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 ($1.6B and $1.6B). Kosmos Energy Ltd. grew revenue faster over the last twelve months: 7.13% against −16.5%. Greenfire Resources Ltd. has the higher net margin (−6.42% vs −34.0%) and the lower return on invested capital (0.48% vs 2.91%). 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 11.01
P/S 1.95 1.03 1.98
P/B 0.99 2.34 1.30
Price to free cash flow n/m 14.83 10.68
EV/EBITDA 13.03 6.12 5.09
EV/Sales 2.02 2.63 2.63
Earnings yield (4.26%) (42.81%) 5.78%
Free cash flow yield (5.27%) 6.74% 4.91%

Profitability

Metric GFR KOS Oil & Gas E&P median
Gross margin 91.87% 47.27% 80.41%
Operating margin 1.54% 9.48% 21.39%
Net margin (6.42%) (33.98%) 14.17%
Free cash flow margin (10.30%) 6.97% 8.18%
Return on equity (3.69%) (62.95%) 10.05%
Return on assets (2.89%) (11.39%) 5.81%
Return on invested capital 0.48% 2.91% 6.32%

Growth

Metric GFR KOS Oil & Gas E&P median
Revenue growth (TTM) (16.46%) 7.13% 9.94%
EPS growth (last fiscal year) (62.10%) (467.50%) (10.50%)
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 3.79 0.28
Current ratio 0.96 0.59 0.96
Net debt to EBITDA (0.21) 10.18 0.89

Dividend

Metric GFR KOS Oil & Gas E&P median
Dividend yield — — 3.29%
Payout ratio — — 0.35

Size

Metric GFR KOS Oil & Gas E&P median
Market cap 1.55b 1.60b 1.04b

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