Where Does Exxon Mobil Stock Rank Among Competitors?
Exxon Mobil (XOM) stock delivered solid 12-month returns as of February 12, 2026, outperforming many peers, but how does it truly stack up against competitors navigating dynamic commodity markets? A closer look at the data reveals robust operating margins and reasonable free cash flow generation, yet it grapples with recent revenue contraction. While its valuation appears fair, sustained upside may hinge on favorable crude prices and successful execution amid ongoing energy transition dynamics.
- XOM’s 11.0% operating margin, strong but below COP’s 21.0% pure-play E&P focus, reflects its diversified integrated model.
- XOM’s -4.4% LTM revenue decline, lagging E&P peers, reflects integrated oil challenges, though outpacing refining’s MPC, VLO rebound.
- XOM’s 44.5% gain and 21.4 PE signal investor optimism, despite VLO’s stronger returns driven by its renewable diesel investments.
Here’s how Exxon Mobil stacks up across size, valuation, and profitability versus key peers.
| XOM | CVX | COP | OXY | MPC | VLO | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 642.5 | 353.7 | 138.0 | 44.9 | 60.0 | 60.8 |
| Revenue ($ Bil) | 324.9 | 187.0 | 59.8 | 26.6 | 133.3 | 123.1 |
| PE Ratio | 21.4 | 27.7 | 15.6 | 21.4 | 20.8 | 40.7 |
| LTM Revenue Growth | -4.4% | -3.6% | 8.2% | -2.0% | -6.1% | -8.5% |
| LTM Operating Margin | 11.0% | 8.1% | 21.0% | 18.1% | 3.6% | 2.5% |
| LTM FCF Margin | 7.3% | 8.2% | 11.9% | 14.3% | 3.2% | 3.2% |
| 12M Market Return | 44.5% | 23.2% | 16.5% | -2.8% | 35.7% | 54.8% |
For more details on Exxon Mobil, read Buy or Sell XOM Stock. Below we compare XOM’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| XOM | -4.4% | 1.4% | -16.0% | 44.1% |
| CVX | -3.6% | -1.8% | -16.5% | 51.5% |
| COP | 8.2% | -2.5% | -28.5% | 71.3% |
| OXY | -2.0% | -5.4% | -22.9% | 41.1% |
| MPC | -6.1% | -6.4% | -16.4% | 47.9% |
| VLO | -8.5% | -10.3% | -17.9% | 54.8% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| XOM | 11.0% | 11.7% | 13.3% | 16.1% |
| CVX | 8.1% | 9.8% | 13.3% | 16.9% |
| COP | 21.0% | 23.4% | 26.8% | 32.4% |
| OXY | 18.1% | 20.9% | 22.7% | 37.3% |
| MPC | 3.6% | 3.8% | 8.5% | 10.7% |
| VLO | 2.5% | 2.9% | 8.2% | 8.9% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| XOM | 21.4 | 15.4 | 12.1 | 7.5 |
| CVX | 27.7 | 15.6 | 12.7 | 8.1 |
| COP | 15.6 | 11.9 | 10.9 | 7.9 |
| OXY | 21.4 | 12.3 | 9.4 | 4.2 |
| MPC | 20.8 | 16.1 | 5.9 | 5.2 |
| VLO | 40.7 | 18.9 | 4.9 | 4.5 |
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