Chevron Corp vs Equinor ASA ADR

Chevron Corp (CVX) is overvalued and Equinor ASA ADR (EQNR) is undervalued.

Against our estimates of intrinsic value, EQNR trades at the wider discount: a margin of safety of +78%, against -22% for CVX.

Values as of the 22 Sept 2026 close.

Chevron Corp (CVX)

Discounting its cash flows at 7.9% (average of 3 methods) values the shares at $166.49; the price of $202.41 is 22% above that value, and 79% of that value comes from beyond year five.

Leak Score 53/100 on 8 of 12 signals

Equinor ASA ADR (EQNR)

Discounting its cash flows at 8.0% (average of 3 methods) values the shares at $194.45; the price of $41.81 is 78% below that value, and 80% of that value comes from beyond year five.

Leak Score 100/100 on 3 of 12 signals

MetricCVXEQNR
VerdictOvervaluedUndervalued
Price$202.41$41.81
Intrinsic value$166.49$194.45
Margin of safety-22%+78%
Leak Score53/100 (8/12)100/100 (3/12)
Market cap$399.9B$100.0B
Revenue growth, 5 years14.3%18.3%
Operating margin13.3%29.3%
Net margin9.7%8.0%
Return on equity12.3%21.4%
Debt to equity0.200.75
P/E19.4x11.4x
Forward P/E15.0x10.2x
P/B2.1x2.4x
Dividend yield3.5%3.8%

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