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Black Stone Minerals, L.P. (BSM) vs Talos Energy Inc. (TALO)

Black Stone Minerals, L.P. and Talos Energy Inc. are both Oil & Gas E&P companies. Black Stone Minerals, L.P. is the larger, with a market value of $3.1B against $2.5B — 1.2× the size. Talos Energy Inc. has negative trailing earnings, so its P/E is not meaningful; Black Stone Minerals, L.P. trades at 13.6×. Talos Energy Inc. grew revenue faster over the last twelve months: 13.5% against −1.88%. Black Stone Minerals, L.P. has the higher net margin (50.3% vs −18.4%) and the higher return on invested capital (12.6% vs −0.18%). Across the 20 metrics below, Black Stone Minerals, L.P. leads on 12 and Talos Energy Inc. on 8.

Valuation

Metric BSM TALO Oil & Gas E&P median
P/E 13.60 n/m 9.67
P/S 7.16 1.16 1.76
P/B 3.86 1.28 1.19
Price to free cash flow 10.10 5.23 8.37
EV/EBITDA 10.93 4.08 4.59
EV/Sales 7.60 1.64 2.27
Earnings yield 7.36% (15.50%) 7.55%
Free cash flow yield 9.91% 19.11% 3.98%

Profitability

Metric BSM TALO Oil & Gas E&P median
Gross margin 100.00% 100.00% 79.54%
Operating margin 60.40% (0.39%) 24.01%
Net margin 50.32% (18.37%) 14.11%
Free cash flow margin 70.90% 22.79% 7.72%
Return on equity 26.56% (18.08%) 8.99%
Return on assets 16.24% (6.85%) 4.63%
Return on invested capital 12.56% (0.18%) 6.33%

Growth

Metric BSM TALO Oil & Gas E&P median
Revenue growth (TTM) (1.88%) 13.47% 13.60%
EPS growth (last fiscal year) 11.30% (540.91%) (10.17%)
Revenue growth, 5-year CAGR 6.51% 25.32% 18.67%
Net income growth, 5-year CAGR 21.82% 0.00% 0.00%

Health

Metric BSM TALO Oil & Gas E&P median
Debt to equity 0.18 0.72 0.29
Current ratio 1.78 1.15 0.92
Net debt to EBITDA 0.44 1.37 0.93

Dividend

Metric BSM TALO Oil & Gas E&P median
Dividend yield 8.84% — 3.76%
Payout ratio 1.20 — 0.33

Size

Metric BSM TALO Oil & Gas E&P median
Market cap 3.05b 2.45b 953.29m

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