Back
“Imperial Oil is generating its best-ever returns on capital as oil supply scarcity tightens, trades at just twice the capital it needs, and prefers buybacks — all while a multi-year inventory gap signals far higher oil prices ahead.”
Source
Smead Capital ManagementX“2Q26 International Value Strategy Newsletter: St…”span
“These companies are producing strong returns on capital at $70 a barrel. We'd estimate this to be in the high teens, while they invest in growing marginal production on existing assets.”
Performance
Entry$122.63
Current$121.33
Since call-1.06%
Confidence72%
How this was scored
Entry$122.63Jul 15, 2026 · 14:03 UTC · paste.trade
Current$121.33Jul 15, 2026 · 14:41 UTC · Finnhub
Horizonover the longer termparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.