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United States Oil Fund, LP (USO) Stock Fundamental Analysis & AI Rating 2026

USO NYSE Commodity Contracts Brokers & Dealers DE CIK: 0001327068
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
SELL
72% Conf
Pending
Analysis scheduled

📊 USO Key Takeaways

Revenue: $-56.2M
Net Margin: 115.0%
Free Cash Flow: $-21.9M
Current Ratio: N/A
Debt/Equity: N/A
EPS: $0.00
AI Rating: SELL with 72% confidence
United States Oil Fund, LP (USO) receives a SELL rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of -$56.2M, net profit margin of 115.0%, United States Oil Fund, LP demonstrates mixed fundamentals in the Market sector. Below is our complete USO stock analysis for 2026.

Is United States Oil Fund, LP (USO) a Good Investment?

Claude

USO is experiencing significant operational losses ($64.7M) with negative cash flow ($21.9M), indicating the fund is not generating returns for investors. While the balance sheet shows strong liquidity with $651.9M cash and minimal debt ($3.5M), persistent negative profitability and cash burn undermine fund viability. The dramatic -17619% YoY revenue decline and data quality inconsistencies raise concerns about operational transparency and performance.

Why Buy United States Oil Fund, LP Stock? USO Key Strengths

Claude
  • + Substantial cash reserves of $651.9M providing operational runway
  • + Minimal debt at $3.5M with strong balance sheet structure
  • + High liquidity position with 73% of assets in cash equivalents

USO Stock Risks: United States Oil Fund, LP Investment Risks

Claude
  • ! Negative net income of $64.7M indicates fund losses and poor investment returns
  • ! Negative operating cash flow of $21.9M signals cash burn despite cash reserves
  • ! Massive -17619% YoY revenue decline suggests severe operational deterioration or structural issues
  • ! Contradictory metrics (115% net margin with negative income; 38.9% FCF margin with negative FCF) indicate data quality problems
  • ! As a commodity futures fund, negative performance suggests failure to track or outperform underlying oil index

Key Metrics to Watch

Claude
  • * Quarterly net income trajectory and operating cash flow recovery
  • * Fund assets under management (AUM) and investor redemption rates
  • * Data quality verification and reconciliation of contradictory metrics
  • * Performance versus WTI crude oil benchmark and fund expense ratio impact

United States Oil Fund, LP (USO) Financial Metrics & Key Ratios

Revenue
$-56.2M
Net Income
$-64.7M
EPS (Diluted)
$0.00
Free Cash Flow
$-21.9M
Total Assets
$889.6M
Cash Position
$651.9M

💡 AI Analyst Insight

The 38.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

USO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin 115.0%
ROE N/A
ROA -7.3%
FCF Margin 38.9%

USO vs Market Sector: How United States Oil Fund, LP Compares

How United States Oil Fund, LP compares to Market sector averages

Net Margin
USO 115.0%
vs
Sector Avg 12.0%
USO Sector
ROE
USO 0.0%
vs
Sector Avg 15.0%
USO Sector
Current Ratio
USO 0.0x
vs
Sector Avg 1.8x
USO Sector
Debt/Equity
USO 0.0x
vs
Sector Avg 0.7x
USO Sector

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

Is United States Oil Fund, LP Stock Overvalued? USO Valuation Analysis 2026

Based on fundamental analysis, United States Oil Fund, LP has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
115.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.7x

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.

United States Oil Fund, LP Balance Sheet: USO Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
N/A
Debt/Assets
0.4%
Interest Coverage
N/A
Long-term Debt
N/A

USO Revenue & Earnings Growth: 5-Year Financial Trend

USO 5-year financial data: Year 2021: Revenue $312.0K, Net Income $473.5M, EPS N/A. Year 2022: Revenue $289.5K, Net Income -$1.9B, EPS N/A. Year 2023: Revenue $374.0K, Net Income $1.6B, EPS N/A. Year 2024: Revenue $386.0K, Net Income $785.2M, EPS N/A. Year 2025: Revenue $386.0K, Net Income -$46.0M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: United States Oil Fund, LP's revenue has grown significantly by 24% over the 5-year period, indicating strong business expansion.

USO 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
38.9%
Free cash flow / Revenue

USO Quarterly Earnings & Performance

Quarterly financial performance data for United States Oil Fund, LP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $69.0K -$9.2M N/A
Q2 2025 $100.0K $19.9M N/A
Q1 2025 $91.0K $40.3M N/A
Q3 2024 $89.0K $124.8M N/A
Q2 2024 $95.0K $19.9M N/A
Q1 2024 $71.0K -$69.7M N/A
Q3 2023 $64.0K $250.5M N/A
Q2 2023 $47.0K -$34.9M N/A

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

United States Oil Fund, LP Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$21.9M
Cash generated from operations
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for United States Oil Fund, LP (CIK: 0001327068)

📋 Recent SEC Filings

Date Form Document Action
Mar 27, 2026 8-K i26133_uso-8k.htm View →
Mar 27, 2026 8-K tm268499d1_8k.htm View →
Mar 20, 2026 8-K tm268488d1_8k.htm View →
Feb 27, 2026 10-K uso-20251231x10k.htm View →
Feb 27, 2026 8-K tm266376d1_8k.htm View →

Frequently Asked Questions about USO

What is the AI rating for USO?

United States Oil Fund, LP (USO) has an AI rating of SELL with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are USO's key strengths?

Claude: Substantial cash reserves of $651.9M providing operational runway. Minimal debt at $3.5M with strong balance sheet structure.

What are the risks of investing in USO?

Claude: Negative net income of $64.7M indicates fund losses and poor investment returns. Negative operating cash flow of $21.9M signals cash burn despite cash reserves.

What is USO's revenue and growth?

United States Oil Fund, LP reported revenue of $-56.2M.

Does USO pay dividends?

United States Oil Fund, LP does not currently pay dividends.

Where can I find USO SEC filings?

Official SEC filings for United States Oil Fund, LP (CIK: 0001327068) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is USO's EPS?

United States Oil Fund, LP has a diluted EPS of $0.00.

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 USO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, United States Oil Fund, LP has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is USO stock overvalued or undervalued?

Valuation metrics for USO: ROE of N/A (sector avg: 15%), net margin of 115.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy USO stock in 2026?

Our dual AI analysis gives United States Oil Fund, LP a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is USO's free cash flow?

United States Oil Fund, LP's operating cash flow is $-21.9M, with capital expenditures of N/A. FCF margin is 38.9%.

How does USO compare to other Market stocks?

Vs Default sector averages: Net margin 115.0% (avg: 12%), ROE N/A (avg: 15%), current ratio N/A (avg: 1.8).

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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: Apr 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI