Monday, December 6, 2010

Q3 Update for the Key Fundamental Statistics for the Oil and Gas Industry in the US

Provided below are some of the Key Fundamental Statistics for the Oil and Gas Industry in the US. These numbers are an update of my original article that can be referred to here. I recommend that you read that one to give this information some context. This article mainly focuses on producers or companies very near production and avoids the Income Trusts as they are valued much differently. Click here if you are interested in further in-depth analysis of the oil and gas sector.

The 34 companies included in this ranking are as follows. Mariner Energy has since been delisted due to its buyout from Apache so it is now excluded from this list when compared to the prior article:

Anadarko Petroleum Corp - NYSE:APC
Apache Corporation - NYSE:APA
ATP Oil & Gas Corporation - NASDAQ:ATPG
Advantage Oil and Gas Ltd - NYSE:AAV
Berry Petroleum Co - NYSE:BRY
Brigham Exploration Co - NASDAQ:BEXP
Cabot Oil & Gas Corp - NYSE:COG
Canadian Natural Resources Ltd - NYSE:CNQ
Chesapeake Energy Corp - NYSE:CHK
Concho Resources Inc - NYSE:CXO
Continental Resources Incorporated - NYSE:CLR
Denbury Resources Inc - NYSE:DNR
Devon Energy Corp DE - NYSE:DVN
EnCana Corp - NYSE:ECA
EXCO Resources Inc - NYSE:XCO
Forest Oil Corp - NYSE:FST
Gran Tierra Energy Inc - AMEX:GTE
Ivanhoe Energy Inc - NASDAQ:IVAN
Linn Energy LLC - NASDAQ:LINE
McMoRan Exploration Co - NYSE:MMR
Newfield Exploration Co - NYSE:NFX
Nexen Incorporated - NYSE:NXY
Noble Energy Inc - NYSE:NBL
Pioneer Natural Resources Co - NYSE:PXD
Plains Exploration & Production Co - NYSE:PXP
Quicksilver Resources Inc - NYSE:KWK
Range Resources Corp - NYSE:RRC
Rosetta Resources Inc - NASDAQ:ROSE
SM Energy Co - NYSE:SM
Stone Energy Corporation - NYSE:SGY
Swift Energy Co - NYSE:SFY
Talisman Energy Inc - NYSE:TLM
Ultra Petroleum Corp - NYSE:UPL
Whiting Petroleum Corp - NYSE:WLL


Price to Earnings


XCO……...4.0
ECA……..10.0
APA……..13.6
DVN……..13.7
UPL……...14.4
NFX……...15.2
CHK……...15.6
KWK……..17.5
FST……...17.6
CNQ……..17.8
BRY……..18.4
NXY……...19.3
PXD……...20.9
SM……....21.1
NBL……...22.6
PXP……...25.3
DNR……..26.1
Industry…27.0
SFY……..30.2
WLL……..32.6
CXO……...34.2
CLR……...36.6
GTE……...37.7
APC……...39.1
TLM……...39.7
COG……..43.6
ROSE……65.8
LINE……...87.1
BEXP…….92.3
SGY…….105.1
RRC…….122.3

AAV, ATPG, IVAN and MMR are excluded from the P/E ranking since they have negative earnings. SGY dropped significantly from 19.1 to 105.1.


Price to Sales


CHK……...1.5
SGY……..1.5
NXY……...1.8
ECA……...2.1
ATPG…….2.2
KWK……..2.8
PXP……...2.8
TLM……...3.0
DVN……..3.1
APC……..3.1
BRY……..3.2
SM……....3.2
AAV……..3.3
SFY……..3.5
MMR…….3.5
CNQ……..3.6
APA……..3.7
PXD……...3.8
COG……..4.6
DNR……..4.7
WLL……..4.7
FST……...4.8
NBL……...5.0
NFX……...5.3
GTE……...5.6
LINE……..6.5
ROSE……6.7
RRC……...7.0
UPL……...7.8
Industry…8.0
XCO……...8.1
CXO……..10.1
CLR……..10.1
BEXP……23.3
IVAN…....38.3


Price to Book

AAV……....0.9
CHK….…...1.2
ECA……....1.2
PXP……....1.3
NXY……....1.4
DVN….…...1.7
APC……....1.7
TLM……....1.8
DNR……....1.8
APA……....2.0
LINE…..…..2.0
BRY……....2.1
SFY…...…..2.1
CNQ…..…..2.1
COG……....2.1
NBL…….....2.2
SGY……....2.3
GTE…….....2.3
PXD…….....2.4
XCO…….....2.4
IVAN….......2.4
ATPG……...2.5
WLL…….....2.7
SM……......2.8
NFX…….....2.8
RRC……....2.8
KWK……....3.1
FST…….....3.1
ROSE……..3.6
CXO…….....4.4
BEXP……...5.4
UPL…….....6.8
CLR…….....7.7
MMR……...9.7
Industry…15.1


Price to Cash Flow


XCO….…...3.4
ECA….…...3.9
SGY….…..3.9
NXY……....4.7
CHK……....5.7
AAV…...….6.0
PXP…….....6.3
SM……......7.0
KWK….…..7.0
TLM……....7.2
SFY……....7.3
DVN….…...7.4
APC……....7.4
APA……....7.4
NFX…….....7.7
BRY……....7.8
CNQ……....7.8
FST…….....8.2
PXD…….....8.8
NBL…….....9.7
GTE……...10.0
UPL……...10.1
COG……..10.7
WLL……..11.6
DNR……..11.7
Industry…13.9
ROSE……14.6
RRC……..16.7
MMR…….18.9
LINE……..19.1
CXO……...19.2
CLR……...19.7
ATPG…….32.9
BEXP…….39.6
IVAN was excluded from the P/CF ranking as it has negative cash flow at the moment.


Profit Margin


XCO……...202.56%
UPL……...54.64%
NFX……...34.71%
FST……...30.01%
CLR……...27.51%
CXO……...27.12%
APA……..26.12%
DVN……..23.53%
BEXP…….23.35%
NBL……...22.71%
ECA……..20.98%
CNQ……..20.41%
PXD……...20.10%
WLL……..18.65%
KWK……..18.24%
DNR……..17.05%
BRY……..16.63%
Industry…16.33%
SM……....15.44%
GTE……...15.33%
SFY……...11.60%
PXP……...11.36%
CHK……...10.93%
COG……..10.53%
ROSE……10.02%
NXY…….....9.53%
APC……....8.28%
TLM…….....7.72%
LINE……....7.65%
RRC……....5.89%
SGY….…...1.74%
AAV…….-11.99%
MMR……-19.48%
ATPG…...-41.82%
IVAN…...-154.05%


Disclaimer: The source of my information is TD Waterhouse Market Research services as of December 6, 2010.

Click here to see similar information for TSX-listed companies. Note that some companies are cross-listed on the US and Canadian lists. Their numbers differ slightly because of the different accounting rules for each country.

Click here to see some information on three Canadian oil resource stocks with tremendous potential

Click here to learn how to trade the forex market


Back to my blog

No comments:

Post a Comment