ExxonMobil

XOM

Energy

World's largest publicly traded oil and gas company by market capitalisation.

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6 articles about ExxonMobil

ValuationXOM

Exxon's Permian Compounding Deserves a Re-Rating the Market Still Refuses

ExxonMobil is compounding Permian barrels at roughly 8% a year at industry-low breakevens. The multiple disagrees.

Apr 14, 2026

Market SignalsXOM

The Hormuz Blockade Threat Just Rewrote Exxon's Risk Profile

Oil surged 7% on reports of a US response to Iran, and ExxonMobil — already up 55% from its 52-week low at $98.73 — now trades at the intersection of geopolitical premium and structural Permian Basin dominance.

Apr 12, 2026

Capital AllocationXOM

ExxonMobil's Permian Dominance Is Worth More Than the Market Is Paying

The Pioneer integration is delivering synergies ahead of schedule, Permian breakevens sit below $35, and $36 billion in annual capital return signals a company the market is still pricing as a commodity play.

Apr 12, 2026

Capital AllocationComparisonXOMvsCVX

ExxonMobil vs Chevron: Which Oil Major Deserves the Premium?

Exxon trades at a $265 billion premium to Chevron. The Pioneer acquisition, Permian dominance, and superior capital allocation justify every dollar of it.

Apr 11, 2026

Market SignalsXOM

Oil's Iran Premium Is Fading and Exxon Stands to Lose the Most

Fresh hopes for a swift end to the Iran conflict are pulling oil prices lower — and ExxonMobil's $669.6 billion valuation is built on prices staying elevated.

Apr 5, 2026

Deep DivesComparisonXOMvsCVX

ExxonMobil vs Chevron: Which Oil Major Deserves Your Capital?

Both companies generate enormous cash flow, but their strategies have diverged. Exxon is betting on production growth while Chevron prioritises returns. The data reveals a clear winner.

Apr 4, 2026