EOG Resources operates onshore oil and gas fields across the Permian, Eagle Ford, and Bakken, with a focus on low-cost crude production and natural gas liquids. The company's structural advantage lies in its acreage position in the Permian and its ability to generate cash at sub-$40 oil prices, which provides downside protection relative to peers while maintaining production growth. Current commodity prices and disciplined capital allocation are driving free cash flow generation that exceeds debt service and shareholder returns combined. At a forward PE of 10.1 with an ROE of 22.5% and operating margins at 40.7%, the stock trades at a significant discount to historical multiples despite cash generation that has funded $8 billion in share buybacks over the past three years. The combination of fortress-like balance sheet economics and near-term cash return potential makes this worth examining against the broader energy complex.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 16:04 CEST | Rating | Overvalued | first publication | $158 |
| 14 Oct 2026, 00:00 CEST | Fair value | $130 | $127 | $151 |
| 10 Oct 2026, 00:00 CEST | Fair value | $127 | $174 | $149 |
| 30 Sept 2026, 00:00 CEST | Fair value | $174 | $176 | $141 |
| 25 Sept 2026, 00:00 CEST | Fair value | $176 | $180 | $142 |
| 19 Sept 2026, 00:00 CEST | ACCE price target | $150 | first publication | $144 |
| 18 Sept 2026, 00:00 CEST | Fair value | $180 | $183 | $145 |
| 4 Sept 2026, 00:00 CEST | Fair value | $183 | $180 | $149 |
| 28 Aug 2026, 00:00 CEST | Fair value | $180 | $184 | $146 |
| 20 Aug 2026, 00:00 CEST | Fair value | $184 | $164 | $148 |
Answered from EOG Resources Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| EOG EOG Resources Inc. Common Stock | $163.03 | $129 | 26% above | 12.7x | 22.5% | 95 | 90 |
| CNQ Canadian Natural Resources Limited Common Stock | $53.92 | $46 | 18% above | 13.3x | 26.7% | 92 | 92 |
| CNQ.TO Canadian Natural Resources | C$75.50 | C$56 | 35% above | 13.7x | 26.7% | 92 | 92 |
| OXY Occidental Petroleum Corporation Common Stock | $62.50 | $59 | 5% above | 18.2x | 10.6% | 81 | 87 |
| FANG Diamondback Energy Inc. Common Stock | $197.14 | $92 | 114% above | 38.3x | 3.5% | 70 | 80 |
| DVN Devon Energy Corporation Common Stock | $49.18 | $40 | 23% above | 10.7x | 11.5% | 74 | 86 |
| 0883.HK CNOOC | HK$23.36 | HK$49 | 52% below | 7.1x | 16.8% | 90 | 81 |
Where EOG ranks against its sector peers on each metric.