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Held by 4,568 of 5,944 reporting institutions (100th percentile) — extremely crowded.
Data as of Q1 2026
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How management deployed cash over 10 years — and what it earned on reinvestment.
A balanced mix of reinvestment and shareholder returns.
Insufficient data. Current ROIC on all capital: 11%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $10.7B covers the $0 due within a year 10681000000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~6.5% on $9.3B of debt.
Cash of $10.7B fully covers short-term debt of $9.3B.
Mostly short-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $332.24B 100.0% | $349.58B 100.0% | $344.58B 100.0% | $413.68B 100.0% | $285.64B 100.0% | $181.50B 100.0% | $264.94B 100.0% | $290.21B 100.0% | $244.36B 100.0% | $200.63B 100.0% |
| Research & Development | $1.20B 0.4% | $1.00B 0.3% | $900.0M 0.3% | $824.0M 0.2% | $843.0M 0.3% | $1.02B 0.6% | $1.21B 0.5% | $1.12B 0.4% | $1.06B 0.4% | $1.06B 0.5% |
| Selling, General & Admin | $11.13B 3.3% | $9.98B 2.9% | $9.92B 2.9% | $10.10B 2.4% | $9.57B 3.4% | $10.17B 5.6% | $11.40B 4.3% | $11.48B 4.0% | $10.65B 4.4% | $10.44B 5.2% |
| Total Operating Expenses | $290.97B 87.6% | $300.71B 86.0% | $291.80B 84.7% | $335.93B 81.2% | $254.41B 89.1% | $210.38B 115.9% | $244.88B 92.4% | $259.26B 89.3% | $225.69B 92.4% | $200.15B 99.8% |
| Interest Expense | $603.0M 0.2% | $996.0M 0.3% | $849.0M 0.2% | $798.0M 0.2% | $947.0M 0.3% | $1.16B 0.6% | $830.0M 0.3% | $766.0M 0.3% | $601.0M 0.2% | $453.0M 0.2% |
| Interest & Investment Income | — | — | $1.63B 0.5% | $446.0M 0.1% | $33.0M 0.0% | $49.0M 0.0% | $84.0M 0.0% | $64.0M 0.0% | $36.0M 0.0% | $30.0M 0.0% |
| Other Income (Expense), net | — | — | — | — | $2.29B 0.8% | $1.20B 0.7% | $3.91B 1.5% | $3.52B 1.2% | $1.82B 0.7% | — |
| Pretax Income | $41.27B 12.4% | $48.87B 14.0% | $52.78B 15.3% | $77.75B 18.8% | $31.23B 10.9% | -$28.88B -15.9% | $20.06B 7.6% | $30.95B 10.7% | $18.67B 7.6% | $7.97B 4.0% |
| Income Tax Expense | $11.50B 3.5% | $13.81B 4.0% | $15.43B 4.5% | $20.18B 4.9% | $7.64B 2.7% | -$5.63B -3.1% | $5.28B 2.0% | $9.53B 3.3% | -$1.17B -0.5% | -$406.0M -0.2% |
| Net Income | $28.84B 8.7% | $33.68B 9.6% | $36.01B 10.5% | $55.74B 13.5% | $23.04B 8.1% | -$22.44B -12.4% | $14.34B 5.4% | $20.84B 7.2% | $19.71B 8.1% | $7.84B 3.9% |
| Per Share | ||||||||||
| EPS (Basic) | $6.70 | $7.84 | $8.89 | $13.26 | $5.39 | $-5.25 | $3.36 | $4.88 | $4.63 | $1.88 |
| EPS (Diluted) | $6.70 | $7.84 | $8.89 | $13.26 | $5.39 | $-5.25 | $3.36 | $4.88 | $4.63 | $1.88 |
| Weighted Avg Shares (Basic) | 4.30B | 4.30B | 4.05B | 4.21B | 4.28B | 4.27B | 4.27B | 4.27B | 4.26B | 4.18B |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $163.27 today, the market must believe free cash flow compounds 9.8%/yr for a decade (off $29.3B normalized FCF).
The market's 9.8% is more conservative than its 9-yr track record.
2-stage DCF · 4.18B shares · net debt -$1.4B
mean -8.6% · volatility σ 88% · implied rate exceeded in 3/8 yrs
Central path = implied 9.8%/yr growth; shaded band = ±1σ (88%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend takes 73% of free cash flow — sustainable but with limited headroom. Last year: $17.2B dividends + $20.3B buybacks = $37.5B returned on $23.6B FCF.
9 consecutive years of dividend increases · 4%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Ranked against 238 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XOM | $682.5B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $544.5B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.1B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $200.4B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $165.9B | 20.9× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.6B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $126.2B | 31.3× | 10.8× | 0.9× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $124.6B | 53.3× | 23.6× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $116.9B | — | — | — | — | — | — | — | — | — | 1,220 |
| EQNR | $110.5B | — | — | — | — | — | — | — | — | — | 398 |
| PSX | $107.4B | 24.5× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| WMB | $86.6B | 33.1× | 17.6× | 7.2× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $83.3B | — | 12.5× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $78.7B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $78.2B | 22.3× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.7B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $68.4B | 22.4× | 14.0× | 4.0× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.1B | 33.5× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.4B | — | — | — | — | — | — | — | — | — | 248 |
| LNG | $58.8B | 11.1× | 7.7× | 2.9× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| MPLX | $58.7B | — | — | 4.5× | 8.9% | — | 38.1% | — | — | — | 622 |
| OXY | $58.5B | 36.9× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| OKE | $58.4B | 17.1× | 12.4× | 1.7× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| BKR | $55.9B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $55.4B | 34.0× | 11.1× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
Peers = companies sharing XOM's sector (Energy) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
EOD close · as of 2026-09-17
No standout strengths flagged.
No material risks flagged.
Where each multiple sits in its own 14-yr range · 97th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| R&D | 0.4 | 0.5 | 0.6 | 0.3 | 0.2 | 0.3 | 0.3 | 0.4 |
| SG&A | 4.0 | 4.3 | 5.6 | 3.4 | 2.4 | 2.9 | 2.9 | 3.3 |
| Income Tax | 3.3 | 2.0 | -3.1 | 2.7 | 4.9 | 4.5 | 4.0 | 3.5 |
| Net Income | 7.2 | 5.4 | -12.4 | 8.1 | 13.5 | 10.5 | 9.6 | 8.7 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on XOM: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.