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Kosmos Energy Ltd. (KOS) vs Kimbell Royalty (KRP)

Kosmos Energy Ltd. and Kimbell Royalty are both Oil & Gas E&P companies. Kimbell Royalty is the larger, with a market value of $1.9B against $1.3B — 1.5× the size. Kosmos Energy Ltd. has negative trailing earnings, so its P/E is not meaningful; Kimbell Royalty trades at 19.6×. Kosmos Energy Ltd. grew revenue faster over the last twelve months: 21.6% against 9.03%. Kimbell Royalty has the higher net margin (21.3% vs −27.2%) and the lower return on invested capital (6.79% vs 7.39%). Across the 20 metrics below, Kimbell Royalty leads on 13 and Kosmos Energy Ltd. on 7.

Valuation

Metric KOS KRP Oil & Gas E&P median
P/E n/m 19.61 9.67
P/S 0.77 4.34 1.76
P/B 1.96 1.93 1.19
Price to free cash flow 4.23 12.67 8.37
EV/EBITDA 4.30 7.67 4.59
EV/Sales 2.23 5.79 2.27
Earnings yield (45.55%) 5.10% 7.55%
Free cash flow yield 23.63% 7.89% 3.98%

Profitability

Metric KOS KRP Oil & Gas E&P median
Gross margin 56.05% 100.00% 79.54%
Operating margin 21.85% 40.20% 24.01%
Net margin (27.21%) 21.31% 14.11%
Free cash flow margin 18.27% 34.30% 7.72%
Return on equity (58.80%) 10.51% 8.99%
Return on assets (9.86%) 5.35% 4.63%
Return on invested capital 7.39% 6.79% 6.33%

Growth

Metric KOS KRP Oil & Gas E&P median
Revenue growth (TTM) 21.64% 9.03% 13.60%
EPS growth (last fiscal year) (467.50%) 616.67% (10.17%)
Revenue growth, 5-year CAGR 7.58% 29.84% 18.67%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric KOS KRP Oil & Gas E&P median
Debt to equity 3.87 0.69 0.29
Current ratio 0.54 3.79 0.92
Net debt to EBITDA 10.18 1.53 0.93

Dividend

Metric KOS KRP Oil & Gas E&P median
Dividend yield — 10.60% 3.76%
Payout ratio — 2.08 0.33

Size

Metric KOS KRP Oil & Gas E&P median
Market cap 1.31b 1.93b 953.29m

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