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U.S. Oil and Gas Industry Analysis

UpdatedFeb 17, 2025
DataAggregated Company Financials
Companies352
  • 7D0.7%
  • 3M-4.3%
  • 1Y8.5%
  • YTD1.5%

Last week, the Oil and Gas industry hasn't moved much but Phillips 66 is up 3.5% in that time. As for the the longer term, the industry is up 8.5% over the past 12 months. Looking forward, earnings are forecast to grow by 8.4% annually.

Industry Valuation and Performance

Has the U.S. Oil and Gas Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Feb 2025US$2.2tUS$1.7tUS$141.0b11.6x15.4x1.2x
Wed, 15 Jan 2025US$2.2tUS$1.8tUS$144.9b11.8x15.2x1.2x
Fri, 13 Dec 2024US$2.1tUS$1.8tUS$145.0b11.2x14.8x1.2x
Sun, 10 Nov 2024US$2.2tUS$1.8tUS$146.9b10.9x15x1.2x
Tue, 08 Oct 2024US$2.2tUS$1.8tUS$160.9b10.9x13.6x1.2x
Thu, 05 Sep 2024US$2.1tUS$1.8tUS$157.8b9.8x13.1x1.1x
Sat, 03 Aug 2024US$2.0tUS$1.8tUS$157.6b10.4x12.9x1.1x
Mon, 01 Jul 2024US$2.1tUS$1.8tUS$162.2b10.9x12.7x1.2x
Wed, 29 May 2024US$2.0tUS$1.8tUS$160.9b10.6x12.7x1.2x
Fri, 26 Apr 2024US$2.2tUS$1.8tUS$189.2b9.5x11.8x1.2x
Sun, 24 Mar 2024US$2.1tUS$1.8tUS$193.2b9x11x1.2x
Tue, 20 Feb 2024US$2.0tUS$1.8tUS$202.9b8.4x9.7x1.1x
Thu, 18 Jan 2024US$1.9tUS$1.9tUS$230.1b7.7x8.5x1x
Sat, 16 Dec 2023US$2.0tUS$1.9tUS$230.1b7.8x8.7x1.1x
Mon, 13 Nov 2023US$2.0tUS$1.9tUS$230.6b7.7x8.7x1x
Wed, 11 Oct 2023US$2.1tUS$2.0tUS$261.6b6.5x8.1x1x
Fri, 08 Sep 2023US$2.1tUS$2.0tUS$261.4b6.8x8.1x1.1x
Sun, 06 Aug 2023US$2.0tUS$2.0tUS$263.3b6.9x7.8x1x
Tue, 04 Jul 2023US$2.0tUS$2.2tUS$307.3b5.5x6.4x0.9x
Thu, 01 Jun 2023US$1.9tUS$2.2tUS$307.2b5.1x6x0.8x
Sat, 29 Apr 2023US$2.0tUS$2.2tUS$286.2b5.8x7x0.9x
Mon, 27 Mar 2023US$1.9tUS$2.2tUS$275.3b5.6x6.8x0.8x
Wed, 22 Feb 2023US$2.0tUS$2.2tUS$269.7b6.5x7.4x0.9x
Fri, 20 Jan 2023US$2.1tUS$2.2tUS$254.3b7x8.3x1x
Sun, 18 Dec 2022US$2.0tUS$2.2tUS$254.2b7.2x7.9x0.9x
Tue, 15 Nov 2022US$2.2tUS$2.1tUS$253.4b7.7x8.7x1x
Thu, 13 Oct 2022US$2.0tUS$1.9tUS$190.1b9.4x10.4x1x
Sat, 10 Sep 2022US$2.0tUS$1.9tUS$190.0b9.9x10.5x1x
Mon, 08 Aug 2022US$1.8tUS$1.9tUS$186.5b9.4x9.7x0.9x
Wed, 06 Jul 2022US$1.7tUS$1.7tUS$116.0b11.3x14.7x1x
Fri, 03 Jun 2022US$2.1tUS$1.7tUS$115.7b14.2x18.4x1.3x
Sun, 01 May 2022US$1.8tUS$1.5tUS$96.2b14.5x18.7x1.2x
Tue, 29 Mar 2022US$1.9tUS$1.5tUS$97.8b15.2x19.1x1.3x
Thu, 24 Feb 2022US$1.6tUS$1.4tUS$88.3b14.9x18.1x1.1x
Price to Earnings Ratio

18.1x


Total Market Cap: US$1.6tTotal Earnings: US$88.3bTotal Revenue: US$1.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Industry Price to Earnings3Y Average 11.3x202320242025
Current Industry PE
  • Investors are optimistic on the American Oil and Gas industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 15.4x which is higher than its 3-year average PE of 11.3x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Oil and Gas industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 6.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Energy industry?

US Market1.50%
Energy0.82%
Oil and Gas0.72%
Oil and Gas Refining and Marketing3.34%
Oil and Gas Exploration and Production0.71%
Oil and Gas Storage and Transportation0.48%
Integrated Oil and Gas0.41%
Coal and Fuels-1.65%
Industry PE
  • Investors are most optimistic about the Oil and Gas Refining and Marketing industry which is trading above its 3-year average PE ratio of 9.9x.
    • Analysts are expecting annual earnings growth of 16.7%, which is higher than its past year's earnings decline of 52.5% per year.
  • Investors are most pessimistic about the Coal and Fuels industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.5x.
Forecasted Growth
  • Analysts are most optimistic on the Oil and Gas Refining and Marketing industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 52% per year.
  • In contrast, the Integrated Oil and Gas industry is expected to see its earnings grow by 5.6% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
PSX Phillips 66US$128.043.5%
+US$1.8b
-11.0%PE25x
WMB Williams CompaniesUS$56.981.4%
+US$987.4m
66.1%PE31.3x
MPC Marathon PetroleumUS$156.061.5%
+US$720.5m
-8.2%PE14.3x
SOC Sable OffshoreUS$30.5331.9%
+US$658.4m
152.9%PB16.2x
DVN Devon EnergyUS$34.641.1%
+US$249.6m
-20.3%PE6.7x
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Latest News

PSX

US$128.04

Phillips 66

7D

3.5%

1Y

-11.0%

VG

US$15.96

Venture Global

7D

-7.3%

1Y

n/a

MPC

US$156.06

Marathon Petroleum

7D

1.5%

1Y

-8.2%

SOC

US$30.53

Sable Offshore

7D

31.9%

1Y

152.9%

WMB

US$56.98

Williams Companies

7D

1.4%

1Y

66.1%

COP

US$96.26

ConocoPhillips

7D

-3.2%

1Y

-12.9%

EOG

US$129.31

EOG Resources

7D

-1.0%

1Y

13.9%

HES

US$146.55

Hess

7D

0.5%

1Y

-1.3%

FANG

US$156.99

Diamondback Energy

7D

-2.9%

1Y

-12.5%

KMI

US$26.55

Kinder Morgan

7D

-1.9%

1Y

55.2%