Imperial Oil Limited Website

Imperial Oil Limited

TSX-IMO

Company Overview

Imperial Oil Limited engages in exploration, production, and sale of crude oil and natural gas in Canada. The company operates through three segments: Upstream, Downstream and Chemical segments. The Upstream segment explores for, and produces crude oil, natural gas, synthetic oil, and bitumen. As of December 31, 2021, this segment had 386 million oil-equivalent barrels of proved undeveloped reserves. The Downstream segment is involved in the transportation and refining of crude oil, blending of refined products and the distribution, and marketing of refined products. It also transports crude oil to refineries by contracted pipelines, common carrier pipelines, and rail; maintains a distribution system to move petroleum products to market by pipeline, tanker, rail, and road transport; and owns and operates fuel terminals, natural gas liquids, and products pipelines in Alberta, Manitoba, and Ontario. In addition, this segment markets and supplies petroleum products to motoring public through approximately 2,400 Esso and Mobil-branded sites. Further, it sells petroleum products, including fuel, asphalt, and lubricants for industrial and transportation customers, independent marketers, and resellers, as well as other refiners serving the agriculture, residential heating, and commercial markets through branded fuel and lubricant resellers. The Chemical segment manufactures and markets various petrochemicals, benzene, aromatic and aliphatic solvents, plasticizer intermediates, and polyethylene resin. Imperial Oil Limited has a strategic agreement with E3 Metals Corp. to advance a lithium-extraction pilot in Alberta. The company was incorporated in 1880 and is headquartered in Calgary, Canada. Imperial Oil Limited is a subsidiary of Exxon Mobil Corporation.

  • Name

    Imperial Oil Limited

  • CEO

    John R. Whelan

  • Website

    www.imperialoil.ca

  • Sector

    Oil, Gas and Consumable Fuels

  • Year Founded

    1880

Company Statistics

Profile

  • Market Cap

    —

  • EV

    —

  • Shares Out

    —

  • Revenue

    —

  • Employees

    —

Margins

  • Gross

    —

  • EBITDA

    —

  • Operating

    —

  • Pre-Tax

    —

  • Net

    —

  • FCF

    —

Returns (5Yr Avg)

  • ROA

    —

  • ROTA

    —

  • ROE

    —

  • ROCE

    —

  • ROIC

    —

Valuation (TTM)

  • P/E

    —

  • P/B

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • P/FCF

    —

  • EV/Gross Profit

    —

Valuation (NTM)

  • Price Target

    —

  • P/E

    —

  • PEG

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • P/FCF

    —

Financial Health

  • Cash

    —

  • Net Debt

    —

  • Debt/Equity

    —

  • EBIT/Interest

    —

Growth (CAGR)

  • Rev 3Yr

    —

  • Rev 5Yr

    —

  • Rev 10Yr

    —

  • Dil EPS 3Yr

    —

  • Dil EPS 5Yr

    —

  • Dil EPS 10Yr

    —

  • Rev Fwd 2Yr

    —

  • EBITDA Fwd 2Yr

    —

  • EPS Fwd 2Yr

    —

  • EPS LT Growth Est

    —

Dividends

  • Yield

    —

  • Payout

    —

  • DPS

    —

  • DPS Growth 3Yr

    —

  • DPS Growth 5Yr

    —

  • DPS Growth 10Yr

    —

  • DPS Growth Fwd 2Yr

    —

What's happening

Nov 5, 2025 - Dec 5, 2025

Imperial Oil Ltd Surges Amid Mixed Analyst Sentiment

  • Imperial Oil Ltd's stock rose by 8.9% over the past month, significantly outperforming the S&P 500's return of 1.3%.
  • Analysts highlighted strong operational metrics and substantial reserves, contributing to bullish sentiment early in November.
  • Despite facing bearish outlooks from some analysts towards month-end, Imperial Oil maintained resilience against market fluctuations.

Over the past month, Imperial Oil Ltd (IMO) experienced a notable increase of 8.9% in its stock performance. This growth was driven by positive sentiments from analysts who emphasized the company's robust operational metrics and significant reserves. On November 6th, TD Securities raised its price target for IMO to C$107 while maintaining a "sell" rating, indicating potential upside despite caution among some analysts.

Additionally, RBC Capital increased its price target for IMO to Cdn$118 from Cdn$117 just one day earlier on November 5th. The company reported impressive earnings of C$2.17 per share with a net margin of 10%. Analysts noted that Imperial Oil holds approximately 5.2 billion barrels of proved and probable crude oil and natural gas reserves, which further solidified investor confidence during this period.

However, not all news surrounding IMO was positive; bearish sentiments emerged as well towards month's end when multiple downgrades occurred from firms like TD Securities and CIBC that reiterated sell ratings or downgraded their assessments entirely on December 2nd. These negative signals led to consensus recommendations leaning towards "Reduce." Nevertheless, throughout November's analysis period, earlier bullish analyst actions contributed positively to IMO’s overall performance.

The mixed analyst ratings reflected cautious optimism regarding Imperial Oil’s future prospects amid fluctuating oil prices and broader economic conditions affecting energy stocks overall. Ultimately, despite challenges posed by bearish sentiment toward month's end—such as revised sell ratings—Imperial Oil Ltd outperformed both the Energy (XLE) sector by 3.1% and demonstrated resilience against broader market fluctuations represented by the S&P index over this timeframe.

In summary, while there were concerns about future outlooks due to recent downgrades leading into December—Imperial Oil still managed an impressive performance relative to both the Energy sector and broader market indices with an overperformance of 7.7% compared to the S&P 500's return during this same period.

TSX:IMO