IMPERIAL OIL LIMITED vs Exxon Mobil Corporation, two Oil & Gas Refining stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
The margin lines run close, ExxonMobil's 7.6% net against Imperial Oil's 6.2%, which is unsurprising: Exxon owns the majority of Imperial, and the two run the same integrated playbook at different scales, $573B against $55B. Returns nearly tie, Imperial's 12.8% on equity edging Exxon's 9.7%, 6.4% on assets against 5.5%, the smaller Canadian arm slightly out-executing the parent. Both pay near-3% dividends (Imperial 1.9%, Exxon 2.9%) and run near-zero debt. The multiples split, 26.1 times Imperial against 23 Exxon, close for a parent-subsidiary pair. The pair is essentially Exxon compared to its own Canadian reflection; the family resemblance is the finding, and the smaller mirror currently earns marginally more on its capital.
Comparison updated 2026-07-11.
| Metric | IMO | XOM |
|---|---|---|
| Price | $113.36 | $136.40 |
| Market cap | $55.0B | $573.2B |
| Sector | Oil & Gas Refining | Oil & Gas Refining |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +12.0% | +1.4% |
| P/E | 26.1 | 23.0 |
| P/B | 3.29 | 2.20 |
| P/S | 1.59 | 1.71 |
| EV/EBITDA | 30.1 | 21.4 |
| Revenue growth | -9.1% | -4.2% |
| Net margin | 6.2% | 7.6% |
| Return on equity | 12.8% | 9.7% |
| Return on assets | 6.4% | 5.5% |
| FCF yield | 5.2% | 3.3% |
| Dividend yield | 1.9% | 2.9% |
| Debt / equity | 0.15 | 0.06 |
| Current ratio | 1.23 | 1.04 |
| Altman Z (solvency) | 3.74 | 3.87 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
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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.