EXXONMOBIL ($XOM) EARNINGS & OUTLOOKEXXONMOBIL ( NYSE:XOM ) EARNINGS & OUTLOOK
1/7
ExxonMobil is back in the spotlight after Q4 2024 earnings. ⚡️💰
From a $59.5B Pioneer merger to record Permian production, there’s plenty to unpack. Let’s dig in!
2/7 – Q4 & FULL-YEAR EARNINGS
• 2024 earnings: $33.7B, down from $36.0B in 2023
• Q4 2024: $7.6B net income (~$1.72/share), with $12.2B in operating cash flow
• Distributed $36B to shareholders in 2024—talk about rewarding loyalty! 💸💥
3/7 – EXPANSION & STRATEGY
• Targeting higher output in Permian Basin & Guyana, despite oil oversupply
• FWB:20B annual share-repurchase program planned for 2025
• Recent Pioneer merger boosts upstream portfolio—long-term production potential just got a big upgrade 🚀
4/7 – VALUATION VS PEERS
• P/E ratio ~13–14, below the industry range (15–18) ✅
• Dividend yield ~3.5%, beating the 3.0% sector average
• Stacks up against Chevron ( NYSE:CVX ) & Shell ( NYSE:SHEL )—but ExxonMobil’s Guyana assets could be the real differentiator 🌍⛽️
5/7 – RISK FACTORS
1️⃣ Oil oversupply + OPEC+ cuts → Price uncertainty 📉
2️⃣ Global economic slowdown → Softens demand
3️⃣ Regulatory scrutiny → Heightened costs
4️⃣ Shifting to renewables → Could reduce big-oil momentum
6/7 Is ExxonMobil truly undervalued given its strong cash flow & dividend?
1️⃣ Yes – Undervalued gem
2️⃣ No – Oil oversupply risk is too high
3️⃣ Maybe – Need more clarity on renewables
Vote below! 🗳️👇
7/7 – SWOT SUMMARY
• Strengths: Advantaged assets (Permian/Guyana), robust cash flow 🏭
• Weaknesses: Reliance on oil price, smaller renewables exposure
• Opportunities: Pioneer merger, carbon capture, high-value chemical products
• Threats: Regulatory, oversupply, economic slowdown