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RI
Equity Analyst and Writer
ExxonMobil's Focus On Margins Rather Than Growth Will Help It Cash In On Tight Supply
Key Takeaways Oil supply will remain tight leading to a higher and more volatile oil price. Volatility will favor large well capitalized energy companies.
View narrativeUS$126.39
FV
13.3% undervalued intrinsic discount2.94%
Revenue growth p.a.
13users have liked this narrative
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9users have followed this narrative
4 months ago author updated this narrative
ST
Equity Analyst and Writer
Wrong Side Of Energy Transition and Other Headwinds Will Erode Revenues and Earnings
Key Takeaways Exxon is on the wrong side of secular market trends that favor sustainable energy investing. Revenues are reliant on fossil fuels and are vulnerable to industry headwinds and a potential recession.
View narrativeUS$78.00
FV
40.5% overvalued intrinsic discount-1.00%
Revenue growth p.a.
5users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
7 months ago author updated this narrative
WA
Consensus Narrative from 26 Analysts
Low-Carbon Innovations And Decisive Acquisitions Propel Profitability And Growth
Key Takeaways Strategic investments in refining technology and energy value chains are enhancing revenue and net margins, optimizing ExxonMobil's profitability. Acquisitions and innovations are boosting production efficiency and capturing emerging market trends, driving growth and future earnings.
View narrativeUS$129.48
FV
15.4% undervalued intrinsic discount-3.44%
Revenue growth p.a.
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0users have commented on this narrative
42users have followed this narrative
1 day ago author updated this narrative