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INDICATIVE · SAMPLE DATA
CNQ59

Canadian Natural Resources Ltd

Oil & Gas Exploration and ProductionVerified

Canadian Natural Resources Ltd maintains a capital structure with a debt-to-equity ratio of 0.32, indicating a relatively conservative leverage position. The company's liquidity position is characterized by a current ratio of 0.88, suggesting that its current liabilities exceed its current assets. This is further supported by a negative net cash position after subtracting total debt, which raises concerns about short-term liquidity. In terms of profitability, the company's return on equity (ROE) is 2.5%, and its return on assets (ROA) is 1.3%. These figures are below the industry median for ROE and ROA, indicating that the company is underperforming its peers in terms of generating returns from equity and total assets. The company's revenue is primarily concentrated in Canada, with a significant portion derived from its upstream operations in the oil and gas sector. While the company has international operations, the majority of its revenue is generated domestically, which may expose it to regional economic and regulatory risks. Looking at the growth trajectory, the company's capital expenditures for the period were -1.113 billion CAD, indicating a reduction in investment in new projects or infrastructure. This may suggest a strategic shift or a response to market conditions. The company's free cash flow of 331 million CAD provides some flexibility for dividends or further investment, but the negative capital expenditure suggests a potential slowdown in growth initiatives. The risk assessment highlights a medium liquidity risk, primarily due to the company's negative net cash position after accounting for total debt. The dilution risk is assessed as low, with no significant dilution potential identified in the basic shares outstanding. However, the company's risk profile should be monitored for any changes in market conditions or strategic decisions that could affect its liquidity and capital structure. Recent events and filings indicate that the company is maintaining a stable financial position, with a focus on managing its debt and generating free cash flow. The company's management has emphasized the importance of maintaining a strong balance sheet and returning value to shareholders through dividends and share buybacks.

30-day price · CNQ+1.27 (+2.8%)
Low$43.74High$49.75Close$46.29As of8 Jun, 00:00 UTC
Profile
CompanyCanadian Natural Resources Ltd
TickerCNQ.TO
SectorEnergy
BusinessEnergy - Fossil Fuels
Industry groupEnergy - Fossil Fuels
IndustryOil & Gas Exploration and Production
AI analysis

Business. Canadian Natural Resources Ltd is an integrated energy company engaged in the exploration, development, production, and marketing of crude oil, natural gas, and natural gas liquids in Canada and internationally.

Classification. The company is classified under the Energy - Fossil Fuels business sector, specifically in the Oil & Gas Exploration and Production industry, with a confidence level of 0.92 based on verified market data.

Canadian Natural Resources Ltd maintains a capital structure with a debt-to-equity ratio of 0.32, indicating a relatively conservative leverage position. The company's liquidity position is characterized by a current ratio of 0.88, suggesting that its current liabilities exceed its current assets. This is further supported by a negative net cash position after subtracting total debt, which raises concerns about short-term liquidity. In terms of profitability, the company's return on equity (ROE) is 2.5%, and its return on assets (ROA) is 1.3%. These figures are below the industry median for ROE and ROA, indicating that the company is underperforming its peers in terms of generating returns from equity and total assets. The company's revenue is primarily concentrated in Canada, with a significant portion derived from its upstream operations in the oil and gas sector. While the company has international operations, the majority of its revenue is generated domestically, which may expose it to regional economic and regulatory risks. Looking at the growth trajectory, the company's capital expenditures for the period were -1.113 billion CAD, indicating a reduction in investment in new projects or infrastructure. This may suggest a strategic shift or a response to market conditions. The company's free cash flow of 331 million CAD provides some flexibility for dividends or further investment, but the negative capital expenditure suggests a potential slowdown in growth initiatives. The risk assessment highlights a medium liquidity risk, primarily due to the company's negative net cash position after accounting for total debt. The dilution risk is assessed as low, with no significant dilution potential identified in the basic shares outstanding. However, the company's risk profile should be monitored for any changes in market conditions or strategic decisions that could affect its liquidity and capital structure. Recent events and filings indicate that the company is maintaining a stable financial position, with a focus on managing its debt and generating free cash flow. The company's management has emphasized the importance of maintaining a strong balance sheet and returning value to shareholders through dividends and share buybacks.
Key takeaways
  • Canadian Natural Resources Ltd has a conservative debt-to-equity ratio of 0.32, indicating a relatively low leverage position.
  • The company's ROE of 2.5% and ROA of 1.3% are below the industry median, suggesting underperformance in generating returns.
  • The company's revenue is primarily concentrated in Canada, which may expose it to regional economic and regulatory risks.
  • The company's capital expenditures were negative, indicating a reduction in investment in new projects or infrastructure.
  • The company faces a medium liquidity risk due to its negative net cash position after accounting for total debt.
  • Analysts have a mixed outlook, with a mean recommendation of 2.65, indicating a cautious approach to the stock.
  • --
  • ## RATIONALES
Financial snapshot
PeriodHA-latest
CurrencyCAD
Revenue$8.24B
Gross profit$3.80B
Operating income$1.75B
Net income$987.0M
R&D
SG&A
D&A
SBC
Operating cash flow$2.87B
CapEx-$1.11B
Free cash flow$331.0M
Total assets$75.98B
Total liabilities$36.47B
Total equity$39.51B
Cash & equivalents$767.0M
Long-term debt$12.57B
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY-4$30.06B$9.99B$7.66B$6.72B
FY-3$42.30B$14.76B$10.94B$8.23B
FY-2$35.97B$10.46B$8.23B$5.85B
FY-1$35.66B$9.73B$6.11B-$6.19B
FY0$38.76B$13.29B$10.82B$6.76B
PeriodGross %Op %Net %FCF %
FY-4
FY-3
FY-2
FY-1
FY0
PeriodAssetsEquityCashDebt
FY-4$76.66B$36.95B$744.0M
FY-3$76.14B$38.17B$920.0M
FY-2$75.95B$39.83B$877.0M
FY-1$85.36B$39.47B$131.0M
FY0$91.83B$44.37B$673.0M
PeriodOCFCapExFCFSBC
FY-4$14.48B-$4.49B$6.72B
FY-3$19.39B-$5.14B$8.23B
FY-2$12.35B-$4.91B$5.85B
FY-1$13.39B-$14.55B-$6.19B
FY0$15.11B-$6.79B$6.76B
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
FQ-7$8.24B$1.75B$987.0M$331.0M
FQ-6$9.05B$2.56B$1.72B$618.0M
FQ-5$8.89B$2.82B$2.27B$1.40B
FQ-4$9.47B$2.59B$1.14B-$8.53B
FQ-3$10.94B$3.29B$2.46B$1.84B
FQ-2$8.70B$2.14B$2.46B$1.08B
FQ-1$9.52B$1.08B$600.0M-$799.0M
FQ0$9.61B$6.78B$5.30B$4.65B
PeriodGross %Op %Net %FCF %
FQ-7
FQ-6
FQ-5
FQ-4
FQ-3
FQ-2
FQ-1
FQ0
PeriodAssetsEquityCashDebt
FQ-7$75.98B$39.51B$767.0M
FQ-6$75.94B$39.47B$915.0M
FQ-5$75.08B$39.90B$721.0M
FQ-4$85.36B$39.47B$131.0M
FQ-3$84.81B$40.45B$93.0M
FQ-2$85.27B$41.30B$102.0M
FQ-1$85.59B$40.46B$113.0M
FQ0$91.83B$44.37B$673.0M
PeriodOCFCapExFCFSBC
FQ-7$2.87B-$1.11B$331.0M
FQ-6$6.95B-$2.73B$618.0M
FQ-5$9.95B-$4.08B$1.40B
FQ-4$13.39B-$14.55B-$8.53B
FQ-3$4.28B-$1.30B$1.84B
FQ-2$7.40B-$3.22B$1.08B
FQ-1$11.34B-$5.34B-$799.0M
FQ0$15.11B-$6.79B$4.65B
Valuation
Market price
Market cap
Enterprise value
P/E
Reported non-GAAP P/E
EV/Revenue
EV/Op income
EV/OCF
P/B
P/Tangible book
Tangible book$39.51B
Net cash-$11.81B
Current ratio0.9
Debt/Equity0.3
ROA1.3%
ROE2.5%
Cash conversion2.9%
CapEx/Revenue-13.5%
SBC/Revenue
Asset intensity
Dilution ratio0.0%
Risk assessment
Dilution riskLow
Liquidity riskMedium
  • Net cash is negative after subtracting total debt.
Industry benchmarks
Activity: Oil & Gas · cohort 244 companies
MetricCNQActivity
Op margin21.3%3.1% medp25 -5.4% · p75 18.8%top quartile
Net margin12.0%1.2% medp25 -8.4% · p75 13.0%above median
Gross margin46.1%22.4% medp25 5.3% · p75 48.3%above median
R&D / revenue2.5% medp25 2.5% · p75 2.5%
CapEx / revenue-13.5%-10.6% medp25 -36.2% · p75 -1.1%below median
Debt / equity32.0%23.9% medp25 0.8% · p75 70.3%above median
Observations
IR observations
Mean price target69.25 CAD
Median price target69.00 CAD
High price target90.00 CAD
Low price target61.00 CAD
Mean recommendation2.65 (1=strong buy, 5=strong sell)
Strong-buy count0.00
Buy count9.00
Hold count9.00
Sell count2.00
Strong-sell count0.00
Mean EPS estimate4.53 CAD
Last actual EPS3.56 CAD
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-05-01 03:51 UTC#fc99162e
Market quoteclose CAD 64.84 · shares 2.09B diluted
no public URL
2026-05-01 00:26 UTC#54d1c482
Source: analysis-pipeline (hybrid)Generated: 2026-05-27 16:20 UTCJob: b3d2c8b2