Chevron Corp vs ExxonMobil Holdings Corp

Chevron Corp (CVX) is overvalued and ExxonMobil Holdings Corp (XOM) is overvalued.

Both trade above our estimate of their intrinsic value. CVX is the closer of the two: -22%, against -24% for XOM.

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

ExxonMobil Holdings Corp (XOM)

Discounting its cash flows at 7.1% (average of 3 methods) values the shares at $128.10; the price of $158.71 is 24% above that value, and 82% of that value comes from beyond year five.

Leak Score 68/100 on 9 of 12 signals

MetricCVXXOM
VerdictOvervaluedOvervalued
Price$202.41$158.71
Intrinsic value$166.49$128.10
Margin of safety-22%-24%
Leak Score53/100 (8/12)68/100 (9/12)
Market cap$399.9B$652.6B
Revenue growth, 5 years14.3%12.7%
Operating margin13.3%11.3%
Net margin9.7%9.0%
Return on equity12.3%12.6%
Debt to equity0.200.16
P/E19.4x20.4x
Forward P/E15.0x14.7x
P/B2.1x2.5x
Dividend yield3.5%2.6%

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