Hess Corporation

NYSE:HES Rapport sur les actions

Capitalisation boursière : US$45.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Hess Croissance future

Future contrôle des critères 4/6

Hess devrait augmenter ses bénéfices et son chiffre d'affaires de 23.6% et de 8.7% par an respectivement. Le BPA devrait croître de de 24% par an. Le rendement des capitaux propres devrait être 23.2% dans 3 ans.

Informations clés

23.6%

Taux de croissance des bénéfices

24.05%

Taux de croissance du BPA

Oil and Gas croissance des bénéfices11.3%
Taux de croissance des recettes8.7%
Rendement futur des capitaux propres23.19%
Couverture par les analystes

Good

Dernière mise à jour17 Jul 2025

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha • Jul 07

Hess Corporation: Climax Ahead

Summary The arbitration decision on Exxon Mobil's right of first refusal is imminent. Retail shareholders are disadvantaged by Hess's limited information disclosure during the prolonged acquisition timeline. Guyana production growth, driven by new FPSOs, is rapidly increasing Hess's value and future earnings potential. Hess management's lack of communication post-merger agreement leaves investors in the dark about key project updates. It would appear that all outcomes are good for investors, even if some outcomes are better than others. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Hess Corporation: Advantage To Exxon Mobil

Summary Hess Corporation's profits are driven by Guyana operations. Exxon Mobil's position strengthens as arbitration continues. The value of Hess keeps increasing with rising Guyana production and the slow arbitration process. Hess's North American operations are unprofitable. The fast-growing production from Guyana is crucial, with another FPSO expected to boost production when it begins production towards the end of the fiscal year. It is time for Hess to resume conference calls and update company presentations to keep shareholders informed. Read the full article on Seeking Alpha
Seeking Alpha • Nov 21

Hess Corporation: All Avenues Lead To Guyana

Summary Net income advances strongly with each new FPSO that begins production. The dividend was increased to $.50 per share. The Chevron merger is pending arbitration, with risks tied to commodity prices and Exxon Mobil's arbitration outcome. All of Hess' profit is in international, where the Guyana production is. The next FPSO will set sail for Guyana in the first quarter of 2025. Read the full article on Seeking Alpha
Seeking Alpha • Oct 07

Hess Corporation: Time Value Clock Is Ticking While Management Remains Silent

Summary Hess Corporation's merger with Chevron faces delays due to Exxon Mobil's first refusal rights. Another FPSO coming online in Guyana by 2025 could significantly boost cash flow, enhancing the time value of money for Hess. Exxon Mobil's arbitration case may extend until the second half of 2025. The Uaru project gains importance as the new FPSO's production capability accelerates cash flow realization. Every FPSO that produces is a material addition to the company's cash flow. That cash flow figures into the acquisition value of the company. Read the full article on Seeking Alpha
Seeking Alpha • Aug 01

Hess Corporation: Manifesting The Time Value Of Money

Summary Arbitration hearing for a dispute over Hess Corporation's interest in Guyana delayed to May 2025. Earnings benefit from stronger commodity prices and increased production from the new FPSO. Delay in merger raises Hess Corporation's value as Guyana production and profits climb. The approval of the merger has tied the Hess stock performance to the Chevron stock price performance, despite Hess business growth being faster. The United States business needs to be improved to run at a profit. Read the full article on Seeking Alpha
Seeking Alpha • Jun 24

Hess Chevron Merger - Detailed Insight Into The ICC Arbitration Process And Its Impact

Summary The ICC Arbitration process is a very complex and uncertain process. If Exxon wins the ICC arbitration, the Hess and Chevron merger deal could be terminated. Hess stock is currently selling at a 9.6% discount to the value of Chevron shares received under the merger. Read the full article on Seeking Alpha
Seeking Alpha • May 25

Hess Corporation: An Attractive Risk/Reward Prospect On Merger Drama (Rating Upgrade)

Summary Chevron's acquisition of Hess Corporation is facing uncertainty as shareholders plan to abstain from voting on the deal. Regulatory approval and an ongoing arbitration with Exxon Mobil are potential obstacles to the completion of the transaction. Shareholders are divided on the merger, with one advisory firm recommending in favor and another recommending abstention. In all, the company seems to be a favorable risk/reward opportunity at this point in time. Read the full article on Seeking Alpha
Seeking Alpha • May 16

Hess Corporation: What Has Changed

Summary The proposed acquisition of Hess Corporation by Chevron will take longer than expected, potentially impacting the deal. Hess is a rapidly growing company, with production up 27% in the first quarter, making it an attractive investment. The value of Hess is located primarily in the Guyana Partnership. There is an expected FPSO every single year for the foreseeable future. Cash flow took a giant leap in the current quarter and is expected to take another giant leap every time a new FPSO begins production. Read the full article on Seeking Alpha
Seeking Alpha • Apr 14

Hess Corporation And An Acquisition That Might Not Close

Summary Hess Corporation's share price is approaching its late-2023 highs and has a market capitalization of almost $50 billion. The proposed acquisition deal with Chevron is facing a roadblock due to Exxon Mobil's claim of right of first refusal for any sale of Hess Corporation's stake in Guyana. Despite the risk posed by Exxon Mobil, Hess Corporation remains a valuable investment with its strong assets and financial performance. Read the full article on Seeking Alpha
Seeking Alpha • Feb 13

Hess: Why No Acquisition Premium Is Already A Premium

Summary Chevron's agreement to acquire Hess has raised questions about the lack of a premium in the merger. Hess' stock price remained stagnant until cash flow began to arrive from the Guyana partnership. The market now recognizes the value of Hess' stock due to its growth story and increasing cash flow from new platforms in Guyana. The market emphasis on the arrival of cash flow marks a change in reaction to major discoveries. Brazil remains a big fan of Guyana and has troops at the border with Venezuela.  That should keep the "saber rattling" to just "saber rattling". Read the full article on Seeking Alpha
Seeking Alpha • Dec 29

The Hess Merger Is Likely Going Through, Why Buying The Stock Still Makes Sense

Summary Guyana likely has the upper hand in the dispute with Venezuela, as it has support from Brazil, Great Britain, and the United States. Venezuela's government is unpopular and broke. This whole situation could be a last gasp attempt to avoid collapse and retain power. The Guyana partnership is proceeding as planned, with the latest FPSO beginning production, and there is potential for further exploration and development in the future. Hess has other assets that could prove to be as valuable or more valuable than the Guyana partnership is currently. As a result, Hess stock is likely a cheap way to invest in Chevron Corporation. Read the full article on Seeking Alpha
Seeking Alpha • Dec 08

Hess-Chevron: How We Are Playing The Deal With Venezuela Laying Claim To Stabroek Block

Summary The merger between Hess Corporation and Chevron Corporation is being questioned due to geopolitical risk in Guyana. Venezuela is claiming that the Stabroek block in Guyana is in disputed territory, which could threaten Exxon and Chevron's operations in the region. We examine the deal spread and tell you the best way to play it. Read the full article on Seeking Alpha
Seeking Alpha • Oct 23

CEO John Hess Sells 90-Year Old Hess Corporation To Chevron

Summary Chevron agreed to acquire Hess Corp. in an all-stock transaction worth $53 billion. Including debt, the total enterprise value was $60 billion. The deal includes Hess' valuable assets in Guyana, which will deliver high-quality, low-cost production growth and significant upside to recoverable oil estimates. Hess also has a large leasehold in the Bakken and excellent assets in the Gulf of Mexico and the North Malay Bay in Asia. Some think Chevron overpaid. Some think Hess sold out too cheap. Today, I'll dig into the Hess portfolio and offer my opinion for your consideration. Read the full article on Seeking Alpha
Seeking Alpha • Sep 25

Hess Corporation: Time To Buy The Dip

Summary Hess Corporation's recent decline in value presents a strong investment opportunity. The company expects significant production growth through 2027, supported by projects in Guyana and shale. Hess Corporation has minimal debt obligations and strong assets, making it poised for strong shareholder returns. Read the full article on Seeking Alpha
Seeking Alpha • Aug 01

Hess Corporation: Accelerated Cash Flow Growth

Summary Hess' latest Guyana platform should have first oil either late in the third quarter or early in the fourth quarter. The Hess interest in this platform should be roughly 60K BOD which is nearly 20% of current production. The acceleration could imply that the partnership sees higher oil prices coming potentially sooner rather than later. Management is guiding to 25% compounded cash flow growth. This implies a tripling of cash flow every 5 years (approximately). Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:HES - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202715,4304,0203,7918,2525
12/31/202613,2222,5201,3035,9756
12/31/202511,4661,6565845,2376
3/31/202512,2702,2271,1156,116N/A
12/31/202412,6622,7696545,600N/A
9/30/202412,4712,6409985,632N/A
6/30/202412,0802,6465505,108N/A
3/31/202411,1852,008-394,189N/A
12/31/202310,2951,382-1663,942N/A
9/30/202310,2241,4663933,850N/A
6/30/202310,5351,4771,0294,203N/A
3/31/202311,1802,0251,7224,738N/A
12/31/202211,0692,0961,2193,944N/A
9/30/202210,4551,8641,1503,591N/A
6/30/20229,1221,4646512,867N/A
3/31/20227,6927242352,143N/A
12/31/20217,3015591,1432,890N/A
9/30/20216,3251978652,477N/A
6/30/20215,733-1614581,998N/A
3/31/20215,092-408-2851,479N/A
12/31/20204,543-3,093-8641,333N/A
9/30/20204,885-3,218-1,5151,133N/A
6/30/20205,293-3,187-1,4911,440N/A
3/31/20206,090-2,873-1,1271,849N/A
12/31/20196,311-412-1,1871,642N/A
9/30/20196,287-206-4312,237N/A
6/30/20196,500-47-2822,217N/A
3/31/20196,378-183-4011,967N/A
12/31/20186,152-328N/A1,939N/A
9/30/20186,177-3,001N/A1,401N/A
6/30/20185,752-3,583N/A1,066N/A
3/31/20185,427-3,901N/A806N/A
12/31/20175,347-4,120N/A945N/A
9/30/20175,076-6,334N/A928N/A
6/30/20174,905-6,050N/A1,172N/A
3/31/20174,934-5,994N/A1,204N/A
12/31/20164,661-6,173N/A795N/A
9/30/20164,738-3,083N/A1,092N/A
6/30/20165,230-2,998N/A1,042N/A
3/31/20165,942-3,147N/A1,485N/A
12/31/20156,490-3,008N/A1,981N/A
9/30/20157,543-1,201N/A2,432N/A
6/30/20158,510-598N/A3,472N/A
3/31/20159,353930N/A3,735N/A
12/31/201410,4621,635N/A4,457N/A
9/30/201410,5582,569N/A4,933N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de HES ( 23.6% par an) est supérieure au taux d'épargne ( 2.9% ).

Bénéfices vs marché: Les bénéfices de HES ( 23.6% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de HES devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de HES ( 8.7% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de HES ( 8.7% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de HES devrait être élevé dans 3 ans ( 23.2 %)

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2025/07/17 19:54
Cours de l'action en fin de journée2025/07/17 00:00
Les revenus2025/03/31
Revenus annuels2024/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Hess Corporation est couverte par 30 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
William SeleskyArgus Research Company
Yim ChengBarclays
Mark GilmanBenchmark Company