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U.S. Oil and Gas Industry Analysis

UpdatedMay 15, 2025
DataAggregated Company Financials
Companies354
  • 7D5.7%
  • 3M-4.4%
  • 1Y-5.1%
  • YTD-3.4%

In the last week, the Oil and Gas industry is up 5.7%, with Exxon Mobil up 3.7%. However, the industry is down 5.1% over 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 15 May 2025US$2.1tUS$1.7tUS$122.8b12.2x16.9x1.2x
Sat, 12 Apr 2025US$1.9tUS$1.7tUS$130.3b11.4x14.2x1.1x
Mon, 10 Mar 2025US$2.1tUS$1.7tUS$130.7b12.3x15.8x1.2x
Wed, 05 Feb 2025US$2.2tUS$1.8tUS$142.8b12.2x15.2x1.2x
Fri, 03 Jan 2025US$2.1tUS$1.8tUS$144.8b11.1x14.3x1.2x
Sun, 01 Dec 2024US$2.3tUS$1.8tUS$145.0b11.6x15.6x1.3x
Tue, 29 Oct 2024US$2.1tUS$1.8tUS$158.6b10.6x13.4x1.2x
Thu, 26 Sep 2024US$2.1tUS$1.8tUS$157.8b10x13.3x1.2x
Sat, 24 Aug 2024US$2.1tUS$1.8tUS$157.8b10.4x13x1.1x
Mon, 22 Jul 2024US$2.1tUS$1.8tUS$162.1b11.2x12.9x1.2x
Wed, 19 Jun 2024US$2.0tUS$1.8tUS$162.2b10.5x12.2x1.1x
Fri, 17 May 2024US$2.1tUS$1.8tUS$161.2b10.6x13x1.2x
Sun, 14 Apr 2024US$2.2tUS$1.8tUS$192.6b10.1x11.6x1.2x
Tue, 12 Mar 2024US$2.0tUS$1.8tUS$193.6b8.5x10.6x1.1x
Thu, 08 Feb 2024US$1.9tUS$1.8tUS$206.1b7.9x9.3x1x
Sat, 06 Jan 2024US$2.0tUS$1.9tUS$230.1b7.8x8.9x1.1x
Mon, 04 Dec 2023US$2.0tUS$1.9tUS$230.4b7.9x8.8x1.1x
Wed, 01 Nov 2023US$2.0tUS$1.9tUS$239.2b6.6x8.5x1.1x
Fri, 29 Sep 2023US$2.2tUS$2.0tUS$261.5b6.7x8.3x1.1x
Sun, 27 Aug 2023US$2.1tUS$2.0tUS$261.4b6.5x7.9x1x
Tue, 25 Jul 2023US$2.0tUS$2.2tUS$307.2b5.9x6.6x0.9x
Thu, 22 Jun 2023US$1.9tUS$2.2tUS$307.3b5.4x6.2x0.9x
Sat, 20 May 2023US$1.9tUS$2.2tUS$307.4b5.3x6.3x0.9x
Mon, 17 Apr 2023US$2.1tUS$2.2tUS$273.8b6.2x7.5x0.9x
Wed, 15 Mar 2023US$1.9tUS$2.2tUS$274.9b5.8x7x0.9x
Fri, 10 Feb 2023US$2.1tUS$2.2tUS$267.8b6.5x7.7x0.9x
Sun, 08 Jan 2023US$2.1tUS$2.2tUS$254.2b6.8x8.1x1x
Tue, 06 Dec 2022US$2.1tUS$2.2tUS$254.2b7.3x8.2x1x
Thu, 03 Nov 2022US$2.1tUS$2.1tUS$230.5b8.6x9.3x1x
Sat, 01 Oct 2022US$1.8tUS$1.9tUS$190.1b8.8x9.5x0.9x
Mon, 29 Aug 2022US$2.1tUS$1.9tUS$189.9b10.2x10.8x1.1x
Wed, 27 Jul 2022US$1.8tUS$1.7tUS$118.1b12.5x15.4x1.1x
Fri, 24 Jun 2022US$1.7tUS$1.7tUS$116.0b11.4x14.8x1x
Sun, 22 May 2022US$2.0tUS$1.7tUS$115.2b13.3x16.9x1.2x
Price to Earnings Ratio

16.9x


Total Market Cap: US$2.0tTotal Earnings: US$115.2bTotal Revenue: US$1.7tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Oil and Gas Industry Price to Earnings3Y Average 11x202320242025
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 16.9x which is higher than its 3-year average PE of 11.0x.
  • 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 2.2% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

US Market5.09%
Energy5.90%
Oil and Gas5.74%
Oil and Gas Refining and Marketing14.43%
Oil and Gas Exploration and Production7.66%
Integrated Oil and Gas4.36%
Oil and Gas Storage and Transportation3.46%
Coal and Fuels1.50%
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 9.2x.
    • Analysts are expecting annual earnings growth of 26.9%, which is higher than its past year's earnings decline of 67.1% per year.
  • Investors are most pessimistic about the Integrated Oil and Gas industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.6x.
Forecasted Growth
  • Analysts are most optimistic on the Oil and Gas Refining and Marketing industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 67% per year.
  • In contrast, the Integrated Oil and Gas 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?

CompanyLast Price7D1YValuation
XOM Exxon MobilUS$108.483.7%
+US$16.7b
-8.5%PE14.1x
CVX ChevronUS$141.674.3%
+US$8.3b
-13.1%PE15.8x
PSX Phillips 66US$124.7018.1%
+US$7.8b
-14.7%PE27.5x
COP ConocoPhillipsUS$92.575.5%
+US$6.0b
-23.3%PE12.3x
MPC Marathon PetroleumUS$163.5213.0%
+US$5.8b
-5.3%PE20.7x
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Latest News

TXO

US$15.30

TXO Partners

7D

-10.0%

1Y

-30.0%

OXY

US$43.82

Occidental Petroleum

7D

12.3%

1Y

-30.9%

PSX

US$124.70

Phillips 66

7D

18.1%

1Y

-14.7%

FANG

US$144.80

Diamondback Energy

7D

11.8%

1Y

-26.4%

CNR

US$70.78

Core Natural Resources

7D

-6.0%

1Y

-21.8%

VLO

US$134.32

Valero Energy

7D

14.9%

1Y

-14.8%

TNK

US$45.59

Teekay Tankers

7D

-1.3%

1Y

-36.2%

CVX

US$141.67

Chevron

7D

4.3%

1Y

-13.1%

NXXT

US$3.12

NextNRG

7D

-3.7%

1Y

-50.3%

UEC

US$5.67

Uranium Energy

7D

-1.7%

1Y

-18.8%