Chord Energy (CHRD)
NASDAQEnergyOil & Gas Exploration & ProductionSnapshot 2026-11-05
$132.45+0.09%
Close 2026-11-05 · 1-day change
NASDAQEnergyOil & Gas Exploration & ProductionSnapshot 2026-11-05
QuarterlyIQ Insights · CHRD
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within energy on a research-validated quality screen. As of 2026-11-05.
The screen ranks CHRD against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Energy names rated strong grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=1774).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Chord also executed several third-party 1 marketing agreements that, alongside other initiatives implemented over the past two years, increased annual run-rate savings to $225 million.
Stated in 4 of 4 supplied quarters. Management reported: “Chord also executed several third-party 1 marketing agreements that, alongside other initiatives implemented over the past two years, increased annual run-rate savings to $225 million.” “These agreements encompass crude oil, natural gas and water marketing and midstream services across the Company’s Williston Basin acreage position, reflecting Chord’s ongoing commitment to continuous improvement, cost efficiency and value creation.”
“Chord also executed several third-party 1 marketing agreements that, alongside other initiatives implemented over the past two years, increased annual run-rate savings to $225 million.”
“Disciplined capital allocation, operational efficiency, and a peer-leading balance sheet position Chord to navigate the volatile macro environment and generate strong, sustainable free cash flow.”
“Chord’s high-quality, oil-weighted asset base combined with our relentless focus on continuous improvement position us well to maximize free cash flow and deliver long-term value for shareholders.”
“Key Takeaways and Updates: • Strong Execution: Cash Flow from Operations and Adjusted Free Cash Flow exceeded expectations in 4Q25, supported by oil volumes at the high-end of guidance and capital be…”
Chord has scaled its 4-mile program throughout 2026, w ith 70% of its lateral footage drilled as 4-mile wells, as of September 30, 2026 .
Stated in 4 of 4 supplied quarters. Management reported: “Chord has scaled its 4-mile program throughout 2026, w ith 70% of its lateral footage drilled as 4-mile wells, as of September 30, 2026 .” “As compared to 2025, Chord’s 2026 frac productivity has improved by over 20%, achieving a mile per day of completed lateral length in 3Q26.”
“Chord has scaled its 4-mile program throughout 2026, w ith 70% of its lateral footage drilled as 4-mile wells, as of September 30, 2026 .”
• Production/LOE: Continued execution improvements on base production helped drive production above the high-end of guidance.
Stated in 4 of 4 supplied quarters. Management reported: “• Production/LOE: Continued execution improvements on base production helped drive production above the high-end of guidance.” “This has been driven by a broad set of initiatives across logistics, mechanical optimization, returning shut-in wells to production, and various chemical treatments.”
“• Production/LOE: Continued execution improvements on base production helped drive production above the high-end of guidance.”
Chord also executed several third-party 1 marketing agreements that, alongside other initiatives implemented over the past two years, increased annual run-rate savings to $225 million.
Stated in 1 of 4 supplied quarters. Management reported: “Chord also executed several third-party 1 marketing agreements that, alongside other initiatives implemented over the past two years, increased annual run-rate savings to $225 million.” “These agreements encompass crude oil, natural gas and water marketing and midstream services across the Company’s Williston Basin acreage position, reflecting Chord’s ongoing commitment to continuous improvement, cost efficiency and value creation.”
Chord also executed several third-party 1 marketing agreements that, alongside other initiatives implemented over the past two years, increased annual run-rate savings to $225 million.
Stated in 4 of 4 supplied quarters. Management reported: “Chord also executed several third-party 1 marketing agreements that, alongside other initiatives implemented over the past two years, increased annual run-rate savings to $225 million.” “These agreements encompass crude oil, natural gas and water marketing and midstream services across the Company’s Williston Basin acreage position, reflecting Chord’s ongoing commitment to continuous improvement, cost efficiency and value creation.”
Over the trailing year it converted 2.55x of net income into operating cash flow. Historically, Energy names rated neutral grew net income 40% of the time over the next year (vs 47% for the rest of the cohort, n=1310).
Most sensitive to long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated neutral grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2203).
Not investment advice. As of 2026-11-05.
“Chord is scaling its 4-mile program and management expects 4-mile laterals to become a larger part of our program.”
“Chord is scaling its 4-mile development in 2026, with approximately 40% of TILs and 60% of spuds expected to be 4-mile laterals.”
“Operations Update: • 4-Mile Laterals: Chord continues to advance its 4-mile lateral program.”
“• Production/LOE: Chord continues to deliver on base production, focusing on initiatives with favorable risk/reward and attractive return potential.”
“• Production/LOE: Chord delivered strong production above expectations in 1Q26 through its disciplined base optimization efforts, focused on low-cost, high-return initiatives.”
“3 • Production/LOE: Chord continues to enhance base production, while lowering costs.”
“Chord also executed several third-party 1 marketing agreements that, alongside other initiatives implemented over the past two years, increased annual run-rate savings to $225 million.”
“Chord also executed several third-party 1 marketing agreements that, alongside other initiatives implemented over the past two years, increased annual run-rate savings to $225 million.”
“Shareholder returns continue to be robust with Chord returning 54% of free cash flow in the second quarter, and Chord is expected to increase returns to 75% of free cash flow in the third quarter as…”
“Chord’s high-quality, oil-weighted asset base combined with our relentless focus on continuous improvement position us well to maximize free cash flow and deliver long-term value for shareholders.”
“Chord’s outlook is compelling, supported by deep, low-cost, oil-weighted inventory, a strong balance sheet, excellent track record on execution, and a relentless focus on continuous improvement.”