Infinity Natural Resources Inc. (INR) vs Riley Exploration Permian, Inc. (REPX)

Infinity Natural Resources Inc. and Riley Exploration Permian, Inc. are both Oil & Gas E&P companies. Riley Exploration Permian, Inc. is the larger, with a market value of $888.8M against $776.9M — 1.1× the size. Infinity Natural Resources Inc. trades at the lower P/E: 4.0× against 8.5×. Infinity Natural Resources Inc. grew revenue faster over the last twelve months: 75.4% against 45.5%. Riley Exploration Permian, Inc. has the higher net margin (17.3% vs 9.70%) and the higher return on invested capital (19.6% vs 14.7%). Across the 18 metrics below, Infinity Natural Resources Inc. leads on 10 and Riley Exploration Permian, Inc. on 8.

Valuation

Metric INR REPX Oil & Gas E&P median
P/E 4.00 8.54 9.67
P/S 0.44 1.46 1.76
P/B 0.57 1.35 1.19
Price to free cash flow n/m 8.39 8.37
EV/EBITDA 2.07 3.58 4.59
EV/Sales 1.42 1.83 2.27
Earnings yield 25.00% 11.71% 7.55%
Free cash flow yield (77.32%) 11.92% 3.98%

Profitability

Metric INR REPX Oil & Gas E&P median
Gross margin 85.21% 100.00% 79.54%
Operating margin 40.95% 45.62% 24.01%
Net margin 9.70% 17.28% 14.11%
Free cash flow margin (33.88%) 49.61% 7.72%
Return on equity 24.78% 16.76% 8.99%
Return on assets 3.16% 7.96% 4.63%
Return on invested capital 14.68% 19.63% 6.33%

Growth

Metric INR REPX Oil & Gas E&P median
Revenue growth (TTM) 75.40% 45.50% 13.60%
EPS growth (last fiscal year) — 78.17% (10.17%)
Revenue growth, 5-year CAGR — 164.32% 18.67%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric INR REPX Oil & Gas E&P median
Debt to equity 1.35 0.38 0.29
Current ratio 0.87 0.41 0.92
Net debt to EBITDA 0.74 0.99 0.93

Dividend

Metric INR REPX Oil & Gas E&P median
Dividend yield — 4.02% 3.76%
Payout ratio — 0.35 0.33

Size

Metric INR REPX Oil & Gas E&P median
Market cap 776.92m 888.81m 953.29m

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