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 $1.0B against $824.5M — 1.3× the size. Infinity Natural Resources Inc. trades at the lower P/E: 4.5× against 8.7×. Infinity Natural Resources Inc. grew revenue faster over the last twelve months: 75.4% against 23.2%. Riley Exploration Permian, Inc. has the higher net margin (24.5% vs 9.70%) and the lower return on invested capital (13.2% vs 14.7%). Across the 18 metrics below, Infinity Natural Resources Inc. leads on 12 and Riley Exploration Permian, Inc. on 6.

Valuation

Metric INR REPX Oil & Gas E&P median
P/E 4.47 8.69 11.01
P/S 0.48 2.11 1.98
P/B 0.63 1.61 1.30
Price to free cash flow n/m 19.22 10.68
EV/EBITDA 2.13 4.28 5.09
EV/Sales 1.46 2.62 2.63
Earnings yield 22.36% 11.50% 5.78%
Free cash flow yield (70.79%) 5.20% 4.91%

Profitability

Metric INR REPX Oil & Gas E&P median
Gross margin 85.21% 100.00% 80.41%
Operating margin 40.95% 38.43% 21.39%
Net margin 9.70% 24.53% 14.17%
Free cash flow margin (33.88%) 10.96% 8.18%
Return on equity 24.78% 19.94% 10.05%
Return on assets 3.16% 10.30% 5.81%
Return on invested capital 14.68% 13.20% 6.32%

Growth

Metric INR REPX Oil & Gas E&P median
Revenue growth (TTM) 75.40% 23.16% 9.94%
EPS growth (last fiscal year) — 78.17% (10.50%)
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 0.42 0.28
Current ratio 0.87 0.45 0.96
Net debt to EBITDA 0.74 0.99 0.89

Dividend

Metric INR REPX Oil & Gas E&P median
Dividend yield — 3.29% 3.29%
Payout ratio — 0.29 0.35

Size

Metric INR REPX Oil & Gas E&P median
Market cap 824.49m 1.04b 1.04b

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