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Kosmos Energy Ltd. (KOS) vs Mach Natural Resources LP (MNR)

Kosmos Energy Ltd. and Mach Natural Resources LP are both Oil & Gas E&P companies. Mach Natural Resources LP is the larger, with a market value of $1.7B against $1.3B — 1.3× the size. Kosmos Energy Ltd. has negative trailing earnings, so its P/E is not meaningful; Mach Natural Resources LP trades at 11.4×. Mach Natural Resources LP grew revenue faster over the last twelve months: 36.8% against 21.6%. Mach Natural Resources LP has the higher net margin (10.5% vs −27.2%) and the lower return on invested capital (5.30% vs 7.39%). Across the 19 metrics below, Mach Natural Resources LP leads on 12 and Kosmos Energy Ltd. on 7.

Valuation

Metric KOS MNR Oil & Gas E&P median
P/E n/m 11.42 9.67
P/S 0.77 1.19 1.76
P/B 1.96 0.90 1.19
Price to free cash flow 4.23 5.97 8.37
EV/EBITDA 4.30 4.44 4.59
EV/Sales 2.23 2.06 2.27
Earnings yield (45.55%) 8.75% 7.55%
Free cash flow yield 23.63% 16.74% 3.98%

Profitability

Metric KOS MNR Oil & Gas E&P median
Gross margin 56.05% 0.00% 79.54%
Operating margin 21.85% 17.91% 24.01%
Net margin (27.21%) 10.47% 14.11%
Free cash flow margin 18.27% 42.01% 7.72%
Return on equity (58.80%) 0.00% 8.99%
Return on assets (9.86%) 3.91% 4.63%
Return on invested capital 7.39% 5.30% 6.33%

Growth

Metric KOS MNR Oil & Gas E&P median
Revenue growth (TTM) 21.64% 36.75% 13.60%
EPS growth (last fiscal year) (467.50%) (42.63%) (10.17%)
Revenue growth, 5-year CAGR 7.58% — 18.67%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric KOS MNR Oil & Gas E&P median
Debt to equity 3.87 0.63 0.29
Current ratio 0.54 0.79 0.92
Net debt to EBITDA 10.18 2.03 0.93

Dividend

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

Size

Metric KOS MNR Oil & Gas E&P median
Market cap 1.31b 1.66b 953.29m

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