CVX

CHEVRON CORP

Energy • CIK: 0000093410

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Market Cap
$394.57B
P/E (TTM)
35.8x
Rev Growth (TTM)
-5.8%
Net Margin (TTM)
5.8%
FCF Yield (TTM)
3.5%
FCF Margin (TTM)
7.3%

LATEST EARNINGS

Q1 2026
17 days ago
View source
Revenue
$48.61B
+2.1%
Net Income
$2.29B
EPS
$1.11
-44.5%
Net
4.5% -2.8%
  • Worldwide and U.S. production increased by 15 and 24 percent, respectively, driven by the Hess acquisition and growth in the Gulf of America and Permian Basin.
  • Returned $6.0 billion cash to shareholders, marking the 16th consecutive quarter over $5 billion.
  • U.S. refineries operated at record crude throughput in March 2026.
  • Announced an agreement to expand heavy oil interest in Venezuela and entered into an exclusivity agreement with Microsoft for a power generation project.

Cash Flow Health

Free Cash Flow7/8 positive
TTM$13.8B
Q1 '26
$-1.5B-128%
Q4 '25
$5.5B+12%
FCF Margin
TTM7.3%
Q1 '26-3.2%-127%
Sector: 7.6%Below Avg
OCF Margin16.5%
OCF/NI2.84x
CapEx Coverage1.8x
FCF Yield3.5%
FCF Growth (2Y)-27%
Cash Conversion Cycle
-2 days
DSO: 32+DIO: 33DPO: 67

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder YieldTTM
TTM6.2%
Div Yield3.5%
+
Buyback (TTM)2.7%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)3.5%
FCF Payout Ratio99.9%
Free Cash Flow (TTM)$13.8B
Stock Repurchases (TTM)$10.7B
Capital Return / FCF177.8%
Est. Dividends Paid (TTM)$13.8B
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
5.5%
Stable
-0.0% YoY-6.8%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
5.9%
8Q: 6.8%
Asset Turnover
0.64x
8Q: 0.72x
Leverage (1+D/E)
1.03x
D/E: 0.03x
DuPont: 3.9%5.5% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
0.99x
8Q:1.25x
-55.5%
Invested Cap Turn
0.94x
8Q:1.19x
-50.4%
CapEx Intensity
8.7%
8Q:9.7%
CapEx/Depreciation
0.80x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
Revenue
$190.0B
$48.6B3.7%
$46.9B5.7%
$49.7B10.9%
$44.8B5.9%
$47.6B8.8%
$52.2B3.1%
$50.7B1.0%
$51.2B
Operating Income
$18.1B
$3.9B14.2%
$4.6B15.1%
$5.4B30.6%
$4.1B25.7%
$5.6B7.9%
$6.1B6.6%
$6.5B7.8%
$7.0B
Net Income
$11.0B
$2.2B20.2%
$2.8B21.7%
$3.5B42.1%
$2.5B28.9%
$3.5B8.1%
$3.2B27.8%
$4.5B1.2%
$4.4B
Operating Cash Flow
$31.3B
$2.5B76.7%
$10.8B15.0%
$9.4B9.4%
$8.6B65.3%
$5.2B40.3%
$8.7B10.1%
$9.7B53.7%
$6.3B
Free Cash Flow
$13.8B
$-1.5B128.0%
$5.5B11.8%
$4.9B1.6%
$4.9B285.4%
$1.3B71.0%
$4.4B22.5%
$5.6B141.3%
$2.3B
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
35.8x
Volatile
8Q: 84.0x+9388%
Multiple expansion without fundamental improvement
Valuation Lenses
Earnings
35.8x
vs sector
Cash Flow
29.3x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
6.5P/E per %ROIC
ROIC: 5.5%
Shareholder Returns
Dividend
3.5%
Buyback
2.7%
Total Yield
6.2%
Market Cap$394.57B
EV$404.01B
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
68/100
High Quality

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Below Avg
6.4%
8Q:
Return on Invested Capital (ROIC)Top 25%
5.5%
8Q:
-6.8%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 5.9%
Asset Turnover: 0.64x

Earnings Quality

Cash Conversion

2.84x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin43.2%

Capital Efficiency

Invested Capital Turnover0.94x

Working Capital

Cash Conversion Cycle-2 days

Growth Quality & Momentum

Low Quality
Growth Quality Score
34/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
-5.8%
OpInc Growth YoY
-29.3%
EPS Growth YoY
-34.1%
FCF 3Y CAGR
-27.2%

Growth Quality Analysis

Working Capital Drag: FCF growth lagging revenue by 21.4%
Sustainability Index: 1.0/10 - Growth sustainability concerns

Margin Quality & Sustainability

Low Quality
Profitability Cascade
Gross
43.2%
Operating
9.5%
Above Avg in sector
Net
5.8%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+1.5 pts
FCF: 7.3% | Net: 5.8%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $488.00M
Interest Coverage
+Net cash position: $488.00M
Leverage Metrics
Debt-to-Equity
0.03x
Balance sheet risk & solvency analysis