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Devon Energy Corp./de (DVN) Stock Fundamental Analysis & AI Rating 2026

DVN NYSE Crude Petroleum & Natural Gas DE CIK: 0001090012
Recently Updated • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
HOLD
67% Confidence
NEUTRAL
SELL
58% Conf
BUY
76% Conf

📊 DVN Key Takeaways

Revenue: $3.8B
Net Margin: 3.2%
Free Cash Flow: $816.0M
Current Ratio: 1.01x
Debt/Equity: 0.54x
EPS: $0.19
AI Rating: SELL with 58% confidence
Devon Energy Corp./de (DVN) receives a HOLD rating with 67% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.8B, net profit margin of 3.2%, and return on equity (ROE) of 0.8%, Devon Energy Corp./de demonstrates mixed fundamentals in the Energy sector. Below is our complete DVN stock analysis for 2026.

Is Devon Energy Corp./de (DVN) a Good Investment?

Claude

Devon Energy exhibits fundamental financial stress with dangerously tight interest coverage (1.4x) and weak liquidity (current ratio 1.01x), despite adequate free cash flow generation. Declining profitability (net income -1.5% YoY, EPS -8.6% YoY) combined with very low margins (3.2% net, 4.4% operating) and poor capital returns (ROE 0.8%, ROA 0.4%) indicate the company is vulnerable to commodity price deterioration.

ChatGPT

Devon Energy shows solid underlying fundamentals with strong free cash flow generation, healthy operating and net margins, and good returns on equity and assets. Growth quality is mixed because revenue increased modestly while net income and diluted EPS declined, but the business still appears financially sound with manageable leverage and adequate interest coverage. The main constraint is tighter short-term liquidity, which reduces balance-sheet flexibility if commodity conditions weaken.

Why Buy Devon Energy Corp./de Stock? DVN Key Strengths

Claude
  • + Strong free cash flow generation ($816M FCF, 21.4% FCF margin) provides near-term liquidity buffer
  • + Moderate debt/equity ratio of 0.54x maintains reasonable leverage levels
  • + Substantial operating cash flow of $1.7B shows underlying business cash generation
ChatGPT
  • + Strong free cash flow of $3.12B with an 18.1% FCF margin
  • + Solid profitability with 20.2% operating margin, 15.4% net margin, and 17.0% ROE
  • + Manageable leverage with 0.54x debt-to-equity and 7.0x interest coverage

DVN Stock Risks: Devon Energy Corp./de Investment Risks

Claude
  • ! Interest coverage ratio of 1.4x is critically low and leaves minimal cushion for operational downturns or rate increases
  • ! Quick ratio of 0.94x and current ratio of 1.01x indicate liquidity stress and potential near-term working capital concerns
  • ! Profitability trends are deteriorating with declining net income, EPS, and weak margins that suggest structural profitability challenges beyond cyclical factors
  • ! Extremely poor returns on equity (0.8%) and assets (0.4%) indicate capital deployment inefficiency
ChatGPT
  • ! Earnings quality softened as net income fell 1.5% and diluted EPS fell 8.6% despite revenue growth
  • ! Liquidity is somewhat tight with a 0.98x current ratio and 0.90x quick ratio
  • ! Capital intensity remains high with $3.59B of capex, leaving cash generation sensitive to operating performance

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend—critical to monitor for covenant breach risk
  • * Free cash flow sustainability and ability to service debt obligations
  • * Operating margin expansion potential given commodity price environment
  • * Debt reduction progress and liquidity position trajectory
ChatGPT
  • * Free cash flow after capital expenditures
  • * Liquidity and debt service coverage

Devon Energy Corp./de (DVN) Financial Metrics & Key Ratios

Revenue
$3.8B
Net Income
$120.0M
EPS (Diluted)
$0.19
Free Cash Flow
$816.0M
Total Assets
$32.5B
Cash Position
$1.8B

💡 AI Analyst Insight

The 21.4% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

DVN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 4.4%
Net Margin 3.2%
ROE 0.8%
ROA 0.4%
FCF Margin 21.4%

DVN vs Energy Sector: How Devon Energy Corp./de Compares

How Devon Energy Corp./de compares to Energy sector averages

Net Margin
DVN 3.2%
vs
Sector Avg 12.0%
DVN Sector
ROE
DVN 0.8%
vs
Sector Avg 14.0%
DVN Sector
Current Ratio
DVN 1.0x
vs
Sector Avg 1.3x
DVN Sector
Debt/Equity
DVN 0.5x
vs
Sector Avg 0.6x
DVN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Devon Energy Corp./de Stock Overvalued? DVN Valuation Analysis 2026

Based on fundamental analysis, Devon Energy Corp./de shows some fundamental concerns relative to the Energy sector in 2026.

Return on Equity
0.8%
Sector avg: 14%
Net Profit Margin
3.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.54x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Devon Energy Corp./de Balance Sheet: DVN Debt, Cash & Liquidity

Current Ratio
1.01x
Quick Ratio
0.94x
Debt/Equity
0.54x
Debt/Assets
0.0%
Interest Coverage
1.41x
Long-term Debt
$8.4B

DVN Revenue & Earnings Growth: 5-Year Financial Trend

DVN 5-year financial data: Year 2021: Revenue $13.8B, Net Income -$355.0M, EPS $-0.89. Year 2022: Revenue $19.8B, Net Income -$2.7B, EPS $-7.12. Year 2023: Revenue $19.8B, Net Income $2.8B, EPS $4.19. Year 2024: Revenue $19.8B, Net Income $6.0B, EPS $9.12. Year 2025: Revenue $16.8B, Net Income $3.7B, EPS $5.84.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Devon Energy Corp./de's revenue has grown significantly by 22% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.84 reflects profitable operations.

DVN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
21.4%
Free cash flow / Revenue

DVN Quarterly Earnings & Performance

Quarterly financial performance data for Devon Energy Corp./de including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $4.5B $120.0M $0.19
Q3 2025 $3.8B $687.0M $1.09
Q2 2025 $3.9B $844.0M $1.34
Q1 2025 $3.7B $494.0M $0.77
Q3 2024 $3.8B $812.0M $1.30
Q2 2024 $3.5B $690.0M $1.07
Q1 2024 $3.7B $596.0M $0.94
Q3 2023 $4.0B $910.0M $1.42

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Devon Energy Corp./de Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.7B
Cash generated from operations
Stock Buybacks
$69.0M
Shares repurchased (TTM)
Capital Expenditures
$839.0M
Investment in assets
Dividends Paid
$470.0M
Returned to shareholders

DVN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Devon Energy Corp./de (CIK: 0001090012)

📋 Recent SEC Filings

Date Form Document Action
May 7, 2026 8-K d799973d8k.htm View →
May 6, 2026 10-Q dvn-20260331.htm View →
May 5, 2026 8-K d947371d8k.htm View →
May 5, 2026 8-K d146187d8k.htm View →
Apr 24, 2026 8-K d696014d8k.htm View →

Frequently Asked Questions about DVN

What is the AI rating for DVN?

Devon Energy Corp./de (DVN) has a Combined AI Rating of HOLD from Claude (SELL) and ChatGPT (BUY) with 67% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DVN's key strengths?

Claude: Strong free cash flow generation ($816M FCF, 21.4% FCF margin) provides near-term liquidity buffer. Moderate debt/equity ratio of 0.54x maintains reasonable leverage levels. ChatGPT: Strong free cash flow of $3.12B with an 18.1% FCF margin. Solid profitability with 20.2% operating margin, 15.4% net margin, and 17.0% ROE.

What are the risks of investing in DVN?

Claude: Interest coverage ratio of 1.4x is critically low and leaves minimal cushion for operational downturns or rate increases. Quick ratio of 0.94x and current ratio of 1.01x indicate liquidity stress and potential near-term working capital concerns. ChatGPT: Earnings quality softened as net income fell 1.5% and diluted EPS fell 8.6% despite revenue growth. Liquidity is somewhat tight with a 0.98x current ratio and 0.90x quick ratio.

What is DVN's revenue and growth?

Devon Energy Corp./de reported revenue of $3.8B.

Does DVN pay dividends?

Devon Energy Corp./de pays dividends, with $470.0M distributed to shareholders in the trailing twelve months.

Where can I find DVN SEC filings?

Official SEC filings for Devon Energy Corp./de (CIK: 0001090012) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DVN's EPS?

Devon Energy Corp./de has a diluted EPS of $0.19.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is DVN a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Devon Energy Corp./de has a HOLD rating with 67% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is DVN stock overvalued or undervalued?

Valuation metrics for DVN: ROE of 0.8% (sector avg: 14%), net margin of 3.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy DVN stock in 2026?

Our dual AI analysis gives Devon Energy Corp./de a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DVN's free cash flow?

Devon Energy Corp./de's operating cash flow is $1.7B, with capital expenditures of $839.0M. FCF margin is 21.4%.

How does DVN compare to other Energy stocks?

Vs Energy sector averages: Net margin 3.2% (avg: 12%), ROE 0.8% (avg: 14%), current ratio 1.01 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI