Marathon Oil: Offering Really Compelling Prospects, +10% Combined Returns

Oct. 17, 2022 12:11 PM ETMarathon Oil Corporation (MRO)8 Comments


  • Marathon Oil has been a highly volatile stock in the last 6 months.
  • Yet, I argue that oil demand is a lot more sticky than negative headlines would lead you to believe.
  • Marathon Oil's capital return program is, shareholder first, capex second.
  • I lay out the math on why Marathon Oil could return more than 10% combined yield.
  • At 5x free cash flow, this business pays for itself within 5 or 6 years.
  • Looking for more investing ideas like this one? Get them exclusively at Deep Value Returns. Learn More »

Winter landscape with icicles on the gas pipeline

Leonid Ikan

Investment Thesis

Marathon Oil (NYSE:MRO) has been a volatile stock in the past 6 months. But unlike other pockets of the equity market where volatility has been commensurate with negative returns, in the case of Marathon Oil, volatility means

MRO Q2 2022 presentation

MRO Q2 2022 presentation

MRO Q2 2022 presentation

MRO Q2 2022 presentation

MRO Q2 2022 presentation

MRO Q2 2022 presentation

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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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