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Upturn AI Summary - About
Occidental Petroleum Corporation(OXY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OXY
11/06/2026: OXY (3-star) is a WEAK-BUY. BUY for 16 days. Simulated Profits (-9.62%). Updated daily EoD!
Occidental Petroleum is an integrated energy company with a major presence in Permian Basin oil production and North American chemical manufacturing. The company is actively positioning itself for the future by investing heavily in carbon capture and sequestration technologies. While its core operations generate significant cash flow, the company carries a substantial debt load from strategic acquisitions like Anadarko and CrownRock. Key risks include exposure to volatile oil prices, high leverage, and the execution challenges of scaling new decarbonization technology. Occidental may suit investors comfortable with cyclical energy exposure who are looking for a hybrid play between traditional production and the energy transition.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the carbon capture segment offers long-term growth potential, the core business remains tied to cyclical commodity prices. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors often engage with OXY during periods of rising oil prices and positive sentiment surrounding its energy transition projects. |
| Value investor | Mixed fit | Value investors assess OXY based on its ability to generate free cash flow and deleverage relative to its current market valuation. |
| Dividend investor | Mixed fit | The dividend is reliable but competitive energy sector payouts often fluctuate with commodity-driven capital allocation priorities. |
| Low-risk investor | Weak fit | High exposure to commodity price volatility and a significant debt load make this stock unsuitable for conservative, low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Profitability is directly tied to global oil and gas prices which can be highly unpredictable. |
| Valuation risk | Medium | The stock price often reflects market expectations for future oil prices and successful deleveraging. |
| Competition risk (energy production) | Medium / high | Strong competition from global majors limits pricing power and market share dominance. |
| Business quality | Medium | While operations are robust, the debt burden from acquisitions weighs on overall quality metrics. |
| Dividend income | Medium | Dividends are dependent on commodity cycles rather than fixed, guaranteed growth. |
| Execution risk | Medium / high | Scaling new technologies like Direct Air Capture involves significant technical and financial uncertainty. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 9.57% | Avg. Invested days 42 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 56.36B USD | Price to earnings Ratio 16.02 | 1Y Target Price 70.74 |
Price to earnings Ratio 16.02 | 1Y Target Price 70.74 | ||
Volume (30-day avg) 9.1M shares | Beta 0.15 | 52 Weeks Range 38.26 - 66.83 | Updated Date 11/08/2026 |
52 Weeks Range 38.26 - 66.83 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 1.77% | Basic EPS (TTM) 3.52 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Oil & Gas Exploration and Production | Extraction and sale of crude oil, natural gas, and NGLs, primarily in the U.S. and Middle East. | This is the core engine; money is made by producing barrels of oil efficiently and selling them at market prices. |
| OxyChem | Production of chemicals such as PVC, chlorine, and caustic soda. | This segment acts as a counter-cyclical buffer to the oil business, providing steadier cash flows from industrial chemicals. |
| Low Carbon Ventures | Carbon capture, utilization, and storage (CCUS) projects and DAC technology development. | This is a long-term strategic bet on becoming a provider of decarbonization services to heavy industry. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-09 | When After Market | Estimate 1.43 | Actual - |
Profitability
Profit Margin 30.32% | Operating Margin (TTM) 45.44% |
Management Effectiveness
Return on Assets (TTM) 4.68% | Return on Equity (TTM) 10.63% |
Valuation
Trailing PE 16.02 | Forward PE 10.93 | Enterprise Value 75.12B | Price to Sales(TTM) 2.36 |
Enterprise Value 75.12B | Price to Sales(TTM) 2.36 | ||
Enterprise Value to Revenue 3.14 | Enterprise Value to EBITDA 5.29 | Shares Outstanding 999.64M | Shares Floating 995.46M |
Shares Outstanding 999.64M | Shares Floating 995.46M | ||
Percent Insiders 26.81 | Percent Institutions 59.01 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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