Eni Spa ADR vs ExxonMobil Holdings Corp

Eni Spa ADR (E) is slightly undervalued and ExxonMobil Holdings Corp (XOM) is overvalued.

Against our estimates of intrinsic value, E trades at the wider discount: a margin of safety of +17%, against -24% for XOM.

Values as of the 22 Sept 2026 close.

Eni Spa ADR (E)

Discounting its cash flows at 6.9% (average of 3 methods) values the shares at $64.31; the price of $53.26 is 17% below that value, and 84% of that value comes from beyond year five.

Leak Score 35/100 on 3 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

MetricEXOM
VerdictSlightly undervaluedOvervalued
Price$53.26$158.71
Intrinsic value$64.31$128.10
Margin of safety+17%-24%
Leak Score35/100 (3/12)68/100 (9/12)
Market cap$77.6B$652.6B
Revenue growth, 5 years13.1%12.7%
Operating margin7.4%11.3%
Net margin6.4%9.0%
Return on equity7.0%12.6%
Debt to equity0.930.16
P/E13.4x20.4x
Forward P/E9.4x14.7x
P/B1.5x2.5x
Dividend yield4.9%2.6%

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