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 $1.6B against $1.1B — 1.4× the size. Tamboran Resources Corporation has the higher net margin (0.00% vs −34.0%) and the lower return on invested capital (−2.54% vs 2.91%). 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 11.01
P/S 1.03 n/m 1.98
P/B 2.34 0.73 1.30
Price to free cash flow 14.83 n/m 10.68
EV/EBITDA 6.12 n/m 5.09
EV/Sales 2.63 n/m 2.63
Earnings yield (42.81%) (3.86%) 5.78%
Free cash flow yield 6.74% (26.19%) 4.91%

Profitability

Metric KOS TBN Oil & Gas E&P median
Gross margin 47.27% — 80.41%
Operating margin 9.48% 0.00% 21.39%
Net margin (33.98%) 0.00% 14.17%
Free cash flow margin 6.97% 0.00% 8.18%
Return on equity (62.95%) (3.84%) 10.05%
Return on assets (11.39%) (3.26%) 5.81%
Return on invested capital 2.91% (2.54%) 6.32%

Growth

Metric KOS TBN Oil & Gas E&P median
Revenue growth (TTM) 7.13% — 9.94%
EPS growth (last fiscal year) (467.50%) 53.97% (10.50%)
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 3.79 0.07 0.28
Current ratio 0.59 2.61 0.96
Net debt to EBITDA 10.18 5.01 0.89

Dividend

Metric KOS TBN Oil & Gas E&P median
Dividend yield — — 3.29%
Payout ratio — — 0.35

Size

Metric KOS TBN Oil & Gas E&P median
Market cap 1.60b 1.11b 1.04b

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