NYSE:MRO

Marathon Oil (MRO)

28.55
-0.00 (0.00%)
as of Nov 21, 2024, 12:00:00 am Market Open.
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Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Marathon Oil (MRO-N) has demonstrated impressive growth over the past six months, surging by 33%, which reflects positive sentiment about its performance and future prospects. With a low price-to-earnings ratio of 14, the stock appears to be attractively valued, making it a compelling option for investors seeking value. Additionally, the company has a consistent track record of increasing dividends, having raised payouts by 15% annually for the last three years, which is appealing for income-focused investors. The company's strategy of repurchasing shares further enhances its attractiveness, indicating a commitment to returning value to shareholders. Overall, the combination of growth, solid valuation metrics, and a robust capital return policy positions Marathon Oil as a strong choice in the energy sector.

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Consensus
Positive
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Valuation
Undervalued
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COP
PAST TOP PICK
(A Top Pick June23/11. Down 20.32%.) With its spinoff from the refining and marketing it is down about 10%. Still likes.
BUY ON WEAKNESS
Starting to look interesting. Getting cheap. One reason to be negative on it is that they are all over the map so it is hard to get a sense of what they are doing.
TOP PICK
They are spinning off their refinery and marketing next week giving you a pure play in exploration/production. Almost up 60% over the last year. Very well run with excellent growth prospects. Reasonable dividend of about 1.5%.
BUY
Ranks very well in his quant model. Cheap at about 8X forward earnings. Has treaded water in the last month or so but that is not bad considering oil prices have come down.
HOLD
If you’ve held it for a while, the decision to split the two businesses is positive. Recommends holding onto the oil. Refining spreads have really escalated.
PAST TOP PICK
(Top Pick Apr 3/08 Down 40%) Oil. No bullish estimates out there. Model price of $37, 30% upside. Had it for some time. Are still buyers.
PAST TOP PICK
(A Top Pick March 5/08. Down 84.9%.) Sold the holdings in his funds July/05 but has some personally. A name you might want to start looking at again. The problem is a disproportionate weighting in the refining sector.
BUY
An oil/gas production company as well as one of the largest refining operations. Believes you are getting the refinery operations for free. Once things get back to a more normal situation, profitability should start increasing.
COMMENT
Fundamentally, oil will continue to go higher. We are producing 87 million and are demanding 87 million. Not sure why this stock has dropped as management seems to be doing the right things. This will require patience.
TOP PICK
Probably has the largest component of all the integrateds. Model price is $78.68, a 55% positive differential. Continuing positive earnings estimates.
TOP PICK
Has a model price of $77.93, a 50% positive differential. Has a larger refining business than most of the others. Very cheap.
TOP PICK
Likes the cheap energy stocks in the US. His model price is $73.18, a 54% positive differential.
TOP PICK
Has a fair component that is refining. Also has several growth engines including Norway, Equatorial Guinea and the Gulf of Mexico. Production is coming on. Dirt-cheap. Trades at about 3.2X forward cash flow multiple, which is cheap.
TOP PICK
This one has come off very hard. The refining and downstream pieces were disappointing in the 4th quarter. EBITDA was 40%-50% weighted to the downstream but they are coming into a period where refining should do extremely well.
BUY
Has a refining component.
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