tiprankstipranks
Trending News
More News >
Woodside Energy Group Ltd (AU:WDS)
ASX:WDS
Advertisement

Woodside Energy Group (WDS) AI Stock Analysis

Compare
879 Followers

Top Page

AU:WDS

Woodside Energy Group

(Sydney:WDS)

Select Model
Select Model
Select Model
Outperform 71 (OpenAI - 4o)
Rating:71Outperform
Price Target:
AU$25.00
▲(2.46% Upside)
Woodside Energy Group's overall stock score is driven by strong financial performance and attractive valuation metrics. The earnings call provided positive insights into operational achievements, although technical indicators suggest a cautious outlook. Liquidity challenges and regulatory delays are areas to watch.
Positive Factors
Strong Financial Performance
Woodside's robust profitability and high EBITDA margin indicate strong operational efficiency and resilience against market fluctuations.
Operational Excellence
Cost reductions and asset reliability enhance competitive positioning, enabling sustainable margin improvements and long-term profitability.
Gearing and Liquidity
Maintaining target gearing and strong liquidity provides financial flexibility for future investments and operational stability.
Negative Factors
Decommissioning Challenges
Decommissioning issues can lead to higher costs and operational delays, impacting financial performance and project timelines.
Regulatory Delays
Prolonged regulatory delays can hinder project execution and revenue generation, affecting long-term strategic growth plans.
Beaumont Ammonia Project Delay
Project delays can postpone revenue streams and strategic benefits, affecting growth and diversification efforts in emerging markets.

Woodside Energy Group (WDS) vs. iShares MSCI Australia ETF (EWA)

Woodside Energy Group Business Overview & Revenue Model

Company DescriptionWoodside Energy Group Ltd engages in the exploration, evaluation, development, production, marketing, and sale of hydrocarbons in Oceania, Asia, Canada, Africa, and internationally. The company produces liquefied natural gas, pipeline natural gas, condensate, liquefied petroleum gas, and crude oil. It holds interests in the Greater Browse, Greater Sunrise, Greater Pluto, Greater Exmouth, North West Shelf, Wheatstone, Julimar-Brunello, Canada, Senegal, Greater Scarborough, and Myanmar projects. The company was formerly known as Woodside Petroleum Ltd and changed its name to Woodside Energy Group Ltd in May 2022. Woodside Energy Group Ltd was founded in 1954 and is headquartered in Perth, Australia.
How the Company Makes MoneyWoodside Energy Group generates revenue primarily through the sale of liquefied natural gas (LNG) and other hydrocarbon products. Its revenue model is largely based on long-term contracts and spot market sales of LNG, which provides a stable income stream. The company also earns from oil and gas production, as well as from the sale of by-products such as condensate and natural gas liquids. Significant partnerships with international energy companies and participation in joint ventures enhance its operational capacity and market reach. Additionally, Woodside is actively involved in exploring new energy projects and technologies, including renewables, which could diversify its revenue sources in the future.

Woodside Energy Group Earnings Call Summary

Earnings Call Date:Aug 18, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Feb 24, 2026
Earnings Call Sentiment Positive
The earnings call highlights Woodside's strong financial performance, operational excellence, and safety achievements. However, challenges remain, particularly in decommissioning and regulatory delays impacting projects.
Q2-2025 Updates
Positive Updates
Strong Financial Performance
Reported a net profit after tax of more than $1.3 billion. EBITDA margin of 70% despite lower realized prices and inflationary pressures.
Record Production Levels
Achieved half year production of 548,000 barrels of oil equivalent per day and total production of 99.2 million barrels of oil equivalent.
Sangomar Performance
Sangomar generated revenue of almost $1 billion and maintained gross production at nameplate capacity with almost 99% reliability.
Operational Excellence
Reduced unit production costs by a further 7% and achieved high reliability of operated assets.
Gearing and Liquidity
Gearing remains within the target range of 10% to 20%, with strong liquidity at $8.4 billion.
Safety Achievements
No high consequence injuries recorded; 100,000 hours worked without lost time injuries across major projects.
Negative Updates
Decommissioning Challenges
Unexpected challenges with equipment removal at legacy fields Griffin, Minerva, and Stybarrow have resulted in increased costs.
Regulatory Delays
Pending final federal approval for the Northwest Shelf extension, which has been under rigorous assessment for over 6 years.
Beaumont Ammonia Project Delay
First ammonia production delayed to late 2025 due to construction delays, although no cost impact to Woodside.
Company Guidance
During the Woodside Energy Group Limited's half-year results conference call for 2025, significant metrics and strategic advancements were highlighted. For the first half, Woodside achieved a production of 548,000 barrels of oil equivalent per day, totaling 99.2 million barrels, with Sangomar contributing significantly to this output. The company reduced unit production costs by 7% and reported a net profit after tax exceeding $1.3 billion. A fully franked interim dividend of $0.53 per share was declared, reflecting a payout at the upper range. Major projects like Scarborough and Trion showed progress, with Scarborough being 86% complete and targeting LNG cargo by 2026. Additionally, the Louisiana LNG project, a key growth driver, is progressing towards first LNG in 2029, with Train 1 construction 22% complete. The company maintained strong liquidity with $8.4 billion and gearing within their target range, supported by innovative financing strategies, including a sell-down to Stonepeak. Woodside also made strides in sustainability, achieving no high consequence injuries and advancing their decarbonization plans.

Woodside Energy Group Financial Statement Overview

Summary
Woodside Energy Group demonstrates strong profitability margins amidst fluctuating revenue. The balance sheet reflects financial stability with a strong equity position and moderate leverage. However, cash flow analysis points to potential liquidity challenges, despite efficient income-to-cash conversion. The company remains well-positioned in the industry but should focus on improving cash flow sustainability.
Income Statement
70
Positive
Woodside Energy Group's income statement reveals a volatile revenue trend with a recent decline from $13.99 billion in 2023 to $13.18 billion in 2024. Gross profit margin decreased to 43.1% in 2024, and net income is relatively strong at $3.57 billion. The EBIT margin is not available for 2024, but the EBITDA margin remains robust at 71.8%. Despite revenue fluctuations, profitability margins indicate operational efficiency.
Balance Sheet
75
Positive
The balance sheet shows a solid equity base with a stockholders' equity of $35.4 billion in 2024, giving an equity ratio of 57.8%. The debt-to-equity ratio is moderate at 0.33, suggesting manageable leverage levels. Return on equity is 10.1%, indicating decent returns on shareholder investments. Overall, the company's financial position appears stable with balanced leverage.
Cash Flow
65
Positive
Cash flow analysis highlights a decline in operating cash flow to $5.85 billion in 2024. Free cash flow increased slightly to $0.945 billion, though it remains low relative to net income, indicating potential cash constraints. The operating cash flow to net income ratio of 1.64 suggests efficient conversion of income to cash, but free cash flow growth remains a concern.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue13.18B13.99B16.82B6.96B3.60B
Gross Profit5.68B6.47B10.28B3.12B615.00M
EBITDA9.47B8.70B10.41B4.12B1.83B
Net Income3.57B1.66B6.50B1.98B-4.03B
Balance Sheet
Total Assets61.26B55.36B59.32B26.47B24.62B
Cash, Cash Equivalents and Short-Term Investments4.11B1.95B6.88B3.35B3.78B
Total Debt11.62B6.50B6.77B6.80B7.49B
Total Liabilities25.11B20.19B22.19B12.24B11.75B
Stockholders Equity35.40B34.40B36.34B13.44B12.07B
Cash Flow
Free Cash Flow945.00M854.00M5.67B1.17B-96.00M
Operating Cash Flow5.85B6.14B8.81B3.79B1.85B
Investing Cash Flow-5.75B-5.58B-2.27B-2.94B-2.11B
Financing Cash Flow2.10B-5.00B-3.36B-1.42B-203.00M

Woodside Energy Group Technical Analysis

Technical Analysis Sentiment
Positive
Last Price24.40
Price Trends
50DMA
24.10
Positive
100DMA
24.22
Positive
200DMA
22.98
Positive
Market Momentum
MACD
-0.12
Negative
RSI
64.19
Neutral
STOCH
90.31
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WDS, the sentiment is Positive. The current price of 24.4 is above the 20-day moving average (MA) of 22.89, above the 50-day MA of 24.10, and above the 200-day MA of 22.98, indicating a bullish trend. The MACD of -0.12 indicates Negative momentum. The RSI at 64.19 is Neutral, neither overbought nor oversold. The STOCH value of 90.31 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:WDS.

Woodside Energy Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
AU$41.97B9.218.51%6.77%17.13%61.35%
$1.19B5.9013.85%4.55%-17.02%-35.47%
$15.17B7.614.09%5.20%3.87%-62.32%
AU$20.64B13.056.59%5.75%-5.81%-17.90%
$2.86B-1.02%7.14%17.16%90.79%
AU$395.93M-42.02%59.48%-1714.71%
AU$728.55M-10.05
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:WDS
Woodside Energy Group
24.40
1.68
7.39%
AU:BPT
Beach Energy
1.26
0.07
6.09%
AU:KAR
Karoon Energy Ltd
1.63
0.31
23.39%
AU:STO
Santos Limited
6.37
-0.18
-2.73%
AU:STX
Strike Energy Limited
0.12
-0.08
-40.00%
AU:TBN
Tamboran Resources Limited
0.20
0.06
42.86%

Woodside Energy Group Corporate Events

Woodside Partners with Williams for Louisiana LNG Project
Oct 22, 2025

Woodside Energy Group has entered into a strategic partnership with Williams, a prominent player in US natural gas infrastructure, for the Louisiana LNG project. This partnership involves Woodside selling a 10% interest in Louisiana LNG LLC and an 80% interest in Driftwood Pipeline LLC to Williams for $250 million, with total proceeds amounting to $378 million. The collaboration is set to enhance the project’s operational capabilities by leveraging Williams’ extensive pipeline expertise and gas sourcing platform. The partnership aims to deliver first LNG by 2029, reinforcing both companies’ positions as key providers of sustainable energy solutions to meet growing global demand.

The most recent analyst rating on (AU:WDS) stock is a Hold with a A$22.50 price target. To see the full list of analyst forecasts on Woodside Energy Group stock, see the AU:WDS Stock Forecast page.

Woodside Energy Reports Increased Production and Advances Key Projects
Oct 21, 2025

Woodside Energy Group reported a 1% increase in quarterly production, reaching 50.8 million barrels of oil equivalent, with significant contributions from the Sangomar and Pluto LNG projects. The company is advancing its major projects, with the Scarborough Energy Project 91% complete and the Beaumont New Ammonia Project 97% complete. Woodside received final environmental approval for the North West Shelf Project Extension, ensuring continued operations beyond 2030, and agreed to assume operatorship of the Bass Strait assets, enhancing its Australian portfolio. The company also secured long-term LNG supply agreements with PETRONAS and BOTAŞ, reflecting robust demand for its products.

The most recent analyst rating on (AU:WDS) stock is a Hold with a A$22.50 price target. To see the full list of analyst forecasts on Woodside Energy Group stock, see the AU:WDS Stock Forecast page.

Woodside Energy Announces Cessation of Securities
Oct 14, 2025

Woodside Energy Group Ltd announced the cessation of certain securities, specifically WEP and SWEP equity rights, due to unmet conditions. This cessation reflects adjustments in the company’s equity structure, potentially impacting stakeholders by altering the available securities and possibly influencing market perceptions of the company’s financial strategies.

The most recent analyst rating on (AU:WDS) stock is a Hold with a A$22.50 price target. To see the full list of analyst forecasts on Woodside Energy Group stock, see the AU:WDS Stock Forecast page.

Woodside Energy Announces Equity Securities Issuance
Oct 14, 2025

Woodside Energy Group Ltd has announced the issuance and conversion of unquoted equity securities, with a total of 241,167 fully paid ordinary shares being issued on two separate dates in August and September 2025. This move is part of the company’s ongoing efforts to manage its equity structure and could have implications for its market positioning and shareholder value.

The most recent analyst rating on (AU:WDS) stock is a Hold with a A$22.50 price target. To see the full list of analyst forecasts on Woodside Energy Group stock, see the AU:WDS Stock Forecast page.

Woodside Energy Updates Dividend Distribution Details
Sep 3, 2025

Woodside Energy Group Ltd has updated its previous announcement regarding the dividend distribution for the period ending June 30, 2025. The update includes details on the exchange rates and methodology used for converting the dividend into various payment currencies, which is crucial for stakeholders to understand the financial implications and distribution process.

The most recent analyst rating on (AU:WDS) stock is a Buy with a A$29.60 price target. To see the full list of analyst forecasts on Woodside Energy Group stock, see the AU:WDS Stock Forecast page.

Woodside Energy Reports Strong Half-Year Results and Expands LNG Leadership
Aug 20, 2025

Woodside Energy Group reported strong half-year results for 2025, showcasing outstanding performance across its portfolio with increased production and reduced costs. The company approved a final investment decision on Louisiana LNG, reinforcing its position as a global LNG leader. Woodside also declared a fully franked interim dividend, reflecting its robust financial performance and commitment to shareholder returns. The company maintained high safety standards, with no high consequence injuries, and continues to focus on sustainable operations and emissions reduction targets.

The most recent analyst rating on (AU:WDS) stock is a Hold with a A$24.85 price target. To see the full list of analyst forecasts on Woodside Energy Group stock, see the AU:WDS Stock Forecast page.

Woodside Energy Reports Robust First Half of 2025 with Strategic Growth Initiatives
Aug 18, 2025

Woodside Energy Group reported a strong first half of 2025, with significant production and financial achievements. The company delivered a net profit after tax of $1,316 million and a 10% increase in operating revenue to $6,590 million. Key projects like Scarborough and Trion are progressing well, and the final investment decision on the Louisiana LNG Project positions Woodside as a major player in the global LNG market. The company also maintained a strong safety record and achieved significant milestones in its operations, highlighting its commitment to operational excellence and strategic growth.

The most recent analyst rating on (AU:WDS) stock is a Hold with a A$28.00 price target. To see the full list of analyst forecasts on Woodside Energy Group stock, see the AU:WDS Stock Forecast page.

Woodside Energy Expands Australian Operations with Bass Strait Operatorship
Jul 29, 2025

Woodside Energy Group has agreed to take over operatorship of the Bass Strait assets from ExxonMobil Australia, enhancing its operational footprint in Australia. This strategic move is expected to generate over US$60 million in synergies and allows Woodside to pursue further production and reliability improvements, as well as future development opportunities, thereby reinforcing its position as a leading energy provider in the Australian market.

The most recent analyst rating on (AU:WDS) stock is a Hold with a A$28.00 price target. To see the full list of analyst forecasts on Woodside Energy Group stock, see the AU:WDS Stock Forecast page.

Woodside Energy Group Boosts Production and Advances Key Projects in Q2 2025
Jul 23, 2025

Woodside Energy Group reported a productive second quarter with a 2% increase in production, reaching 50.1 million barrels of oil equivalent. The company has made significant strides in its projects, notably achieving an 86% completion rate for the Scarborough Energy Project and a 35% completion for the Trion Project. The final investment decision for the Louisiana LNG Project marks a strategic move to enhance Woodside’s global LNG positioning. Financially, Woodside has strengthened its liquidity through strategic divestments and bond issuances, further supporting its growth and shareholder returns. The company continues to focus on sustainability, aiming to reduce greenhouse gas emissions and manage decommissioning activities effectively.

The most recent analyst rating on (AU:WDS) stock is a Hold with a A$28.00 price target. To see the full list of analyst forecasts on Woodside Energy Group stock, see the AU:WDS Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Oct 23, 2025