M&A Analogue Dashboard

Pending deal selection, analogue ranking, comparison summaries, and relevant sources.

COTERRA ENERGY INC / DEVON ENERGY CORP

Stock · Energy · Announcement: 2026-02-02
Expected completion: 2026-05-07
Announced deal value (mil): 23961.19
Nature of bid: Friendly
Percent sought: 100

Sources / News

Coterra , Devon merger talks advance as shale consolidation heats up
worldoil.com · 2026-01-29 · news
Devon Agrees to Buy Oil Rival Coterra for $21 . 4 Billion in Stock
finance.yahoo.com · 2026-02-02 · news

Interpretation

The pending deal's announcement reaction looks weaker than the analogue median (-3.6% vs 3.0%).
By day 5, the pending deal still looks slightly weaker than analogue history (5.8% vs 7.4%).
At the current comparison horizon, the spread is materially narrower than the analogue median (0.08 vs 1.52).
Analogue coverage includes 7 same-sector analogues and 24 fallback analogues, so the strongest comparisons should generally come from the same-sector names first.
Pending announcement jump
-0.0360
Analogue median announcement jump
0.0298
Pending latest spread
0.0760
Analogue median latest spread
1.5213

Top analogues

RankTargetTierDateScoreReasons
1MARATHON OIL CORP12024-05-281097.03same payment type (Stock), same target sector (Energy), very similar deal size, similar percent sought, same bid nature (Friendly)
2CONCHO RESOURCES INC12020-10-191074.04same payment type (Stock), same target sector (Energy), similar deal size, similar percent sought, same bid nature (Friendly)
3NOBLE ENERGY INC12020-07-201072.78same payment type (Stock), same target sector (Energy), similar deal size, similar percent sought, same bid nature (Friendly)
4SMITH INTERNATIONAL INC12010-02-211072.08same payment type (Stock), same target sector (Energy), similar deal size, similar percent sought, same bid nature (Friendly)
5HESS CORP12023-10-231066.69same payment type (Stock), same target sector (Energy), similar percent sought, same bid nature (Friendly)
6PIONEER NATURAL RESOURCES CO12023-10-111064.26same payment type (Stock), same target sector (Energy), similar percent sought, same bid nature (Friendly)
7OVINTIV EXPLORATION INC12018-11-011063.74same payment type (Stock), same target sector (Energy), similar percent sought, same bid nature (Friendly)
8TOTAL SYSTEM SERVICES INC22019-05-2897.11same payment type (Stock), fallback out-of-sector analogue, very similar deal size, similar percent sought, same bid nature (Friendly)
9PROGRESS ENERGY INC22011-01-1095.82same payment type (Stock), fallback out-of-sector analogue, very similar deal size, similar percent sought, same bid nature (Friendly)
10QWEST COMMUNICATIONS INTL22010-04-2294.93same payment type (Stock), fallback out-of-sector analogue, very similar deal size, similar percent sought, same bid nature (Friendly)

Target return path

Spread path

Volume ratio path