Data as of:
LIVE
OXY
Occidental Petroleum Corporation · Oil & Gas / Energy
$59.29
-0.85% this month
VERSUS
COMPARE
BRK.B
Berkshire Hathaway Inc. · Diversified Financial / Conglomerate
N/A
N/A this month
Comparison scoreboard
MIXED SETUPAI Scorei
OXY 44.6
BRK.B N/A
1Y Returni
OXY +24.14%
BRK.B N/A
Fwd P/Ei
OXY 15.41
BRK.B N/A
Target Up.i
OXY +13.07%
BRK.B N/A
Op. Margini
OXY 45.44%
BRK.B N/A
Metrics last refreshed: 9/18/2026
Quick take
OXY vs BRK.B Stock Comparison: AI Score, Valuation, Performance and Upside
OXY and BRK.B are linked by Berkshire's significant OXY ownership (~28%) but represent very different investments. OXY is an oil-price-sensitive Permian Basin producer with debt from the CrownRock acquisition; Berkshire is a diversified financial conglomerate with $150B+ cash, insurance float, BNSF railroad, and a massive equity portfolio led by Apple. OXY provides leveraged oil exposure; Berkshire provides diversified value investing exposure. For energy-specific Buffett conviction, OXY; for the Buffett portfolio and conglomerate model, BRK.B.
OXY vs BRK.B — Occidental Petroleum (the Permian Basin oil producer with Berkshire's ~28% ownership stake, CrownRock acquisition expanding Permian scale, and OxyChem chemical business, providing oil-price-levered exposure to WTI with Buffett endorsement) versus Berkshire Hathaway (the diversified conglomerate with GEICO insurance, BNSF railroad, $150B+ cash reserve, Apple/BofA equity portfolio, and 50+ year compounding track record under Warren Buffett).
Live analysis · updated 9/18/2026
OXY and BRK.B are closely matched — they split the tracked metrics evenly.
Want a full valuation workup? 46-section report — AI Score, Monte Carlo forecast, bull/bear case, DCF, and more.
Normalized 1Y performance
OXY
BRK.B
Not enough data to chart yet.
Recent returns
OXY
BRK.B
Analyst price targets & sentiment
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
OXY · 26 analysts
STRONG BUYHOLDSTRONG SELL
Hold (2.7/5.0)
10 Buy / 16 Hold / 0 Sell
Price target range
analyst low$38.00
analyst mean$66.83
current price$59.29
+13.1% upside to analyst mean
BRK.B
Price target data unavailable
N/A
Who should consider this stock?
OXY may suit investors who:
- want leveraged oil price exposure with Buffett's investment conviction — OXY's Permian operations benefit significantly from every $10/barrel increase in WTI oil prices
- see Berkshire's 28% stake as a quality indicator — Buffett's methodical OXY accumulation and warrant ownership provides confidence in OXY's long-term fundamental value
- value the potential Berkshire acquisition premium — some investors hold OXY expecting Berkshire to eventually acquire it outright at a premium
- are comfortable with oil price volatility, CrownRock debt deleveraging timeline, and direct air capture capital allocation uncertainty
BRK.B may suit investors who:
- want diversified value exposure across insurance, railroad, energy, manufacturing, and a vast equity portfolio — Berkshire provides multi-sector diversification in one holding
- value Berkshire's $150B+ cash reserve as a recession hedge — Buffett deploys cash opportunistically during downturns, potentially generating exceptional returns when others are forced to sell
- see GEICO, BNSF, and BHE operating businesses as durable cash generators that don't depend on equity market performance
- are comfortable with Apple concentration risk in the equity portfolio, succession uncertainty post-Buffett, and scale challenges finding acquisitions large enough to impact a $900B+ company
Performance & AI score
| Metric | OXY | BRK.B |
|---|---|---|
| AI scorei | 44.6 | N/A |
| AI ranki | #808 | N/A |
| Latest closei | $59.29 | N/A |
| 1M returni | -0.85% | N/A |
| 6M returni | -0.49% | N/A |
| 1Y returni | +24.14% | N/A |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | OXY | BRK.B |
|---|---|---|
| 1Y ago | $12.56K (+25.6%) started 2025-09-17 | N/A |
| 5Y ago | $25.31K (+153.1%) started 2021-09-20 | N/A |
| 10Y ago | $14.49K (+44.9%) started 2016-09-19 | N/A |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | OXY | BRK.B |
|---|---|---|
| Market capi | $59.08B | N/A |
| Trailing P/Ei | 17.43 | N/A |
| Forward P/Ei | 15.41 | N/A |
| Price/Salesi | 1.52 | 2.70 |
| EV/Revenuei | 3.28 | N/A |
| Analyst targeti | $66.83 | N/A |
| Target upsidei | +13.07% | N/A |
Growth, profitability & risk
| Metric | OXY | BRK.B |
|---|---|---|
| Revenue growthi | 53.40% | N/A |
| Earnings growthi | 964.90% | N/A |
| EPS growthi | +964.90% | N/A |
| FCF margini | +15.83% | N/A |
| Operating margini | 45.44% | N/A |
| Profit margini | 30.32% | N/A |
| ROIC proxyi | 10.63% | N/A |
| Return on equityi | 10.63% | N/A |
| Dividend yieldi | 1.89% | N/A |
| Payout ratioi | 29.50% | 0.00% |
| Dividend growth streaki | No increase yet | N/A |
| Betai | 0.16 | 0.16 |
| Debt/equityi | 34.51 | N/A |
| Current ratioi | 1.41 | N/A |
| Quick ratioi | 1.04 | N/A |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
OXY max drawdowni27.63%
BRK.B max drawdowniN/A
OXY max wkly dropi12.01%
BRK.B max wkly dropiN/A
5Y risk snapshot
OXY max drawdowni50.77%
BRK.B max drawdowniN/A
OXY max wkly dropi26.59%
BRK.B max wkly dropiN/A
10Y risk snapshot
OXY max drawdowni88.39%
BRK.B max drawdowniN/A
OXY max wkly dropi63.08%
BRK.B max wkly dropiN/A
Performance metrics by period
| Period | Metric | OXY | BRK.B |
|---|---|---|---|
| 1Y | Growthi | +25.64% | N/A |
| CAGRi | +25.68% | N/A | |
| Volatilityi | 35.53% | N/A | |
| Sharpe ratioi | 0.70 | N/A | |
| Sortino ratioi | 1.01 | N/A | |
| Max drawdowni | 27.63% | N/A | |
| Current drawdowni | 10.49% | N/A | |
| Avg drawdowni | 10.97% | N/A | |
| Ulcer Indexi | 12.64% | N/A | |
| Max daily dropi | 7.31% | N/A | |
| Max wkly dropi | 12.01% | N/A | |
| 5Y | Growthi | +142.59% | N/A |
| CAGRi | +19.42% | N/A | |
| Volatilityi | 38.14% | N/A | |
| Sharpe ratioi | 0.54 | N/A | |
| Sortino ratioi | 0.82 | N/A | |
| Max drawdowni | 50.77% | N/A | |
| Current drawdowni | 19.17% | N/A | |
| Avg drawdowni | 21.81% | N/A | |
| Ulcer Indexi | 25.08% | N/A | |
| Max daily dropi | 11.01% | N/A | |
| Max wkly dropi | 26.59% | N/A | |
| 10Y | Growthi | +6.63% | N/A |
| CAGRi | +0.64% | N/A | |
| Volatilityi | 49.00% | N/A | |
| Sharpe ratioi | 0.18 | N/A | |
| Sortino ratioi | 0.26 | N/A | |
| Max drawdowni | 88.39% | N/A | |
| Current drawdowni | 19.17% | N/A | |
| Avg drawdowni | 31.86% | N/A | |
| Ulcer Indexi | 39.38% | N/A | |
| Max daily dropi | 52.01% | N/A | |
| Max wkly dropi | 63.08% | N/A |
Business comparison
| Category | OXY | BRK.B |
|---|---|---|
| Company | Occidental Petroleum Corporation | Berkshire Hathaway Inc. |
| Sector | Energy | Diversified Financial / Conglomerate |
| Industry | Oil & Gas E&P | N/A |
| Core business | Occidental Petroleum is one of the largest US oil producers with significant operations in the Permian Basin (Texas/New Mexico), DJ Basin (Colorado), and international operations (Middle East, Algeria). Occidental acquired CrownRock LP in 2024 for $12B in a significant Permian Basin bolt-on acquisition. OXY's low-carbon division (OxyChem) produces chemicals alongside the oil business. Occidental is notably owned by Berkshire Hathaway at approximately 28% ownership — Warren Buffett has been steadily increasing Berkshire's OXY stake, leading many investors to consider OXY a Buffett-endorsed investment. | Berkshire Hathaway is Warren Buffett's holding company — a diversified conglomerate combining insurance (GEICO, Berkshire Hathaway Reinsurance, General Re), railroad (BNSF), energy (Berkshire Hathaway Energy), manufacturing/retail/services (Precision Castparts, Dairy Queen, Pilot Flying J, Clayton Homes), and a vast equity portfolio including Apple (largest position), Bank of America, American Express, Coca-Cola, Chevron, and Occidental Petroleum. Berkshire has $150B+ in cash/Treasury bills — the largest corporate cash reserve in the US — providing flexibility for major acquisitions or market downturns. |
| Investor focus | Investors focus on OXY's Permian Basin production growth, CrownRock integration and synergy realization, oil price leverage to West Texas Intermediate (WTI), free cash flow at various oil price scenarios, and Berkshire's continued stake accumulation. | Investors focus on Berkshire's book value growth, Apple position performance, insurance underwriting profits (float), BNSF and BHE operating earnings, succession planning (Greg Abel designated Buffett successor), and deployment of the $150B+ cash reserve. |
OXY strengths
- Permian Basin scale with CrownRock expansion: OXY's Permian footprint makes it among the largest Permian producers — low-cost, high-return Permian barrels provide competitive positioning in any oil price environment
- Berkshire Hathaway's ~28% ownership as investor conviction signal: Buffett's continued OXY share purchases (Berkshire now owns ~28% with warrants potentially reaching 40%+) signal high fundamental conviction in OXY's intrinsic value
- OxyChem chemical business providing non-oil revenue: OxyChem produces chlorine and related chemicals — providing some earnings diversification from pure oil price exposure
BRK.B strengths
- Permanent capital with insurance float: Berkshire's insurance operations collect premiums before paying claims — providing 'float' that Buffett invests for Berkshire's benefit, creating a structural investing advantage
- $150B+ cash reserve for opportunistic deployment: Berkshire's massive cash position enables large acquisitions during market dislocations — Buffett has historically deployed large amounts during market crashes when others are forced to sell
- Long-term value investing track record: Berkshire's compounding of book value over 50+ years under Buffett is one of the most exceptional wealth creation records in investment history
Risks to watch — OXY
- Oil price leverage creates significant earnings volatility: OXY's earnings swing dramatically with oil prices — high oil price sensitivity is amplified further by the CrownRock acquisition adding debt
- High debt from CrownRock acquisition: the $12B CrownRock acquisition added significant debt — requiring deleveraging before OXY can aggressively return capital to shareholders
- Carbon capture and direct air capture risk/reward: OXY is investing heavily in direct air capture (DAC) facilities — a very early-stage technology with uncertain commercial viability and significant capital requirements
Risks to watch — BRK.B
- Warren Buffett succession to Greg Abel: Buffett has designated Greg Abel as successor CEO — while prepared, the transition from Buffett's 60-year stewardship creates genuine uncertainty about capital allocation priority and investment philosophy continuity
- Apple concentration risk: Apple represents 35-40% of Berkshire's equity portfolio — Apple's performance dominates Berkshire's equity portfolio returns, creating significant concentration risk
- Scale challenge finding elephants: Berkshire's size ($900B+ market cap) means it needs $50B+ investments to move the needle — the universe of investments large enough to matter for Berkshire is limited and competitive
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