EOG Resources Inc vs EQT Corp

EOG Resources Inc (EOG) is undervalued and EQT Corp (EQT) is undervalued.

Against our estimates of intrinsic value, EOG trades at the wider discount: a margin of safety of +42%, against +23% for EQT.

Values as of the 22 Sept 2026 close.

EOG Resources Inc (EOG)

Discounting its cash flows at 7.5% (average of 3 methods) values the shares at $241.48; the price of $139.52 is 42% below that value, and 81% of that value comes from beyond year five.

Leak Score 89/100 on 10 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

MetricEOGEQT
VerdictUndervaluedUndervalued
Price$139.52$50.81
Intrinsic value$241.48$66.38
Margin of safety+42%+23%
Leak Score89/100 (10/12)76/100 (10/12)
Market cap$73.2B$31.8B
Revenue growth, 5 years17.9%25.7%
Operating margin35.1%42.4%
Net margin25.8%28.6%
Return on equity22.5%11.6%
Debt to equity0.260.22
P/E10.8x11.8x
Forward P/E9.5x13.2x
P/B2.3x1.3x
Dividend yield3.0%1.3%

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