Back to top

Image: Shutterstock

3 Integrated Energy Stocks to Gain From a Promising Industry

Read MoreHide Full Article

Despite volatilities and uncertainties affecting the energy market, oil prices are highly favorable for upstream businesses. Integrated energy players’ midstream businesses are also sound since the companies generate stable fee-based revenues from pipeline and storage assets, thereby enhancing the outlook for the Zacks Oil and Gas Integrated Internationalindustry.

Among the frontrunners in the industry that will possibly make the most of the handsome business scenario are Exxon Mobil Corporation (XOM - Free Report) , Chevron Corporation (CVX - Free Report) and BP plc (BP - Free Report) .

About the Industry

The Zacks Oil and Gas Integrated International industry covers companies primarily involved in upstream, midstream and downstream operations. These companies have upstream businesses in the United States (including prolific shale plays and the deepwater Gulf of Mexico), Asia, South America, Africa, Australia and Europe. Midstream operations of energy companies entail transporting oil, natural gas liquids and refined petroleum products. In downstream businesses, the firms buy raw crude to produce refined petroleum products. The companies’ downstream activities involve chemical businesses that manufacture raw materials for plastics. The integrated players are gradually focusing on renewables, leading to the energy transition. The firms aim to lower emissions from operations and cut the carbon intensity of the products sold.

3 Trends Shaping the Future of the Industry

High Oil Prices: The price of West Texas Intermediate (“WTI”) crude is trading higher than the $70-per-barrel mark, still favorable for exploration and production activities. Brent price is also handsome, trading at more than $75 per barrel. Per the U.S. Energy Information Administration, the WTI and Brent spot average prices will be $77.63 per barrel and $82.40, respectively, in 2023, suggesting that the upstream business environment will favor integrated players.

Stable Fee-Based Revenues: Integrated companies’ midstream businesses are relatively less exposed to the volatility in commodity prices. This is because pipeline and storage assets are usually booked by shippers for the long term, securing stable fee-based revenues.

Strong Focus on Lowering Emissions: Integrated players in the industry, with operations spreading across the United States and abroad, have recognized climate change as a serious risk that needs to be addressed. The companies are now focused on reducing greenhouse gas emissions and flaring rates.

Zacks Industry Rank Indicates Bullish Outlook

The Zacks Oil and Gas Integrated International industry is part of the broader Zacks Oil - Energy sector. It carries a Zacks Industry Rank #66, which places it in the top 26% of more than 250 Zacks industries.

The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates bullish near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Before we present a few stocks that you may want to consider, let’s take a look at the industry’s recent stock market performance and valuation picture.

Industry Underperforms Sector and S&P 500

The Zacks Oil and Gas Integrated International industry has underperformed the broader Zacks Oil - Energy sector and the Zacks S&P 500 composite over the past year.

The industry has risen 1.3% over this period, outpacing the S&P 500’s rally of 24.6% and the broader sector’s improvement of 3.0%.

One-Year Price Performance

Industry's Current Valuation

Since oil and gas companies are debt-laden, it makes sense to value them based on the Enterprise Value/Earnings before Interest Tax Depreciation and Amortization (EV/EBITDA) ratio. This is because the valuation metric takes not just equity into account but also the level of debt.

On the basis of the trailing 12-month EV/EBITDA, the industry is currently trading at 3.16X, lower than the S&P 500’s 13.61X. It is also below the sector’s trailing 12-month EV/EBITDA of 3.59X.

Over the past five years, the industry has traded as high as 6.07X and as low as 2.57X, with a median of 4.46X.

Trailing 12-Month EV/EBITDA Ratio

3 Integrated International Stocks Moving Ahead of the Pack

BP: The British energy giant plans to become a net-zero emissions player by 2050 or earlier. The integrated company intends to invest and create its renewable energy generation capacity of 20 gigawatts by 2025. The company, currently carrying a Zacks Rank #3 (Hold), has solid upstream and downstream activities. BP also has a strong focus on reducing its debt load and has been returning capital to shareholders through buybacks and growing dividends.

Price and Consensus: BP

Chevron: It is also a leading integrated energy player with operations across the world. Apart from a strong balance sheet, it has a solid capital discipline that will help it tide over volatile commodity prices. The energy major’s conservative capital spending will probably help CVX generate considerable cash flow, even in an unstable business scenario. The primary growth driver for the #3 Ranked stock, at least in the near term, is its low-cost Permian projects. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Price and Consensus: CVX

ExxonMobil: It is among the largest integrated energy companies in the world. The energy major can rely on its strong balance sheet to withstand any business turmoil. ExxonMobil, with a Zacks Rank of 3, is banking on low-cost project pipelines centered around the Permian — the most prolific basin in the United States — and offshore Guyana resources.

Price and Consensus: XOM



See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


BP p.l.c. (BP) - free report >>

Chevron Corporation (CVX) - free report >>

Exxon Mobil Corporation (XOM) - free report >>

Published in