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Canadian Natural Resources Limited USD

Update

Re-runs extraction for each period with period-end year from max(2023, current year − 2) through the current year, oldest first (up to three reporting years). This can take a long time.

Canadian integrated oil sands and conventional upstream producer with US listings.

Sector: United States / Canada — oil & gas exploration & production

US_EP_CNQ

No intraday sparkline from the default exchange feed; Yahoo or day change may still appear below when available.

No price chart.

Key metrics

Net debt (table and EV/EBITDA): |short-term borrowings| + |long-term borrowings| + |other financial liabilities| when extracted + |non-controlling interest| when extracted − |cash and equivalents|; amounts in millions of the reporting currency.

Market

Price
Market cap

Growth

Δ revenue y/y
-2.0%
Δ EBITDA y/y
-25.5%

Multiples

P/E (LTM)
P/B (FY)
EV/EBITDA (LTM)

Cash return

Dividend yield
FCF yield (LTM)

Liquidity

Daily turnover

Shares: connector/market_inputs

🔍 Sanity check — subtotal consistency (Level-1 + Level-2) OK: 0 / Warn: 8 / Err: 0 / Autofix applied: 0
Port of PHP subtotal-total + sign-flip detection logic
PeriodIssues
2023-12-31 FYWarn 1
2024-12-31 FYWarn 1
2025-03-31 Q1Warn 1
2025-06-30 Q2Warn 1
2025-09-30 Q3Warn 2
2025-12-31 FYWarn 1
2025-12-31 Q4Warn 1
2026-03-31 Q1Warn 1
All checks pass · Has warnings (review) · Has errors (needs fix) · ✓* Autofix applied (see evidence)

Financial dynamics

Monetary columns are in B USD, one decimal; scale (K/M/B/T) keeps values readable. For the period (default) shows P&L and cash flow for that row’s reporting window: quarterly amounts when the feed uses quarter-duration facts (typical US 10-Q revenue and income), quarterly cash flows after stripping YTD where only cumulative tags exist, and an implied Q4 on 31 Dec FY rows (P&L: FY minus Q1–Q3; operating / investing cash flow: FY 12m minus 9M YTD to 30 Sep when sourced from SEC builder evidence) so they match 10-Q scale. Some issuers still use cumulative YTD minus the prior row in the same calendar year. As reported shows values stored on each row (e.g. full-year on FY). Balance sheet is always as reported. Source JSON may use millions etc.; conversion uses amounts_unit per row.

DatePeriodStatusRevenueB USDOperating profitB USDD&AB USDEBITDAB USDNet profitB USDOperating CFB USDCapex + M&AB USDAssetsB USDEquityB USDROE (annualized)Net debtB USDSource
2026-03-31Q1 2026 (3M)OK7.7
y/y -2.0%
1.4
y/y -39.5%
1.3
y/y -0.5%
2.8
y/y -25.5%
1.0
y/y -45.6%
2.3-1.466.6
y/y 10.0%
31.6
y/y 9.4%
12.0%11.4Link
2025-12-31FY 2025 (12M)OK6.8
y/y
5.2
y/y
4.1
y/y
9.4
y/y
3.8
y/y
2.7-0.865.8
y/y 5.7%
31.8
y/y 10.4%
25.4%11.4Link
2025-09-30Q3 2025 (3M)OK6.9
y/y
0.4
y/y
0.0
y/y
0.4
y/y
0.4
y/y
2.9-1.662.0
y/y
29.3
y/y
2.0%12.4Link
2025-06-30Q2 2025 (3M)OK6.3
y/y
2.2
y/y
1.3
y/y
3.5
y/y
1.8
y/y
2.2-1.461.3
y/y
29.7
y/y
24.1%12.2Link
2025-03-31Q1 2025 (3M)OK7.8
y/y
2.4
y/y
1.3
y/y
3.7
y/y
1.8
y/y
3.1-0.960.6
y/y
28.9
y/y
24.3%12.4Link
2024-12-31FY 2024 (12M)OK
y/y -2.3%
y/y -20.8%
y/y 2.6%
y/y -12.1%
y/y -26.9%
62.3
y/y 10.7%
28.8
y/y -2.4%
15.3%13.2Link
2023-12-31FY 2023 (12M)OK
y/y
y/y
y/y
y/y
y/y
56.3
y/y
29.5
y/y
7.4Link
Data quality No obvious scale, balance-sheet, or cash-flow sanity issues in the displayed periods.

Production & Reserves

Physical operating metrics — supplementary, not part of the financial statements

Oil and Gas E and P

Proved reserves
20 750 mln boe
2025
Reserve life (R/P)
36.3 yrs
reserves ÷ annual output
Annual production
571.63 mln boe
2025

Proved reserves

YearReserves, mln boe
202520 750
202420 110
202318 504
202218 046
202116 950
202015 925
201914 252
201813 382
201711 866

Production

YearProduction, mln boeper day
2026149.53 *1 643 160
2025571.631 570 412
2024496.211 363 205
2023484.731 331 660
2022466.371 281 238
2021449.441 234 710
2020423.761 164 182
2019399.821 098 413
2018392.751 078 982

* partial year

EI1 ___NASDAQ_press_comm (NASDAQ / SEC filings)

Revenue & EBITDA

RevenueEBITDA

Quarterly values ($ mln)

02 0004 0006 0008 0002025 q12025 q22025 q32025 q42026 q1

Year-over-year change

-30%-20%-10%0%2025 q12025 q22025 q32025 q42026 q1

Cash flow

Net debt / cash ($ mln)

05 00010 00015 0002023 FY2024 FY2025 q12025 q22025 q32025 q42026 q1

EV/EBITDA — daily history

Current 8.2x · 3-year average 7.5x

EV/EBITDA3-year average

Commodity — production, reserves & revenue / cost mix

FY blocks below combine SEC XBRL tags (revenue & selected expense lines), plus production / reserves notes sourced to Form 10-K or company filings where cited.

Production and proved reserves in the FY blocks are keyed from supplemental 10-K tables after each filing is wired in. Automated SEC revenue/expense tags for the newest FY often appear before operational volumes and reserves for that same year.

Production & resources

Net production (Mboe/d)

1571151914681416136420242025Net production (Mboe/d)

Proved reserves (MMboe)

Reserves life (R/P): 27.7 yr

159101575715604154511529820242025Proved reserves (MMboe)

Proved reserves & production rates by fiscal year

FY endCrude oil equivalent (net, Mboe/d)Proved reserves (net, MMboe)Proved developed (net, MMboe)Proved undeveloped (net, MMboe)
2025-12-311,57115,910
2024-12-311,36415,298

Spot EBITDA forecast (next 12 months)

Model: apply spot-vs-LTM commodity price moves to LTM revenue mix (oil/gas/NGL). Purchased products scale with revenue; remaining cash expenses inflate (PPI proxy). Fair value: EBITDA at trailing ~3y average commodity prices, conservative used EBITDA (average of spot and 3y-avg when spot is higher), × 3y average EV/EBITDA − net debt.

Notes: Revenue mix derived from FY2025 10-K production volumes × realized sales prices (see Production & realized prices table below).
Spot 12M revenue
35 847 USDm
+30.2% vs LTM
Spot 12M EBITDA
20 947 USDm
+56.1% vs LTM
EV / Spot EBITDA
Show calculation
Line itemValue
1 · Reported baseline
LTM or latest FY revenue/EBITDA and revenue mix.
LTM revenue (last 4 quarters)27 542 USDm
LTM EBITDA (last 4 quarters)13 420 USDm
Baseline cash costs (revenue − EBITDA)14 123 USDm
Revenue mix: oil / gas / NGL / other94.3% / 5.7% / 0.0% / 0.0%
· Crude oil29 212 USDm (94.3% of implied)
· Natural gas1 757 USDm (5.7% of implied)
2 · Commodity prices
Spot move = last ÷ LTM average. 3y-avg-price EBITDA uses trailing ~3y mean ÷ LTM average.
Oil — spot & 3y avg vs LTMspot 95.96 · LTM avg 72.44 · 3y avg — → spot move +32.5%
Gas — spot & 3y avg vs LTMspot 3.13 · LTM avg 3.41 · 3y avg — → spot move -8.2%
NGL — spot & 3y avg vs LTMspot 5 862.50 · LTM avg 4 970.46 · 3y avg — → spot move +17.9%
3 · Cash cost model
Purchased products scale with revenue; other costs inflate.
Purchased products / revenue0.0%
PPI inflation multiplier (12m)1.055
→ Projected purchased cost (at spot revenue)0 USDm
→ Projected other cash cost (inflated)14 900 USDm
4 · Spot forward P&L
Headline spot cards use §4.
= Projected spot revenue35 847 USDm
= Spot EBITDA20 947 USDm
= EBITDA at 3y avg commodity prices13 033 USDm
5 · Valuation vs spot
Current EV vs spot EBITDA.
Enterprise value (current)
EV ÷ Spot EBITDA
6 · Fair value & upside
Conservative used EBITDA × 3y average EV/EBITDA → fair market cap.
EBITDA at 3y avg commodity prices13 033 USDm
= Conservative used EBITDA16 990 USDm
Fair market cap (3y avg EV/EBITDA × used EBITDA − net debt)

Flow: baseline → commodity prices → expense model → spot P&L → fair value (used EBITDA × 3y avg EV/EBITDA − net debt). Hover for formulas.

2025-12-31 · FY

Production & proved reserves

FY2025 record annual production and year-end proved reserves per Canadian Natural FY2025 results release.

Line itemAmount
Crude oil equivalent (net, Mboe/d)1,571
Proved reserves (net, MMboe)15,910

Sources

Production volumes & average realized prices (FY)

Volumes and per-unit realized sales prices come from the issuer's latest Form 10-K production-and-pricing table. Implied product revenue = volume × price; mix shares feed the spot 12-month forecast above.

FY2025 40-F (cnq-20251231.htm). Volumes annualised (×365) from company-reported bbl/d & MMcf/d in the Average Daily Production table; realised prices are derived from FY2025 product-sales totals (C$40,740M for crude oil & NGLs; C$2,450M for natural gas) divided by annualised volumes, then translated CAD→USD at 0.717 USD/CAD (BoC 2025 average noon rate ≈ 1.395 CAD/USD). NGLs are bundled with crude in CNQ's reporting and are included in the oil bucket here.

ProductAnnual volumeAvg realized priceImplied revenue (USDm)Share of implied revenue
Crude oil418.5 MMBbls69.81 USD/bbl29,212.394.3%
Natural gas929,655 MMcf1.89 USD/Mcf1,7575.7%
Total (implied product revenue)30,969.3100.0%

Primary SEC filing for this FY (HTML)

2024-12-31 · FY

Production & proved reserves

FY2024 approximations derived from FY2025 release: production +207 Mboe/d YoY; proved reserves +4% YoY.

Line itemAmount
Crude oil equivalent (net, Mboe/d)1,364
Proved reserves (net, MMboe)15,298

Sources

Primary SEC filing for this FY (HTML)

2023-12-31 · FY

Production & proved reserves

No production / reserves detail wired for this fiscal year yet.

Primary SEC filing for this FY (HTML)

Dividends

No dividend rows found for this issuer (checked: Yahoo Finance (ex-div)).

Investor reporting (IR): https://www.cnrl.com/investors/financials/

Reporting forms detected in loaded periods: (Balance sheet / Profit or loss (P&L) / Cash flows)