Greenfire Resources Ltd. (GFR) vs Kosmos Energy Ltd. (KOS)

Greenfire Resources Ltd. and Kosmos Energy Ltd. are both Oil & Gas E&P companies. Greenfire Resources Ltd. and Kosmos Energy Ltd. are of similar size ($1.3B and $1.3B). Kosmos Energy Ltd. grew revenue faster over the last twelve months: 21.6% against −16.5%. Greenfire Resources Ltd. has the higher net margin (−6.42% vs −27.2%) and the lower return on invested capital (0.48% vs 7.39%). Across the 18 metrics below, Greenfire Resources Ltd. leads on 11 and Kosmos Energy Ltd. on 7.

Valuation

Metric GFR KOS Oil & Gas E&P median
P/E n/m n/m 9.67
P/S 1.64 0.77 1.76
P/B 0.84 1.96 1.19
Price to free cash flow n/m 4.23 8.37
EV/EBITDA 11.01 4.30 4.59
EV/Sales 1.71 2.23 2.27
Earnings yield (5.07%) (45.55%) 7.55%
Free cash flow yield (6.27%) 23.63% 3.98%

Profitability

Metric GFR KOS Oil & Gas E&P median
Gross margin 91.87% 56.05% 79.54%
Operating margin 1.54% 21.85% 24.01%
Net margin (6.42%) (27.21%) 14.11%
Free cash flow margin (10.30%) 18.27% 7.72%
Return on equity (3.69%) (58.80%) 8.99%
Return on assets (2.89%) (9.86%) 4.63%
Return on invested capital 0.48% 7.39% 6.33%

Growth

Metric GFR KOS Oil & Gas E&P median
Revenue growth (TTM) (16.46%) 21.64% 13.60%
EPS growth (last fiscal year) (62.10%) (467.50%) (10.17%)
Revenue growth, 5-year CAGR — 7.58% 18.67%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric GFR KOS Oil & Gas E&P median
Debt to equity 0.03 3.87 0.29
Current ratio 0.96 0.54 0.92
Net debt to EBITDA (0.21) 10.18 0.93

Dividend

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

Size

Metric GFR KOS Oil & Gas E&P median
Market cap 1.32b 1.31b 953.29m

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