BKV Corporation (BKV) vs Mach Natural Resources LP (MNR)

BKV Corporation and Mach Natural Resources LP are both Oil & Gas E&P companies. BKV Corporation is the larger, with a market value of $2.5B against $1.8B — 1.4× the size. BKV Corporation trades at the lower P/E: 7.9× against 17.3×. Mach Natural Resources LP grew revenue faster over the last twelve months: 34.4% against 29.7%. BKV Corporation has the higher net margin (15.2% vs 7.44%) and the higher return on invested capital (8.14% vs 4.09%). Across the 19 metrics below, BKV Corporation leads on 14 and Mach Natural Resources LP on 5.

Valuation

Metric BKV MNR Oil & Gas E&P median
P/E 7.90 17.33 10.57
P/S 1.33 1.29 1.80
P/B 1.01 0.94 1.27
Price to free cash flow n/m 6.96 9.99
EV/EBITDA 5.27 5.28 5.08
EV/Sales 1.93 2.18 2.39
Earnings yield 12.65% 5.77% 6.06%
Free cash flow yield (23.21%) 14.36% 6.17%

Profitability

Metric BKV MNR Oil & Gas E&P median
Gross margin 57.77% 56.26% 80.41%
Operating margin 25.08% 14.40% 21.39%
Net margin 15.23% 7.44% 14.17%
Free cash flow margin (30.86%) 18.51% 9.71%
Return on equity 13.80% 0.00% 10.05%
Return on assets 8.36% 3.35% 5.81%
Return on invested capital 8.14% 4.09% 6.32%

Growth

Metric BKV MNR Oil & Gas E&P median
Revenue growth (TTM) 29.65% 34.42% 9.94%
EPS growth (last fiscal year) 199.00% (42.63%) —
Revenue growth, 5-year CAGR — — 18.67%
Net income growth, 5-year CAGR — — 0.00%

Health

Metric BKV MNR Oil & Gas E&P median
Debt to equity 0.53 0.63 0.28
Current ratio 1.15 0.88 0.96
Net debt to EBITDA 1.74 2.03 0.91

Dividend

Metric BKV MNR Oil & Gas E&P median
Dividend yield — — 4.93%
Payout ratio — — 0.07

Size

Metric BKV MNR Oil & Gas E&P median
Market cap 2.53b 1.76b 923.59m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack