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

Greenfire Resources Ltd. and Kosmos Energy Ltd. are both Oil & Gas E&P companies. Kosmos Energy Ltd. is the larger, with a market value of $1.7B against $1.5B — 1.1× the size. 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 10.57
P/S 1.75 0.99 1.80
P/B 0.89 2.23 1.27
Price to free cash flow n/m 14.14 9.99
EV/EBITDA 11.69 6.00 5.08
EV/Sales 1.81 2.58 2.39
Earnings yield (4.77%) (44.91%) 6.06%
Free cash flow yield (5.90%) 7.07% 6.17%

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% 9.71%
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%) —
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 0.91

Dividend

Metric GFR KOS Oil & Gas E&P median
Dividend yield — — 4.93%
Payout ratio 0.00 0.00 0.07

Size

Metric GFR KOS Oil & Gas E&P median
Market cap 1.49b 1.66b 923.59m

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