7 pp

Suncor Energy Inc. · SU

+22.6 pp
−15.6 pp
+8.7 pp
−9.4 pp
−21.0 pp
+18.0 pp
−10.1 pp
−0.6 pp
+2.9 pp
+0.3 pp
−1.6 pp
+0.1 pp
−6.2 pp
−0.9 pp
+0.9 pp
+0.9 pp

TotalEnergies SE · TTE

+7.6 pp
+5.3 pp
−9.5 pp
−3.6 pp
−6.7 pp
−1.0 pp
+6.9 pp
−1.1 pp
−0.1 pp
−8.0 pp
+1.7 pp
−0.9 pp
−3.0 pp
+2.9 pp
−4.2 pp
+7.1 pp

YPF Sociedad Anónima · YPF

+7.6 pp
+1.0 pp
+14.6 pp
−2.2 pp
−13.6 pp
−25.4 pp
−43.3 pp
+6.9 pp
+8.2 pp
+26.3 pp
+22.6 pp
−10.9 pp
−3.1 pp
−1.8 pp
+24.0 pp
+14.0 pp
07 · compare level, then change

Profit Scale & Acceleration

Petróleo Brasileiro S.A. - Petrobras has the highest Net profit among the 14 Oil & Gas Integrated companies compared here, at $19,943 million. Suncor Energy Inc. is next at $6,329 million. The same company also holds the highest Profit growth, at the 100% top of the scoring scale. Its Net profit series carries 19 reported observations across the 20-quarter window.

What the numbers say: Petróleo Brasileiro S.A. - Petrobras leads with $19,943 million of TTM profit, 215.1% above Suncor Energy Inc.. Petróleo Brasileiro S.A. - Petrobras shows ≥100% on the scoring scale (126.8% uncapped) growth from a $19,943 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderPetróleo Brasileiro S.A. - Petrobras · $19,943 million
Gap215.1% versus #2 · Suncor Energy Inc.
Persistence4/8 recent comparable periods
Coverage4/14 companies · 256 observations

Investor read: Petróleo Brasileiro S.A. - Petrobras sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
3BP p.l.c. BP$4.5B
Profit growthfastest growers
Net profit · company comparison
4/14 level · 2/14 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Petróleo Brasileiro S.A. - Petrobras PBR-A$6.2B3.7%Mar 2026
TotalEnergies SE TTE$5.9B51%Jun 2026
Shell plc SHEL$5.8B18%Jun 2026
ExxonMobil Holdings Corporation XOM$4.5B-44%Jun 2026
BP p.l.c. BP$4.2B329%Mar 2026
Equinor ASA EQNR$3.1B18%Jun 2026
Chevron Corporation CVX$2.3B-35%Jun 2026
Suncor Energy Inc. SU$2.1B24%Mar 2026
Cenovus Energy Inc. CVE$1.6B83%Jun 2026
Imperial Oil Limited IMO$940M-27%Jun 2026
YPF Sociedad Anónima YPF$443M-112%Mar 2026
Diversified Energy Company DEC$376M-313%Mar 2026
National Fuel Gas Company NFG$248M15%Jun 2026
Eni S.p.A. E$25M-395%Jun 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

BP p.l.c. · BP

$-2.3B
$2.6B
$-20.1B
$9.5B
$-2.0B
$11.2B
$8.4B
$2.0B
$5.1B
$436M
$2.4B
$70M
$370M
$-1.6B
$982M
$1.9B
$1.5B
$-3.1B
$4.2B

Cenovus Energy Inc. · CVE

$551M
$-408M
$1.6B
$2.4B
$1.6B
$784M
$636M
$866M
$1.9B
$743M
$1.2B
$1.0B
$820M
$146M
$859M
$851M
$1.3B
$934M
$1.6B

Chevron Corporation · CVX

$6.1B
$5.1B
$6.3B
$11.7B
$11.2B
$6.4B
$6.6B
$6.0B
$6.6B
$2.2B
$5.6B
$4.4B
$4.5B
$3.3B
$3.5B
$2.5B
$3.6B
$2.8B
$2.3B

Eni S.p.A. · E

$1.2B
$3.5B
$3.6B
$3.8B
$5.9B
$670M
$2.4B
$314M
$1.9B
$180M
$1.2B
$695M
$544M
$288M
$-514M
$561M
$865M
$-850M
$25M

Equinor ASA · EQNR

$1.4B
$3.4B
$4.7B
$6.8B
$9.4B
$7.9B
$5.0B
$1.8B
$2.5B
$2.6B
$2.7B
$1.9B
$2.3B
$2.0B
$2.6B
$1.3B
$-204M
$1.3B
$3.1B

ExxonMobil Holdings Corporation · XOM

$6.9B
$9.1B
$5.8B
$18.6B
$20.2B
$13.1B
$11.8B
$8.2B
$9.3B
$8.0B
$8.6B
$9.6B
$9.0B
$8.0B
$8.0B
$7.4B
$7.8B
$6.6B
$4.5B

Imperial Oil Limited · IMO

$908M
$813M
$1.2B
$2.4B
$2.0B
$1.7B
$1.2B
$675M
$1.6B
$1.4B
$1.2B
$1.1B
$1.2B
$1.2B
$1.3B
$949M
$539M
$492M
$940M

Petróleo Brasileiro S.A. - Petrobras · PBR-A

$6.0B
$5.7B
$8.6B
$11.0B
$8.8B
$8.2B
$7.4B
$5.9B
$5.5B
$6.3B
$4.8B
$-325M
$5.9B
$-2.8B
$6.0B
$4.8B
$6.1B
$2.9B
$6.2B

Shell plc · SHEL

$-317M
$11.6B
$7.3B
$18.2B
$6.8B
$10.5B
$8.8B
$3.2B
$7.2B
$536M
$7.4B
$3.7B
$4.4B
$1.0B
$4.9B
$3.6B
$5.4B
$4.2B
$5.8B

Suncor Energy Inc. · SU

$877M
$1.6B
$2.9B
$4.0B
$-609M
$2.7B
$2.1B
$1.9B
$1.5B
$2.8B
$1.6B
$1.6B
$2.0B
$818M
$1.7B
$1.1B
$1.6B
$1.5B
$2.1B

TotalEnergies SE · TTE

$4.8B
$5.9B
$5.1B
$5.8B
$6.7B
$3.4B
$5.6B
$4.2B
$6.7B
$5.0B
$5.8B
$3.8B
$2.4B
$4.0B
$3.9B
$2.7B
$3.8B
$2.9B
$5.9B

YPF Sociedad Anónima · YPF

$233M
$241M
$238M
$751M
$626M
$464M
$341M
$332M
$-184M
$-1.9B
$635M
$519M
$1.5B
$-284M
$-12M
$62M
$-176M
$-649M
$443M

Profit growth · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

BP p.l.c. · BP

184%
333%
-80%
-96%
-71%
-96%
-93%
-472%
-59%
2,656%
308%
329%

Cenovus Energy Inc. · CVE

986%
192%
-61%
-64%
16%
-5.2%
85%
15%
-56%
-80%
-27%
-15%
57%
540%
83%

Chevron Corporation · CVX

279%
84%
26%
5.2%
-49%
-42%
-65%
-16%
-26%
-31%
45%
-37%
-43%
-20%
-13%
-35%

Eni S.p.A. · E

1,415%
387%
-81%
-33%
-92%
-67%
-73%
-49%
121%
-72%
60%
-142%
-19%
59%
-395%

Equinor ASA · EQNR

248%
565%
134%
5.4%
-73%
-73%
-67%
-46%
2.4%
-8.6%
-23%
-1.6%
-30%
-109%
-34%
18%

ExxonMobil Holdings Corporation · XOM

289%
191%
44%
106%
-56%
-54%
-39%
-28%
17%
-4.0%
-0.7%
-6.2%
-23%
-13%
-17%
-44%

Imperial Oil Limited · IMO

558%
124%
112%
6.4%
-72%
-21%
-21%
-4.3%
68%
-23%
-10%
7.8%
-16%
-56%
-60%
-27%

Petróleo Brasileiro S.A. - Petrobras · PBR-A

35%
48%
45%
-15%
-47%
-38%
-24%
-35%
-106%
7.4%
-144%
25%
2.8%
3.7%

Shell plc · SHEL

412%
-9.8%
20%
-83%
4.8%
-95%
-15%
16%
-39%
94%
-34%
-0.2%
23%
302%
18%

Suncor Energy Inc. · SU

360%
-169%
77%
-30%
-53%
2.9%
-22%
-17%
31%
-71%
4.9%
-28%
-20%
80%
24%

TotalEnergies SE · TTE

152%
42%
-42%
11%
-28%
-0.9%
46%
3.1%
-7.4%
-65%
-20%
-32%
-29%
59%
-27%
51%

YPF Sociedad Anónima · YPF

169%
93%
43%
-56%
-129%
-501%
86%
56%
-102%
-88%
-112%
08 · compare level, then change

Return On Capital Employed

Imperial Oil Limited has the highest ROCE among the 14 Oil & Gas Integrated companies compared here, at 85.8%. Chevron Corporation is next at 13.1%. The same company also holds the highest ROCE change, at +82.5 percentage points. 14 of 14 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Imperial Oil Limited leads ROCE at 85.8%, 72.7 percentage points above Chevron Corporation. Imperial Oil Limited has the strongest latest improvement at +82.5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderImperial Oil Limited · 85.8%
Gap555% versus #2 · Chevron Corporation
Persistence2/8 recent comparable periods
Coverage14/14 companies · 265 observations

Investor read: Imperial Oil Limited sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCE changefastest improvers
2Chevron Corporation CVX+11.3 pp
3Equinor ASA EQNR+7.1 pp
Return on capital · company comparison
14/14 level · 14/14 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Imperial Oil Limited IMO86%+82.5 ppJun 2026
Chevron Corporation CVX13%+11.3 ppJun 2026
Equinor ASA EQNR13%+7.1 ppJun 2026
TotalEnergies SE TTE13%+2.0 ppJun 2026
Cenovus Energy Inc. CVE7.9%+6.5 ppJun 2026
Shell plc SHEL5.1%+3.1 ppJun 2026
ExxonMobil Holdings Corporation XOM4.8%+2.5 ppJun 2026
YPF Sociedad Anónima YPF4.5%+3.5 ppMar 2026
Petróleo Brasileiro S.A. - Petrobras PBR-A4.2%−4.4 ppMar 2026
BP p.l.c. BP3.8%+2.0 ppMar 2026
Suncor Energy Inc. SU3.8%+0.7 ppMar 2026
National Fuel Gas Company NFG2.4%−0.6 ppJun 2026
Eni S.p.A. E2.0%+0.9 ppJun 2026
Diversified Energy Company DEC0.0%−1.7 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

BP p.l.c. · BP

-0.6%
1.6%
-9.1%
7.0%
0.9%
8.5%
6.2%
1.7%
4.2%
0.8%
2.5%
0.8%
0.7%
-0.6%
1.8%
1.7%
1.8%
0.0%
3.8%

Cenovus Energy Inc. · CVE

3.5%
-0.6%
4.0%
7.6%
4.4%
2.2%
1.7%
2.2%
5.6%
2.0%
3.3%
3.0%
2.1%
1.6%
2.6%
1.4%
3.1%
1.9%
4.3%
7.9%

Chevron Corporation · CVX

2.9%
2.3%
3.3%
5.9%
5.4%
3.7%
3.5%
2.8%
3.0%
2.4%
2.6%
2.5%
2.2%
1.1%
1.9%
1.8%
1.6%
1.5%
1.3%
13%

Eni S.p.A. · E

3.2%
6.3%
5.7%
6.2%
6.7%
-0.4%
2.5%
1.7%
2.9%
0.8%
2.5%
1.4%
1.3%
-0.3%
0.5%
1.1%
1.3%
-0.8%
0.7%
2.0%

Equinor ASA · EQNR

9.2%
13%
20%
17%
25%
15%
12%
6.7%
7.1%
7.9%
6.9%
7.4%
6.7%
8.6%
8.4%
5.6%
5.2%
5.6%
8.5%
13%

ExxonMobil Holdings Corporation · XOM

2.8%
3.0%
2.1%
7.4%
7.0%
5.8%
4.8%
3.3%
3.9%
2.7%
3.3%
3.1%
3.2%
2.2%
2.8%
2.3%
2.4%
1.6%
1.4%
4.8%

Imperial Oil Limited · IMO

3.3%
3.2%
4.3%
9.1%
6.9%
6.4%
4.5%
2.4%
5.9%
4.8%
4.4%
4.1%
4.4%
4.3%
4.5%
3.3%
1.8%
1.7%
3.3%
86%

Petróleo Brasileiro S.A. - Petrobras · PBR-A

11%
8.7%
5.0%
1.7%
8.6%
5.9%
4.6%
3.3%
4.2%

Shell plc · SHEL

0.2%
4.0%
4.0%
7.4%
2.9%
5.6%
4.2%
1.6%
3.4%
0.4%
3.1%
2.6%
2.3%
1.6%
3.0%
2.0%
2.3%
1.9%
3.5%
5.1%

Suncor Energy Inc. · SU

2.6%
2.8%
5.5%
8.2%
0.6%
5.2%
3.4%
2.6%
3.7%
2.9%
3.3%
3.2%
3.6%
2.5%
3.1%
1.9%
3.2%
2.5%
3.8%

TotalEnergies SE · TTE

8.0%
12%
16%
20%
25%
28%
26%
23%
20%
16%
16%
15%
13%
13%
12%
11%
11%
9.9%
11%
13%

YPF Sociedad Anónima · YPF

2.5%
-1.1%
2.1%
4.7%
4.0%
2.7%
2.1%
0.8%
-3.6%
-12%
5.1%
4.2%
5.1%
-2.9%
1.0%
2.0%
3.0%
3.2%
4.5%

ROCE change · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

BP p.l.c. · BP

+1.5 pp
+6.9 pp
+15.3 pp
−5.3 pp
+3.3 pp
−7.7 pp
−3.7 pp
−0.9 pp
−3.5 pp
−1.4 pp
−0.7 pp
+0.9 pp
+1.1 pp
+0.6 pp
+2.0 pp

Cenovus Energy Inc. · CVE

+0.9 pp
+2.8 pp
−2.3 pp
−5.4 pp
+1.2 pp
−0.2 pp
+1.6 pp
+0.8 pp
−3.5 pp
−0.4 pp
−0.7 pp
−1.6 pp
+1.0 pp
+0.3 pp
+1.7 pp
+6.5 pp

Chevron Corporation · CVX

+2.5 pp
+1.4 pp
+0.2 pp
−3.1 pp
−2.4 pp
−1.3 pp
−0.9 pp
−0.3 pp
−0.8 pp
−1.3 pp
−0.7 pp
−0.7 pp
−0.6 pp
+0.4 pp
−0.6 pp
+11.3 pp

Eni S.p.A. · E

+3.5 pp
−6.7 pp
−3.2 pp
−4.5 pp
−3.8 pp
+1.2 pp
0.0 pp
−0.3 pp
−1.6 pp
−1.1 pp
−2.0 pp
−0.3 pp
0.0 pp
−0.5 pp
+0.2 pp
+0.9 pp

Equinor ASA · EQNR

+15.3 pp
+2.2 pp
−7.2 pp
−10.2 pp
−17.4 pp
−7.0 pp
−5.5 pp
+0.7 pp
−0.4 pp
+0.7 pp
+1.5 pp
−1.8 pp
−1.5 pp
−3.0 pp
+0.1 pp
+7.1 pp

ExxonMobil Holdings Corporation · XOM

+4.2 pp
+2.8 pp
+2.7 pp
−4.1 pp
−3.1 pp
−3.1 pp
−1.5 pp
−0.2 pp
−0.7 pp
−0.5 pp
−0.5 pp
−0.8 pp
−0.8 pp
−0.6 pp
−1.4 pp
+2.5 pp

Imperial Oil Limited · IMO

+3.6 pp
+3.2 pp
+0.2 pp
−6.7 pp
−1.0 pp
−1.6 pp
−0.1 pp
+1.7 pp
−1.5 pp
−0.5 pp
+0.1 pp
−0.8 pp
−2.6 pp
−2.6 pp
−1.2 pp
+82.5 pp

Petróleo Brasileiro S.A. - Petrobras · PBR-A

−5.9 pp
−7.0 pp
−0.4 pp
+1.6 pp
−4.4 pp

Shell plc · SHEL

+2.7 pp
+1.6 pp
+0.2 pp
−5.8 pp
+0.5 pp
−5.2 pp
−1.1 pp
+1.0 pp
−1.1 pp
+1.2 pp
−0.1 pp
−0.6 pp
0.0 pp
+0.3 pp
+0.5 pp
+3.1 pp

Suncor Energy Inc. · SU

−2.0 pp
+2.4 pp
−2.1 pp
−5.6 pp
+3.1 pp
−2.3 pp
−0.1 pp
+0.6 pp
−0.1 pp
−0.4 pp
−0.2 pp
−1.3 pp
−0.4 pp
0.0 pp
+0.7 pp

TotalEnergies SE · TTE

+16.5 pp
+16.1 pp
+9.3 pp
+2.4 pp
−4.8 pp
−12.0 pp
−9.9 pp
−7.7 pp
−6.8 pp
−3.5 pp
−4.1 pp
−4.5 pp
−2.4 pp
−2.6 pp
−0.2 pp
+2.0 pp

YPF Sociedad Anónima · YPF

+1.5 pp
+3.8 pp
0.0 pp
−3.9 pp
−7.6 pp
−14.2 pp
+3.0 pp
+3.4 pp
+8.7 pp
+8.6 pp
−4.1 pp
−2.2 pp
−2.1 pp
+6.1 pp
+3.5 pp
09 · compare level, then change

Valuation Against Growth & Quality

Petróleo Brasileiro S.A. - Petrobras has the lowest PEG among the 14 Oil & Gas Integrated companies compared here, at 0.12×. Suncor Energy Inc. is next at 1.87×. Diversified Energy Company has the lowest P/E at 2.97×, so level and change sit with different companies. 2 of 14 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Petróleo Brasileiro S.A. - Petrobras has the lowest comparable PEG at 0.12×, 93.6% below Suncor Energy Inc.. Only 2 of 14 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderPetróleo Brasileiro S.A. - Petrobras · 0.12×
Gap93.6% versus #2 · Suncor Energy Inc.
Persistence0/8 recent comparable periods
Coverage2/14 companies · 25 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
Valuation · company comparison
2/14 level · 14/14 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Eni S.p.A. E2.812.2Jun 2026
Chevron Corporation CVX1.915.9Jun 2026
Suncor Energy Inc. SU1.917.4Mar 2026
Imperial Oil Limited IMO1.318.7Jun 2026
TotalEnergies SE TTE1.09.7Jun 2026
National Fuel Gas Company NFG0.710.7Jun 2026
Cenovus Energy Inc. CVE0.39.8Jun 2026
Shell plc SHEL0.38.6Jun 2026
ExxonMobil Holdings Corporation XOM0.217.6Jun 2026
YPF Sociedad Anónima YPF0.212.7Mar 2026
Petróleo Brasileiro S.A. - Petrobras PBR-A0.16.1Mar 2026
Equinor ASA EQNR0.18.6Jun 2026
BP p.l.c. BP39.2Mar 2026
Diversified Energy Company DEC3.0Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Cenovus Energy Inc. · CVE

0.5
0.3

Chevron Corporation · CVX

1.9

Eni S.p.A. · E

0.1
2.8

Equinor ASA · EQNR

0.1

ExxonMobil Holdings Corporation · XOM

0.2

Imperial Oil Limited · IMO

0.4
1.5
1.3

National Fuel Gas Company · NFG

0.4
0.7

Petróleo Brasileiro S.A. - Petrobras · PBR-A

0.1

Shell plc · SHEL

0.6
0.3

Suncor Energy Inc. · SU

0.2
0.6
0.3
1.9

TotalEnergies SE · TTE

0.3
0.7
0.9
0.5
1.0

YPF Sociedad Anónima · YPF

0.2

P/E · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

BP p.l.c. · BP

14.1
11.9
4.5
5.8
4.6
6.9
11.9
14.3
33.0
212.4
145.0
59.9
1,702.5
39.2

Cenovus Energy Inc. · CVE

35.4
57.4
21.7
12.0
8.2
8.2
8.7
11.5
13.3
10.6
11.5
11.0
12.0
13.1
13.4
13.1
13.8
10.8
14.6
9.8

Chevron Corporation · CVX

19.6
14.4
15.3
9.7
8.2
9.8
8.8
10.0
12.5
13.1
14.5
15.5
16.2
14.9
19.1
18.4
21.8
23.0
35.9
15.9

Eni S.p.A. · E

26.9
7.6
5.6
3.4
2.3
3.4
3.5
5.0
9.7
11.0
13.7
12.2
17.7
16.9
18.6
18.6
18.2
20.7
32.6
12.2

Equinor ASA · EQNR

29.8
10.0
10.6
6.9
4.4
4.0
3.1
3.8
5.9
8.1
8.4
8.7
7.8
7.6
8.4
8.4
11.6
12.2
19.4
8.6

ExxonMobil Holdings Corporation · XOM

11.4
13.7
9.4
7.1
8.3
7.4
8.6
11.7
11.3
14.3
13.8
14.6
13.7
15.8
15.3
16.4
18.0
28.6
17.6

Imperial Oil Limited · IMO

52.7
13.1
12.8
7.7
6.1
5.8
5.8
7.2
9.4
8.9
10.9
9.8
10.4
9.8
11.1
11.9
16.1
18.3
31.0
18.7

Petróleo Brasileiro S.A. - Petrobras · PBR-A

4.6
3.3
4.0
2.7
2.5
1.7
2.2
3.7
2.2
4.0
16.7
5.3
10.2
14.9
12.5
3.8
3.7
6.1

Shell plc · SHEL

38.4
8.4
9.8
5.5
4.3
5.0
4.8
7.4
7.6
11.5
12.4
12.9
13.6
12.4
16.9
15.9
14.7
12.3
14.5
8.6

Suncor Energy Inc. · SU

16.4
11.4
9.5
6.9
7.1
6.6
7.1
8.5
7.6
6.7
8.3
8.9
8.0
10.9
11.6
11.3
13.6
12.6
17.4

TotalEnergies SE · TTE

11.4
8.3
7.5
6.4
5.2
7.6
6.9
7.1
8.1
7.5
7.7
7.3
8.8
7.9
10.3
10.6
9.3
10.7
13.2
9.7

YPF Sociedad Anónima · YPF

8.2
54.6
6.5
0.9
1.5
1.6
2.7
4.5
8.6
8.6
7.1
9.3
12.7
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Oil & Gas Integrated comparison names 5 specific ways its own evidence can mislead, all listed below. All 14 companies here report on comparable dates, so no rank carries a stale marker. 1 of the 5 ranked sections has fewer than three usable current readings. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • Thin comparisons: Valuation have fewer than three usable current readings.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 14 Oil & Gas Integrated companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Oil & Gas Integrated company comparison FAQs

These 22 answers restate the Oil & Gas Integrated comparison above in question form. Every one is computed from the same 14 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Oil & Gas Integrated sector outperforming S&P 500?

Oil & Gas Integrated has outperformed S&P 500 by 17.4% over 52 weeks and 1.2% over 13 weeks. 10 of 14 covered companies beat the S&P 500 on Mansfield relative strength, while 7 of 14 beat the sector itself.

Which Oil & Gas Integrated company is largest by revenue?

BP p.l.c. leads with revenue of $194,685 million, based on 4 of 14 comparable companies through Mar 2026.

Which Oil & Gas Integrated company is growing fastest?

BP p.l.c. has the fastest current revenue growth at 4%, across 4 of 14 comparable companies.

Which Oil & Gas Integrated company has the strongest 4-Factor Sector Score?

Equinor ASA ranks first at 66.8/100 with 57.8% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Oil & Gas Integrated company has the lowest comparable PEG?

Petróleo Brasileiro S.A. - Petrobras has the lowest comparable PEG at 0.12, among 2 of 14 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Oil & Gas Integrated comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Oil & Gas Integrated company is the biggest?

BP p.l.c. is the largest, with trailing-twelve-month revenue of $194,685 million, ahead of Petróleo Brasileiro S.A. - Petrobras at $91,657 million. That covers 4 of 14 companies with comparable reporting through Mar 2026.

Which Oil & Gas Integrated company has the best profit margins?

National Fuel Gas Company has the highest operating margin at 40.4%, from 13 of 14 comparable companies. YPF Sociedad Anónima shows the biggest recent improvement, at +14 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Oil & Gas Integrated company makes the most profit?

Petróleo Brasileiro S.A. - Petrobras earns the most, at $19,943 million of trailing-twelve-month net profit, from 4 of 14 comparable companies. Petróleo Brasileiro S.A. - Petrobras has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Oil & Gas Integrated company earns the highest return on capital?

Imperial Oil Limited leads on return on capital employed at 85.8%, across 14 of 14 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Oil & Gas Integrated stock is the cheapest?

On PEG — where a LOWER number is cheaper — Petróleo Brasileiro S.A. - Petrobras screens cheapest at 0.12×. Only 2 of 14 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Oil & Gas Integrated sector beating the market?

Oil & Gas Integrated has outperformed S&P 500 by 17.4% over the last 52 weeks and 1.2% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 10 of 14 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Oil & Gas Integrated stock has the strongest price momentum?

Cenovus Energy Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Oil & Gas Integrated company scores highest for research priority?

Equinor ASA scores 66.8 out of 100 with 57.8% evidence confidence, from 22.1 points on growth and earnings, 16.6 on capital efficiency, 11 on valuation and 17.1 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Oil & Gas Integrated companies does this comparison cover, and over what period?

It compares 14 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Oil & Gas Integrated sector?

The 14 Oil & Gas Integrated companies on this page carry $2,063,351 million of combined market value. ExxonMobil Holdings Corporation is the largest at $633,070 million, about 31% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Oil & Gas Integrated sector's P/E ratio?

The median price-to-earnings ratio across the 14 Oil & Gas Integrated companies on this page is 12.2×, measured on the 14 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Oil & Gas Integrated sector performing?

10 of the 14 covered Oil & Gas Integrated companies are beating S&P 500 on Mansfield relative strength. The sector itself is 17.4% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Oil & Gas Integrated stocks are listed in the US?

This comparison covers 14 listed Oil & Gas Integrated companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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