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Devon Energy Corp/de vs EXPAND ENERGY (DVN vs EXE)

Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.

Devon Energy Corp/de is the larger company by revenue ($16.8B vs $12.1B) and market value ($48.7B vs $20.9B). EXPAND ENERGY grew revenue faster in its latest fiscal year (+186.3% vs +5.4%). EXPAND ENERGY trades at the lower trailing P/E (6.5x vs 11.8x).

About Devon Energy Corp/de

Devon Energy is an oil and natural gas company that explores for, produces, and markets oil, natural gas, and natural gas liquids. It operates in various regions including the Barnett Shale, Eagle Ford, Delaware Basin, and Williston Basin. The company serves customers in the energy sector by providing upstream production and midstream marketing services.

About EXPAND ENERGY

Expand Energy Corp is an independent natural gas producer operating primarily in the United States. The company develops and produces natural gas, oil, and natural gas liquids from shale formations in Louisiana, Texas, Pennsylvania, West Virginia, and Ohio. It holds working interests in approximately 6,600 wells and focuses on supplying energy to domestic and international markets.

Head to head (DVN FY2025 vs EXE FY2025)

MetricDVNFY2025EXEFY2025
Revenue$16.79B$12.12B
Revenue growth (YoY)5.4%186.3%
Gross margin
Operating margin20.4%
Net margin15.7%15.0%
Net income$2.64B$1.82B
Diluted EPS$4.17$7.57
FCF margin18.6%15.2%
ROE17.0%9.8%
Debt / equity0.5×0.3×
Market cap$48.71B$20.87B
P/E (TTM)11.8×6.5×

Fundamentals are from each company’s SEC filings (DVN FY2025, EXE FY2025). P/E and market cap are derived from recent market prices and update daily.

Five-year trend (as reported)

RevenueFY2021FY2022FY2023FY2024FY2025
DVN$12.21B$19.17B$15.14B$15.92B$16.79B
EXE$11.74B$8.72B$4.24B$12.12B
Net incomeFY2021FY2022FY2023FY2024FY2025
DVN$2.81B$6.03B$3.74B$2.89B$2.64B
EXE$6.33B$4.94B$2.42B$-714.0M$1.82B
Operating marginFY2021FY2022FY2023FY2024FY2025
DVN
EXE32.2%36.0%-19.0%20.4%

Peer standing

Where each company ranks among the 61 oil and gas companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.

MetricDVNEXE
Net margin
15.7%65th percentile of 58
15.0%63rd percentile of 58
FCF margin
18.6%68th percentile of 20
15.2%53rd percentile of 20
Revenue growth (YoY)
+5.4%50th percentile of 59
+186.3%97th percentile of 59
ROE
17.0%88th percentile of 49
9.8%60th percentile of 49
P/E (TTM)
11.8×41st percentile of 40
6.5×13th percentile of 40
Debt / equity
0.48×56th percentile of 37
0.27×28th percentile of 37
Short interest (days to cover)
1.78d22nd percentile of 60
1.72d19th percentile of 60

Short interest

FINRA settlement dataDVNEXE
Shares sold short29.3M7.7M
Change vs prior settlement-0.6%+1.2%
Days to cover1.781.72
As of settlement2026-06-302026-06-30

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.

Insider activity (last 90 days)

Form 4 open-market activityDVNEXE
Buys04 ($560,880)
Sells3 ($5.3M)0

Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.

Held by the same investors

6 tracked 13F managers hold both Devon Energy Corp/de and EXPAND ENERGY as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.

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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.