EOG Resources (EOG)
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-09-04
NYSEEnergyOil & Gas Exploration & ProductionSnapshot 2026-09-04
QuarterlyIQ Insights · EOG
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 14 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $145 EOG trades at 11× p/e, below its 18× p/e peer median, but our blended $145 fair value is roughly in line with the price. We hold it with medium confidence: quality doesn't explain valuation multiples in this sub-industry, so the peer comparison is a weak guide. Analysts target $134–$196. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $157.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $206.58 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $144.98 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $25.32 | — | — | TTM | high |
| graham number | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
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 long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$134.00 – $196.00 (median $157.00) · 15 analysts · as of 2026-08-26
Only weak execution quality, a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $135.06 |
| — |
| — |
| TTM |
| high |
| Mgmt guidance | 12M | $181.38 | 17.9 | 10.16 | Mgmt | high |
| Peer EV/EBITDA | 12M | $136.44 | 5.3 | 27.19 | TTM | high |
| Peer P/FCF | 12M | $155.85 | 12.3 | 12.71 | TTM | high |
| Peer P/E | 12M | $133.17 | 9.8 | 13.62 | ntm analyst | high |
| Peer P/S | 12M | $102.02 | 2.0 | 51.09 | TTM | high |
| PEG | 12M | $31.50 | 2.5 | 12.51 | TTM | high |
| residual income | 12M | $90.11 | — | — | TTM | high |
| Own P/E history | 12M | $152.01 | 12.1 | 12.51 | TTM | high |
| triangulated | 12M | $246.28 | 17.9 | 13.80 | Triangulated | high |
| Mgmt guidance | 3Y | $207.25 | 17.9 | 11.61 | Mgmt(prov.) | high |
| Peer P/FCF | 3Y | $130.43 | 12.3 | 10.64 | Hist. CAGR(prov.) | high |
| Peer P/E | 3Y | $131.62 | 9.8 | 13.46 | Analyst | high |
| Peer P/S | 3Y | $92.27 | 2.0 | 46.21 | Analyst | high |
| PEG | 3Y | $33.89 | 2.5 | 13.46 | Analyst | high |
| Own P/E history | 3Y | $163.55 | 12.1 | 13.46 | Analyst | high |
| Mgmt guidance | 5Y | $226.51 | 17.9 | 12.69 | Mgmt(prov.) | high |
| Peer P/FCF | 5Y | $115.83 | 12.3 | 9.45 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $123.10 | 9.8 | 12.59 | Analyst | high |
| Peer P/S | 5Y | $86.30 | 2.0 | 43.22 | Analyst | high |
| PEG | 5Y | $31.69 | 2.5 | 12.59 | Analyst | high |
| Own P/E history | 5Y | $152.96 | 12.1 | 12.59 | Analyst | high |