Occidental Petroleum (OXY) is a oil & gas exploration & production company in the Energy sector. Listed on the NASDAQ, Occidental Petroleum is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $57.10.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $57.10 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 23.14% |
| Risk / Std Dev (Annualized) | 39.57% |
| Sharpe Ratio (rf=4.5%) | 0.47 |
S&P 500 Context
- Sector: Energy
- Sub-Industry: Oil & Gas Exploration & Production
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 23.14% with an annualized volatility of 39.57%. The Sharpe ratio of 0.47 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 56.79B |
| Enterprise Value | 78.51B |
| Trailing P/E | 77.16 |
| Forward P/E | 14.16 |
| Price to Book | 1.85 |
| Price to Sales | 2.69 |
| EV/Revenue | 3.72 |
| EV/EBITDA | 7.25 |
| Profitability | | | Profit Margin | 22.42% | | Operating Margin | 17.72% | | ROE | 4.05% | | ROA | 2.5% |
| Growth | | | Revenue Growth | -8.3% | | Earnings Growth | 315.6% |
| Dividend | | | Dividend Yield | 182.0% | | Payout Ratio | 132.43% | | 5Y Avg Yield | 114.0% |
| Financial Health | | | Total Revenue | 21.12B | | Total Debt | 16.61B | | Total Cash | 3.81B | | Free Cash Flow | 3.03B | | Operating Cash Flow | 9.67B |
| Price & Technical | | | 52W High | $67.45$ | | 52W Low | $38.8$ | | 50-Day Avg | $58.31$ | | 200-Day Avg | $48.91$ | | Beta | 0.12 | | Shares Outstanding | 0.99B | | Float Shares | 0.99B | | Insider Holdings | 26.94% | | Institutional Holdings | 55.16% | | Short Ratio | 0.01 | | Short % of Float | 0.02% |
| Analyst Targets | | | Target High | $75.0$ | | Target Low | $55.0$ | | Target Mean | $65.5$ | | Target Median | $65.0$ | | # of Analysts | 24 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.