Oil & Gas Integrated Stocks
Oil & Gas Integrated: BP p.l.c. owns the largest revenue base AND the fastest current growth.
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.
RS — · 13/16 >200d (+0) · 2/16 lead (+2) · EPS 8/16↑
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.
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%.
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.
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.
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.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative 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. | ||||||
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.
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.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against Oil & Gas Integrated itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
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.
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.
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.
| Company | Revenue | Revenue growth | Reported |
|---|---|---|---|
| ExxonMobil Holdings Corporation XOM | $83.2B | 2.6% | Jun 2026 |
| Shell plc SHEL | $69.7B | 0.7% | Jun 2026 |
| BP p.l.c. BP | $52.3B | 11% | Mar 2026 |
| TotalEnergies SE TTE | $49.5B | 3.4% | Jun 2026 |
| Chevron Corporation CVX | $47.6B | 3.2% | Jun 2026 |
| Equinor ASA EQNR | $27.8B | -6.9% | Jun 2026 |
| Petróleo Brasileiro S.A. - Petrobras PBR-A | $23.5B | 12% | Mar 2026 |
| Eni S.p.A. E | $20.1B | 4.6% | Jun 2026 |
| Suncor Energy Inc. SU | $14.5B | 18% | 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 | $5.0B | 11% | Mar 2026 |
| Diversified Energy Company DEC | $1.1B | 111% | Mar 2026 |
| National Fuel Gas Company NFG | $858M | 18% | 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.
Cenovus Energy Inc. · CVE
Chevron Corporation · CVX
Eni S.p.A. · E
Equinor ASA · EQNR
ExxonMobil Holdings Corporation · XOM
Imperial Oil Limited · IMO
Petróleo Brasileiro S.A. - Petrobras · PBR-A
Shell plc · SHEL
Suncor Energy Inc. · SU
TotalEnergies SE · TTE
YPF Sociedad Anónima · YPF
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
Cenovus Energy Inc. · CVE
Chevron Corporation · CVX
Eni S.p.A. · E
Equinor ASA · EQNR
ExxonMobil Holdings Corporation · XOM
Imperial Oil Limited · IMO
Petróleo Brasileiro S.A. - Petrobras · PBR-A
Shell plc · SHEL
Suncor Energy Inc. · SU
TotalEnergies SE · TTE
YPF Sociedad Anónima · YPF
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.
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.
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| National Fuel Gas Company NFG | 40% | −3.1 pp | Jun 2026 |
| Petróleo Brasileiro S.A. - Petrobras PBR-A | 33% | −1.2 pp | Mar 2026 |
| Equinor ASA EQNR | 32% | +1.8 pp | Jun 2026 |
| Suncor Energy Inc. SU | 21% | +0.9 pp | Mar 2026 |
| TotalEnergies SE TTE | 21% | +7.1 pp | Jun 2026 |
| Cenovus Energy Inc. CVE | 19% | +9.3 pp | Jun 2026 |
| YPF Sociedad Anónima YPF | 18% | +14.0 pp | Mar 2026 |
| Shell plc SHEL | 15% | +1.7 pp | Jun 2026 |
| BP p.l.c. BP | 14% | +7.0 pp | Mar 2026 |
| Imperial Oil Limited IMO | 9.8% | −3.3 pp | Jun 2026 |
| Chevron Corporation CVX | 6.8% | −2.5 pp | Jun 2026 |
| ExxonMobil Holdings Corporation XOM | 6.4% | −5.6 pp | Jun 2026 |
| Eni S.p.A. E | 3.5% | +0.5 pp | Jun 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
Cenovus Energy Inc. · CVE
Chevron Corporation · CVX
Eni S.p.A. · E
Equinor ASA · EQNR
ExxonMobil Holdings Corporation · XOM
Imperial Oil Limited · IMO
Petróleo Brasileiro S.A. - Petrobras · PBR-A
Shell plc · SHEL
Suncor Energy Inc. · SU
TotalEnergies SE · TTE
YPF Sociedad Anónima · YPF
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
Cenovus Energy Inc. · CVE
Chevron Corporation · CVX
Eni S.p.A. · E
Equinor ASA · EQNR
ExxonMobil Holdings Corporation · XOM
Imperial Oil Limited · IMO
Petróleo Brasileiro S.A. - Petrobras · PBR-A
Shell plc · SHEL
Suncor Energy Inc. · SU
TotalEnergies SE · TTE
YPF Sociedad Anónima · YPF
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.
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.
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| Petróleo Brasileiro S.A. - Petrobras PBR-A | $6.2B | 3.7% | Mar 2026 |
| TotalEnergies SE TTE | $5.9B | 51% | Jun 2026 |
| Shell plc SHEL | $5.8B | 18% | Jun 2026 |
| ExxonMobil Holdings Corporation XOM | $4.5B | -44% | Jun 2026 |
| BP p.l.c. BP | $4.2B | 329% | Mar 2026 |
| Equinor ASA EQNR | $3.1B | 18% | Jun 2026 |
| Chevron Corporation CVX | $2.3B | -35% | Jun 2026 |
| Suncor Energy Inc. SU | $2.1B | 24% | Mar 2026 |
| Cenovus Energy Inc. CVE | $1.6B | 83% | 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 | $248M | 15% | 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
Cenovus Energy Inc. · CVE
Chevron Corporation · CVX
Eni S.p.A. · E
Equinor ASA · EQNR
ExxonMobil Holdings Corporation · XOM
Imperial Oil Limited · IMO
Petróleo Brasileiro S.A. - Petrobras · PBR-A
Shell plc · SHEL
Suncor Energy Inc. · SU
TotalEnergies SE · TTE
YPF Sociedad Anónima · YPF
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
Cenovus Energy Inc. · CVE
Chevron Corporation · CVX
Eni S.p.A. · E
Equinor ASA · EQNR
ExxonMobil Holdings Corporation · XOM
Imperial Oil Limited · IMO
Petróleo Brasileiro S.A. - Petrobras · PBR-A
Shell plc · SHEL
Suncor Energy Inc. · SU
TotalEnergies SE · TTE
YPF Sociedad Anónima · YPF
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.
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.
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Imperial Oil Limited IMO | 86% | +82.5 pp | Jun 2026 |
| Chevron Corporation CVX | 13% | +11.3 pp | Jun 2026 |
| Equinor ASA EQNR | 13% | +7.1 pp | Jun 2026 |
| TotalEnergies SE TTE | 13% | +2.0 pp | Jun 2026 |
| Cenovus Energy Inc. CVE | 7.9% | +6.5 pp | Jun 2026 |
| Shell plc SHEL | 5.1% | +3.1 pp | Jun 2026 |
| ExxonMobil Holdings Corporation XOM | 4.8% | +2.5 pp | Jun 2026 |
| YPF Sociedad Anónima YPF | 4.5% | +3.5 pp | Mar 2026 |
| Petróleo Brasileiro S.A. - Petrobras PBR-A | 4.2% | −4.4 pp | Mar 2026 |
| BP p.l.c. BP | 3.8% | +2.0 pp | Mar 2026 |
| Suncor Energy Inc. SU | 3.8% | +0.7 pp | Mar 2026 |
| National Fuel Gas Company NFG | 2.4% | −0.6 pp | Jun 2026 |
| Eni S.p.A. E | 2.0% | +0.9 pp | Jun 2026 |
| Diversified Energy Company DEC | 0.0% | −1.7 pp | Mar 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
Cenovus Energy Inc. · CVE
Chevron Corporation · CVX
Eni S.p.A. · E
Equinor ASA · EQNR
ExxonMobil Holdings Corporation · XOM
Imperial Oil Limited · IMO
Petróleo Brasileiro S.A. - Petrobras · PBR-A
Shell plc · SHEL
Suncor Energy Inc. · SU
TotalEnergies SE · TTE
YPF Sociedad Anónima · YPF
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
Cenovus Energy Inc. · CVE
Chevron Corporation · CVX
Eni S.p.A. · E
Equinor ASA · EQNR
ExxonMobil Holdings Corporation · XOM
Imperial Oil Limited · IMO
Petróleo Brasileiro S.A. - Petrobras · PBR-A
Shell plc · SHEL
Suncor Energy Inc. · SU
TotalEnergies SE · TTE
YPF Sociedad Anónima · YPF
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.
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.
All-company data · latest reported quarter
| Company | PEG | P/E | Reported |
|---|---|---|---|
| Eni S.p.A. E | 2.8 | 12.2 | Jun 2026 |
| Chevron Corporation CVX | 1.9 | 15.9 | Jun 2026 |
| Suncor Energy Inc. SU | 1.9 | 17.4 | Mar 2026 |
| Imperial Oil Limited IMO | 1.3 | 18.7 | Jun 2026 |
| TotalEnergies SE TTE | 1.0 | 9.7 | Jun 2026 |
| National Fuel Gas Company NFG | 0.7 | 10.7 | Jun 2026 |
| Cenovus Energy Inc. CVE | 0.3 | 9.8 | Jun 2026 |
| Shell plc SHEL | 0.3 | 8.6 | Jun 2026 |
| ExxonMobil Holdings Corporation XOM | 0.2 | 17.6 | Jun 2026 |
| YPF Sociedad Anónima YPF | 0.2 | 12.7 | Mar 2026 |
| Petróleo Brasileiro S.A. - Petrobras PBR-A | 0.1 | 6.1 | Mar 2026 |
| Equinor ASA EQNR | 0.1 | 8.6 | Jun 2026 |
| BP p.l.c. BP | — | 39.2 | Mar 2026 |
| Diversified Energy Company DEC | — | 3.0 | Mar 2026 |
Full 20-quarter history · every available company
PEG · reported quarter history
Cenovus Energy Inc. · CVE
Chevron Corporation · CVX
Eni S.p.A. · E
Equinor ASA · EQNR
ExxonMobil Holdings Corporation · XOM
Imperial Oil Limited · IMO
National Fuel Gas Company · NFG
Petróleo Brasileiro S.A. - Petrobras · PBR-A
Shell plc · SHEL
Suncor Energy Inc. · SU
TotalEnergies SE · TTE
YPF Sociedad Anónima · YPF
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
Cenovus Energy Inc. · CVE
Chevron Corporation · CVX
Eni S.p.A. · E
Equinor ASA · EQNR
ExxonMobil Holdings Corporation · XOM
Imperial Oil Limited · IMO
Petróleo Brasileiro S.A. - Petrobras · PBR-A
Shell plc · SHEL
Suncor Energy Inc. · SU
TotalEnergies SE · TTE
YPF Sociedad Anónima · YPF
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.
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.
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.