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IMO

IMO

Energy · Oil & Gas Integrated

$118.15-1.70%
Mkt Cap: $58.75BDY: 2.08%

Performance

IMO (IMO) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

IMO (IMO) operates in the Oil & Gas Integrated space within the Energy sector. With a market cap of $58.7B, it qualifies as a mid-cap company. Revenue has been contracting year-over-year, a headwind that investors will watch closely in upcoming earnings.

Bull Case2
  • Forward P/E (15.8×) is lower than trailing P/E (28.0×) — analysts expect earnings to improve
  • Dividend yield of 2.08% provides consistent income on top of price appreciation
Bear Case4
  • P/E of 28.0× is above average — valuation requires continued strong growth to justify
  • Revenue declined 0% YoY — warning sign for business momentum
  • Earnings fell 23% YoY — profitability is under pressure
  • High debt-to-equity of 18.53× increases financial risk, especially with elevated interest rates

Verdict

Avoid

Significant fundamental concerns outweigh positives. High risk at current levels.

AI Insight

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AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

2.08%

5Y Avg Annual

$1.5282

Last Payment

$0.6260

Ex-Date

06/04/2026

Annual dividends paid per share

2011
2019
2026
Ex-DatePaymentAmountEst. DY
Latest06/04/2026
07/01/2026$0.62602.12%
03/05/2026
04/01/2026$0.63802.16%
12/03/2025
12/30/2025$0.52601.78%
09/04/2025
10/01/2025$0.51701.75%
06/04/2025
07/01/2025$0.52901.79%
03/05/2025
04/01/2025$0.50001.69%
12/03/2024
12/30/2024$0.42701.45%
09/04/2024
10/01/2024$0.44301.50%

Magic Number

Shares needed to self-fund your next purchase

$118.15

Price

÷

$0.6260

Last div. (quarterly)

=

189

shares

Own 189 IMO shares ($22,330.35) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$22,330.35

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 31, 2026

45

days

EPS (TTM)

$4.22

P/E (TTM)

28.0

Fwd P/E

15.8

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$58.75B
P/E Ratio28.00
Forward P/E15.79
P/B Ratio
PEG Ratio5.18
EPS (TTM)$4.22

Trading

Open
Day High
Day Low
52W High$139.44
52W Low$77.20
Volume
Avg Volume (3M)632,380
Beta0.80

Dividends

Dividend Yield2.08%
Annual Rate$2.50
Ex-Div Date2026-06-04
Payout Ratio51.36%

Profitability

Profit Margin6.23%
Operating Margin9.77%
ROE12.38%
ROA6.20%
Revenue Growth-0.40%
Earnings Growth-23.00%

Balance Sheet

Total Revenue$46.87B
Total Debt$4.22B
Debt / Equity18.53
Current Ratio1.23
Free Cash Flow$3.52B

Fair Value Estimates

Current price: $118.15

Graham Number

√(22.5 × EPS × Book Value)

$56.57

-52.1% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$24.00

-79.7% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

7/10

70% score

Pays dividends

15Y hist.

15+ years of dividend history

Dividend consistency (5Y+)

15 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

12.4%

Return on equity — measures how efficiently capital is used

Positive profit margin

6.2%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

-0.4%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

-23.0%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

18.53×

Low financial leverage reduces risk of distress

Current ratio above 1

1.23×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$75M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

2.08%

Stock must distribute income to shareholders

Related Assets

Energy

About IMO

Imperial Oil Limited engages in exploration, production, and sale of crude oil and natural gas in Canada. The company operates in three segments: Upstream, Downstream and Chemical segments. The Upstream segment explores and produces crude oil, natural gas, synthetic crude oil, and bitumen. The Downstream segment transports and refines crude oil; blends refined products; and distributes and markets refined products. This segment also transports crude oil production and third-party crude oil to refineries by contracted and common carrier pipelines; owns and operates refineries; maintains a distribution system to move petroleum products to market by pipeline, tanker, rail, and road transport; owns and operates fuel terminals, natural gas liquids, and products pipelines in Alberta, Manitoba, and Ontario; markets petroleum products under the Esso and Mobil brands; and sells petroleum products, including fuel, asphalt, and lubricants to industrial and transportation customers, independent marketers, resellers, and other refiners, as well as the agriculture, residential heating, and commercial markets through branded fuel and lubricant resellers. The Chemical segment manufactures and markets aliphatic solvents, plasticizer intermediates, and polyethylene resins; and markets refinery grade propylene. It also provides petrochemicals. The company was incorporated in 1880 and is headquartered in Calgary, Canada. Imperial Oil Limited operates as a subsidiary of Exxon Mobil Corporation.

Sector

Energy

Industry

Oil & Gas Integrated

Location

Calgary, Canada

Employees

5,000