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Canadian (TSX) Integrated Oil and Gas Industry Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies4
  • 7D1.3%
  • 3M20.1%
  • 1Y43.8%
  • YTDn/a

All of the companies in the Integrated Oil and Gas industry have been up over the last week, with the industry up 2.3%. This takes the industry's 12 month performance to a gain of 41%. As for the next few years, earnings are expected to grow by 4.7% per annum.

Industry Valuation and Performance

Has the Canadian Integrated Oil and Gas Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Feb 2026CA$222.5bCA$147.8bCA$12.3b18.4x18.1x1.5x
Sat, 17 Jan 2026CA$197.5bCA$149.6bCA$12.4b15.8x16x1.3x
Mon, 15 Dec 2025CA$183.6bCA$149.6bCA$12.4b15x14.9x1.2x
Wed, 12 Nov 2025CA$183.5bCA$149.6bCA$12.4b14.4x14.8x1.2x
Fri, 10 Oct 2025CA$177.4bCA$151.8bCA$13.0b13.4x13.6x1.2x
Sun, 07 Sep 2025CA$170.2bCA$151.8bCA$13.0b13.1x13.1x1.1x
Tue, 05 Aug 2025CA$161.5bCA$152.7bCA$13.4b12.4x12x1.1x
Thu, 03 Jul 2025CA$151.4bCA$157.1bCA$13.7b11.5x11x1x
Sat, 31 May 2025CA$145.1bCA$157.1bCA$13.7b10.2x10.6x0.9x
Mon, 28 Apr 2025CA$140.3bCA$156.7bCA$13.9b10.1x10.1x0.9x
Wed, 26 Mar 2025CA$158.7bCA$156.7bCA$13.9b11.3x11.4x1x
Fri, 21 Feb 2025CA$162.9bCA$157.2bCA$13.9b11.7x11.7x1x
Sun, 19 Jan 2025CA$162.0bCA$158.7bCA$16.6b10.4x9.7x1x
Tue, 17 Dec 2024CA$155.3bCA$158.7bCA$16.6b9.9x9.3x1x
Thu, 14 Nov 2024CA$159.6bCA$159.2bCA$16.6b10.7x9.6x1x
Sat, 12 Oct 2024CA$172.1bCA$159.5bCA$17.5b9.5x9.8x1.1x
Mon, 09 Sep 2024CA$155.6bCA$159.5bCA$17.5b8.9x8.9x1x
Wed, 07 Aug 2024CA$161.7bCA$158.3bCA$17.9b9.5x9x1x
Fri, 05 Jul 2024CA$170.7bCA$154.1bCA$17.3b10.7x9.9x1.1x
Sun, 02 Jun 2024CA$175.9bCA$154.1bCA$17.3b10.7x10.2x1.1x
Tue, 30 Apr 2024CA$175.8bCA$152.5bCA$17.2b9.6x10.2x1.2x
Thu, 28 Mar 2024CA$164.0bCA$152.4bCA$17.3b9x9.5x1.1x
Sat, 24 Feb 2024CA$148.1bCA$152.7bCA$17.4b8.1x8.5x1x
Mon, 22 Jan 2024CA$132.3bCA$155.8bCA$17.7b7.1x7.5x0.8x
Wed, 20 Dec 2023CA$138.9bCA$155.8bCA$17.7b7.3x7.9x0.9x
Fri, 17 Nov 2023CA$146.5bCA$155.8bCA$17.7b7.6x8.3x0.9x
Sun, 15 Oct 2023CA$162.5bCA$162.2bCA$15.7b9.1x10.3x1x
Tue, 12 Sep 2023CA$156.5bCA$162.2bCA$15.7b8.9x9.9x1x
Thu, 10 Aug 2023CA$147.4bCA$166.7bCA$17.9b7.1x8.2x0.9x
Sat, 08 Jul 2023CA$132.7bCA$179.1bCA$21.2b5.7x6.3x0.7x
Mon, 05 Jun 2023CA$132.7bCA$179.1bCA$21.2b5.7x6.3x0.7x
Wed, 03 May 2023CA$129.8bCA$180.6bCA$22.1b5.4x5.9x0.7x
Fri, 31 Mar 2023CA$140.0bCA$185.1bCA$23.0b5.8x6.1x0.8x
Sun, 26 Feb 2023CA$148.4bCA$184.6bCA$22.8b6.8x6.5x0.8x
Price to Earnings Ratio

6.5x


Total Market Cap: CA$148.4bTotal Earnings: CA$22.8bTotal Revenue: CA$184.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Integrated Oil and Gas Industry Price to Earnings3Y Average 10x202420252026
Current Industry PE
  • Investors are optimistic on the Canadian Integrated Oil and Gas industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 18.4x which is higher than its 3-year average PE of 10.0x.
  • The 3-year average PS ratio of 1.00x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Integrated Oil and Gas industry have declined 19% per year over the last three years,
  • Revenues have also declined 7.1% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does Canadian Integrated Oil and Gas compare with similar industries?

CA Market0.084%
Energy1.03%
Oil and Gas0.97%
Integrated Oil and Gas1.30%
Oil and Gas Exploration and Production1.94%
Oil and Gas Refining and Marketing0.73%
Oil and Gas Storage and Transportation0.69%
Coal and Fuels-1.29%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
IMO Imperial OilCA$164.741.5%
+CA$1.2b		62.0%PE24.4x
CVE Cenovus EnergyCA$30.451.8%
+CA$1.0b		36.7%PE18.4x
SU Suncor EnergyCA$76.480.8%
+CA$702.1m		34.8%PE15.4x

Latest News

CVE
CA$30.45
Cenovus Energy
7D
1.8%
1Y
36.7%
SU
CA$76.48
Suncor Energy
7D
0.8%
1Y
34.8%

SU: Investor Day And P/E Repricing Will Frame Fairly Balanced Outlook

Analysts have raised their CA$68.05 fair value estimate for Suncor Energy to CA$74.40, citing recent price target increases from several firms, updated assumptions for a higher future P/E of about 19x, and revised expectations for revenue trends and profit margins. Analyst Commentary Recent research updates show a mix of optimism and caution around Suncor Energy, with several price target changes and refreshed views on valuation and execution.
IMO
CA$164.74
Imperial Oil
7D
1.5%
1Y
62.0%

IMO: Future Returns Will Likely Weaken Versus C$115 Fair Value Estimate

Narrative Update Analysts have nudged their fair value estimate for Imperial Oil up from C$113 to about C$115.41. This reflects recent adjustments to sector price targets that factor in updated 2025 guidance and early 2026 commentary, while continuing to see gas as relatively more attractive than oil.