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Dorchester Minerals, L.P. (DMLP) vs Kosmos Energy Ltd. (KOS)

Dorchester Minerals, L.P. and Kosmos Energy Ltd. are both Oil & Gas E&P companies. Dorchester Minerals, L.P. and Kosmos Energy Ltd. are of similar size ($1.3B and $1.3B). Kosmos Energy Ltd. has negative trailing earnings, so its P/E is not meaningful; Dorchester Minerals, L.P. trades at 13.2×. Dorchester Minerals, L.P. grew revenue faster over the last twelve months: 38.2% against 21.6%. Dorchester Minerals, L.P. has the higher net margin (48.1% vs −27.2%) and the higher return on invested capital (27.7% vs 7.39%). Across the 21 metrics below, Dorchester Minerals, L.P. leads on 15 and Kosmos Energy Ltd. on 6.

Valuation

Metric DMLP KOS Oil & Gas E&P median
P/E 13.24 n/m 9.67
P/S 6.42 0.77 1.76
P/B 4.62 1.96 1.19
Price to free cash flow 8.08 4.23 8.37
EV/EBITDA 10.32 4.30 4.59
EV/Sales 6.16 2.23 2.27
Earnings yield 7.55% (45.55%) 7.55%
Free cash flow yield 12.38% 23.63% 3.98%

Profitability

Metric DMLP KOS Oil & Gas E&P median
Gross margin 100.00% 56.05% 79.54%
Operating margin 49.84% 21.85% 24.01%
Net margin 48.10% (27.21%) 14.11%
Free cash flow margin 79.43% 18.27% 7.72%
Return on equity 32.66% (58.80%) 8.99%
Return on assets 31.74% (9.86%) 4.63%
Return on invested capital 27.71% 7.39% 6.33%

Growth

Metric DMLP KOS Oil & Gas E&P median
Revenue growth (TTM) 38.18% 21.64% 13.60%
EPS growth (last fiscal year) (45.54%) (467.50%) (10.17%)
Revenue growth, 5-year CAGR 26.64% 7.58% 18.67%
Net income growth, 5-year CAGR 21.16% 0.00% 0.00%

Health

Metric DMLP KOS Oil & Gas E&P median
Debt to equity 0.00 3.87 0.29
Current ratio 10.60 0.54 0.92
Net debt to EBITDA (0.34) 10.18 0.93

Dividend

Metric DMLP KOS Oil & Gas E&P median
Dividend yield 12.36% — 3.76%
Payout ratio 1.64 — 0.33

Size

Metric DMLP KOS Oil & Gas E&P median
Market cap 1.34b 1.31b 953.29m

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