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Imperial Oil Limited

Energy Updated August 11, 2026
$129.65
52W $82.45 – $139.44
58/100
$63.47B
20.2
0.82
AI Committee Verdict
Watch
58/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is IMO Bullish or Bearish?

Mixed. Innellis AI committee rates Imperial Oil Limited (IMO) Watch with a composite score of 58/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +2.43 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -17.57 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock. Growth Analyst remains cautious — revenue declining -9.1% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 28.9 is moderate-to-rich — Value
  • Revenue declining -9.1% YoY -- this is not a growth story right now — Growth
  • EPS declining -37.1% YoY despite any revenue growth — Growth
  • News sentiment is negative (-0.33 across 3 articles, 14d) — News
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
58/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 63%
of 90 Energy peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 28.9 is moderate-to-rich
Growth Analyst bearish
18 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -9.1% YoY -- this is not a growth story right now
Technical Analyst bullish
69 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
47 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
− News sentiment is negative (-0.33 across 3 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
63.9
Neutral
MACD Histogram
0.014
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$118.61
Resistance
$132.83
Bollinger %B
0.81
Inside Bands
Price vs Moving Averages
EMA 9
$127.34 Above
EMA 21
$125.59 Above
EMA 50
$123.73 Above
EMA 200
$113.65 Above

Fundamental Analysis

Valuation
83
Profitability
47
Financial Health
74
Cash Flow
70
Valuation
P/E Ratio 20.2×
P/B Ratio 3.55×
PEG Ratio -11.48
Dividend Yield 1.76%
52W High $139.44
52W Low $82.45
Quality & Growth
ROE 1468.5%
ROA 772.4%
Gross Margin 1759.6%
Operating Margin 1005.5%
Revenue Growth YoY
Debt / Equity 0.17
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 20.2 (inexpensive relative to a 15-40x range); Price-to-book of 3.6x; PEG ratio of -11.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 14.7%; Return on assets of 7.7%; Net margin of 7.8%; Gross margin of 17.6%; Current ratio of 1.38 (tight short-term liquidity); Debt-to-equity of 0.17; Free cash flow per share is positive (11.47); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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