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U.S. Oil and Gas Industry Analysis
UpdatedAug 10, 2025
DataAggregated Company Financials
Companies347
- 7D-1.2%
- 3M0.6%
- 1Y-2.0%
- YTD-4.1%
Over the last 7 days, the Oil and Gas industry has dropped 1.2%, driven by Exxon Mobil declining 2.6%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 13% per annum.
Industry Valuation and Performance
Has the U.S. Oil and Gas Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 10 Aug 2025 | US$2.0t | US$1.7t | US$116.0b | 13.2x | 17.6x | 1.2x |
| Tue, 08 Jul 2025 | US$2.1t | US$1.7t | US$122.4b | 12.3x | 17.3x | 1.2x |
| Thu, 05 Jun 2025 | US$2.0t | US$1.7t | US$122.2b | 12.1x | 16.6x | 1.2x |
| Sat, 03 May 2025 | US$2.0t | US$1.7t | US$125.9b | 11.7x | 15.6x | 1.1x |
| Mon, 31 Mar 2025 | US$2.2t | US$1.7t | US$130.4b | 12.9x | 16.9x | 1.3x |
| Wed, 26 Feb 2025 | US$2.2t | US$1.7t | US$137.0b | 12.5x | 15.9x | 1.2x |
| Fri, 24 Jan 2025 | US$2.3t | US$1.8t | US$145.7b | 12.1x | 15.6x | 1.3x |
| Sun, 22 Dec 2024 | US$2.0t | US$1.8t | US$144.8b | 10.9x | 13.9x | 1.1x |
| Tue, 19 Nov 2024 | US$2.2t | US$1.8t | US$146.3b | 11.7x | 15.1x | 1.3x |
| Thu, 17 Oct 2024 | US$2.1t | US$1.8t | US$161.0b | 10.7x | 13.2x | 1.2x |
| Sat, 14 Sep 2024 | US$2.0t | US$1.8t | US$157.8b | 9.9x | 12.6x | 1.1x |
| Mon, 12 Aug 2024 | US$2.1t | US$1.8t | US$157.9b | 10.2x | 13.1x | 1.1x |
| Wed, 10 Jul 2024 | US$2.0t | US$1.8t | US$162.2b | 10.4x | 12.6x | 1.1x |
| Fri, 07 Jun 2024 | US$2.0t | US$1.8t | US$162.4b | 10.7x | 12.5x | 1.1x |
| Sun, 05 May 2024 | US$2.1t | US$1.8t | US$163.8b | 10x | 12.6x | 1.2x |
| Tue, 02 Apr 2024 | US$2.2t | US$1.8t | US$193.2b | 9.6x | 11.3x | 1.2x |
| Thu, 29 Feb 2024 | US$2.0t | US$1.8t | US$194.7b | 8.7x | 10.2x | 1.1x |
| Sat, 27 Jan 2024 | US$2.0t | US$1.9t | US$227.5b | 7.9x | 8.9x | 1.1x |
| Mon, 25 Dec 2023 | US$2.0t | US$1.9t | US$230.1b | 7.8x | 8.9x | 1.1x |
| Wed, 22 Nov 2023 | US$2.0t | US$1.9t | US$230.5b | 7.9x | 8.8x | 1.1x |
| Fri, 20 Oct 2023 | US$2.2t | US$2.0t | US$261.5b | 6.6x | 8.3x | 1.1x |
| Sun, 17 Sep 2023 | US$2.1t | US$2.0t | US$261.4b | 6.7x | 8.2x | 1.1x |
| Tue, 15 Aug 2023 | US$2.1t | US$2.0t | US$261.5b | 6.8x | 8x | 1x |
| Thu, 13 Jul 2023 | US$2.0t | US$2.2t | US$307.3b | 5.6x | 6.5x | 0.9x |
| Sat, 10 Jun 2023 | US$1.9t | US$2.2t | US$307.3b | 5.4x | 6.3x | 0.9x |
| Mon, 08 May 2023 | US$1.9t | US$2.2t | US$309.9b | 5.4x | 6.2x | 0.9x |
| Wed, 05 Apr 2023 | US$2.0t | US$2.2t | US$275.3b | 6x | 7.3x | 0.9x |
| Fri, 03 Mar 2023 | US$2.0t | US$2.2t | US$275.5b | 6.5x | 7.3x | 0.9x |
| Sun, 29 Jan 2023 | US$2.2t | US$2.2t | US$258.6b | 7.1x | 8.4x | 1x |
| Tue, 27 Dec 2022 | US$2.1t | US$2.2t | US$254.2b | 7.1x | 8.2x | 1x |
| Thu, 24 Nov 2022 | US$2.2t | US$2.1t | US$254.1b | 7.6x | 8.7x | 1x |
| Sat, 22 Oct 2022 | US$2.1t | US$1.9t | US$190.1b | 9.8x | 11.1x | 1.1x |
| Mon, 19 Sep 2022 | US$1.9t | US$1.9t | US$190.1b | 9.5x | 10.2x | 1x |
| Wed, 17 Aug 2022 | US$1.9t | US$1.9t | US$189.7b | 9.9x | 10.1x | 1x |
Price to Earnings Ratio
10.1x
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 17.6x which is higher than its 3-year average PE of 11.1x.
- 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 declined 15% per year over the last three years,
- Revenues have also declined 4.6% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.S. Energy industry?
| US Market | 2.39% | |
| Energy | -1.09% | |
| Oil and Gas | -1.20% | |
| Coal and Fuels | 5.83% | |
| Integrated Oil and Gas | -0.47% | |
| Oil and Gas Refining and Marketing | -0.92% | |
| Oil and Gas Exploration and Production | -1.64% | |
| Oil and Gas Storage and Transportation | -2.21% | |
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 12.1x.
- Analysts are expecting annual earnings growth of 26.9%, which is higher than its past year's earnings decline of 66.6% per year.
- Investors are most pessimistic about the Oil and Gas Exploration and Production industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.4x.
Forecasted Growth
- Analysts are most optimistic on the Coal and Fuels industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings decline of 55% per year.
- In contrast, the Oil and Gas Storage and Transportation industry is expected to see its earnings grow by 9.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CVX Chevron | US$155.01 | 2.4% +US$50.1b | 6.9% | PE22.9x | |
| OXY Occidental Petroleum | US$44.32 | 2.1% +US$909.2m | -24.1% | PE25.2x | |
| UEC Uranium Energy | US$10.18 | 17.4% +US$671.0m | 125.7% | PS67.7x | |
| APA APA | US$20.01 | 8.4% +US$522.4m | -29.3% | PE6.6x | |
| LEU Centrus Energy | US$223.15 | 7.1% +US$513.7m | 459.6% | PE38.8x |
