Obermatt

CNOOC

SHH:600938 · CNE100005980
Oil, Gas & Consumable FuelsXX-Large

360

96
EV / EBIT91
Price / Owner Earnings50
Owner Earnings Yield92
Dividend Yield97
Price/Sales16
EV / Gross Profit90
Price/Book19
Return on Capital81
Cash Return on Capital78
Return on Equity71
EBIT Margin73
Gross Profitability85
Cash Conversion22
Accruals44
Owner Earnings Margin78
Sales growth90
Profit Growth97
Long-Term EPS Growth27
Owner Earnings Growth76
Reinvestment67
Price momentum81
Debt load81
Refinancing47
Debt Payback100
Liquidity94
Analyst ratings81
Opinion Changes81
Price Target Upside82
Market mood92
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

CNOOC generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryChina
IndustryOil, Gas & Consumable Fuels
SizeXX-Large
TypePublic Company
ExchangeSEHK
Founded1999
Employees948
ISINCNE100005980
Last UpdateApr 2, 2026
Themes
Onshore and Offshore WindClean EnergyNatural ResourcesOil and GasRenewable Energy

Description

CNOOC Limited, an upstream company, engages in the exploration, development and production of oil and natural gas. The company is a subsidiary of China National Offshore Oil Corporation (CNOOC). Proved Reserves As of December 31, 2020, the company…

Analysis

Bargain bin

CNOOC Limited is priced cheaply, and that invites the natural question of why, since the underlying business scores below average. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is attractive. The owner-earnings multiple stands at 12.3×; owner earnings: the cash an owner could take out each year.

Growth is moderate; the safety picture is sturdy. The company scores 16/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
98
2026

All-time high

98

Jun 2026

All-time low

36

Feb 2026

Average rank

72

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
16
Price/Earnings
61
Price/Book
19
Dividend Yield
97
Value (overall)
34

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →