Tearsheet

Diamondback Energy (FANG)


Market Price (12/23/2025): $149.49 | Market Cap: $43.2 Bil
Sector: Energy | Industry: Oil & Gas Exploration & Production

Diamondback Energy (FANG)


Market Price (12/23/2025): $149.49
Market Cap: $43.2 Bil
Sector: Energy
Industry: Oil & Gas Exploration & Production

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 2.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 8.2%
Weak multi-year price returns
2Y Excs Rtn is -43%, 3Y Excs Rtn is -54%
Not cash flow generative
FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -7.2%
1 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 60%
  Key risks
FANG key risks include [1] declining well productivity and rising operating costs as its high-quality acreage is depleted.
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 57%, CFO LTM is 8.8 Bil
  
3 Low stock price volatility
Vol 12M is 39%
  
4 Megatrend and thematic drivers
Megatrends include US Energy Independence, and Energy Transition & Decarbonization. Themes include US Oilfield Technologies, and Carbon Capture & Storage.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 2.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 8.2%
1 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 60%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 57%, CFO LTM is 8.8 Bil
3 Low stock price volatility
Vol 12M is 39%
4 Megatrend and thematic drivers
Megatrends include US Energy Independence, and Energy Transition & Decarbonization. Themes include US Oilfield Technologies, and Carbon Capture & Storage.
5 Weak multi-year price returns
2Y Excs Rtn is -43%, 3Y Excs Rtn is -54%
6 Not cash flow generative
FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -7.2%
7 Key risks
FANG key risks include [1] declining well productivity and rising operating costs as its high-quality acreage is depleted.

Valuation, Metrics & Events

FANG Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

**1. Diamondback Energy's Q3 2025 Earnings Exceeded Expectations.** The company reported a diluted earnings per share of $3.51, significantly surpassing analyst estimates of $2.99 per share, and adjusted net income also exceeded expectations. Revenue also beat forecasts, reaching $3.92 billion against an anticipated $3.52 billion. Despite these positive results, the stock saw a minor decline in premarket trading or the trading session following the earnings release.

**2. Increased Free Cash Flow and Shareholder Returns.** Diamondback Energy demonstrated strong financial health by increasing free cash flow per share by 15% and repurchasing 4,286,080 shares for approximately $603 million, which enhanced shareholder value. The company also declared a Q3 2025 base cash dividend of $1.00 per share.

**3. Declining Global Oil Prices and Oversupply.** The broader oil market experienced a significant and sustained decline in crude oil prices throughout 2025. By December 16, 2025, WTI crude was trading around $55.53 per barrel and Brent below $60, driven by persistent oversupply from OPEC+ unwinding production cuts and moderating global demand. This general downturn in oil prices created headwinds for energy companies, including Diamondback Energy.

**4. Strategic Asset Divestitures.** Diamondback Energy engaged in strategic asset sales during this period, including Deep Blue's acquisition of its Environmental Disposal Systems business in a $750 million deal. The company also announced the sale of its equity interest in Epic Crude Holdings, LP. These divestitures are aimed at reshaping the portfolio and generating capital.

**5. Positive Analyst Sentiment and Price Targets.** Despite market volatility, analysts maintained a generally positive outlook for Diamondback Energy. The stock held a consensus "Strong Buy" rating from analysts, with an average price target suggesting a significant potential increase in the stock price over the next year. This indicates continued confidence in the company's long-term prospects. Show more

Stock Movement Drivers

Fundamental Drivers

The 7.7% change in FANG stock from 9/22/2025 to 12/22/2025 was primarily driven by a 9.1% change in the company's Total Revenues ($ Mil).
922202512222025Change
Stock Price ($)137.88148.467.67%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)14014.0015284.009.06%
Net Income Margin (%)27.38%27.45%0.27%
P/E Multiple10.5010.22-2.65%
Shares Outstanding (Mil)292.13288.831.13%
Cumulative Contribution7.66%

LTM = Last Twelve Months as of date shown

Market Drivers

9/22/2025 to 12/22/2025
ReturnCorrelation
FANG7.7% 
Market (SPY)2.7%15.9%
Sector (XLE)0.9%84.7%

Fundamental Drivers

The 6.7% change in FANG stock from 6/23/2025 to 12/22/2025 was primarily driven by a 19.1% change in the company's Total Revenues ($ Mil).
623202512222025Change
Stock Price ($)139.18148.466.67%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)12836.0015284.0019.07%
Net Income Margin (%)30.97%27.45%-11.35%
P/E Multiple10.1410.220.77%
Shares Outstanding (Mil)289.61288.830.27%
Cumulative Contribution6.66%

LTM = Last Twelve Months as of date shown

Market Drivers

6/23/2025 to 12/22/2025
ReturnCorrelation
FANG6.7% 
Market (SPY)14.4%16.8%
Sector (XLE)3.7%83.9%

Fundamental Drivers

The -1.5% change in FANG stock from 12/22/2024 to 12/22/2025 was primarily driven by a -41.1% change in the company's Shares Outstanding (Mil).
1222202412222025Change
Stock Price ($)150.66148.46-1.46%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)9544.0015284.0060.14%
Net Income Margin (%)33.78%27.45%-18.73%
P/E Multiple9.5710.226.81%
Shares Outstanding (Mil)204.73288.83-41.08%
Cumulative Contribution-18.09%

LTM = Last Twelve Months as of date shown

Market Drivers

12/22/2024 to 12/22/2025
ReturnCorrelation
FANG-1.5% 
Market (SPY)16.9%56.7%
Sector (XLE)8.6%90.2%

Fundamental Drivers

The 22.8% change in FANG stock from 12/23/2022 to 12/22/2025 was primarily driven by a 112.3% change in the company's P/E Multiple.
1223202212222025Change
Stock Price ($)120.90148.4622.79%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)9569.0015284.0059.72%
Net Income Margin (%)45.78%27.45%-40.04%
P/E Multiple4.8110.22112.31%
Shares Outstanding (Mil)174.41288.83-65.61%
Cumulative Contribution-30.06%

LTM = Last Twelve Months as of date shown

Market Drivers

12/23/2023 to 12/22/2025
ReturnCorrelation
FANG2.0% 
Market (SPY)47.7%45.9%
Sector (XLE)10.2%86.3%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
FANG Return-46%128%35%20%10%-7%104%
Peers Return-40%104%52%-5%3%-11%63%
S&P 500 Return16%27%-19%24%23%17%113%

Monthly Win Rates [3]
FANG Win Rate25%83%50%67%67%67% 
Peers Win Rate40%73%63%50%47%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
FANG Max Drawdown-83%0%0%-8%-4%-27% 
Peers Max Drawdown-69%-1%-2%-21%-15%-21% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: EOG, OKE, DVN, EPM, COP. See FANG Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/22/2025 (YTD)

How Low Can It Go

Unique KeyEventFANGS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-33.5%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven50.3%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven113 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-83.9%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven519.7%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven470 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-47.0%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven88.6%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven855 days120 days

Compare to EOG, OKE, DVN, EPM, COP

In The Past

Diamondback Energy's stock fell -33.5% during the 2022 Inflation Shock from a high on 6/7/2022. A -33.5% loss requires a 50.3% gain to breakeven.

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About Diamondback Energy (FANG)

Diamondback Energy, Inc., an independent oil and natural gas company, focuses on the acquisition, development, exploration, and exploitation of unconventional and onshore oil and natural gas reserves in the Permian Basin in West Texas. It focuses on the development of the Spraberry and Wolfcamp formations of the Midland basin; and the Wolfcamp and Bone Spring formations of the Delaware basin, which are part of the Permian Basin in West Texas and New Mexico. As of December 31, 2021, the company's total acreage position was approximately 524,700 gross acres in the Permian Basin; and estimated proved oil and natural gas reserves were 1,788,991 thousand barrels of crude oil equivalent. It also held working interests in 5,289 gross producing wells, as well as royalty interests in 6,455 additional wells. In addition, the company owns mineral interests approximately 930,871 gross acres and 27,027 net royalty acres in the Permian Basin and Eagle Ford Shale; and owns, operates, develops, and acquires midstream infrastructure assets, including 866 miles of crude oil gathering pipelines, natural gas gathering pipelines, and an integrated water system in the Midland and Delaware Basins of the Permian Basin. Diamondback Energy, Inc. was founded in 2007 and is headquartered in Midland, Texas.

AI Analysis | Feedback

Here are 1-3 brief analogies to describe Diamondback Energy:

  • The ExxonMobil for Permian Basin oil and gas extraction.

  • A focused Chevron for West Texas oil and gas production.

AI Analysis | Feedback

  • Crude Oil: Diamondback Energy produces and sells crude oil, a primary fossil fuel commodity.
  • Natural Gas: The company extracts and sells natural gas, used for heating, electricity generation, and industrial processes.
  • Natural Gas Liquids (NGLs): Diamondback also produces and sells natural gas liquids such as ethane, propane, and butane, which are used as feedstocks and fuels.

AI Analysis | Feedback

Diamondback Energy (FANG) Major Customers

Diamondback Energy (FANG) is an independent oil and natural gas company focused on the acquisition, development, exploration, and exploitation of unconventional oil and associated natural gas reserves. As such, it sells its crude oil, natural gas, and natural gas liquids primarily to other companies.

According to its most recent annual filings (10-K), Diamondback Energy's major customers and their approximate percentage of total revenues for the year ended December 31, 2023, include:

  • Phillips 66 Company (PSX) - Approximately 12% of total revenues
  • Plains All American Pipeline, L.P. (PAA) - Approximately 12% of total revenues
  • Enterprise Products Operating LLC (EPD) - Approximately 11% of total revenues

AI Analysis | Feedback

  • Helmerich & Payne (NYSE: HP)
  • Patterson-UTI Energy (NASDAQ: PTEN)
  • ProPetro Holding Corp. (NYSE: PUMP)
  • Liberty Energy (NYSE: LBRT)
  • U.S. Silica Holdings, Inc. (NYSE: SLCA)

AI Analysis | Feedback

Kaes Van't Hof, Chief Executive Officer and Director

Mr. Van't Hof has served as the Chief Executive Officer and a director of Diamondback since May 2025. Prior to this, he held various leadership positions within Diamondback, including President (February 2025 – May 2025), President and Chief Financial Officer (February 2022 – February 2025), and Chief Financial Officer and Executive Vice President of Business Development (February 2019 – February 2022). Before joining Diamondback in July 2016, Mr. Van't Hof served as Chief Executive Officer for Bison Drilling and Field Services from September 2012 to June 2016. He also worked as an analyst for Wexford Capital, LP, a private equity fund, from August 2011 to August 2012, where he was involved in developing operating models and business plans for Diamondback's initial public offering. Earlier in his career, he worked in investment banking for Citigroup Global Markets, Inc.

Jere Thompson, Executive Vice President and Chief Financial Officer

Mr. Thompson has served as Executive Vice President and Chief Financial Officer since February 2025. He previously served as Executive Vice President of Strategy and Corporate Development from February 2024 to February 2025, Senior Vice President of Strategy and Corporate Development from February 2023 to February 2024, and Vice President of Strategy and Corporate Development since joining Diamondback in March 2021. Prior to joining Diamondback, Mr. Thompson was Vice President of Planning at Concho Resources Inc.

Travis D. Stice, Executive Chairman of the Board

Mr. Stice has served as Executive Chairman of the Board since May 2025. He previously served as Chairman of the Board since February 2022 and as Chief Executive Officer of Diamondback from January 2012 until May 2025. Mr. Stice also served as Chief Executive Officer and a director of Viper Energy Partners, Inc., a publicly traded subsidiary of Diamondback, from February 2014 to February 2025. Additionally, he was Chief Executive Officer and a director of the general partner of Rattler Midstream LP from July 2018, which was acquired by Diamondback in August 2022. His extensive career in the oil and gas industry began with Mobil Oil in 1985, followed by positions of increasing responsibility at Burlington Resources, ConocoPhillips, Laredo Petroleum Holdings, Inc., and Apache Corporation.

Teresa L. Dick, Executive Vice President, Chief Accounting Officer and Assistant Secretary

Ms. Dick has served as Executive Vice President, Chief Accounting Officer and Assistant Secretary since February 2019. Before her current role, she served as Executive Vice President and Chief Financial Officer for Diamondback from January 2017 to February 2019. Ms. Dick has over 25 years of accounting experience, including public company experience in both audit and tax areas. Prior to joining Diamondback in January 2007, she held various accounting roles with Faulkner Exploration and served as a Tax Director and Controller at Hiland Partners LLC. Ms. Dick is also an Independent Director at Bank7 Corp.

Matt Zmigrosky, Executive Vice President, Chief Legal and Administrative Officer and Secretary

Mr. Zmigrosky has served as Executive Vice President, Chief Legal and Administrative Officer and Secretary since February 2023. Prior to this, he served as Executive Vice President, General Counsel and Secretary since joining Diamondback in February 2019. Before his tenure at Diamondback, Mr. Zmigrosky served as Associate General Counsel for Pioneer Natural Resources USA, Inc. from June 2005 to April 2014, and as Senior Attorney from January 2002 to June 2005. He holds a BSM in Finance and a JD.

AI Analysis | Feedback

The key risks to Diamondback Energy's business (NASDAQ: FANG) are primarily linked to the inherent volatility and regulatory landscape of the oil and natural gas industry.

  1. Commodity Price Volatility: As an independent oil and natural gas company, Diamondback Energy's financial performance, including profitability, cash flow, and valuation, is highly sensitive to fluctuations in crude oil and natural gas prices. Significant downturns in commodity prices can materially and adversely affect its revenues, cash flows, and ability to generate shareholder returns.
  2. Regulatory and Environmental Risks: The company operates within a heavily regulated environment, facing extensive federal and state laws concerning hydraulic fracturing, air emissions, water management, and climate change. Changes in existing regulations or the introduction of new environmental policies could lead to increased operating costs, impose limits on production, or reduce long-term demand for fossil fuels, thereby impacting Diamondback Energy's operations and financial condition.
  3. Operating Risks and Production Challenges: Diamondback Energy faces operational challenges and uncertainties inherent in oil and natural gas exploration and production. These risks include the unpredictability of reserve and reservoir performance, potential failures or delays in achieving anticipated production levels, drilling hazards, and difficulties in securing necessary permits and approvals. Rising operating costs and potential declines in well productivity as high-quality acreage is depleted could also pressure margins and free cash flow.

AI Analysis | Feedback

The rapid acceleration of the global energy transition, specifically driven by faster-than-anticipated electrification of the transportation sector and widespread, cost-competitive deployment of renewable energy sources coupled with advanced energy storage solutions.

AI Analysis | Feedback

Diamondback Energy (NASDAQ: FANG) primarily operates in the Permian Basin, focusing on the exploration and production of crude oil, natural gas, and natural gas liquids (NGLs). The addressable market for these products is primarily within the Permian Basin region of West Texas and New Mexico.

For 2025, the estimated addressable market sizes in the Permian Basin are:

  • Crude Oil: The Permian Basin's crude oil output is projected to reach approximately 6.6 million barrels per day (b/d) in 2025.
  • Natural Gas: Marketed natural gas production in the Permian Basin is expected to grow to about 25.8 billion cubic feet per day (Bcf/d) in 2025.
  • Natural Gas Liquids (NGLs): While a total market size for NGLs in the Permian Basin is not explicitly stated in barrels per day, the region is a dominant driver for NGL growth in the U.S. It is expected to contribute over 180 thousand barrels per day (Mb/d) to an anticipated 198 Mb/d increase in total U.S. NGL purity product production in 2025. The Permian Basin is considered a substantial producing region for NGLs, driven by strong economic incentives for drilling.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Diamondback Energy (FANG) over the next 2-3 years:

  1. Increased Hydrocarbon Production Volumes: Diamondback Energy has consistently demonstrated strong operational performance and has raised its full-year oil production guidance for 2025. The company reported an average oil production of 503.8 thousand barrels per day (MBO/d) in Q3 2025, with total production reaching 942.9 thousand barrels of oil equivalent per day (BOE/d). Furthermore, Diamondback has set a baseline oil production target of 510,000 barrels per day for 2026, indicating a sustained focus on increasing or maintaining high production levels.
  2. Strategic Acquisitions and Optimized Portfolio: Diamondback Energy has engaged in strategic transactions aimed at enhancing its portfolio and financial flexibility. A notable example is the acquisition of Sitio Royalties Corp. by its subsidiary, Viper Energy, Inc., which closed in August 2025. Additionally, the company has completed divestitures of non-core assets, such as Environmental Disposal Systems, LLC, generating significant cash proceeds that can be reinvested into higher-growth opportunities. These actions allow for a more focused and efficient deployment of capital to maximize revenue generation from core assets.
  3. Operational Efficiencies and Cost Reduction Initiatives: The company has prioritized efficiency improvements and well cost reductions, even in the face of challenges like tariffs on steel. Diamondback attributes these savings to enhanced efficiencies, including continuous pumping and improved drilling techniques. While primarily impacting profitability, these efficiencies indirectly drive revenue growth by enabling the company to maintain or increase production at a lower cost per barrel, thereby supporting more aggressive development plans or better returns on capital reinvestment.
  4. Gas Monetization and Diversification into New Markets: Diamondback Energy is exploring opportunities in gas monetization and potential expansion into new markets, such as power generation and data centers. The company has also secured a long-term supply agreement with Competitive Power Ventures for a 1.3 gigawatt power plant, which is expected to reduce its exposure to Waha pricing from over 70% to 40% by 2026. These initiatives represent new avenues for revenue generation beyond traditional oil and gas sales, diversifying the company's income streams.

AI Analysis | Feedback

Share Repurchases

  • Diamondback Energy's board of directors increased its share repurchase authorization to $4 billion in November 2022.
  • The company repurchased $888 million of common stock during the full year 2023.
  • In the first quarter of 2024, approximately $292 million of common stock was repurchased.

Outbound Investments

  • In December 2023, Diamondback Energy announced an agreement to acquire Endeavor Energy Resources, LP, in a cash and stock transaction valued at approximately $26 billion.
  • Diamondback Energy completed the acquisition of all outstanding common units of Rattler Midstream LP in an all-stock transaction valued at approximately $2.2 billion, which closed in Q3 2022.
  • In October 2023, the company acquired leasehold interests and related assets across approximately 30,000 net acres in the Midland Basin from private operators for $462 million in cash.

Capital Expenditures

  • Diamondback Energy's full-year 2023 capital expenditures totaled $2.32 billion.
  • The company's 2024 capital expenditure budget is projected to be between $2.8 billion and $3.0 billion.
  • The primary focus of capital expenditures is on drilling and completion activities within the Permian Basin.

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Trade Ideas

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Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
WHD_11212025_Dip_Buyer_ValueBuy11212025WHDCactusDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
12.1%12.1%0.0%
OVV_10172025_Dip_Buyer_FCFYield10172025OVVOvintivDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
6.1%6.1%0.0%
COP_10102025_Dip_Buyer_FCFYield10102025COPConocoPhillipsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
7.5%7.5%-2.3%
HAL_10102025_Dip_Buyer_FCFYield10102025HALHalliburtonDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
29.1%29.1%-0.7%
OXY_10102025_Dip_Buyer_FCFYield10102025OXYOccidental PetroleumDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-3.9%-3.9%-7.1%
FANG_12312018_Dip_Buyer_ValueBuy12312018FANGDiamondback EnergyDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
18.3%0.9%-19.4%

Recent Active Movers

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Peer Comparisons for Diamondback Energy

Peers to compare with:

Financials

FANGEOGOKEDVNEPMCOPMedian
NameDiamondb.EOG Reso.ONEOK Devon En.Evolutio.ConocoPh. 
Mkt Price148.46103.4272.8236.433.5593.3183.06
Mkt Cap42.956.045.922.90.1116.244.4
Rev LTM15,28422,57931,56417,4708559,78820,024
Op Inc LTM5,5847,5395,9073,958212,5495,746
FCF LTM-1,0943,8912,9202,818-67,0882,869
FCF 3Y Avg-1,9665,1672,7631,677-18,9102,220
CFO LTM8,75610,1955,6646,8413319,9357,798
CFO 3Y Avg6,73011,4534,8016,7443220,7206,737

Growth & Margins

FANGEOGOKEDVNEPMCOPMedian
NameDiamondb.EOG Reso.ONEOK Devon En.Evolutio.ConocoPh. 
Rev Chg LTM60.1%-5.0%58.4%11.4%-2.2%8.2%9.8%
Rev Chg 3Y Avg20.8%-7.6%16.4%-2.1%-12.8%-6.6%-4.3%
Rev Chg Q48.2%-2.3%71.9%7.6%-2.8%15.3%11.4%
QoQ Delta Rev Chg LTM9.1%-0.6%12.9%1.8%-0.7%3.4%2.6%
Op Mgn LTM36.5%33.4%18.7%22.7%2.6%21.0%21.8%
Op Mgn 3Y Avg46.8%36.4%21.2%28.3%13.8%24.1%26.2%
QoQ Delta Op Mgn LTM-1.3%-0.8%-0.9%-1.7%-2.2%-1.0%-1.1%
CFO/Rev LTM57.3%45.2%17.9%39.2%39.0%33.3%39.1%
CFO/Rev 3Y Avg62.5%49.0%21.5%41.8%34.6%35.6%38.7%
FCF/Rev LTM-7.2%17.2%9.3%16.1%-7.1%11.9%10.6%
FCF/Rev 3Y Avg-18.6%22.1%12.7%10.2%-3.3%15.3%11.4%

Valuation

FANGEOGOKEDVNEPMCOPMedian
NameDiamondb.EOG Reso.ONEOK Devon En.Evolutio.ConocoPh. 
Mkt Cap42.956.045.922.90.1116.244.4
P/S2.82.51.51.31.41.91.7
P/EBIT7.27.77.25.637.08.07.5
P/E10.210.113.88.4516.113.111.7
P/CFO4.95.58.13.33.65.85.2
Total Yield12.4%13.7%7.3%14.6%14.0%10.9%13.0%
Dividend Yield2.6%3.8%0.0%2.7%13.8%3.3%3.0%
FCF Yield 3Y Avg-5.2%7.6%6.9%6.5%-1.8%6.9%6.7%
D/E0.40.10.70.40.40.20.4
Net D/E0.40.10.70.30.40.10.3

Returns

FANGEOGOKEDVNEPMCOPMedian
NameDiamondb.EOG Reso.ONEOK Devon En.Evolutio.ConocoPh. 
1M Rtn1.4%-3.3%3.2%2.8%-4.3%6.8%2.1%
3M Rtn7.7%-9.5%3.3%8.7%-25.1%2.4%2.8%
6M Rtn6.7%-13.7%-6.2%12.5%-21.1%3.5%-1.3%
12M Rtn-1.5%-10.1%-23.4%21.7%-19.6%1.5%-5.8%
3Y Rtn22.8%-11.5%30.0%-34.2%-35.9%-12.0%-11.8%
1M Excs Rtn-3.7%-7.7%-0.7%-0.9%-6.9%1.5%-2.3%
3M Excs Rtn1.8%-13.1%-1.5%3.0%-28.7%-2.6%-2.0%
6M Excs Rtn-4.9%-25.7%-19.9%1.2%-34.5%-6.7%-13.3%
12M Excs Rtn-19.3%-27.7%-38.6%3.3%-38.2%-16.4%-23.5%
3Y Excs Rtn-54.1%-85.3%-44.8%-109.8%-108.2%-84.4%-84.9%

Financials

Segment Financials

Assets by Segment
$ Mil20242023202220212020
Upstream28,36224,45221,32916,12822,125
All Other1,2422,213   
Eliminations-603-456-373-318-230
Midstream services  1,9421,8091,636
Total29,00126,20922,89817,61923,531


Price Behavior

Price Behavior
Market Price$148.46 
Market Cap ($ Bil)42.9 
First Trading Date10/12/2012 
Distance from 52W High-15.3% 
   50 Days200 Days
DMA Price$147.35$142.02
DMA Trendindeterminateup
Distance from DMA0.8%4.5%
 3M1YR
Volatility28.7%38.9%
Downside Capture-9.6373.80
Upside Capture27.5560.93
Correlation (SPY)15.6%56.7%
FANG Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta0.330.630.380.401.130.93
Up Beta0.380.390.600.431.200.99
Down Beta3.031.401.370.891.711.37
Up Capture42%53%-7%28%42%30%
Bmk +ve Days12253873141426
Stock +ve Days10213164130400
Down Capture-36%26%-18%5%85%89%
Bmk -ve Days7162452107323
Stock -ve Days9203161118349

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of FANG With Other Asset Classes (Last 1Y)
 FANGSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-4.7%5.5%14.7%67.3%6.8%-0.5%-16.6%
Annualized Volatility38.8%24.6%19.7%19.3%15.2%17.6%35.4%
Sharpe Ratio-0.040.170.572.540.23-0.18-0.25
Correlation With Other Assets 90.1%56.9%6.6%68.6%41.5%26.8%

ETFs used for asset classes: Sector ETF = XLE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of FANG With Other Asset Classes (Last 5Y)
 FANGSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return31.3%22.0%15.0%18.9%11.8%5.1%35.8%
Annualized Volatility40.7%26.7%17.1%15.5%18.7%18.9%48.9%
Sharpe Ratio0.790.750.710.980.510.180.63
Correlation With Other Assets 86.6%39.3%11.3%59.9%26.0%16.6%

ETFs used for asset classes: Sector ETF = XLE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of FANG With Other Asset Classes (Last 10Y)
 FANGSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return9.8%8.1%14.9%14.9%6.7%5.5%69.9%
Annualized Volatility49.4%29.8%18.0%14.8%17.6%20.8%55.8%
Sharpe Ratio0.390.320.710.840.300.230.90
Correlation With Other Assets 83.1%45.0%1.6%56.1%33.7%10.4%

ETFs used for asset classes: Sector ETF = XLE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date11282025
Short Interest: Shares Quantity8,769,370
Short Interest: % Change Since 11152025-10.0%
Average Daily Volume1,496,272
Days-to-Cover Short Interest5.86
Basic Shares Quantity288,826,000
Short % of Basic Shares3.0%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/3/2025-1.3%3.2%13.7%
8/4/2025-1.4%-7.4%-3.0%
5/5/2025-0.8%7.4%5.4%
2/24/2025-2.1%-4.7%4.8%
11/4/2024-2.3%-0.4%-4.4%
8/5/20242.4%8.7%0.7%
4/30/2024-2.5%1.3%-0.9%
2/12/20249.4%18.2%23.7%
...
SUMMARY STATS   
# Positive141513
# Negative879
Median Positive2.5%4.7%9.0%
Median Negative-1.8%-3.5%-4.4%
Max Positive9.4%18.2%47.9%
Max Negative-5.2%-9.9%-79.0%

SEC Filings

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Report DateFiling DateFiling
93020251105202510-Q 9/30/2025
6302025806202510-Q 6/30/2025
3312025507202510-Q 3/31/2025
12312024226202510-K 12/31/2024
93020241107202410-Q 9/30/2024
6302024807202410-Q 6/30/2024
3312024502202410-Q 3/31/2024
12312023222202410-K 12/31/2023
93020231108202310-Q 9/30/2023
6302023803202310-Q 6/30/2023
3312023503202310-Q 3/31/2023
12312022223202310-K 12/31/2022
93020221108202210-Q 9/30/2022
6302022803202210-Q 6/30/2022
3312022505202210-Q 3/31/2022
12312021224202210-K 12/31/2021