How Does Devon Energy Stock Stack Up Against Its Peers?

DVN: Devon Energy logo
DVN
Devon Energy

Devon Energy stock has largely outperformed most peers over the past year, but how does it truly stack up operationally amidst a projected oil supply glut and evolving energy markets? A closer look reveals solid profitability, robust free cash flow generation, positive revenue growth, and an attractive valuation. However, potential upside could be tempered by broad oil market oversupply concerns and a restrained growth trajectory in certain basins.

  • DVN’s 22.7% operating margin, while high, trails EOG (33.4%), suggesting DVN’s varying asset quality or higher cost structure.
  • DVN’s 11.4% LTM revenue growth, strong vs. EOG, APA, EPM, lags OKE; OKE’s midstream model benefits from fee-based revenue & acquisitions.
  • DVN’s 1-yr stock down 2.9%, underperforming APA, with a PE of 8.4, may reflect investor concerns over DVN’s oil-price sensitivity & shale reinvestment needs.

Here’s how Devon Energy stacks up across size, valuation, and profitability versus key peers.

  DVN EOG OKE APA EPM
Market Cap ($ Bil) 22.8 57.9 46.3 9.3 0.1
Revenue ($ Bil) 17.5 22.6 31.6 9.6 0.1
PE Ratio 8.4 10.5 13.9 6.2 529.1
LTM Revenue Growth 11.4% -5.0% 58.4% 4.9% -2.2%
LTM Operating Margin 22.7% 33.4% 18.7% 30.6% 2.6%
LTM FCF Margin 16.1% 17.2% 9.3% 19.7% -7.1%
12M Market Return -2.9% -19.2% -27.8% 7.6% -27.9%

For more details on Devon Energy, read Buy or Sell DVN Stock. Below we compare DVN’s growth, margin, and valuation with peers across years

Revenue Growth Comparison

Relevant Articles
  1. After A 10x Rally, Is Bloom Energy Still A Growth Story?
  2. At 20x Earnings, Dell Still Looks Affordable Thanks to AI
  3. Should You Pay Attention To Caterpillar Stock’s Momentum?
  4. Micron’s AI Rally Is Built On Earnings Growth, Not Enthusiasm
  5. Nvidia Stock To $300?
  6. Is Philip Morris International Stock Poised for a Rally?

  LTM 2025 2024 2023 2022
DVN 11.4% 4.5% -20.4% 57.0%
EOG -5.0% 0.8% -21.4% 49.9%
OKE 58.4% 22.7% -21.0% 35.4%
APA 4.9% 17.6% -25.2% 38.7%
EPM -2.2% -0.0% -33.2% 18.0%  

Operating Margin Comparison

  LTM 2025 2024 2023 2022
DVN 22.7% 26.0% 32.2% 41.3%
EOG 33.4% 35.3% 38.4% 48.3%
OKE 18.7% 23.3% 23.9% 12.5%
APA 30.6% 32.9% 40.6% 45.9%
EPM 2.6% 4.9% 9.2% 35.1%  

PE Ratio Comparison

  LTM 2025 2024 2023 2022
DVN 8.4 8.0 5.6 4.9
EOG 10.5 9.3 9.4 9.1
OKE 13.9 14.2 18.3 18.2
APA 6.2 10.7 2.5 3.3
EPM 529.1 79.7 41.9 5.4  

Still not sure about DVN stock? Consider portfolio approach.

Stock Picking Falls Short Against Multi Asset Portfolios

Markets move differently but a mix of assets smooths volatility. A multi asset portfolio keeps you invested and reduces the impact of sharp drops in any single area.

The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’ strategy now includes Trefis High Quality Portfolio, which has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices