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EOG$136.17+2.09%
Fair $136.17+0.0%

EOG

EOG Resources, Inc.

Energy / Oil & Gas E&PNYSE

$136.17

+2.79 (+2.09%)

Fairly Valued+0.0%Fair Value $136.17Fund rank 37/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9
Margin Compression

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.2B · quality 79.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

47/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · EOGLocal privado en este navegador · EOG Resources, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$72.5B

P/E

13.4x

↓

EV/EBITDA

7.2x

↓

ROE

16.7%

↑

Gross Margin

63.4%

↑

Debt/Equity

0.28

↓
52-Week Range$136
$102$152

TradingView lightweight chart

EOG price, volumen y niveles de valoración

Último $136.17Periodo +3414.1%
Fair value: $136.17

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+9.7%

FCF CAGR

—

FCF margin

15.3%

FCF / Net income

0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.58B · net income $4.98B · FCF $3.45B

2007-FY → 2025-FY

Gross margin

63.4%— pts

Operating margin

32.1%-6.8% pts

Net margin

22.1%-3.7% pts

FCF margin

15.3%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$22.58B$22.58B$23.38B$23.18B$29.49B$18.64B$11.03B$17.38B$17.28B$11.21B$7.65B$8.76B$18.04B$14.49B$11.68B$10.13B$6.10B$4.79B$7.13B$4.24B
Net Income$4.98B$4.98B$6.40B$7.59B$7.76B$4.66B$-605.0M$2.73B$3.42B$2.58B$-1.10B$-4.52B$2.92B$2.20B$570.3M$1.09B$160.7M$546.6M$2.44B$1.09B
EBITDA$11.06B$11.06B$12.46B$13.33B$13.62B$9.75B$2.86B$7.45B$7.90B$4.34B$2.33B$-3.37B$9.24B$7.28B$4.65B$4.63B$2.47B$2.52B$5.09B$2.71B
EPS9.129.1211.2513.0013.227.99-1.044.715.894.46-1.98-8.295.324.021.052.050.321.084.862.19
Gross Margin63.4%63.4%68.3%71.7%78.1%———————————————
Operating Margin32.1%32.1%35.3%38.4%48.3%32.7%-4.9%21.3%25.9%8.3%-16.0%-76.3%29.1%25.4%12.7%20.9%8.6%20.3%52.9%38.9%
Net Margin22.1%22.1%27.4%32.8%26.3%25.0%-5.5%15.7%19.8%23.0%-14.3%-51.7%16.2%15.2%4.9%10.8%2.6%11.4%34.2%25.7%
Balance Sheet
Debt/Equity0.280.280.170.150.220.230.250.19————————————
Current Ratio1.721.72——————————————————
Cash Flow
Free Cash Flow$3.45B$3.45B$5.77B$5.16B$6.09B———————————————
Returns
ROE16.7%16.7%21.8%27.0%31.3%21.0%-3.0%12.6%————————————
Valuation
P/E13.4013.4011.259.269.64———————————————
EV/EBITDA7.187.185.625.195.45———————————————
P/B2.492.492.452.503.02———————————————
Growth & Yield
Revenue Growth-3.4%-3.4%0.8%-21.4%—69.0%-36.5%0.6%54.1%46.5%-12.6%-51.4%24.5%24.0%15.4%66.0%27.4%-32.8%68.1%—
EPS Growth-18.9%-18.9%-13.5%-1.7%—868.3%-122.1%-20.0%32.1%325.3%76.1%-255.8%32.3%282.9%-48.8%550.8%-71.0%-77.7%122.4%—
Dividend Yield3.1%3.1%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$12.08

Spread vs growth

-28.8%

5Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$14.62

Spread vs growth

-28.8%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$23.55

Spread vs growth

-28.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +28.5%

Total return

+28.5%

Start / end P/E

9.7x → 14.9x

EPS bridge

11.25 → 9.12

Residual

-10.4%

EPS growth-18.9%
Multiple rerating+54.7%
Dividend+3.1%
Residual / FX / buybacks / cross-term-10.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.