Infinity Natural Resources Inc. (INR) vs Obsidian Energy (OBE)

Infinity Natural Resources Inc. and Obsidian Energy are both Oil & Gas E&P companies. Infinity Natural Resources Inc. is the larger, with a market value of $848.6M against $750.7M — 1.1× the size. Infinity Natural Resources Inc. trades at the lower P/E: 4.4× against 34.5×. Infinity Natural Resources Inc. grew revenue faster over the last twelve months: 75.4% against −19.3%. Infinity Natural Resources Inc. has the higher net margin (9.70% vs 4.53%) and the higher return on invested capital (14.7% vs 1.47%). Across the 18 metrics below, Infinity Natural Resources Inc. leads on 14 and Obsidian Energy on 4.

Valuation

Metric INR OBE Oil & Gas E&P median
P/E 4.37 34.48 10.57
P/S 0.47 1.61 1.80
P/B 0.61 0.71 1.27
Price to free cash flow n/m n/m 9.99
EV/EBITDA 2.11 5.98 5.08
EV/Sales 1.45 2.27 2.39
Earnings yield 22.89% 2.90% 6.06%
Free cash flow yield (72.47%) (18.80%) 6.17%

Profitability

Metric INR OBE Oil & Gas E&P median
Gross margin 85.21% 63.83% 80.41%
Operating margin 40.95% 6.70% 21.39%
Net margin 9.70% 4.53% 14.17%
Free cash flow margin (33.88%) (30.26%) 9.71%
Return on equity 24.78% 1.99% 10.05%
Return on assets 3.16% 1.43% 5.81%
Return on invested capital 14.68% 1.47% 6.32%

Growth

Metric INR OBE Oil & Gas E&P median
Revenue growth (TTM) 75.40% (19.29%) 9.94%
EPS growth (last fiscal year) — 117.95% —
Revenue growth, 5-year CAGR — 15.86% 18.67%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric INR OBE Oil & Gas E&P median
Debt to equity 1.35 0.25 0.28
Current ratio 0.87 0.78 0.96
Net debt to EBITDA 0.74 0.66 0.91

Dividend

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

Size

Metric INR OBE Oil & Gas E&P median
Market cap 848.59m 750.71m 923.59m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack