Infinity Natural Resources Inc. (INR) vs Vitesse Energy, Inc. (VTS)

Infinity Natural Resources Inc. and Vitesse Energy, Inc. are both Oil & Gas E&P companies. Infinity Natural Resources Inc. is the larger, with a market value of $848.6M against $717.9M — 1.2× the size. Vitesse Energy, Inc. has negative trailing earnings, so its P/E is not meaningful; Infinity Natural Resources Inc. trades at 4.4×. Infinity Natural Resources Inc. grew revenue faster over the last twelve months: 75.4% against 8.52%. Infinity Natural Resources Inc. has the higher net margin (9.70% vs −3.95%) and the higher return on invested capital (14.7% vs 1.59%). Across the 17 metrics below, Infinity Natural Resources Inc. leads on 12 and Vitesse Energy, Inc. on 5.

Valuation

Metric INR VTS Oil & Gas E&P median
P/E 4.37 n/m 10.57
P/S 0.47 2.48 1.80
P/B 0.61 1.13 1.27
Price to free cash flow n/m 19.90 9.99
EV/EBITDA 2.11 5.56 5.08
EV/Sales 1.45 3.03 2.39
Earnings yield 22.89% (1.85%) 6.06%
Free cash flow yield (72.47%) 5.02% 6.17%

Profitability

Metric INR VTS Oil & Gas E&P median
Gross margin 85.21% 97.81% 80.41%
Operating margin 40.95% 6.99% 21.39%
Net margin 9.70% (3.95%) 14.17%
Free cash flow margin (33.88%) 12.44% 9.71%
Return on equity 24.78% (1.74%) 10.05%
Return on assets 3.16% (1.20%) 5.81%
Return on invested capital 14.68% 1.59% 6.32%

Growth

Metric INR VTS Oil & Gas E&P median
Revenue growth (TTM) 75.40% 8.52% 9.94%
EPS growth (last fiscal year) — 0.00% —
Revenue growth, 5-year CAGR — 8.15% 18.67%
Net income growth, 5-year CAGR — 6.89% 0.00%

Health

Metric INR VTS Oil & Gas E&P median
Debt to equity 1.35 0.25 0.28
Current ratio 0.87 1.06 0.96
Net debt to EBITDA 0.74 0.84 0.91

Dividend

Metric INR VTS Oil & Gas E&P median
Dividend yield — 9.90% 4.93%
Payout ratio — — 0.07

Size

Metric INR VTS Oil & Gas E&P median
Market cap 848.59m 717.88m 923.59m

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