PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Exxon Mobil Corporation (XOM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS30231G1022
CUSIP30231G102
SectorEnergy
IndustryOil & Gas Integrated

Highlights

Market Cap$450.31B
EPS$8.89
PE Ratio12.77
PEG Ratio6.64
Revenue (TTM)$338.29B
Gross Profit (TTM)$133.72B
EBITDA (TTM)$67.65B
Year Range$94.89 - $118.50
Target Price$124.48
Short %2.68%
Short Ratio5.81

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with XOM

Exxon Mobil Corporation

Popular comparisons: XOM vs. CVX, XOM vs. SPY, XOM vs. COP, XOM vs. SHEL, XOM vs. MCD, XOM vs. MPC, XOM vs. VOO, XOM vs. UNH, XOM vs. EQNR, XOM vs. SCHD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Exxon Mobil Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%9,000.00%OctoberNovemberDecember2024FebruaryMarch
8,522.32%
3,013.35%
XOM (Exxon Mobil Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Exxon Mobil Corporation had a return of 16.06% year-to-date (YTD) and 11.17% in the last 12 months. Over the past 10 years, Exxon Mobil Corporation had an annualized return of 6.14%, while the S&P 500 had an annualized return of 10.96%, indicating that Exxon Mobil Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date16.06%10.04%
1 month10.28%3.53%
6 months-2.58%22.79%
1 year11.17%32.16%
5 years (annualized)12.94%13.15%
10 years (annualized)6.14%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.83%2.61%
20234.53%5.75%-9.98%-2.05%-2.69%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Exxon Mobil Corporation (XOM) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
XOM
Exxon Mobil Corporation
0.56
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Exxon Mobil Corporation Sharpe ratio is 0.56. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
0.56
2.76
XOM (Exxon Mobil Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Exxon Mobil Corporation granted a 3.24% dividend yield in the last twelve months. The annual payout for that period amounted to $3.72 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.72$3.68$3.55$3.49$3.48$3.43$3.23$3.06$2.98$2.88$2.70$2.46

Dividend yield

3.24%3.68%3.22%5.70%8.44%4.92%4.74%3.66%3.30%3.69%2.92%2.43%

Monthly Dividends

The table displays the monthly dividend distributions for Exxon Mobil Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.95
2023$0.00$0.91$0.00$0.00$0.91$0.00$0.00$0.91$0.00$0.00$0.95$0.00
2022$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.91$0.00
2021$0.00$0.87$0.00$0.00$0.87$0.00$0.00$0.87$0.00$0.00$0.88$0.00
2020$0.00$0.87$0.00$0.00$0.87$0.00$0.00$0.87$0.00$0.00$0.87$0.00
2019$0.00$0.82$0.00$0.00$0.87$0.00$0.00$0.87$0.00$0.00$0.87$0.00
2018$0.00$0.77$0.00$0.00$0.82$0.00$0.00$0.82$0.00$0.00$0.82$0.00
2017$0.00$0.75$0.00$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.77$0.00
2016$0.00$0.73$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00
2015$0.00$0.69$0.00$0.00$0.73$0.00$0.00$0.73$0.00$0.00$0.73$0.00
2014$0.00$0.63$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.69$0.00
2013$0.57$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.2%
Exxon Mobil Corporation has a dividend yield of 3.24%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%39.1%
Exxon Mobil Corporation has a payout ratio of 39.08%, which is quite average when compared to the overall market. This suggests that Exxon Mobil Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-2.58%
0
XOM (Exxon Mobil Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Exxon Mobil Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Exxon Mobil Corporation was 62.40%, occurring on Mar 23, 2020. Recovery took 465 trading sessions.

The current Exxon Mobil Corporation drawdown is 2.58%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.4%Jun 24, 20141447Mar 23, 2020465Jan 25, 20221912
-37.3%May 21, 2008534Jul 2, 2010390Jan 19, 2012924
-33.71%Nov 27, 2000411Jul 22, 2002437Apr 15, 2004848
-33.17%Aug 12, 198748Oct 19, 1987442Jul 19, 1989490
-20.51%Jun 9, 202224Jul 14, 202268Oct 19, 202292

Volatility

Volatility Chart

The current Exxon Mobil Corporation volatility is 3.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
3.56%
2.82%
XOM (Exxon Mobil Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Exxon Mobil Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items