Devon Energy Corp vs EQT Corp

Devon Energy Corp (DVN) is undervalued and EQT Corp (EQT) is undervalued.

Against our estimates of intrinsic value, DVN trades at the wider discount: a margin of safety of +35%, against +23% for EQT.

Values as of the 22 Sept 2026 close.

Devon Energy Corp (DVN)

Discounting its cash flows at 7.9% (average of 3 methods) values the shares at $72.33; the price of $46.93 is 35% below that value, and 80% of that value comes from beyond year five.

Leak Score 83/100 on 8 of 12 signals

EQT Corp (EQT)

Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $66.38; the price of $50.81 is 23% below that value, and 78% of that value comes from beyond year five.

Leak Score 76/100 on 10 of 12 signals

MetricDVNEQT
VerdictUndervaluedUndervalued
Price$46.93$50.81
Intrinsic value$72.33$66.38
Margin of safety+35%+23%
Leak Score83/100 (8/12)76/100 (10/12)
Market cap$51.6B$31.8B
Revenue growth, 5 years31.5%25.7%
Operating margin24.4%42.4%
Net margin16.6%28.6%
Return on equity11.6%11.6%
Debt to equity0.280.22
P/E11.1x11.8x
Forward P/E9.4x13.2x
P/B1.3x1.3x
Dividend yield2.5%1.3%

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