DEVON ENERGY CORP/DE vs PEMBINA PIPELINE CORPORATION, two Oil & Gas stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DVN and PBA diverge most: on implied growth (priced in), DVN reads +22.1% and PBA reads -3.8%; on revenue growth, DVN reads +18.6% and PBA reads +4.6%. The rest of the comparable metrics sit closer together. On valuation, today's DVN price has a different growth bar priced in than PBA (+22.1% implied for DVN vs -3.8% for PBA); the higher figure is the steeper assumption to clear, not a better or worse stock. What DVN's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DVN | PBA |
|---|---|---|
| Price | $48.26 | $47.33 |
| Market cap | $53.1B | $27.5B |
| Sector | Oil & Gas | Oil & Gas |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +22.1% | -3.8% |
| P/E | 11.5 | 24.1 |
| P/B | 1.27 | 2.23 |
| P/S | 2.62 | 4.81 |
| EV/EBITDA | 15.5 | 12.9 |
| Revenue growth | +18.6% | +4.6% |
| Gross margin | — | 41.0% |
| Operating margin | — | 36.1% |
| Net margin | 16.2% | 21.8% |
| Return on equity | 7.9% | 10.1% |
| Return on assets | 4.6% | 4.8% |
| Return on invested capital | — | 7.6% |
| FCF yield | 8.8% | 6.7% |
| Dividend yield | 1.4% | — |
| Debt / equity | 0.27 | 0.70 |
| Current ratio | 0.72 | 0.61 |
| Altman Z (solvency) | 6.48 | 1.65 |
| Piotroski F (quality) | 6 / 9 | 4 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.