Kosmos Energy Ltd. (KOS) vs Tamboran Resources Corporation (TBN)

Kosmos Energy Ltd. and Tamboran Resources Corporation are both Oil & Gas E&P companies. Kosmos Energy Ltd. is the larger, with a market value of $1.3B against $981.3M — 1.3× the size. Tamboran Resources Corporation has the higher net margin (0.00% vs −27.2%) and the lower return on invested capital (−2.54% vs 7.39%). Across the 13 metrics below, Tamboran Resources Corporation leads on 9 and Kosmos Energy Ltd. on 4.

Valuation

Metric KOS TBN Oil & Gas E&P median
P/E n/m n/m 9.67
P/S 0.77 n/m 1.76
P/B 1.96 0.87 1.19
Price to free cash flow 4.23 n/m 8.37
EV/EBITDA 4.30 n/m 4.59
EV/Sales 2.23 n/m 2.27
Earnings yield (45.55%) (4.56%) 7.55%
Free cash flow yield 23.63% (21.92%) 3.98%

Profitability

Metric KOS TBN Oil & Gas E&P median
Gross margin 56.05% — 79.54%
Operating margin 21.85% 0.00% 24.01%
Net margin (27.21%) 0.00% 14.11%
Free cash flow margin 18.27% 0.00% 7.72%
Return on equity (58.80%) (3.84%) 8.99%
Return on assets (9.86%) (3.26%) 4.63%
Return on invested capital 7.39% (2.54%) 6.33%

Growth

Metric KOS TBN Oil & Gas E&P median
Revenue growth (TTM) 21.64% — 13.60%
EPS growth (last fiscal year) (467.50%) 53.97% (10.17%)
Revenue growth, 5-year CAGR 7.58% — 18.67%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric KOS TBN Oil & Gas E&P median
Debt to equity 3.87 0.07 0.29
Current ratio 0.54 2.61 0.92
Net debt to EBITDA 10.18 5.01 0.93

Dividend

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

Size

Metric KOS TBN Oil & Gas E&P median
Market cap 1.31b 981.33m 953.29m

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